Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 4.83%
2 UTRN 3.98%
3 DIVY 3.29%
4 SDEI 3.21%
5 RNLC 3.03%
6 TPMN 2.60%
7 WBIE 2.37%
8 FOVL 2.31%
9 FTDS 2.08%
10 FDIV 2.01%
11 SPDV 1.99%
12 WBIG 1.99%
13 IAK 1.96%
14 RDVY 1.94%
15 KIE 1.84%
16 QDIV 1.57%
17 RYF 1.37%
18 DVYL 1.36%
19 SPYD 1.32%
20 RSPF 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.43M (12.32%) -75.42K
Decreased by -0.27%
Dec 31, 24
2 BlackRock Inc 19.86M (8.91%) -38.32K
Decreased by -0.19%
Dec 31, 24
3 Nippon Life Insurance Co. 18.14M (8.14%) 0.00
Increased by 0.00%
Mar 31, 25
4 Bank of America Corp 9.80M (4.40%) -1.33M
Decreased by -13.55%
Dec 31, 24
5 State Street Corp 9.67M (4.34%) 128.25K
Increased by +1.33%
Dec 31, 24
6 State Street Corporation 9.66M (4.34%) -64.97K
Decreased by -0.67%
Mar 31, 24
7 Geode Capital Management, LLC 5.47M (2.45%) 52.41K
Increased by +0.96%
Dec 31, 24
8 Capital Research Global Investors 4.97M (2.23%) 9.99K
Increased by +0.20%
Dec 31, 24
9 Wellington Management Company LLP 4.19M (1.88%) -179.41K
Decreased by -4.28%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 3.91M (1.76%) -21.46K
Decreased by -0.55%
Dec 31, 24
11 Northern Trust Corp 3.66M (1.64%) 326.60K
Increased by +8.92%
Dec 31, 24
12 Morgan Stanley - Brokerage Accounts 2.91M (1.31%) 8.31K
Increased by +0.29%
Dec 31, 24
13 NORGES BANK 2.80M (1.26%) -448.14K
Decreased by -15.98%
Dec 31, 24
14 First Trust Advisors L.P. 2.78M (1.25%) 144.26K
Increased by +5.18%
Dec 31, 23
15 Amvescap Plc. 2.75M (1.24%) -533.52K
Decreased by -19.37%
Dec 31, 24
16 JPMorgan Chase & Co 1.98M (0.89%) -2.91M
Decreased by -146.89%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 1.88M (0.84%) 209.88K
Increased by +11.18%
Dec 31, 24
18 Goldman Sachs Group Inc 1.73M (0.78%) 243.25K
Increased by +14.04%
Sep 30, 24
19 Legal & General Group PLC 1.63M (0.73%) -111.74K
Decreased by -6.87%
Dec 31, 24
20 Bank of New York Mellon Corp 1.53M (0.69%) -351.90K
Decreased by -23.03%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.33M (3.29%) -79.45K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.13M (3.20%) -96.99K
Decreased by -1.36%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 5.85M (2.62%) 9.17K
Increased by +0.16%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 4.86M (2.18%) -81.65K
Decreased by -1.68%
Mar 31, 25
5 American Funds American Mutual A 3.03M (1.36%) -12.68K
Decreased by -0.42%
Mar 31, 25
6 Capital Group American Mutual Comp 3.03M (1.36%) -12.68K
Decreased by -0.42%
Mar 31, 25
7 Fidelity 500 Index 2.64M (1.19%) 4.56K
Increased by +0.17%
Mar 31, 25
8 SPDR® S&P 500 ETF 2.62M (1.18%) -38.44K
Decreased by -1.47%
Mar 31, 25
9 Fidelity® 500 Index 2.59M (1.16%) 16.49K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 2.58M (1.16%) -5.59K
Decreased by -0.22%
Apr 30, 24
11 iShares Select Dividend ETF 2.56M (1.15%) 0.00
Increased by 0.00%
Apr 30, 25
12 SPDR® S&P 500® ETF 2.55M (1.15%) 2.11K
Increased by +0.08%
Apr 30, 25
13 Sycamore Mid Cap Value Comp 2.55M (1.14%) 2.55M
Increased by +100.00%
Mar 31, 25
14 Victory Sycamore Established Value R 2.55M (1.14%) 2.55M
Increased by +100.00%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 2.55M (1.14%) -13.39K
Decreased by -0.53%
Mar 31, 25
16 iShares Core S&P 500 ETF 2.50M (1.12%) -2.48K
Decreased by -0.10%
Apr 29, 25
17 First Trust Rising Dividend Achiev ETF 2.37M (1.06%) 3.25K
Increased by +0.14%
Jan 31, 24
18 Vanguard Value Index Inv 1.97M (0.89%) 282.00
Increased by +0.01%
Mar 31, 25
19 American Funds Capital Income Bldr A 1.83M (0.82%) 0.00
Increased by 0.00%
Mar 31, 25
20 Invesco S&P 500® Equal Weight ETF 1.71M (0.77%) -5.54K
Decreased by -0.32%
Apr 30, 25