Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.45%
2 UTRN 4.06%
3 VSDA 2.74%
4 RYJ 2.24%
5 UPGD 2.20%
6 SDOG 1.87%
7 PEY 1.83%
8 SAGP 1.82%
9 SPDV 1.80%
10 SNPD 1.79%
11 QDIV 1.75%
12 DVND 1.51%
13 TMDV 1.51%
14 KNG 1.48%
15 NOBL 1.47%
16 SPYD 1.26%
17 TEQI 1.23%
18 RSPN 1.19%
19 RGI 1.19%
20 WBIG 1.04%

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 Capital Research Global Investors 12.65M (8.20%) 1.12M
Increased by +8.84%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 12.16M (7.88%) -6.30M
Decreased by -51.79%
Jun 30, 25
4 BlackRock Inc 11.61M (7.53%) -1.31M
Decreased by -11.26%
Jun 30, 25
5 State Street Corp 9.42M (6.11%) 215.96K
Increased by +2.29%
Jun 30, 25
6 State Street Corporation 8.51M (5.51%) -76.46K
Decreased by -0.90%
Mar 31, 24
7 Geode Capital Management, LLC 3.97M (2.57%) 65.33K
Increased by +1.65%
Jun 30, 25
8 Wells Fargo & Co 3.91M (2.53%) 12.65K
Increased by +0.32%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 3.88M (2.51%) 1.26M
Increased by +32.39%
Jun 30, 25
10 Amvescap Plc. 3.34M (2.17%) -707.04K
Decreased by -21.14%
Jun 30, 25
11 Massachusetts Financial Services Company 3.18M (2.06%) 63.13K
Increased by +1.98%
Jun 30, 25
12 Ameriprise Financial Inc 2.93M (1.90%) -612.39K
Decreased by -20.90%
Jun 30, 25
13 Hotchkis & Wiley Capital Management LLC 2.85M (1.85%) 1.59M
Increased by +55.73%
Jun 30, 25
14 ProShare Advisors LLC 2.72M (1.76%) 761.19K
Increased by +27.95%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 2.16M (1.40%) 47.13K
Increased by +2.18%
Jun 30, 25
16 Barrow Hanley Mewhinney & Strauss LLC 2.14M (1.39%) -68.61K
Decreased by -3.20%
Sep 30, 24
17 UBS Group AG 1.96M (1.27%) -72.06K
Decreased by -3.67%
Mar 31, 25
18 Clean Energy Transition LLP 1.79M (1.16%) 412.03K
Increased by +23.08%
Jun 30, 25
19 Schroder Investment Management Group 1.75M (1.14%) 989.03K
Increased by +56.42%
Jun 30, 25
20 NORGES BANK 1.58M (1.02%) 120.87K
Increased by +7.65%
Jun 30, 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 US Lg-Cp Equity Inc Comp 2.73M (1.77%) 21.04K
Increased by +0.77%
Jun 30, 25
11 T. Rowe Price Equity Income 2.68M (1.74%) -44.42K
Decreased by -1.66%
Jul 31, 25
12 Vanguard Small Cap Value Index Inv 2.42M (1.57%) 5.20K
Increased by +0.22%
Jul 31, 25
13 ProShares S&P 500 Dividend Aristocrats 2.32M (1.50%) 0.00
Increased by 0.00%
Aug 29, 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 2.08M (1.35%) 3.02K
Increased by +0.15%
Aug 29, 25
17 Fidelity 500 Index 1.96M (1.27%) 842.00
Increased by +0.04%
Jul 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 1.87M (1.21%) 23.02K
Increased by +1.23%
Aug 31, 25