Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 7.56%
2 DIP 4.47%
3 UTRN 4.07%
4 FINE 3.29%
5 SDEI 3.13%
6 WBIY 2.88%
7 VSDA 2.74%
8 FOVL 2.59%
9 SPHD 2.12%
10 SNPD 1.97%
11 JHDV 1.90%
12 HCOW 1.86%
13 COWS 1.85%
14 KCE 1.83%
15 PEY 1.73%
16 BOBP 1.71%
17 DIVG 1.68%
18 DVYA 1.66%
19 TTFS 1.65%
20 LQAI 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.11M (12.23%) -140.54K
Decreased by -0.38%
Dec 31, 25
2 Power Corporation of Canada 31.56M (10.40%) 0.00
Increased by 0.00%
Dec 31, 25
3 BlackRock Inc 28.35M (9.34%) 205.33K
Increased by +0.72%
Sep 30, 25
4 State Street Corporation 21.76M (7.17%) 247.03K
Increased by +1.14%
Mar 31, 24
5 State Street Corp 20.89M (6.89%) -1.30M
Decreased by -6.21%
Sep 30, 25
6 Dimensional Fund Advisors, Inc. 10.88M (3.59%) 816.95K
Increased by +7.51%
Dec 31, 25
7 Amvescap Plc. 9.35M (3.08%) -699.19K
Decreased by -7.47%
Sep 30, 25
8 Royal Bank of Canada 8.25M (2.72%) -11.80M
Decreased by -143.04%
Sep 30, 25
9 Geode Capital Management, LLC 8.07M (2.66%) 272.33K
Increased by +3.37%
Dec 31, 25
10 ProShare Advisors LLC 7.08M (2.33%) 243.84K
Increased by +3.44%
Dec 31, 25
11 Clarkston Capital Partners, LLC 6.96M (2.29%) -126.19K
Decreased by -1.81%
Sep 30, 23
12 The Goldman Sachs Group Inc 6.65M (2.19%) 1.33M
Increased by +20.01%
Sep 30, 25
13 Citadel Advisors Llc 6.28M (2.07%) 1.90M
Increased by +30.22%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 6.21M (2.05%) 1.67M
Increased by +26.90%
Sep 30, 25
15 Azora Capital LP 5.80M (1.91%) 2.55M
Increased by +44.06%
Dec 31, 25
16 Goldman Sachs Group Inc 5.32M (1.75%) -1.64M
Decreased by -30.75%
Jun 30, 25
17 Marshall Wace Asset Management Ltd 4.59M (1.51%) 4.31M
Increased by +93.78%
Mar 31, 25
18 JPMorgan Chase & Co 4.20M (1.38%) 2.66M
Increased by +63.20%
Sep 30, 25
19 Squarepoint Ops LLC 4.13M (1.36%) 2.70M
Increased by +65.30%
Dec 31, 25
20 Northern Trust Corp 4.12M (1.36%) 1.37M
Increased by +33.27%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group American Mutual Comp 17.01M (5.61%) -24.84K
Decreased by -0.15%
Mar 31, 24
2 Vanguard US Total Market Shares ETF 9.92M (3.27%) 8.30K
Increased by +0.08%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 9.85M (3.25%) 16.11K
Increased by +0.16%
Feb 28, 26
4 Vanguard 500 Index Investor 7.90M (2.60%) 75.68K
Increased by +0.96%
Feb 28, 26
5 Invesco S&P 500® Equal Weight ETF 7.31M (2.41%) -3.13K
Decreased by -0.04%
Feb 27, 26
6 Vanguard Small Cap Index 7.10M (2.34%) 17.82K
Increased by +0.25%
Feb 28, 26
7 iShares Select Dividend ETF 6.68M (2.20%) 0.00
Increased by 0.00%
Feb 28, 26
8 ProShares S&P 500 Dividend Aristocrats 6.54M (2.15%) 0.00
Increased by 0.00%
Feb 27, 26
9 Vanguard Small Cap Value Index Inv 4.56M (1.50%) 12.94K
Increased by +0.28%
Feb 28, 26
10 Clarkston Capital SMID Composite 4.53M (1.49%) -22.84K
Decreased by -0.50%
Sep 30, 23
11 First Trust SMID Cp Rising Div Achv ETF 4.30M (1.42%) 9.20K
Increased by +0.21%
Feb 27, 25
12 iShares Core S&P 500 ETF 3.91M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 3.91M (1.29%) 18.10K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 3.85M (1.27%) -56.42K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 3.75M (1.24%) -19.66K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 3.74M (1.23%) 46.05K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 3.67M (1.21%) -27.39K
Decreased by -0.75%
Feb 28, 26
18 SPDR® Portfolio S&P 500® High Div ETF 3.64M (1.20%) 8.99K
Increased by +0.25%
Aug 29, 25
19 American Funds American Mutual A 3.50M (1.15%) -13.51M
Decreased by -385.92%
Jun 30, 24
20 American Funds Capital Income Bldr A 3.50M (1.15%) -299.50K
Decreased by -8.56%
Mar 31, 24