Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.88%
2 RDIV 4.95%
3 GBDV 4.52%
4 IAK 4.34%
5 UTRN 3.92%
6 RWW 3.68%
7 DUAL 3.49%
8 SHRY 3.47%
9 AUMI 3.38%
10 BAMD 3.27%
11 GOEX 3.13%
12 ACSI 2.97%
13 WBIF 2.94%
14 STNC 2.93%
15 WBIE 2.84%
16 MDLV 2.60%
17 WBIG 2.31%
18 AFK 2.29%
19 MEM 2.06%
20 PEY 2.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.90M (11.88%) 51.12K
Increased by +0.12%
Mar 31, 25
2 BlackRock Inc 32.68M (9.26%) 250.02K
Increased by +0.77%
Mar 31, 25
3 State Street Corp 17.22M (4.88%) -59.50K
Decreased by -0.35%
Mar 31, 25
4 State Street Corporation 16.80M (4.76%) -123.33K
Decreased by -0.73%
Mar 31, 24
5 Geode Capital Management, LLC 9.24M (2.62%) 382.16K
Increased by +4.14%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 6.17M (1.75%) -433.54K
Decreased by -7.02%
Mar 31, 25
7 Northern Trust Corp 4.50M (1.27%) -191.48K
Decreased by -4.26%
Mar 31, 25
8 Amvescap Plc. 4.44M (1.26%) 116.08K
Increased by +2.61%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 3.93M (1.11%) -119.06K
Decreased by -3.03%
Mar 31, 25
10 Goldman Sachs Group Inc 3.81M (1.08%) 155.33K
Increased by +4.07%
Mar 31, 25
11 UBS Asset Mgmt Americas Inc 3.38M (0.96%) -31.97K
Decreased by -0.95%
Mar 31, 25
12 Legal & General Group PLC 2.74M (0.78%) 69.49K
Increased by +2.53%
Mar 31, 25
13 Nippon Life Insurance Co. 2.56M (0.73%) 0.00
Increased by 0.00%
Mar 31, 25
14 Bank of New York Mellon Corp 2.41M (0.68%) -41.57K
Decreased by -1.72%
Mar 31, 25
15 Charles Schwab Investment Management Inc 2.38M (0.67%) -31.67K
Decreased by -1.33%
Mar 31, 25
16 Bank of America Corp 2.09M (0.59%) 94.44K
Increased by +4.51%
Mar 31, 25
17 UBS Group AG 2.01M (0.57%) 814.23K
Increased by +40.42%
Dec 31, 24
18 Ameriprise Financial Inc 1.80M (0.51%) 95.02K
Increased by +5.27%
Mar 31, 25
19 Amundi 1.75M (0.50%) 216.12K
Increased by +12.34%
Mar 31, 25
20 Nuveen Asset Management, LLC 1.73M (0.49%) -1.47K
Decreased by -0.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.35M (3.22%) 170.69K
Increased by +1.50%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 11.28M (3.20%) -106.26K
Decreased by -0.94%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 10.00M (2.83%) 160.24K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 7.70M (2.18%) 73.97K
Increased by +0.96%
Apr 30, 25
5 Fidelity 500 Index 4.45M (1.26%) 5.50K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 4.40M (1.25%) -92.05K
Decreased by -2.09%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 4.29M (1.22%) -22.46K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 4.27M (1.21%) 9.63K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500® ETF 4.24M (1.20%) -18.93K
Decreased by -0.45%
May 31, 25
10 Fidelity® 500 Index 4.23M (1.20%) 26.92K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 4.10M (1.16%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Value Index Inv 3.11M (0.88%) 3.60K
Increased by +0.12%
Apr 30, 25
13 iShares Select Dividend ETF 2.79M (0.79%) 0.00
Increased by 0.00%
May 31, 25
14 The Financial Select Sector SPDR® ETF 2.44M (0.69%) -6.80K
Decreased by -0.28%
May 31, 25
15 Financial Select Sector SPDR® ETF 2.43M (0.69%) -6.94K
Decreased by -0.29%
Apr 30, 24
16 Vanguard Mid-Cap Value ETF 2.28M (0.65%) 7.36K
Increased by +0.32%
Apr 30, 25
17 Vanguard Institutional Index I 2.17M (0.62%) -5.53K
Decreased by -0.25%
Apr 30, 25
18 State St S&P 500® Indx SL Cl III 1.88M (0.53%) 31.80K
Increased by +1.69%
May 31, 25
19 Zacks Dividend Strategy 1.59M (0.45%) -52.41K
Decreased by -3.29%
Mar 31, 25
20 Vanguard High Dividend Yield ETF 1.37M (0.39%) -2.18K
Decreased by -0.16%
Apr 30, 25