Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 4.83%
2 UTRN 3.98%
3 DIVY 3.61%
4 DDIV 3.34%
5 ERNZ 3.33%
6 PFI 3.26%
7 NEWZ 3.22%
8 SDEI 3.21%
9 RNLC 3.03%
10 DVLU 2.95%
11 DVOL 2.89%
12 TPMN 2.60%
13 FOVL 2.38%
14 WBIE 2.37%
15 MVFD 2.36%
16 IAK 2.33%
17 SPDV 2.20%
18 FDIV 2.01%
19 LYLD 1.97%
20 FTDS 1.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.97M (12.64%) -162.25K
Decreased by -0.60%
Dec 31, 25
2 BlackRock Inc 20.32M (9.53%) -91.76K
Decreased by -0.45%
Mar 31, 26
3 Nippon Life Insurance Co. 18.14M (8.50%) 0.00
Increased by 0.00%
Jun 30, 26
4 Vanguard Capital Management, LLC 13.47M (6.32%) 13.47M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 11.26M (5.28%) 11.26M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 10.18M (4.77%) -329.52K
Decreased by -3.24%
Mar 31, 26
7 State Street Corporation 9.66M (4.53%) -64.97K
Decreased by -0.67%
Mar 31, 24
8 Bank of America Corp 8.82M (4.13%) 420.32K
Increased by +4.77%
Mar 31, 26
9 Capital World Investors 6.03M (2.83%) 6.03M
Increased by +100.00%
Mar 31, 26
10 Charles Schwab Investment Management Inc 5.92M (2.78%) 4.48M
Increased by +75.61%
Mar 31, 26
11 Geode Capital Management, LLC 5.66M (2.65%) 84.94K
Increased by +1.50%
Mar 31, 26
12 Capital Research Global Investors 4.98M (2.34%) 15.45K
Increased by +0.31%
Mar 31, 25
13 Victory Capital Management Inc. 3.91M (1.83%) -387.94K
Decreased by -9.93%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 3.89M (1.82%) 119.33K
Increased by +3.07%
Mar 31, 26
15 Amvescap Plc. 3.54M (1.66%) 257.25K
Increased by +7.26%
Mar 31, 26
16 Northern Trust Corp 3.33M (1.56%) -93.91K
Decreased by -2.82%
Mar 31, 26
17 NORGES BANK 3.10M (1.45%) 238.91K
Increased by +7.71%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 3.01M (1.41%) -73.57K
Decreased by -2.45%
Mar 31, 26
19 First Trust Advisors L.P. 2.78M (1.30%) 144.26K
Increased by +5.18%
Dec 31, 23
20 The Goldman Sachs Group Inc 2.75M (1.29%) 255.10K
Increased by +9.26%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.33M (3.44%) -79.45K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.86M (3.22%) -42.21K
Decreased by -0.62%
Jun 30, 26
3 American Funds Income Fd of Amer A 6.00M (2.81%) 0.00
Increased by 0.00%
Jun 30, 26
4 American Funds Income Fund of Amer A 6.00M (2.81%) 6.00M
Increased by +100.00%
Mar 31, 26
5 Vanguard 500 Index Investor 5.10M (2.39%) -74.73K
Decreased by -1.46%
Jun 30, 26
6 Schwab US Dividend Equity ETF™ 4.99M (2.34%) 8.61K
Increased by +0.17%
Jun 30, 26
7 Vanguard Mid Cap Index Institutional 4.68M (2.19%) -23.41K
Decreased by -0.50%
Jun 30, 26
8 American Funds American Mutual A 3.03M (1.42%) -12.68K
Decreased by -0.42%
Mar 31, 25
9 Capital Group American Mutual Comp 3.03M (1.42%) -12.68K
Decreased by -0.42%
Mar 31, 25
10 Victory Sycamore Established Value R 2.97M (1.39%) 419.00K
Increased by +14.11%
Jun 30, 25
11 iShares Select Dividend ETF 2.80M (1.31%) 0.00
Increased by 0.00%
Jun 30, 26
12 iShares Core S&P 500 ETF 2.71M (1.27%) 8.55K
Increased by +0.32%
Jun 30, 26
13 SPDR® S&P 500 ETF 2.62M (1.23%) -38.44K
Decreased by -1.47%
Mar 31, 25
14 Fidelity® 500 Index 2.59M (1.21%) 16.49K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500 ETF Trust 2.58M (1.21%) -5.59K
Decreased by -0.22%
Apr 30, 24
16 Sycamore Mid Cap Value Comp 2.55M (1.20%) 2.55M
Increased by +100.00%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 2.55M (1.20%) -13.39K
Decreased by -0.53%
Mar 31, 25
18 Fidelity 500 Index 2.53M (1.19%) -3.53K
Decreased by -0.14%
May 31, 26
19 SPDR® S&P 500® ETF 2.50M (1.17%) 30.61K
Increased by +1.23%
Aug 31, 25
20 State Street® SPDR® S&P 500® ETF 2.37M (1.11%) -31.01K
Decreased by -1.31%
Jun 30, 26