Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 11.07%
2 HDLV 9.95%
3 DJD 9.71%
4 HDLB 9.25%
5 SPDG 7.49%
6 FDL 6.73%
7 HDV 6.33%
8 NXTV 5.25%
9 DIVZ 5.01%
10 GBLO 4.94%
11 WBIY 4.68%
12 EWCO 4.64%
13 GBDV 4.52%
14 XUDV 4.49%
15 DURA 4.48%
16 DIP 4.46%
17 JHCS 4.37%
18 PRVS 4.22%
19 XLC 4.15%
20 RSPC 4.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 372.79M (8.85%) 4.62M
Increased by +1.24%
Jun 30, 25
2 BlackRock Inc 353.35M (8.39%) -3.66M
Decreased by -1.04%
Jun 30, 25
3 State Street Corp 208.21M (4.95%) 4.21M
Increased by +2.02%
Jun 30, 25
4 State Street Corporation 184.63M (4.39%) 1.44M
Increased by +0.78%
Mar 31, 24
5 Charles Schwab Investment Management Inc 107.72M (2.56%) -2.15M
Decreased by -1.99%
Jun 30, 25
6 Geode Capital Management, LLC 100.33M (2.38%) 1.10M
Increased by +1.10%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 73.45M (1.74%) 2.49M
Increased by +3.39%
Jun 30, 25
8 NORGES BANK 57.87M (1.37%) 337.13K
Increased by +0.58%
Jun 30, 25
9 Bank of America Corp 56.61M (1.34%) 25.09M
Increased by +44.31%
Jun 30, 25
10 GQG Partners LLC 53.26M (1.26%) 3.40M
Increased by +6.38%
Jun 30, 25
11 UBS Asset Mgmt Americas Inc 47.65M (1.13%) 5.66M
Increased by +11.88%
Jun 30, 25
12 Northern Trust Corp 44.71M (1.06%) -766.98K
Decreased by -1.72%
Jun 30, 25
13 JPMorgan Chase & Co 38.45M (0.91%) -745.54K
Decreased by -1.94%
Jun 30, 25
14 FMR Inc 36.70M (0.87%) -6.69M
Decreased by -18.24%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 34.08M (0.81%) -1.24M
Decreased by -3.63%
Jun 30, 25
16 Goldman Sachs Group Inc 29.58M (0.70%) -1.22M
Decreased by -4.11%
Jun 30, 25
17 Legal & General Group PLC 26.98M (0.64%) -783.85K
Decreased by -2.90%
Jun 30, 25
18 Amundi 25.23M (0.60%) 6.15M
Increased by +24.39%
Dec 31, 24
19 Royal Bank of Canada 25.17M (0.60%) 2.04M
Increased by +8.12%
Jun 30, 25
20 Bank of New York Mellon Corp 24.36M (0.58%) -1.60M
Decreased by -6.58%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 120.01M (2.85%) 101.33K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 119.24M (2.83%) -2.76M
Decreased by -2.31%
Jul 31, 25
3 Vanguard 500 Index Investor 104.36M (2.48%) -15.29M
Decreased by -14.65%
Jul 31, 25
4 Schwab US Dividend Equity ETF™ 62.92M (1.49%) 13.31K
Increased by +0.02%
Aug 30, 25
5 Fidelity 500 Index 53.44M (1.27%) 22.95K
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 52.39M (1.24%) -766.94K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 51.00M (1.21%) -267.19K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 50.95M (1.21%) 626.43K
Increased by +1.23%
Aug 31, 25
9 iShares Core S&P 500 ETF 50.73M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 49.71M (1.18%) 112.32K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 48.99M (1.16%) 311.75K
Increased by +0.64%
Nov 30, 23
12 Performer (AFRIS) 36.65M (0.87%) 36.65M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 33.63M (0.80%) -39.04K
Decreased by -0.12%
Jul 31, 25
14 Vanguard Institutional Index I 25.49M (0.61%) -282.00K
Decreased by -1.11%
Jul 31, 25
15 The Comm Svcs Sel Sect SPDR® ETF 24.27M (0.58%) 155.99K
Increased by +0.64%
Aug 29, 25
16 State St S&P 500® Indx SL Cl III 22.50M (0.53%) -34.61K
Decreased by -0.15%
Aug 31, 25
17 Communication Services Sel Sect SPDR®ETF 19.37M (0.46%) -13.31K
Decreased by -0.07%
Apr 30, 24
18 iShares Core High Dividend ETF 16.81M (0.40%) 17.84K
Increased by +0.11%
Jun 28, 24
19 Vanguard High Dividend Yield ETF 16.23M (0.39%) 55.86K
Increased by +0.34%
Jul 31, 25
20 Vanguard Institutional 500 Index Trust 16.10M (0.38%) 16.10M
Increased by +100.00%
Jul 31, 25