Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DDIV 4.44%
2 UTRN 4.03%
3 BLCR 3.51%
4 DIVC 3.33%
5 COWS 2.69%
6 MVFD 2.41%
7 JSMD 2.18%
8 RSPD 2.09%
9 RCD 2.09%
10 QDIV 1.94%
11 SPDV 1.94%
12 BLCV 1.90%
13 DFNV 1.86%
14 RNDV 1.77%
15 SDEI 1.74%
16 GDVD 1.62%
17 BOBP 1.62%
18 DVLU 1.59%
19 QDVO 1.44%
20 WBIG 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.41M (17.45%) 4.71M
Increased by +19.30%
Sep 30, 25
2 Vanguard Group Inc 16.98M (12.13%) 453.04K
Increased by +2.67%
Dec 31, 25
3 State Street Corporation 7.06M (5.05%) -149.54K
Decreased by -2.12%
Mar 31, 24
4 State Street Corp 6.11M (4.37%) -395.11K
Decreased by -6.46%
Sep 30, 25
5 AQR Capital Management LLC 4.36M (3.11%) 1.40M
Increased by +32.12%
Dec 31, 25
6 Geode Capital Management, LLC 3.66M (2.62%) 122.59K
Increased by +3.35%
Dec 31, 25
7 Bank of America Corp 3.63M (2.60%) 651.79K
Increased by +17.94%
Sep 30, 25
8 Capital Research Global Investors 3.23M (2.31%) 162.35K
Increased by +5.03%
Dec 31, 25
9 Kovitz Investment Group Partners, LLC 3.20M (2.29%) 2.43M
Increased by +75.83%
Dec 31, 24
10 Pacer Advisors, INC. 2.79M (1.99%) 2.78M
Increased by +99.65%
Dec 31, 24
11 Marshall Wace Asset Management Ltd 2.63M (1.88%) 346.64K
Increased by +13.16%
Jun 30, 25
12 Amvescap Plc. 2.51M (1.79%) -131.69K
Decreased by -5.26%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 2.44M (1.75%) -396.41K
Decreased by -16.22%
Sep 30, 25
14 Citadel Advisors Llc 2.39M (1.71%) -1.39M
Decreased by -58.05%
Sep 30, 25
15 Dimensional Fund Advisors, Inc. 2.36M (1.68%) -26.57K
Decreased by -1.13%
Dec 31, 25
16 FMR Inc 2.30M (1.64%) 33.84K
Increased by +1.47%
Dec 31, 25
17 Goldman Sachs Group Inc 2.25M (1.61%) 370.29K
Increased by +16.42%
Jun 30, 25
18 London Company of Virginia 2.06M (1.47%) 43.72K
Increased by +2.12%
Sep 30, 24
19 Fuller & Thaler Asset Management Inc 1.95M (1.39%) -3.96K
Decreased by -0.20%
Dec 31, 25
20 Cooke & Bieler LP 1.90M (1.36%) -82.32K
Decreased by -4.33%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.44M (3.17%) 21.51K
Increased by +0.48%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 4.19M (2.99%) 3.34K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.73M (2.66%) 23.19K
Increased by +0.62%
May 31, 25
4 Vanguard 500 Index Investor 3.43M (2.45%) 32.80K
Increased by +0.96%
Feb 28, 26
5 Vanguard Small Cap Index 3.19M (2.28%) 7.91K
Increased by +0.25%
Feb 28, 26
6 BlackRock Large Cap Core (SMA) 3.13M (2.24%) 3.13M
Increased by +100.00%
Feb 28, 26
7 Pacer US Cash Cows 100 ETF 2.78M (1.99%) 4.11K
Increased by +0.15%
Feb 28, 25
8 BlackRock Equity Dividend Instl 2.49M (1.78%) -24.39K
Decreased by -0.98%
Feb 28, 26
9 American Funds Income Fund of Amer A 2.09M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
10 Invesco S&P 500® Equal Weight ETF 2.07M (1.48%) -893.00
Decreased by -0.04%
Feb 27, 26
11 Vanguard Small Cap Value Index Inv 2.05M (1.46%) 5.81K
Increased by +0.28%
Feb 28, 26
12 Touchstone Mid Cap Y 1.93M (1.38%) 39.75K
Increased by +2.06%
Sep 30, 24
13 Capital Group Dividend Value ETF 1.92M (1.37%) 71.17K
Increased by +3.71%
Aug 31, 25
14 SPDR® Portfolio S&P 500 High Div ETF 1.76M (1.26%) 0.00
Increased by 0.00%
Apr 30, 24
15 iShares Core S&P 500 ETF 1.70M (1.21%) 0.00
Increased by 0.00%
Feb 28, 26
16 Fidelity 500 Index 1.69M (1.21%) 7.85K
Increased by +0.46%
Jan 31, 26
17 SPDR® S&P 500 ETF 1.63M (1.17%) -23.87K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 1.59M (1.14%) -8.32K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.59M (1.14%) 19.48K
Increased by +1.23%
Aug 31, 25
20 State Street® SPDR® S&P 500® ETF 1.56M (1.12%) -11.93K
Decreased by -0.76%
Feb 28, 26