Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.88%
2 RDIV 4.68%
3 GBDV 4.52%
4 IAK 4.30%
5 AUMI 4.24%
6 UTRN 3.92%
7 RWW 3.68%
8 BAMD 3.53%
9 DUAL 3.49%
10 SHRY 3.47%
11 ACSI 3.47%
12 GOEX 3.28%
13 XUDV 3.11%
14 WBIF 2.94%
15 STNC 2.93%
16 WBIE 2.84%
17 EXUS 2.40%
18 MDLV 2.35%
19 GOAU 2.34%
20 SPHD 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.50M (12.19%) 600.48K
Increased by +1.41%
Jun 30, 25
2 BlackRock Inc 31.93M (9.15%) -745.75K
Decreased by -2.34%
Jun 30, 25
3 State Street Corp 17.00M (4.87%) -221.26K
Decreased by -1.30%
Jun 30, 25
4 State Street Corporation 16.80M (4.82%) -123.33K
Decreased by -0.73%
Mar 31, 24
5 Geode Capital Management, LLC 9.40M (2.70%) 163.87K
Increased by +1.74%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 6.47M (1.85%) 295.27K
Increased by +4.57%
Jun 30, 25
7 Northern Trust Corp 4.37M (1.25%) -122.53K
Decreased by -2.80%
Jun 30, 25
8 Amvescap Plc. 4.11M (1.18%) -329.69K
Decreased by -8.02%
Jun 30, 25
9 UBS Asset Mgmt Americas Inc 3.97M (1.14%) 592.86K
Increased by +14.93%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 3.75M (1.08%) -178.36K
Decreased by -4.75%
Jun 30, 25
11 Goldman Sachs Group Inc 3.62M (1.04%) -194.93K
Decreased by -5.39%
Jun 30, 25
12 Legal & General Group PLC 2.64M (0.76%) -106.04K
Decreased by -4.02%
Jun 30, 25
13 Nippon Life Insurance Co. 2.56M (0.73%) 0.00
Increased by 0.00%
Jun 30, 25
14 Charles Schwab Investment Management Inc 2.41M (0.69%) 31.09K
Increased by +1.29%
Jun 30, 25
15 Bank of New York Mellon Corp 2.17M (0.62%) -242.04K
Decreased by -11.15%
Jun 30, 25
16 Barclays PLC 1.83M (0.53%) 265.56K
Increased by +14.49%
Jun 30, 25
17 Ameriprise Financial Inc 1.80M (0.52%) 95.02K
Increased by +5.27%
Mar 31, 25
18 Nuveen Asset Management, LLC 1.73M (0.50%) -1.47K
Decreased by -0.09%
Dec 31, 24
19 Nordea Investment Mgmt Bank Demark A/s 1.72M (0.49%) 567.57K
Increased by +32.98%
Jun 30, 25
20 Bank of America Corp 1.63M (0.47%) -462.32K
Decreased by -28.37%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 11.28M (3.23%) -106.26K
Decreased by -0.94%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.11M (3.19%) -263.61K
Decreased by -2.37%
Jul 31, 25
3 Vanguard 500 Index Investor 8.76M (2.51%) -1.28M
Decreased by -14.65%
Jul 31, 25
4 Vanguard Mid Cap Index Institutional 7.90M (2.26%) 85.07K
Increased by +1.08%
Jul 31, 25
5 Fidelity 500 Index 4.49M (1.29%) 1.93K
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 4.40M (1.26%) -92.05K
Decreased by -2.09%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 4.29M (1.23%) -22.46K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 4.28M (1.23%) 52.62K
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500 ETF Trust 4.27M (1.22%) 9.63K
Increased by +0.23%
Apr 30, 24
10 iShares Core S&P 500 ETF 4.26M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
11 Fidelity® 500 Index 4.23M (1.21%) 26.92K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 3.14M (0.90%) -2.53K
Decreased by -0.08%
Jul 31, 25
13 iShares Select Dividend ETF 2.77M (0.80%) 0.00
Increased by 0.00%
Aug 31, 25
14 The Financial Select Sector SPDR® ETF 2.52M (0.72%) -8.00K
Decreased by -0.32%
Aug 31, 25
15 Financial Select Sector SPDR® ETF 2.43M (0.70%) -6.94K
Decreased by -0.29%
Apr 30, 24
16 Vanguard Mid-Cap Value ETF 2.23M (0.64%) -1.41K
Decreased by -0.06%
Jul 31, 25
17 Vanguard Institutional Index I 2.14M (0.61%) -24.98K
Decreased by -1.17%
Jul 31, 25
18 State St S&P 500® Indx SL Cl III 1.89M (0.54%) -2.89K
Decreased by -0.15%
Aug 31, 25
19 Zacks Dividend Strategy 1.67M (0.48%) 79.69K
Increased by +4.77%
Jun 30, 25
20 Vanguard High Dividend Yield ETF 1.36M (0.39%) 4.90K
Increased by +0.36%
Jul 31, 25