Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 11.33%
2 HDLV 9.58%
3 FDL 7.28%
4 DHS 6.65%
5 XLP 6.48%
6 DIVZ 6.34%
7 NBCC 6.18%
8 FCTE 6.17%
9 ORFN 5.97%
10 VICE 5.79%
11 EQTY 5.36%
12 RDIV 5.25%
13 VDC 5.19%
14 KXI 4.78%
15 FSTA 4.68%
16 HDV 4.67%
17 UGE 4.63%
18 BDIV 4.05%
19 UTRN 3.99%
20 PWV 3.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 140.62M (9.06%) 1.19M
Increased by +0.85%
Mar 31, 25
2 Capital World Investors 129.10M (8.32%) 6.52M
Increased by +5.05%
Mar 31, 25
3 BlackRock Inc 101.58M (6.54%) -3.33M
Decreased by -3.28%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 92.50M (5.96%) -167.00K
Decreased by -0.18%
Mar 31, 25
5 State Street Corporation 57.95M (3.73%) -205.62K
Decreased by -0.35%
Mar 31, 24
6 State Street Corp 54.96M (3.54%) 201.16K
Increased by +0.37%
Mar 31, 25
7 GQG Partners LLC 48.52M (3.12%) -230.78K
Decreased by -0.48%
Mar 31, 25
8 Capital Research Global Investors 44.89M (2.89%) -5.96M
Decreased by -13.27%
Mar 31, 25
9 JPMorgan Chase & Co 36.85M (2.37%) 12.13M
Increased by +32.91%
Mar 31, 25
10 Geode Capital Management, LLC 36.51M (2.35%) 1.22M
Increased by +3.35%
Mar 31, 25
11 FMR Inc 28.67M (1.85%) 6.62M
Increased by +23.09%
Mar 31, 25
12 Wellington Management Company LLP 21.84M (1.41%) 4.56M
Increased by +20.90%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 21.35M (1.37%) -14.55K
Decreased by -0.07%
Mar 31, 25
14 Amvescap Plc. 17.22M (1.11%) -2.04M
Decreased by -11.87%
Dec 31, 24
15 Franklin Resources Inc 16.14M (1.04%) 1.89M
Increased by +11.73%
Mar 31, 25
16 Bank of New York Mellon Corp 15.04M (0.97%) -1.03M
Decreased by -6.83%
Mar 31, 25
17 Bank of America Corp 14.99M (0.97%) 35.82K
Increased by +0.24%
Mar 31, 25
18 Northern Trust Corp 13.63M (0.88%) 1.35M
Increased by +9.89%
Dec 31, 24
19 Charles Schwab Investment Management Inc 13.40M (0.86%) -20.86K
Decreased by -0.16%
Mar 31, 25
20 Viking Global Investors LP 13.02M (0.84%) 3.39M
Increased by +26.07%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 49.89M (3.21%) 755.35K
Increased by +1.51%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 49.24M (3.17%) 51.42K
Increased by +0.10%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 43.92M (2.83%) 701.20K
Increased by +1.60%
Apr 30, 25
4 American Funds Washington Mutual A 43.26M (2.79%) 8.00M
Increased by +18.50%
Mar 31, 25
5 Capital Group Wash Mutual Invtrs Comp 43.26M (2.79%) 8.00M
Increased by +18.50%
Mar 31, 25
6 American Funds Fundamental Invs A 35.47M (2.28%) -1.83M
Decreased by -5.15%
Mar 31, 25
7 Capital Group Fundamental Invtrs Comp 35.47M (2.28%) -1.83M
Decreased by -5.15%
Mar 31, 25
8 American Funds American Balanced A 35.28M (2.27%) -580.89K
Decreased by -1.65%
Mar 31, 25
9 American Funds Income Fund of Amer A 25.76M (1.66%) -1.78M
Decreased by -6.93%
Mar 31, 25
10 Goldman Sachs GQG Ptnrs Intl Opps Instl 21.23M (1.37%) 662.21K
Increased by +3.12%
Dec 31, 24
11 American Funds Capital Income Bldr A 20.60M (1.33%) -2.38M
Decreased by -11.54%
Mar 31, 25
12 Fidelity 500 Index 19.51M (1.26%) 33.96K
Increased by +0.17%
Mar 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 American Funds Invmt Co of Amer A 18.79M (1.21%) -2.07M
Decreased by -11.01%
Mar 31, 25
16 Capital Group Investment Co of Amer Comp 18.79M (1.21%) -2.07M
Decreased by -11.01%
Mar 31, 25
17 SPDR® S&P 500® ETF 18.73M (1.21%) -112.42K
Decreased by -0.60%
Apr 30, 25
18 SPDR® S&P 500 ETF Trust 18.72M (1.21%) -145.68K
Decreased by -0.78%
Mar 31, 24
19 iShares Core S&P 500 ETF 18.42M (1.19%) -19.24K
Decreased by -0.10%
Apr 30, 25
20 American Funds Capital World Gr&Inc A 18.21M (1.17%) -1.15M
Decreased by -6.29%
Mar 31, 25