Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 10.58%
2 HDLV 9.58%
3 FDL 7.26%
4 ORFN 5.97%
5 NBCC 5.94%
6 XLP 5.60%
7 DHS 5.35%
8 DIVZ 5.13%
9 FCTE 4.79%
10 DURA 4.66%
11 VDC 4.61%
12 ICAP 4.61%
13 RDIV 4.57%
14 FSTA 4.34%
15 KXI 4.31%
16 VICE 4.26%
17 UGE 4.18%
18 EQTY 4.17%
19 UTRN 3.99%
20 HDV 3.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 142.86M (9.20%) 2.24M
Increased by +1.56%
Jun 30, 25
2 Capital World Investors 126.06M (8.12%) -3.04M
Decreased by -2.41%
Jun 30, 25
3 BlackRock Inc 103.64M (6.68%) 2.06M
Increased by +1.99%
Jun 30, 25
4 Capital Research & Mgmt Co - Division 3 88.27M (5.69%) -4.23M
Decreased by -4.79%
Jun 30, 25
5 State Street Corporation 57.95M (3.73%) -205.62K
Decreased by -0.35%
Mar 31, 24
6 State Street Corp 55.83M (3.60%) 871.16K
Increased by +1.56%
Jun 30, 25
7 GQG Partners LLC 51.70M (3.33%) 3.18M
Increased by +6.15%
Jun 30, 25
8 JPMorgan Chase & Co 45.92M (2.96%) 9.07M
Increased by +19.74%
Jun 30, 25
9 Capital Research Global Investors 40.63M (2.62%) -4.26M
Decreased by -10.47%
Jun 30, 25
10 Geode Capital Management, LLC 37.18M (2.39%) 672.98K
Increased by +1.81%
Jun 30, 25
11 FMR Inc 32.57M (2.10%) 3.90M
Increased by +11.98%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 21.73M (1.40%) 388.54K
Increased by +1.79%
Jun 30, 25
13 Wellington Management Company LLP 20.84M (1.34%) -999.71K
Decreased by -4.80%
Jun 30, 25
14 Amvescap Plc. 16.00M (1.03%) -359.38K
Decreased by -2.25%
Jun 30, 25
15 Northern Trust Corp 14.30M (0.92%) 730.79K
Increased by +5.11%
Jun 30, 25
16 Bank of New York Mellon Corp 14.22M (0.92%) -820.87K
Decreased by -5.77%
Jun 30, 25
17 Bank of America Corp 14.21M (0.92%) -779.17K
Decreased by -5.48%
Jun 30, 25
18 Charles Schwab Investment Management Inc 13.19M (0.85%) -208.58K
Decreased by -1.58%
Jun 30, 25
19 Viking Global Investors LP 13.02M (0.84%) 3.39M
Increased by +26.07%
Mar 31, 24
20 Franklin Resources Inc 12.78M (0.82%) -3.36M
Decreased by -26.30%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 49.24M (3.17%) 51.42K
Increased by +0.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 48.92M (3.15%) -1.13M
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 44.22M (2.85%) 306.86K
Increased by +0.69%
May 31, 25
4 American Funds Washington Mutual A 41.62M (2.68%) -1.64M
Decreased by -3.93%
Jun 30, 25
5 Capital Group Wash Mutual Invtrs Comp 41.62M (2.68%) -1.64M
Decreased by -3.93%
Jun 30, 25
6 Vanguard 500 Index Investor 38.53M (2.48%) -5.64M
Decreased by -14.65%
Jul 31, 25
7 American Funds American Balanced A 34.43M (2.22%) -843.76K
Decreased by -2.45%
Jun 30, 25
8 American Funds Fundamental Invs A 34.33M (2.21%) -1.14M
Decreased by -3.33%
Jun 30, 25
9 Capital Group Fundamental Invtrs Comp 34.33M (2.21%) -1.14M
Decreased by -3.33%
Jun 30, 25
10 American Funds Income Fund of Amer A 24.72M (1.59%) -1.03M
Decreased by -4.17%
Jun 30, 25
11 Goldman Sachs GQG Ptnrs Intl Opps Instl 21.59M (1.39%) 353.84K
Increased by +1.64%
Jun 30, 25
12 Fidelity 500 Index 19.73M (1.27%) 8.48K
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 19.34M (1.25%) -283.34K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 18.83M (1.21%) -98.71K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 18.80M (1.21%) 231.24K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 18.73M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 18.72M (1.21%) -145.68K
Decreased by -0.78%
Mar 31, 24
18 American Funds Capital World Gr&Inc A 18.33M (1.18%) 121.60K
Increased by +0.66%
Jun 30, 25
19 Capital Group World Growth & Inc Cmp 18.33M (1.18%) 121.60K
Increased by +0.66%
Jun 30, 25
20 Fidelity® 500 Index 18.09M (1.17%) 115.11K
Increased by +0.64%
Nov 30, 23