Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.88%
2 RDIV 5.07%
3 GBDV 4.52%
4 IAK 4.47%
5 UTRN 3.92%
6 RWW 3.68%
7 DUAL 3.49%
8 SHRY 3.47%
9 BAMD 3.43%
10 AUMI 3.22%
11 ACSI 3.15%
12 GOEX 2.94%
13 WBIF 2.94%
14 STNC 2.93%
15 WBIE 2.84%
16 MDLV 2.45%
17 WBIG 2.31%
18 EXUS 2.18%
19 SPHD 2.15%
20 AFK 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.50M (12.12%) 600.48K
Increased by +1.41%
Jun 30, 25
2 BlackRock Inc 32.68M (9.32%) 250.02K
Increased by +0.77%
Mar 31, 25
3 State Street Corp 17.22M (4.91%) -59.50K
Decreased by -0.35%
Mar 31, 25
4 State Street Corporation 16.80M (4.79%) -123.33K
Decreased by -0.73%
Mar 31, 24
5 Geode Capital Management, LLC 9.24M (2.63%) 382.16K
Increased by +4.14%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 6.17M (1.76%) -433.54K
Decreased by -7.02%
Mar 31, 25
7 Northern Trust Corp 4.50M (1.28%) -191.48K
Decreased by -4.26%
Mar 31, 25
8 Amvescap Plc. 4.44M (1.27%) 116.08K
Increased by +2.61%
Mar 31, 25
9 UBS Asset Mgmt Americas Inc 3.97M (1.13%) 592.86K
Increased by +14.93%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 3.75M (1.07%) -178.36K
Decreased by -4.75%
Jun 30, 25
11 Goldman Sachs Group Inc 3.62M (1.03%) -194.93K
Decreased by -5.39%
Jun 30, 25
12 Legal & General Group PLC 2.64M (0.75%) -106.04K
Decreased by -4.02%
Jun 30, 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 (0.69%) -41.57K
Decreased by -1.72%
Mar 31, 25
15 Charles Schwab Investment Management Inc 2.41M (0.69%) 31.09K
Increased by +1.29%
Jun 30, 25
16 Bank of America Corp 2.09M (0.60%) 94.44K
Increased by +4.51%
Mar 31, 25
17 Ameriprise Financial Inc 1.80M (0.51%) 95.02K
Increased by +5.27%
Mar 31, 25
18 Amundi 1.75M (0.50%) 216.12K
Increased by +12.34%
Mar 31, 25
19 Nuveen Asset Management, LLC 1.73M (0.49%) -1.47K
Decreased by -0.09%
Dec 31, 24
20 Nordea Investment Mgmt Bank Demark A/s 1.72M (0.49%) 567.57K
Increased by +32.98%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 11.28M (3.22%) -106.26K
Decreased by -0.94%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.11M (3.17%) -263.61K
Decreased by -2.37%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 10.07M (2.87%) 69.07K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 8.76M (2.50%) -1.28M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 7.90M (2.25%) 85.07K
Increased by +1.08%
Jul 31, 25
6 Fidelity 500 Index 4.49M (1.28%) 19.45K
Increased by +0.43%
Jun 30, 25
7 SPDR® S&P 500 ETF 4.40M (1.26%) -92.05K
Decreased by -2.09%
Mar 31, 25
8 SPDR® S&P 500® ETF 4.33M (1.24%) 18.51K
Increased by +0.43%
Jul 31, 25
9 SPDR® S&P 500® ETF Trust 4.29M (1.22%) -22.46K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 4.27M (1.22%) 9.63K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 4.23M (1.21%) 26.92K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 4.23M (1.21%) 19.23K
Increased by +0.45%
Jul 31, 25
13 Vanguard Value Index Inv 3.14M (0.89%) -2.53K
Decreased by -0.08%
Jul 31, 25
14 iShares Select Dividend ETF 2.78M (0.79%) -1.89K
Decreased by -0.07%
Jul 31, 25
15 The Financial Select Sector SPDR® ETF 2.52M (0.72%) 19.00K
Increased by +0.75%
Jul 31, 25
16 Financial Select Sector SPDR® ETF 2.43M (0.69%) -6.94K
Decreased by -0.29%
Apr 30, 24
17 Vanguard Mid-Cap Value ETF 2.23M (0.64%) -1.41K
Decreased by -0.06%
Jul 31, 25
18 Vanguard Institutional Index I 2.14M (0.61%) -24.98K
Decreased by -1.17%
Jul 31, 25
19 State St S&P 500® Indx SL Cl III 1.89M (0.54%) 3.31K
Increased by +0.17%
Jul 31, 25
20 Zacks Dividend Strategy 1.67M (0.48%) 79.69K
Increased by +4.77%
Jun 30, 25