Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 4.83%
2 UTRN 3.98%
3 DIVY 3.61%
4 ERNZ 3.33%
5 NEWZ 3.22%
6 SDEI 3.21%
7 RNLC 3.03%
8 TPMN 2.60%
9 FOVL 2.38%
10 WBIE 2.37%
11 MVFD 2.36%
12 LYLD 2.24%
13 SPDV 2.21%
14 KIE 2.19%
15 QDIV 2.18%
16 BMVP 2.13%
17 FTDS 2.06%
18 FDIV 2.01%
19 RDVY 1.94%
20 MBOX 1.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.97M (12.57%) -162.25K
Decreased by -0.60%
Dec 31, 25
2 BlackRock Inc 20.32M (9.47%) -91.76K
Decreased by -0.45%
Mar 31, 26
3 Nippon Life Insurance Co. 18.14M (8.45%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Capital Management, LLC 13.47M (6.28%) 13.47M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 11.26M (5.25%) 11.26M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 10.18M (4.74%) -329.52K
Decreased by -3.24%
Mar 31, 26
7 State Street Corporation 9.66M (4.50%) -64.97K
Decreased by -0.67%
Mar 31, 24
8 Bank of America Corp 8.82M (4.11%) 420.32K
Increased by +4.77%
Mar 31, 26
9 Capital World Investors 6.03M (2.81%) 6.03M
Increased by +100.00%
Mar 31, 26
10 Charles Schwab Investment Management Inc 5.92M (2.76%) 4.48M
Increased by +75.61%
Mar 31, 26
11 Geode Capital Management, LLC 5.66M (2.64%) 84.94K
Increased by +1.50%
Mar 31, 26
12 Capital Research Global Investors 4.98M (2.32%) 15.45K
Increased by +0.31%
Mar 31, 25
13 Victory Capital Management Inc. 3.91M (1.82%) -387.94K
Decreased by -9.93%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 3.89M (1.81%) 119.33K
Increased by +3.07%
Mar 31, 26
15 Amvescap Plc. 3.54M (1.65%) 257.25K
Increased by +7.26%
Mar 31, 26
16 Northern Trust Corp 3.33M (1.55%) -93.91K
Decreased by -2.82%
Mar 31, 26
17 NORGES BANK 3.10M (1.44%) 238.91K
Increased by +7.71%
Dec 31, 25
18 Morgan Stanley - Brokerage Accounts 3.01M (1.40%) -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 (1.28%) 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 (3.42%) -79.45K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.90M (3.22%) 25.39K
Increased by +0.37%
Apr 30, 26
3 American Funds Income Fund of Amer A 6.00M (2.80%) 6.00M
Increased by +100.00%
Mar 31, 26
4 Vanguard 500 Index Investor 5.13M (2.39%) 92.20K
Increased by +1.80%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 4.73M (2.20%) 9.12K
Increased by +0.19%
May 30, 26
6 Vanguard Mid Cap Index Institutional 4.70M (2.19%) 12.53K
Increased by +0.27%
Apr 30, 26
7 American Funds American Mutual A 3.03M (1.41%) -12.68K
Decreased by -0.42%
Mar 31, 25
8 Capital Group American Mutual Comp 3.03M (1.41%) -12.68K
Decreased by -0.42%
Mar 31, 25
9 Victory Sycamore Established Value R 2.97M (1.38%) 419.00K
Increased by +14.11%
Jun 30, 25
10 iShares Select Dividend ETF 2.79M (1.30%) 0.00
Increased by 0.00%
May 29, 26
11 SPDR® S&P 500 ETF 2.62M (1.22%) -38.44K
Decreased by -1.47%
Mar 31, 25
12 iShares Core S&P 500 ETF 2.61M (1.21%) 7.93K
Increased by +0.30%
May 29, 26
13 Fidelity® 500 Index 2.59M (1.21%) 16.49K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500 ETF Trust 2.58M (1.20%) -5.59K
Decreased by -0.22%
Apr 30, 24
15 Sycamore Mid Cap Value Comp 2.55M (1.19%) 2.55M
Increased by +100.00%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 2.55M (1.19%) -13.39K
Decreased by -0.53%
Mar 31, 25
17 Fidelity 500 Index 2.54M (1.18%) 8.72K
Increased by +0.34%
Apr 30, 26
18 SPDR® S&P 500® ETF 2.50M (1.16%) 30.61K
Increased by +1.23%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 2.37M (1.10%) 3.22K
Increased by +0.14%
May 29, 26
20 First Trust Rising Dividend Achiev ETF 2.37M (1.10%) 3.25K
Increased by +0.14%
Jan 31, 24