Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 3.38%
2 DIP 3.34%
3 LBAY 3.32%
4 RDIV 2.82%
5 PEY 2.29%
6 BVAL 2.06%
7 SPVM_old 2.02%
8 RSPD 1.95%
9 KNGZ 1.92%
10 RNDV 1.85%
11 WBIG 1.80%
12 RCD 1.73%
13 PXLV 1.62%
14 SPDV 1.47%
15 SPHD 1.46%
16 DIVL 1.20%
17 PMOM 1.18%
18 SPYD 1.15%
19 SYLD 1.01%
20 BSMC 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 7.26M (11.30%) 1.01M
Increased by +13.87%
Mar 31, 26
2 Vanguard Group Inc 5.48M (8.54%) -13.03K
Decreased by -0.24%
Dec 31, 25
3 FMR Inc 5.01M (7.80%) 1.32M
Increased by +26.35%
Mar 31, 26
4 PRIMECAP Management Company 3.75M (5.83%) -69.70K
Decreased by -1.86%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 2.94M (4.58%) 2.94M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 2.84M (4.41%) 2.84M
Increased by +100.00%
Mar 31, 26
7 Geode Capital Management, LLC 2.64M (4.10%) 1.36M
Increased by +51.49%
Mar 31, 26
8 Newport Trust Co. 2.58M (4.02%) 190.64K
Increased by +7.38%
Mar 31, 26
9 RWWM Inc 2.42M (3.77%) 1.59M
Increased by +65.71%
Mar 31, 26
10 Boston Partners Global Investors, Inc 2.11M (3.29%) -361.43K
Decreased by -17.12%
Dec 31, 23
11 State Street Corp 2.00M (3.11%) 259.98K
Increased by +13.01%
Mar 31, 26
12 Appaloosa LP 1.95M (3.03%) -1.96M
Decreased by -100.51%
Mar 31, 26
13 UBS Group AG 1.87M (2.91%) 1.21M
Increased by +64.98%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 1.70M (2.64%) -144.79K
Decreased by -8.52%
Mar 31, 26
15 State Street Corporation 1.61M (2.50%) -958.01K
Decreased by -59.53%
Mar 31, 24
16 Greenhaven Associates Inc 1.59M (2.47%) -526.86K
Decreased by -33.24%
Sep 30, 23
17 Canada Pension Plan Investment Board 1.41M (2.20%) 1.13M
Increased by +80.26%
Mar 31, 26
18 Covalis Capital LLP 1.31M (2.04%) 1.31M
Increased by +100.00%
Mar 31, 26
19 Nuveen Asset Management, LLC 1.21M (1.88%) 199.66K
Increased by +16.52%
Dec 31, 24
20 Causeway Capital Management LLC 1.20M (1.87%) 440.76K
Increased by +36.67%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard PRIMECAP Inv 2.57M (4.00%) -17.50K
Decreased by -0.68%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 2.15M (3.35%) 402.00
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 2.02M (3.15%) 5.44K
Increased by +0.27%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 1.73M (2.70%) 3.20K
Increased by +0.18%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 1.72M (2.68%) 1.12K
Increased by +0.06%
Sep 30, 24
6 iShares Select Dividend ETF 1.61M (2.50%) 0.00
Increased by 0.00%
Apr 30, 26
7 Fidelity High Dividend ETF 1.47M (2.28%) 0.00
Increased by 0.00%
May 29, 26
8 Vanguard Small Cap Index 1.46M (2.27%) -5.34K
Decreased by -0.37%
Apr 30, 26
9 Vanguard Institutional 500 Index Trust 1.34M (2.09%) 4.35K
Increased by +0.32%
Dec 31, 23
10 Vanguard Small Cap Value Index Inv 938.97K (1.46%) 7.44K
Increased by +0.79%
Apr 30, 26
11 JHancock Disciplined Value Mid Cap I 903.63K (1.41%) -24.81K
Decreased by -2.75%
Dec 31, 23
12 Invesco S&P 500® Equal Weight ETF 842.11K (1.31%) 3.94K
Increased by +0.47%
Jan 31, 24
13 Fidelity Value 749.04K (1.17%) 162.64K
Increased by +21.71%
Apr 30, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 715.00K (1.11%) 7.07K
Increased by +0.99%
Apr 30, 26
15 Fidelity 500 Index 657.87K (1.02%) 6.62K
Increased by +1.01%
Feb 29, 24
16 Fidelity Series Large Cap Stock 656.96K (1.02%) 23.90K
Increased by +3.64%
Apr 30, 26
17 Vanguard PRIMECAP Core Inv 656.94K (1.02%) 0.00
Increased by 0.00%
Mar 31, 26
18 SPDR® S&P 500 ETF Trust 650.10K (1.01%) 4.98K
Increased by +0.77%
Jan 31, 24
19 Fidelity® 500 Index 638.79K (0.99%) 4.07K
Increased by +0.64%
Nov 30, 23
20 SPDR® Portfolio S&P 500 High Div ETF 595.89K (0.93%) 1.16K
Increased by +0.20%
Jan 31, 24