Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.45%
2 UTRN 4.06%
3 VSDA 2.02%
4 SDOG 1.60%
5 SAGP 1.60%
6 RYJ 1.49%
7 UPGD 1.49%
8 SPDV 1.46%
9 DVND 1.41%
10 PEY 1.32%
11 WBIG 1.30%
12 TEQI 1.26%
13 EVSTC_old 1.04%
14 RBLD 1.00%
15 SPYD 0.98%
16 RSPN 0.98%
17 ALTL 0.95%
18 RGI 0.94%
19 RNDV 0.88%
20 FLM 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.57M (12.04%) -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 (7.48%) 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. 4.14M (2.68%) 763.22K
Increased by +18.44%
Dec 31, 24
8 Geode Capital Management, LLC 3.90M (2.53%) 144.03K
Increased by +3.69%
Mar 31, 25
9 Wells Fargo & Co 3.90M (2.52%) 18.78K
Increased by +0.48%
Dec 31, 24
10 Ameriprise Financial Inc 3.54M (2.30%) 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 UBS Group AG 2.03M (1.32%) 1.37M
Increased by +67.47%
Dec 31, 24
16 ProShare Advisors LLC 1.96M (1.27%) 102.39K
Increased by +5.22%
Mar 31, 25
17 Federated Hermes Inc 1.58M (1.02%) -72.78K
Decreased by -4.62%
Mar 31, 24
18 Fort Washington Investment Advisors Inc 1.49M (0.97%) -101.64K
Decreased by -6.81%
Mar 31, 25
19 NORGES BANK 1.46M (0.95%) 9.63K
Increased by +0.66%
Dec 31, 24
20 Northern Trust Corp 1.44M (0.93%) 110.98K
Increased by +7.71%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 5.88M (3.81%) 5.88M
Increased by +100.00%
Mar 31, 25
2 Capital Group Investment Co of Amer Comp 5.88M (3.81%) 5.88M
Increased by +100.00%
Mar 31, 25
3 American Funds American Mutual A 5.36M (3.48%) -22.41K
Decreased by -0.42%
Mar 31, 25
4 Capital Group American Mutual Comp 5.36M (3.48%) -22.41K
Decreased by -0.42%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 4.95M (3.21%) 71.48K
Increased by +1.44%
Apr 30, 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 4.36M (2.82%) 70.08K
Increased by +1.61%
Apr 30, 25
8 Vanguard Small Cap Index 3.88M (2.51%) 23.33K
Increased by +0.60%
Apr 30, 25
9 T. Rowe Price Equity Income 2.70M (1.75%) -8.75K
Decreased by -0.32%
Mar 31, 25
10 T. Rowe Price US Lg-Cp Equity Inc Comp 2.70M (1.75%) -6.04K
Decreased by -0.22%
Mar 31, 25
11 Vanguard Small Cap Value Index Inv 2.51M (1.62%) 7.85K
Increased by +0.31%
Apr 30, 25
12 SPDR® S&P Dividend ETF 2.23M (1.45%) 642.60K
Increased by +28.78%
Apr 30, 25
13 T. Rowe Price Mid-Cap Value 2.19M (1.42%) -539.00
Decreased by -0.02%
Mar 31, 25
14 T. Rowe Price US Mid-Cap Value Equity 2.19M (1.42%) -137.56K
Decreased by -6.28%
Mar 31, 25
15 ProShares S&P 500 Dividend Aristocrats 1.94M (1.26%) -836.00
Decreased by -0.04%
Apr 30, 25
16 Fidelity 500 Index 1.93M (1.25%) 3.34K
Increased by +0.17%
Mar 31, 25
17 SPDR® S&P 500 ETF 1.92M (1.25%) -28.21K
Decreased by -1.47%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.86M (1.21%) -11.19K
Decreased by -0.60%
Apr 30, 25
20 iShares Core S&P 500 ETF 1.83M (1.18%) -1.91K
Decreased by -0.10%
Apr 30, 25