Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 4.83%
2 UTRN 3.98%
3 ERNZ 3.33%
4 SDEI 3.21%
5 DIVY 3.13%
6 RNLC 3.03%
7 TPMN 2.60%
8 FOVL 2.38%
9 WBIE 2.37%
10 MVFD 2.36%
11 FDIV 2.01%
12 FTDS 2.01%
13 IAK 1.96%
14 KIE 1.95%
15 RDVY 1.94%
16 SPDV 1.92%
17 LYLD 1.86%
18 SPHD 1.66%
19 QDIV 1.57%
20 RSPF 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.35M (12.53%) 97.15K
Increased by +0.36%
Jun 30, 25
2 BlackRock Inc 20.20M (9.26%) 615.03K
Increased by +3.04%
Jun 30, 25
3 Nippon Life Insurance Co. 18.14M (8.31%) 0.00
Increased by 0.00%
Jun 30, 25
4 Bank of America Corp 12.37M (5.67%) 1.08M
Increased by +8.76%
Jun 30, 25
5 State Street Corp 10.69M (4.90%) -74.06K
Decreased by -0.69%
Jun 30, 25
6 State Street Corporation 9.66M (4.43%) -64.97K
Decreased by -0.67%
Mar 31, 24
7 Geode Capital Management, LLC 5.49M (2.51%) 5.84K
Increased by +0.11%
Jun 30, 25
8 Capital Research Global Investors 4.98M (2.28%) 15.45K
Increased by +0.31%
Mar 31, 25
9 Victory Capital Management Inc. 4.29M (1.97%) 587.15K
Increased by +13.67%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 3.76M (1.73%) 101.08K
Increased by +2.68%
Jun 30, 25
11 Northern Trust Corp 3.49M (1.60%) -96.13K
Decreased by -2.76%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 3.17M (1.45%) 203.01K
Increased by +6.40%
Jun 30, 25
13 NORGES BANK 2.86M (1.31%) 55.57K
Increased by +1.94%
Jun 30, 25
14 First Trust Advisors L.P. 2.78M (1.28%) 144.26K
Increased by +5.18%
Dec 31, 23
15 Amvescap Plc. 2.74M (1.26%) 139.95K
Increased by +5.11%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 2.10M (0.96%) 290.23K
Increased by +13.83%
Jun 30, 25
17 Wellington Management Company LLP 2.07M (0.95%) -2.12M
Decreased by -102.45%
Mar 31, 25
18 Goldman Sachs Group Inc 1.93M (0.88%) -682.92K
Decreased by -35.38%
Jun 30, 25
19 Amundi 1.79M (0.82%) 654.41K
Increased by +36.53%
Jun 30, 25
20 Royal Bank of Canada 1.74M (0.80%) 657.42K
Increased by +37.84%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.33M (3.36%) -79.45K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.04M (3.23%) -159.93K
Decreased by -2.27%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 5.98M (2.74%) 44.15K
Increased by +0.74%
May 31, 25
4 Vanguard 500 Index Investor 5.11M (2.34%) -747.90K
Decreased by -14.64%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 5.00M (2.29%) 53.90K
Increased by +1.08%
Jul 31, 25
6 American Funds American Mutual A 3.03M (1.39%) -12.68K
Decreased by -0.42%
Mar 31, 25
7 Capital Group American Mutual Comp 3.03M (1.39%) -12.68K
Decreased by -0.42%
Mar 31, 25
8 Victory Sycamore Established Value R 2.97M (1.36%) 419.00K
Increased by +14.11%
Jun 30, 25
9 SPDR® S&P 500 ETF 2.62M (1.20%) -38.44K
Decreased by -1.47%
Mar 31, 25
10 Fidelity 500 Index 2.61M (1.20%) 1.11K
Increased by +0.04%
Jul 31, 25
11 Fidelity® 500 Index 2.59M (1.19%) 16.49K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 2.58M (1.18%) -5.59K
Decreased by -0.22%
Apr 30, 24
13 Sycamore Mid Cap Value Comp 2.55M (1.17%) 2.55M
Increased by +100.00%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.55M (1.17%) -13.39K
Decreased by -0.53%
Mar 31, 25
15 iShares Select Dividend ETF 2.54M (1.16%) 0.00
Increased by 0.00%
Aug 31, 25
16 SPDR® S&P 500® ETF 2.50M (1.14%) 30.61K
Increased by +1.23%
Aug 31, 25
17 iShares Core S&P 500 ETF 2.48M (1.14%) 0.00
Increased by 0.00%
Aug 31, 25
18 First Trust Rising Dividend Achiev ETF 2.37M (1.09%) 3.25K
Increased by +0.14%
Jan 31, 24
19 Vanguard Value Index Inv 1.99M (0.91%) -2.77K
Decreased by -0.14%
Jul 31, 25
20 Invesco S&P 500® Equal Weight ETF 1.85M (0.85%) 2.73K
Increased by +0.15%
Aug 29, 25