Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.64%
2 CZAR 3.64%
3 ZIG 3.52%
4 MDPL 3.37%
5 FCUS 3.09%
6 FCFY 3.02%
7 DVLU 3.02%
8 WLTG 2.58%
9 LYLD 2.47%
10 STNC 2.37%
11 SEIV 2.26%
12 PFI 2.11%
13 SEIM 2.07%
14 SYE 1.91%
15 PWC 1.85%
16 RDVY 1.72%
17 RDVI 1.71%
18 VMAX 1.67%
19 SYLD 1.63%
20 HAPY 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.49M (13.11%) 68.90K
Increased by +0.14%
Jun 30, 25
2 Capital World Investors 39.33M (10.64%) -50.00K
Decreased by -0.13%
Jun 30, 25
3 BlackRock Inc 36.06M (9.75%) 844.15K
Increased by +2.34%
Mar 31, 25
4 State Street Corp 19.07M (5.16%) 543.22K
Increased by +2.85%
Mar 31, 25
5 State Street Corporation 19.01M (5.14%) 282.10K
Increased by +1.48%
Mar 31, 24
6 Geode Capital Management, LLC 10.34M (2.80%) 380.50K
Increased by +3.68%
Mar 31, 25
7 Bank of America Corp 10.10M (2.73%) -2.24M
Decreased by -22.15%
Mar 31, 25
8 Par Capital Management Inc 7.50M (2.03%) 0.00
Increased by 0.00%
Jun 30, 25
9 First Trust Advisors L.P. 6.83M (1.85%) 777.66K
Increased by +11.38%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 6.37M (1.72%) -72.85K
Decreased by -1.14%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 5.98M (1.62%) 238.38K
Increased by +3.99%
Mar 31, 25
12 Allianz Asset Management AG 5.87M (1.59%) 358.71K
Increased by +6.11%
Mar 31, 25
13 Amvescap Plc. 5.86M (1.58%) 706.21K
Increased by +12.05%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 5.84M (1.58%) 1.29M
Increased by +22.11%
Jun 30, 25
15 Assenagon Asset Management SA 5.60M (1.51%) 5.09M
Increased by +90.87%
Mar 31, 24
16 Arrowstreet Capital Limited Partnership 5.39M (1.46%) -2.69M
Decreased by -49.95%
Dec 31, 24
17 Boston Partners Global Investors, Inc 5.17M (1.40%) -608.26K
Decreased by -11.76%
Mar 31, 25
18 Northern Trust Corp 5.15M (1.39%) -33.87K
Decreased by -0.66%
Mar 31, 25
19 Southpoint Capital Advisors LP 5.00M (1.35%) 1.00M
Increased by +20.00%
Mar 31, 25
20 Ameriprise Financial Inc 4.90M (1.32%) 1.30M
Increased by +26.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 20.74M (5.61%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 12.55M (3.39%) -130.98K
Decreased by -1.04%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.25M (3.31%) -205.97K
Decreased by -1.68%
Jun 30, 25
4 American Funds Income Fund of Amer A 11.08M (3.00%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 11.06M (2.99%) 77.74K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 10.81M (2.92%) -252.60K
Decreased by -2.34%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 8.40M (2.27%) -133.22K
Decreased by -1.59%
Jun 30, 25
8 SPDR® S&P 500 ETF Trust 4.99M (1.35%) -38.24K
Decreased by -0.77%
Mar 31, 24
9 Fidelity® 500 Index 4.87M (1.32%) 31.00K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF 4.85M (1.31%) -71.45K
Decreased by -1.47%
Mar 31, 25
11 Fidelity 500 Index 4.82M (1.30%) -81.11K
Decreased by -1.68%
Jun 30, 25
12 SPDR® S&P 500® ETF Trust 4.72M (1.28%) -24.62K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 4.67M (1.26%) 19.94K
Increased by +0.43%
Jul 31, 25
14 iShares Core S&P 500 ETF 4.55M (1.23%) 20.70K
Increased by +0.46%
Jul 31, 25
15 American Funds Fundamental Invs A 4.18M (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
16 Capital Group Fundamental Invtrs Comp 4.18M (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
17 First Trust Rising Dividend Achiev ETF 3.82M (1.03%) 7.03K
Increased by +0.18%
Jul 31, 25
18 Vanguard Value Index Inv 3.38M (0.91%) -35.46K
Decreased by -1.05%
Jun 30, 25
19 JHancock Disciplined Value Mid Cap I 3.21M (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
20 American Funds IS® Asset Allocation 1 3.00M (0.81%) -50.00K
Decreased by -1.67%
Jun 30, 25