Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.45%
2 UTRN 4.06%
3 VSDA 2.83%
4 SDOG 2.24%
5 RYJ 2.21%
6 UPGD 2.21%
7 PEY 2.12%
8 SAGP 2.05%
9 SPDV 1.89%
10 SNPD 1.84%
11 QDIV 1.83%
12 TMDV 1.68%
13 DVND 1.51%
14 NOBL 1.46%
15 KNG 1.46%
16 RGI 1.36%
17 RSPN 1.36%
18 SPYD 1.26%
19 TEQI 1.13%
20 MADE 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.66M (12.09%) 91.02K
Increased by +0.49%
Jun 30, 25
2 BlackRock Inc 12.92M (8.37%) 302.67K
Increased by +2.34%
Mar 31, 25
3 Capital Research Global Investors 12.65M (8.20%) 1.12M
Increased by +8.84%
Jun 30, 25
4 T. Rowe Price Associates, Inc. 12.16M (7.88%) -6.30M
Decreased by -51.79%
Jun 30, 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 Dimensional Fund Advisors, Inc. 3.88M (2.51%) 1.26M
Increased by +32.39%
Jun 30, 25
11 Ameriprise Financial Inc 3.54M (2.29%) 1.33M
Increased by +37.44%
Mar 31, 25
12 Massachusetts Financial Services Company 3.18M (2.06%) 63.13K
Increased by +1.98%
Jun 30, 25
13 ProShare Advisors LLC 2.72M (1.76%) 761.19K
Increased by +27.95%
Jun 30, 25
14 Barrow Hanley Mewhinney & Strauss LLC 2.14M (1.39%) -68.61K
Decreased by -3.20%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 2.11M (1.37%) -104.22K
Decreased by -4.93%
Mar 31, 25
16 UBS Group AG 1.96M (1.27%) -72.06K
Decreased by -3.67%
Mar 31, 25
17 Schroder Investment Management Group 1.75M (1.14%) 989.03K
Increased by +56.42%
Jun 30, 25
18 NORGES BANK 1.58M (1.02%) 120.87K
Increased by +7.65%
Jun 30, 25
19 Federated Hermes Inc 1.58M (1.02%) -72.78K
Decreased by -4.62%
Mar 31, 24
20 Northern Trust Corp 1.57M (1.02%) 132.51K
Increased by +8.43%
Mar 31, 25

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 US Total Market Shares ETF 4.89M (3.17%) 3.79K
Increased by +0.08%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 4.86M (3.15%) -114.26K
Decreased by -2.35%
Jul 31, 25
7 Vanguard Institutional 500 Index Trust 4.38M (2.84%) 27.80K
Increased by +0.63%
May 31, 25
8 Vanguard 500 Index Investor 3.83M (2.48%) -561.07K
Decreased by -14.65%
Jul 31, 25
9 Vanguard Small Cap Index 3.76M (2.43%) -24.39K
Decreased by -0.65%
Jul 31, 25
10 T. Rowe Price Equity Income 2.73M (1.77%) 2.97K
Increased by +0.11%
Jun 30, 25
11 T. Rowe Price US Lg-Cp Equity Inc Comp 2.73M (1.77%) 21.04K
Increased by +0.77%
Jun 30, 25
12 ProShares S&P 500 Dividend Aristocrats 2.65M (1.71%) 0.00
Increased by 0.00%
Jul 31, 25
13 Vanguard Small Cap Value Index Inv 2.42M (1.57%) 5.20K
Increased by +0.22%
Jul 31, 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 2.07M (1.34%) 572.00
Increased by +0.03%
Jul 31, 25
17 Fidelity 500 Index 1.96M (1.27%) 15.49K
Increased by +0.79%
Jun 30, 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 1.89M (1.22%) 8.10K
Increased by +0.43%
Jul 31, 25
20 SPDR® S&P 500® ETF Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25