Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 12.99%
2 DJD 10.82%
3 HDLV 9.95%
4 HDLB 9.25%
5 SPDG 8.51%
6 FDL 7.15%
7 HDV 6.33%
8 DIVZ 5.65%
9 NXTV 5.25%
10 WBIY 5.12%
11 DOGG 5.00%
12 GBLO 4.94%
13 DURA 4.82%
14 XUDV 4.73%
15 EWCO 4.64%
16 GBDV 4.52%
17 DIP 4.46%
18 JHCS 4.37%
19 TBG 4.36%
20 XLC 4.26%

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 357.01M (8.48%) 8.62M
Increased by +2.41%
Mar 31, 25
3 State Street Corp 204.01M (4.85%) 14.05M
Increased by +6.89%
Mar 31, 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 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 57.87M (1.37%) 337.13K
Increased by +0.58%
Jun 30, 25
9 GQG Partners LLC 53.26M (1.26%) 3.40M
Increased by +6.38%
Jun 30, 25
10 UBS Asset Mgmt Americas Inc 47.65M (1.13%) 5.66M
Increased by +11.88%
Jun 30, 25
11 Northern Trust Corp 45.48M (1.08%) 431.79K
Increased by +0.95%
Mar 31, 25
12 FMR Inc 43.39M (1.03%) 14.87M
Increased by +34.28%
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. 34.08M (0.81%) -1.24M
Decreased by -3.63%
Jun 30, 25
15 Bank of America Corp 31.53M (0.75%) 2.18M
Increased by +6.93%
Mar 31, 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 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 Arrowstreet Capital Limited Partnership 24.09M (0.57%) 1.56M
Increased by +6.48%
Jun 30, 24

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™ 62.94M (1.49%) -10.85K
Decreased by -0.02%
Jul 31, 25
5 Fidelity 500 Index 53.42M (1.27%) 307.63K
Increased by +0.58%
Jun 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 51.60M (1.23%) 220.45K
Increased by +0.43%
Jul 31, 25
8 SPDR® S&P 500® ETF Trust 51.00M (1.21%) -267.19K
Decreased by -0.52%
Mar 31, 25
9 iShares Core S&P 500 ETF 50.36M (1.20%) 228.99K
Increased by +0.45%
Jul 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 23.70M (0.56%) 26.74K
Increased by +0.11%
Jul 31, 25
16 State St S&P 500® Indx SL Cl III 22.54M (0.54%) 39.39K
Increased by +0.17%
Jul 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