Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.64%
2 CZAR 3.64%
3 ZIG 3.44%
4 MDPL 3.40%
5 DVLU 3.30%
6 FCUS 3.09%
7 VLLU 2.98%
8 WLTG 2.89%
9 LYLD 2.58%
10 STNC 2.37%
11 PFI 2.34%
12 MVFD 2.28%
13 SEIV 2.19%
14 FCFY 2.08%
15 QMOM 2.08%
16 SEIM 2.03%
17 BMVP 1.92%
18 DDIV 1.91%
19 SYE 1.91%
20 PWC 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.49M (13.55%) 68.90K
Increased by +0.14%
Jun 30, 25
2 Capital World Investors 39.33M (10.99%) -50.00K
Decreased by -0.13%
Jun 30, 25
3 BlackRock Inc 35.14M (9.82%) -920.72K
Decreased by -2.62%
Jun 30, 25
4 State Street Corporation 19.01M (5.31%) 282.10K
Increased by +1.48%
Mar 31, 24
5 State Street Corp 18.89M (5.28%) -181.38K
Decreased by -0.96%
Jun 30, 25
6 Bank of America Corp 13.60M (3.80%) 3.49M
Increased by +25.71%
Jun 30, 25
7 Geode Capital Management, LLC 10.20M (2.85%) -141.42K
Decreased by -1.39%
Jun 30, 25
8 Par Capital Management Inc 7.50M (2.10%) 0.00
Increased by 0.00%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 6.37M (1.78%) -72.85K
Decreased by -1.14%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 5.94M (1.66%) -38.55K
Decreased by -0.65%
Jun 30, 25
11 UBS Asset Mgmt Americas Inc 5.84M (1.63%) 1.29M
Increased by +22.11%
Jun 30, 25
12 Assenagon Asset Management SA 5.60M (1.56%) 5.09M
Increased by +90.87%
Mar 31, 24
13 First Trust Advisors L.P. 5.40M (1.51%) -1.43M
Decreased by -26.46%
Jun 30, 25
14 Arrowstreet Capital Limited Partnership 5.39M (1.51%) -2.69M
Decreased by -49.95%
Dec 31, 24
15 Northern Trust Corp 5.34M (1.49%) 189.25K
Increased by +3.54%
Jun 30, 25
16 Ameriprise Financial Inc 5.31M (1.48%) 406.80K
Increased by +7.67%
Jun 30, 25
17 Allianz Asset Management AG 5.20M (1.45%) -663.50K
Decreased by -12.75%
Jun 30, 25
18 Southpoint Capital Advisors LP 5.00M (1.40%) 1.00M
Increased by +20.00%
Mar 31, 25
19 Amvescap Plc. 5.00M (1.40%) -862.69K
Decreased by -17.27%
Jun 30, 25
20 Goldman Sachs Group Inc 4.59M (1.28%) 298.64K
Increased by +6.51%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 20.74M (5.79%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 12.55M (3.51%) -130.98K
Decreased by -1.04%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 11.95M (3.34%) -302.89K
Decreased by -2.53%
Jul 31, 25
4 American Funds Income Fund of Amer A 11.08M (3.10%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 11.06M (3.09%) 77.74K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 9.42M (2.63%) -1.38M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 8.49M (2.37%) 91.49K
Increased by +1.08%
Jul 31, 25
8 SPDR® S&P 500 ETF Trust 4.99M (1.39%) -38.24K
Decreased by -0.77%
Mar 31, 24
9 Fidelity® 500 Index 4.87M (1.36%) 31.00K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF 4.85M (1.35%) -71.45K
Decreased by -1.47%
Mar 31, 25
11 Fidelity 500 Index 4.83M (1.35%) 2.06K
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 4.72M (1.32%) -24.62K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 4.61M (1.29%) 56.67K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 4.58M (1.28%) 0.00
Increased by 0.00%
Aug 31, 25
15 American Funds Fundamental Invs A 4.18M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
16 Capital Group Fundamental Invtrs Comp 4.18M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
17 First Trust Rising Dividend Achiev ETF 3.91M (1.09%) 5.47K
Increased by +0.14%
Aug 28, 25
18 Vanguard Value Index Inv 3.37M (0.94%) -4.83K
Decreased by -0.14%
Jul 31, 25
19 JHancock Disciplined Value Mid Cap I 3.21M (0.90%) 0.00
Increased by 0.00%
Jul 31, 25
20 American Funds IS® Asset Allocation 1 3.00M (0.84%) -50.00K
Decreased by -1.67%
Jun 30, 25