Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.45%
2 UTRN 4.06%
3 VSDA 2.75%
4 RYJ 2.24%
5 UPGD 2.20%
6 SAGP 2.00%
7 WBIY 1.95%
8 SDOG 1.84%
9 QDIV 1.84%
10 SPDV 1.83%
11 TMDV 1.67%
12 KNG 1.57%
13 NOBL 1.55%
14 SNPD 1.55%
15 DVND 1.51%
16 GEOA 1.39%
17 PEY 1.38%
18 RGI 1.38%
19 RSPN 1.38%
20 SHRT 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.15M (11.72%) -72.53K
Decreased by -0.40%
Dec 31, 25
2 Capital Research Global Investors 12.98M (8.37%) 119.48K
Increased by +0.92%
Mar 31, 26
3 BlackRock Inc 10.32M (6.66%) 59.77K
Increased by +0.58%
Mar 31, 26
4 Vanguard Capital Management, LLC 10.06M (6.49%) 10.06M
Increased by +100.00%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 10.03M (6.47%) 133.54K
Increased by +1.33%
Mar 31, 26
6 State Street Corporation 8.51M (5.49%) -76.46K
Decreased by -0.90%
Mar 31, 24
7 State Street Corp 8.34M (5.38%) -549.46K
Decreased by -6.59%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 6.89M (4.44%) 6.89M
Increased by +100.00%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 4.98M (3.21%) 92.57K
Increased by +1.86%
Mar 31, 26
10 Geode Capital Management, LLC 4.15M (2.68%) 110.17K
Increased by +2.65%
Mar 31, 26
11 Ameriprise Financial Inc 4.00M (2.58%) -25.70K
Decreased by -0.64%
Mar 31, 26
12 Wells Fargo & Co 3.96M (2.55%) 29.66K
Increased by +0.75%
Mar 31, 26
13 Amvescap Plc. 3.61M (2.33%) 276.99K
Increased by +7.68%
Mar 31, 26
14 Hotchkis & Wiley Capital Management LLC 3.22M (2.08%) -7.58K
Decreased by -0.24%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 2.76M (1.78%) 382.68K
Increased by +13.86%
Mar 31, 26
16 Schroder Investment Management Group 2.62M (1.69%) 38.17K
Increased by +1.45%
Mar 31, 26
17 Clean Energy Transition LLP 2.60M (1.68%) -334.68K
Decreased by -12.87%
Mar 31, 26
18 Adage Capital Partners Gp LLC 2.30M (1.48%) 1.53M
Increased by +66.71%
Mar 31, 26
19 Barrow Hanley Mewhinney & Strauss LLC 2.14M (1.38%) -68.61K
Decreased by -3.20%
Sep 30, 24
20 ProShare Advisors LLC 2.02M (1.30%) -314.09K
Decreased by -15.54%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 6.36M (4.11%) 0.00
Increased by 0.00%
Mar 31, 26
2 Capital Group American Mutual Comp 6.36M (4.11%) 0.00
Increased by 0.00%
Mar 31, 26
3 American Funds Invmt Co of Amer A 5.88M (3.79%) 0.00
Increased by 0.00%
Mar 31, 26
4 Capital Group Investment Co of Amer Comp 5.88M (3.79%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 4.94M (3.19%) 11.84K
Increased by +0.24%
Apr 30, 26
6 Vanguard US Total Market Shares ETF 4.89M (3.16%) 3.79K
Increased by +0.08%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 4.38M (2.83%) 27.80K
Increased by +0.63%
May 31, 25
8 Vanguard 500 Index Investor 4.01M (2.59%) 71.49K
Increased by +1.78%
Apr 30, 26
9 Vanguard Small Cap Index 3.57M (2.31%) -8.39K
Decreased by -0.23%
Apr 30, 26
10 T. Rowe Price Equity Income 2.81M (1.81%) 20.00K
Increased by +0.71%
Apr 30, 26
11 T. Rowe Price US Lg-Cp Equity Inc Comp 2.79M (1.80%) -22.00K
Decreased by -0.79%
Mar 31, 26
12 Vanguard Small Cap Value Index Inv 2.29M (1.48%) 16.41K
Increased by +0.71%
Apr 30, 26
13 Invesco S&P 500® Equal Weight ETF 2.28M (1.47%) 4.35K
Increased by +0.19%
May 29, 26
14 T. Rowe Price Mid-Cap Value 2.19M (1.41%) -539.00
Decreased by -0.02%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 2.19M (1.41%) -137.56K
Decreased by -6.28%
Mar 31, 25
16 ProShares S&P 500 Dividend Aristocrats 2.13M (1.37%) -7.17K
Decreased by -0.34%
May 29, 26
17 iShares Core S&P 500 ETF 2.04M (1.32%) 6.21K
Increased by +0.30%
May 29, 26
18 Fidelity 500 Index 1.98M (1.28%) 6.81K
Increased by +0.34%
Apr 30, 26
19 SPDR® S&P 500 ETF 1.92M (1.24%) -28.21K
Decreased by -1.47%
Mar 31, 25
20 State Street® SPDR® S&P 500® ETF 1.88M (1.21%) 1.98K
Increased by +0.11%
May 31, 26