Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMN 8.28%
2 SBM 8.28%
3 GCIG 7.64%
4 IYM 7.48%
5 IBAT 6.03%
6 XLB 5.11%
7 FCTE 4.93%
8 FMAT 4.77%
9 HJEN 4.63%
10 VAW 4.56%
11 HDRO 4.10%
12 UTRN 4.01%
13 BEEZ 3.96%
14 PWER 3.91%
15 UYM 3.72%
16 RTM 3.59%
17 RSPM 3.59%
18 MGNR 3.25%
19 BLCR 3.20%
20 CCOR 3.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.41M (9.67%) -70.23K
Decreased by -0.33%
Mar 31, 25
2 BlackRock Inc 17.32M (7.82%) -1.05M
Decreased by -6.07%
Mar 31, 25
3 Capital Research Global Investors 13.60M (6.14%) 283.32K
Increased by +2.08%
Mar 31, 25
4 State Farm Mutual Automobile Ins Co 12.09M (5.46%) -145.46K
Decreased by -1.20%
Mar 31, 25
5 State Street Corporation 9.62M (4.34%) -25.20K
Decreased by -0.26%
Mar 31, 24
6 State Street Corp 9.27M (4.19%) -522.06K
Decreased by -5.63%
Mar 31, 25
7 Dodge & Cox 8.76M (3.96%) 2.10M
Increased by +23.93%
Mar 31, 25
8 Capital Research & Mgmt Co - Division 3 6.17M (2.79%) 4.67M
Increased by +75.61%
Mar 31, 25
9 JPMorgan Chase & Co 6.12M (2.77%) -1.08M
Decreased by -17.58%
Mar 31, 25
10 Bank of America Corp 5.43M (2.45%) 423.00
Increased by +0.01%
Mar 31, 25
11 Geode Capital Management, LLC 5.11M (2.31%) 175.63K
Increased by +3.44%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 4.16M (1.88%) 337.23K
Increased by +8.10%
Mar 31, 25
13 Mantle Ridge LP 4.11M (1.85%) 0.00
Increased by 0.00%
Mar 31, 25
14 Northern Trust Corp 3.58M (1.62%) 156.42K
Increased by +4.37%
Dec 31, 24
15 Franklin Resources Inc 3.35M (1.51%) -178.96K
Decreased by -5.34%
Mar 31, 25
16 NORGES BANK 3.17M (1.43%) -272.79K
Decreased by -8.60%
Dec 31, 24
17 Aristotle Capital Management LLC 3.12M (1.41%) 3.12M
Increased by +100.00%
Mar 31, 25
18 PUBLIC INVESTMENT FUND 2.75M (1.24%) 0.00
Increased by 0.00%
Dec 31, 23
19 Massachusetts Financial Services Company 2.74M (1.24%) -55.49K
Decreased by -2.03%
Sep 30, 24
20 Royal Bank of Canada 2.41M (1.09%) 10.45K
Increased by +0.43%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.14M (3.22%) 106.43K
Increased by +1.49%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 7.04M (3.18%) 5.07K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.28M (2.84%) 100.18K
Increased by +1.59%
Apr 30, 25
4 Dodge & Cox Stock I 5.82M (2.63%) 1.48M
Increased by +25.34%
Mar 31, 25
5 JPM US Equity Income-MA 3.60M (1.63%) 3.60M
Increased by +99.90%
Sep 30, 23
6 American Funds Invmt Co of Amer A 3.54M (1.60%) 94.34K
Increased by +2.67%
Mar 31, 25
7 Capital Group Investment Co of Amer Comp 3.54M (1.60%) 94.34K
Increased by +2.67%
Mar 31, 25
8 American Funds American Mutual A 2.94M (1.33%) 919.19K
Increased by +31.24%
Mar 31, 25
9 Capital Group American Mutual Comp 2.94M (1.33%) 919.19K
Increased by +31.24%
Mar 31, 25
10 JPM US Equity Income-Composite 2.88M (1.30%) 0.00
Increased by 0.00%
Mar 31, 25
11 JPMorgan Equity Income I 2.88M (1.30%) 0.00
Increased by 0.00%
Mar 31, 25
12 Fidelity 500 Index 2.79M (1.26%) 6.83K
Increased by +0.24%
Mar 31, 25
13 SPDR® S&P 500 ETF 2.77M (1.25%) -40.61K
Decreased by -1.47%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.69M (1.22%) -14.15K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 2.68M (1.21%) -20.86K
Decreased by -0.78%
Mar 31, 24
16 SPDR® S&P 500® ETF 2.68M (1.21%) -16.11K
Decreased by -0.60%
Apr 30, 25
17 iShares Core S&P 500 ETF 2.63M (1.19%) -2.75K
Decreased by -0.10%
Apr 30, 25
18 Fidelity® 500 Index 2.59M (1.17%) 16.47K
Increased by +0.64%
Nov 30, 23
19 American Funds Capital Income Bldr A 2.39M (1.08%) 247.19K
Increased by +10.34%
Mar 31, 25
20 American Funds Capital World Gr&Inc A 2.00M (0.90%) -7.03K
Decreased by -0.35%
Mar 31, 25