Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 9.90%
2 HDLB 8.79%
3 WBIY 6.78%
4 GBLO 5.26%
5 VOX 5.15%
6 RDIV 4.96%
7 RSPC 4.69%
8 WBIF 4.57%
9 FCOM 4.45%
10 IXP 4.43%
11 EWCO 4.38%
12 DIVZ 4.37%
13 XTL 4.34%
14 XLC 4.18%
15 UTRN 4.05%
16 ADPV 4.01%
17 PID 4.01%
18 HDV 4.00%
19 KNCT 4.00%
20 SIXH 3.96%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 651.04M (9.07%) 8.19M
Increased by +1.26%
Mar 31, 25
2 BlackRock Inc 555.91M (7.74%) 9.01M
Increased by +1.62%
Mar 31, 25
3 State Street Corp 313.67M (4.37%) -9.25M
Decreased by -2.95%
Mar 31, 25
4 State Street Corporation 311.13M (4.33%) 5.30M
Increased by +1.70%
Mar 31, 24
5 Newport Trust Co. 189.76M (2.64%) -2.46M
Decreased by -1.30%
Mar 31, 25
6 Geode Capital Management, LLC 169.97M (2.37%) 6.21M
Increased by +3.66%
Mar 31, 25
7 GQG Partners LLC 113.96M (1.59%) 17.18M
Increased by +15.07%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 105.78M (1.47%) 9.04M
Increased by +8.55%
Mar 31, 25
9 Bank of America Corp 97.86M (1.36%) 45.41M
Increased by +46.40%
Mar 31, 25
10 Bank of New York Mellon Corp 81.91M (1.14%) -3.69M
Decreased by -4.50%
Mar 31, 25
11 NORGES BANK 81.62M (1.14%) 9.77M
Increased by +11.97%
Dec 31, 24
12 Northern Trust Corp 78.15M (1.09%) 10.95M
Increased by +14.01%
Dec 31, 24
13 FMR Inc 73.50M (1.02%) 28.13M
Increased by +38.27%
Mar 31, 25
14 JPMorgan Chase & Co 65.15M (0.91%) 16.95M
Increased by +26.02%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 58.48M (0.81%) -24.36M
Decreased by -41.65%
Dec 31, 24
16 Capital World Investors 58.20M (0.81%) 771.32K
Increased by +1.33%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 55.22M (0.77%) 1.78M
Increased by +3.23%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 53.34M (0.74%) 1.31M
Increased by +2.45%
Mar 31, 25
19 Charles Schwab Investment Management Inc 52.37M (0.73%) -683.76K
Decreased by -1.31%
Mar 31, 25
20 Ameriprise Financial Inc 50.84M (0.71%) -983.36K
Decreased by -1.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 230.35M (3.21%) 3.47M
Increased by +1.51%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 227.26M (3.16%) 218.40K
Increased by +0.10%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 202.74M (2.82%) 3.24M
Increased by +1.60%
Apr 30, 25
4 Fidelity 500 Index 90.06M (1.25%) 191.60K
Increased by +0.21%
Mar 31, 25
5 SPDR® S&P 500 ETF 89.30M (1.24%) -1.31M
Decreased by -1.46%
Mar 31, 25
6 SPDR® S&P 500® ETF Trust 86.93M (1.21%) -455.54K
Decreased by -0.52%
Mar 31, 25
7 SPDR® S&P 500® ETF 86.48M (1.20%) -518.81K
Decreased by -0.60%
Apr 30, 25
8 iShares Core S&P 500 ETF 85.03M (1.18%) -88.81K
Decreased by -0.10%
Apr 30, 25
9 SPDR® S&P 500 ETF Trust 84.54M (1.18%) 191.03K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 82.78M (1.15%) 659.43K
Increased by +0.80%
Oct 31, 23
11 Performer (AFRIS) 69.21M (0.96%) 69.21M
Increased by +100.00%
Feb 29, 24
12 Vanguard Value Index Inv 62.99M (0.88%) 31.65K
Increased by +0.05%
Apr 30, 25
13 Communication Services Sel Sect SPDR®ETF 45.85M (0.64%) -31.51K
Decreased by -0.07%
Apr 30, 24
14 Vanguard Institutional Index I 44.07M (0.61%) -112.47K
Decreased by -0.26%
Apr 30, 25
15 American Funds Income Fund of Amer A 37.56M (0.52%) 2.60M
Increased by +6.93%
Mar 31, 25
16 State St S&P 500® Indx SL Cl III 37.49M (0.52%) 462.95K
Increased by +1.23%
Apr 30, 25
17 The Comm Svcs Sel Sect SPDR® ETF 32.35M (0.45%) 30.55K
Increased by +0.09%
Apr 30, 25
18 Columbia Dividend Value 28.94M (0.40%) -208.87K
Decreased by -0.72%
Mar 31, 25
19 Columbia Dividend Income Inst 28.86M (0.40%) -73.47K
Decreased by -0.25%
Apr 30, 25
20 Vanguard High Dividend Yield ETF 27.30M (0.38%) -29.92K
Decreased by -0.11%
Apr 30, 25