Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.45%
2 UTRN 4.06%
3 VSDA 2.58%
4 SDOG 2.10%
5 UPGD 2.05%
6 RYJ 2.05%
7 PEY 2.02%
8 SAGP 1.96%
9 SPDV 1.76%
10 QDIV 1.72%
11 SNPD 1.71%
12 TMDV 1.56%
13 DVND 1.44%
14 KNG 1.39%
15 NOBL 1.38%
16 RSPN 1.25%
17 RGI 1.25%
18 SPYD 1.20%
19 TEQI 1.13%
20 EVSTC_old 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.57M (12.03%) -613.03K
Decreased by -3.30%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 18.46M (11.96%) 42.47K
Increased by +0.23%
Mar 31, 25
3 BlackRock Inc 12.92M (8.37%) 302.67K
Increased by +2.34%
Mar 31, 25
4 Capital Research Global Investors 11.53M (7.47%) 6.05M
Increased by +52.44%
Mar 31, 25
5 State Street Corp 9.21M (5.97%) -395.33K
Decreased by -4.29%
Mar 31, 25
6 State Street Corporation 8.51M (5.51%) -76.46K
Decreased by -0.90%
Mar 31, 24
7 Amvescap Plc. 4.05M (2.62%) -87.97K
Decreased by -2.17%
Mar 31, 25
8 Geode Capital Management, LLC 3.90M (2.53%) 144.03K
Increased by +3.69%
Mar 31, 25
9 Wells Fargo & Co 3.90M (2.53%) 3.50K
Increased by +0.09%
Mar 31, 25
10 Ameriprise Financial Inc 3.54M (2.29%) 1.33M
Increased by +37.44%
Mar 31, 25
11 Massachusetts Financial Services Company 3.12M (2.02%) 20.74K
Increased by +0.66%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 2.62M (1.70%) 601.67K
Increased by +22.95%
Mar 31, 25
13 Barrow Hanley Mewhinney & Strauss LLC 2.14M (1.39%) -68.61K
Decreased by -3.20%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 2.11M (1.37%) -104.22K
Decreased by -4.93%
Mar 31, 25
15 ProShare Advisors LLC 1.96M (1.27%) 102.39K
Increased by +5.22%
Mar 31, 25
16 UBS Group AG 1.96M (1.27%) -72.06K
Decreased by -3.67%
Mar 31, 25
17 Federated Hermes Inc 1.58M (1.02%) -72.78K
Decreased by -4.62%
Mar 31, 24
18 Northern Trust Corp 1.57M (1.02%) 132.51K
Increased by +8.43%
Mar 31, 25
19 Fort Washington Investment Advisors Inc 1.54M (1.00%) 45.11K
Increased by +2.93%
Jun 30, 25
20 NORGES BANK 1.46M (0.95%) 9.63K
Increased by +0.66%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 6.36M (4.12%) 1.00M
Increased by +15.72%
Jun 30, 25
2 Capital Group American Mutual Comp 6.36M (4.12%) 1.00M
Increased by +15.72%
Jun 30, 25
3 American Funds Invmt Co of Amer A 5.88M (3.81%) 0.00
Increased by 0.00%
Jun 30, 25
4 Capital Group Investment Co of Amer Comp 5.88M (3.81%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Total Stock Mkt Idx Inv 4.96M (3.21%) 2.96K
Increased by +0.06%
May 31, 25
6 Vanguard US Total Market Shares ETF 4.89M (3.17%) 3.79K
Increased by +0.08%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 4.38M (2.84%) 27.80K
Increased by +0.63%
May 31, 25
8 Vanguard Small Cap Index 3.89M (2.52%) 18.21K
Increased by +0.47%
May 31, 25
9 T. Rowe Price Equity Income 2.73M (1.77%) 2.97K
Increased by +0.11%
Jun 30, 25
10 T. Rowe Price US Lg-Cp Equity Inc Comp 2.73M (1.77%) 21.04K
Increased by +0.77%
Jun 30, 25
11 ProShares S&P 500 Dividend Aristocrats 2.68M (1.73%) -1.19K
Decreased by -0.04%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 2.50M (1.62%) -2.16K
Decreased by -0.09%
May 31, 25
13 SPDR® S&P Dividend ETF 2.21M (1.43%) 0.00
Increased by 0.00%
Jun 30, 25
14 T. Rowe Price Mid-Cap Value 2.19M (1.42%) -539.00
Decreased by -0.02%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 2.19M (1.42%) -137.56K
Decreased by -6.28%
Mar 31, 25
16 Invesco S&P 500® Equal Weight ETF 2.10M (1.36%) 24.39K
Increased by +1.16%
Jun 30, 25
17 Fidelity 500 Index 1.94M (1.26%) 8.28K
Increased by +0.43%
May 31, 25
18 SPDR® S&P 500 ETF 1.92M (1.24%) -28.21K
Decreased by -1.47%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.86M (1.21%) -6.55K
Decreased by -0.35%
Jun 30, 25