Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 12.59%
2 DJD 10.91%
3 HDLV 9.95%
4 HDLB 9.25%
5 FDL 7.28%
6 SPDG 7.25%
7 HDV 6.33%
8 DIVZ 5.71%
9 NXTV 5.25%
10 GBLO 4.94%
11 DURA 4.91%
12 XUDV 4.89%
13 EWCO 4.64%
14 DOGG 4.61%
15 GBDV 4.52%
16 DIP 4.46%
17 TBG 4.45%
18 RSPC 4.38%
19 JHCS 4.37%
20 WBIY 4.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 368.17M (8.74%) 4.35M
Increased by +1.18%
Mar 31, 25
2 BlackRock Inc 357.01M (8.48%) 8.62M
Increased by +2.41%
Mar 31, 25
3 State Street Corp 204.01M (4.84%) 14.05M
Increased by +6.89%
Mar 31, 25
4 State Street Corporation 184.63M (4.38%) 1.44M
Increased by +0.78%
Mar 31, 24
5 Charles Schwab Investment Management Inc 109.87M (2.61%) 1.17M
Increased by +1.07%
Mar 31, 25
6 Geode Capital Management, LLC 99.23M (2.36%) 2.40M
Increased by +2.42%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 70.96M (1.69%) 3.37M
Increased by +4.74%
Mar 31, 25
8 NORGES BANK 57.54M (1.37%) 2.07M
Increased by +3.61%
Dec 31, 24
9 GQG Partners LLC 49.86M (1.18%) 37.52M
Increased by +75.24%
Mar 31, 25
10 Northern Trust Corp 45.48M (1.08%) 431.79K
Increased by +0.95%
Mar 31, 25
11 FMR Inc 43.39M (1.03%) 14.87M
Increased by +34.28%
Mar 31, 25
12 UBS Asset Mgmt Americas Inc 41.99M (1.00%) 3.10M
Increased by +7.38%
Mar 31, 25
13 JPMorgan Chase & Co 39.19M (0.93%) 7.62M
Increased by +19.45%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 35.32M (0.84%) -1.53M
Decreased by -4.34%
Mar 31, 25
15 Bank of America Corp 31.53M (0.75%) 2.18M
Increased by +6.93%
Mar 31, 25
16 Goldman Sachs Group Inc 30.80M (0.73%) 4.67M
Increased by +15.15%
Mar 31, 25
17 Legal & General Group PLC 27.77M (0.66%) 461.18K
Increased by +1.66%
Mar 31, 25
18 Bank of New York Mellon Corp 25.96M (0.62%) -841.00K
Decreased by -3.24%
Mar 31, 25
19 Amundi 25.23M (0.60%) 6.15M
Increased by +24.39%
Dec 31, 24
20 Amvescap Plc. 24.12M (0.57%) -2.53M
Decreased by -10.47%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 121.73M (2.89%) 146.27K
Increased by +0.12%
May 31, 25
2 Vanguard US Total Market Shares ETF 120.01M (2.85%) 101.33K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 119.73M (2.84%) 835.48K
Increased by +0.70%
May 31, 25
4 Schwab US Dividend Equity ETF™ 67.39M (1.60%) 46.62K
Increased by +0.07%
May 31, 25
5 Fidelity 500 Index 52.88M (1.26%) 65.28K
Increased by +0.12%
Apr 30, 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 50.34M (1.20%) -224.77K
Decreased by -0.45%
May 31, 25
9 SPDR® S&P 500 ETF Trust 49.71M (1.18%) 112.32K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 48.99M (1.16%) 311.75K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 48.76M (1.16%) 0.00
Increased by 0.00%
May 31, 25
12 Performer (AFRIS) 36.65M (0.87%) 36.65M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 33.29M (0.79%) 41.76K
Increased by +0.13%
May 31, 25
14 Vanguard Institutional Index I 25.85M (0.61%) 2.28K
Increased by +0.01%
May 31, 25
15 State St S&P 500® Indx SL Cl III 22.37M (0.53%) 384.70K
Increased by +1.72%
May 31, 25
16 The Comm Svcs Sel Sect SPDR® ETF 20.67M (0.49%) 57.40K
Increased by +0.28%
May 30, 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 16.06M (0.38%) 49.49K
Increased by +0.31%
May 31, 25
20 Blackrock Eq Idx Fund CF 15.72M (0.37%) -47.49K
Decreased by -0.30%
Mar 31, 25