Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.21%
2 UTRN 3.93%
3 WBIE 3.38%
4 BAMD 3.32%
5 VSDA 3.22%
6 XUDV 3.14%
7 ERNZ 3.13%
8 HIPR 2.46%
9 FTCS 2.29%
10 SPHD 2.19%
11 CNAV 2.07%
12 FDIV 2.00%
13 SDOG 1.97%
14 PEY 1.96%
15 JHDV 1.91%
16 QDIV 1.79%
17 FXO 1.74%
18 KCE 1.66%
19 SNPD 1.63%
20 HEJD 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.42M (12.31%) 130.32K
Increased by +0.49%
Jun 30, 25
2 BlackRock Inc 20.97M (9.77%) -46.49K
Decreased by -0.22%
Jun 30, 25
3 State Street Corp 14.51M (6.76%) 211.65K
Increased by +1.46%
Jun 30, 25
4 State Street Corporation 14.51M (6.76%) -667.17K
Decreased by -4.60%
Mar 31, 24
5 Charles Schwab Investment Management Inc 7.85M (3.66%) 140.38K
Increased by +1.79%
Jun 30, 25
6 Geode Capital Management, LLC 6.01M (2.80%) 197.02K
Increased by +3.28%
Jun 30, 25
7 Fayez Sarofim & Company 5.25M (2.45%) -366.77K
Decreased by -6.99%
Jun 30, 25
8 Amvescap Plc. 3.44M (1.60%) 11.04K
Increased by +0.32%
Jun 30, 25
9 First Trust Advisors L.P. 3.44M (1.60%) 1.99M
Increased by +57.94%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 3.02M (1.41%) 217.25K
Increased by +7.19%
Jun 30, 25
11 Victory Capital Management Inc. 2.98M (1.39%) -177.37K
Decreased by -5.96%
Dec 31, 24
12 UBS Group AG 2.90M (1.35%) 669.67K
Increased by +23.13%
Jun 30, 25
13 UBS Asset Mgmt Americas Inc 2.82M (1.32%) 950.51K
Increased by +33.67%
Jun 30, 25
14 American Century Companies Inc 2.62M (1.22%) -336.78K
Decreased by -12.86%
Jun 30, 25
15 Provident Trust Company 2.55M (1.19%) -31.37K
Decreased by -1.23%
Jun 30, 25
16 JPMorgan Chase & Co 2.39M (1.11%) 1.12M
Increased by +46.91%
Sep 30, 24
17 Northern Trust Corp 2.38M (1.11%) 2.60K
Increased by +0.11%
Jun 30, 25
18 Royal Bank of Canada 2.24M (1.04%) 1.73M
Increased by +77.55%
Jun 30, 25
19 Legal & General Group PLC 2.22M (1.03%) 28.64K
Increased by +1.29%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 2.03M (0.94%) 242.59K
Increased by +11.98%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.06M (3.29%) 4.97K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.92M (3.23%) -156.05K
Decreased by -2.25%
Jul 31, 25
3 Schwab US Dividend Equity ETF™ 6.26M (2.92%) 1.32K
Increased by +0.02%
Aug 30, 25
4 Vanguard 500 Index Investor 5.45M (2.54%) -798.83K
Decreased by -14.64%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 4.91M (2.29%) 52.95K
Increased by +1.08%
Jul 31, 25
6 iShares Select Dividend ETF 2.98M (1.39%) 0.00
Increased by 0.00%
Aug 31, 25
7 Fidelity 500 Index 2.79M (1.30%) 1.20K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 2.77M (1.29%) -40.61K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 2.70M (1.26%) -21.01K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 2.69M (1.25%) -14.15K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.67M (1.24%) 32.64K
Increased by +1.22%
Aug 31, 25
12 Fidelity® 500 Index 2.61M (1.22%) 16.63K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 2.60M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
14 SPDR® S&P Dividend ETF 2.12M (0.99%) 0.00
Increased by 0.00%
Aug 31, 25
15 Vanguard Value Index Inv 1.95M (0.91%) -2.85K
Decreased by -0.15%
Jul 31, 25
16 Victory Sycamore Established Value R 1.91M (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
17 First Trust Capital Strength ETF 1.86M (0.87%) 0.00
Increased by 0.00%
Jun 30, 25
18 The Financial Select Sector SPDR® ETF 1.57M (0.73%) -4.99K
Decreased by -0.32%
Aug 31, 25
19 ProShares S&P 500 Dividend Aristocrats 1.57M (0.73%) 0.00
Increased by 0.00%
Aug 29, 25
20 Invesco S&P 500® Equal Weight ETF 1.49M (0.69%) 2.20K
Increased by +0.15%
Aug 29, 25