Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RDIV 4.69%
2 PMR 4.55%
3 SIXA 4.34%
4 SIXH 4.19%
5 WBIL 3.99%
6 NVQ 3.97%
7 NVQ_old 3.97%
8 UTRN 3.92%
9 CAMX 3.39%
10 KNGS 3.36%
11 JHMC 3.27%
12 MDPL 3.20%
13 ULTY 3.12%
14 VSDA 2.96%
15 RSPS 2.68%
16 STNC 2.68%
17 RHS 2.60%
18 XLP 2.59%
19 RULE 2.43%
20 NXTV 2.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 51.44M (11.39%) 6.61M
Increased by +12.84%
Jun 30, 25
2 State Street Corp 36.74M (8.14%) 1.53M
Increased by +4.16%
Jun 30, 25
3 State Street Corporation 34.10M (7.55%) -1.88M
Decreased by -5.52%
Mar 31, 24
4 BlackRock Inc 33.94M (7.52%) -1.10M
Decreased by -3.25%
Jun 30, 25
5 Charles Schwab Investment Management Inc 16.25M (3.60%) 277.18K
Increased by +1.71%
Jun 30, 25
6 FMR Inc 13.70M (3.03%) 1.05M
Increased by +7.69%
Jun 30, 25
7 Geode Capital Management, LLC 10.19M (2.26%) 3.14K
Increased by +0.03%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 9.44M (2.09%) 2.13M
Increased by +22.54%
Jun 30, 25
9 Franklin Resources Inc 7.40M (1.64%) -938.01K
Decreased by -12.68%
Jun 30, 25
10 Bank of America Corp 6.53M (1.45%) -1.01M
Decreased by -15.54%
Jun 30, 25
11 Massachusetts Financial Services Company 5.99M (1.33%) -630.10K
Decreased by -10.52%
Jun 30, 25
12 NORGES BANK 5.86M (1.30%) 252.65K
Increased by +4.31%
Jun 30, 25
13 Northern Trust Corp 5.23M (1.16%) -104.66K
Decreased by -2.00%
Jun 30, 25
14 UBS Group AG 5.18M (1.15%) -1.02M
Decreased by -19.79%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 4.93M (1.09%) -265.38K
Decreased by -5.38%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 4.73M (1.05%) 702.99K
Increased by +14.86%
Jun 30, 25
17 T. Rowe Price Associates, Inc. 4.61M (1.02%) 118.91K
Increased by +2.58%
Jun 30, 24
18 Capital World Investors 4.58M (1.01%) -877.65K
Decreased by -19.17%
Jun 30, 25
19 Wells Fargo & Co 4.41M (0.98%) -4.18M
Decreased by -94.71%
Jun 30, 25
20 Goldman Sachs Group Inc 4.39M (0.97%) 494.38K
Increased by +11.25%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 14.66M (3.25%) 57.23K
Increased by +0.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 14.29M (3.16%) -329.70K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 13.03M (2.89%) 90.92K
Increased by +0.70%
May 31, 25
4 Schwab US Dividend Equity ETF™ 12.91M (2.86%) 2.73K
Increased by +0.02%
Aug 30, 25
5 Vanguard 500 Index Investor 11.25M (2.49%) -1.65M
Decreased by -14.65%
Jul 31, 25
6 American Funds American Balanced A 7.60M (1.68%) 0.00
Increased by 0.00%
Dec 31, 24
7 Fidelity 500 Index 5.76M (1.28%) 2.46K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 5.70M (1.26%) -118.14K
Decreased by -2.07%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 5.55M (1.23%) -29.05K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 5.50M (1.22%) 67.55K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 5.47M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 5.46M (1.21%) 12.33K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 5.38M (1.19%) 34.23K
Increased by +0.64%
Nov 30, 23
14 Vanguard Mid Cap Index Institutional 5.07M (1.12%) 54.60K
Increased by +1.08%
Jul 31, 25
15 The Consumer Staples Sel SectSPDR® ETF 4.57M (1.01%) 16.32K
Increased by +0.36%
Aug 31, 25
16 Vanguard Value Index Inv 4.03M (0.89%) -3.42K
Decreased by -0.08%
Jul 31, 25
17 SPDR® S&P Dividend ETF 3.82M (0.85%) 0.00
Increased by 0.00%
Aug 31, 25
18 MFS Large Cap Value Equity 3.46M (0.77%) -763.71K
Decreased by -22.05%
Jun 30, 25
19 MFS Value A 3.44M (0.76%) -20.14K
Decreased by -0.58%
Jul 31, 25
20 Templeton Growth A 3.33M (0.74%) 0.00
Increased by 0.00%
Apr 30, 24