Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMN 8.28%
2 SBM 8.28%
3 GCIG 7.64%
4 FCTE 4.93%
5 HJEN 4.63%
6 IBAT 4.50%
7 XLB 4.41%
8 LDRX 4.31%
9 VAW 4.28%
10 FMAT 4.20%
11 HDRO 4.10%
12 UTRN 4.01%
13 BEEZ 3.96%
14 IYM 3.94%
15 PWER 3.91%
16 RSPM 3.47%
17 RTM 3.47%
18 MGNR 3.25%
19 UYM 3.24%
20 CVRD 3.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.74M (9.82%) 324.88K
Increased by +1.49%
Jun 30, 25
2 BlackRock Inc 17.53M (7.92%) 208.55K
Increased by +1.19%
Jun 30, 25
3 State Farm Mutual Automobile Ins Co 12.00M (5.42%) -90.32K
Decreased by -0.75%
Jun 30, 25
4 Capital Research Global Investors 11.49M (5.19%) -2.10M
Decreased by -18.29%
Jun 30, 25
5 State Street Corporation 9.62M (4.34%) -25.20K
Decreased by -0.26%
Mar 31, 24
6 State Street Corp 9.45M (4.27%) 180.06K
Increased by +1.90%
Jun 30, 25
7 Dodge & Cox 8.82M (3.98%) 61.68K
Increased by +0.70%
Jun 30, 25
8 Capital Research & Mgmt Co - Division 3 8.26M (3.73%) 2.09M
Increased by +25.29%
Jun 30, 25
9 JPMorgan Chase & Co 6.43M (2.91%) 310.80K
Increased by +4.83%
Jun 30, 25
10 Bank of America Corp 5.40M (2.44%) -26.97K
Decreased by -0.50%
Jun 30, 25
11 Geode Capital Management, LLC 5.13M (2.32%) 27.26K
Increased by +0.53%
Jun 30, 25
12 Mantle Ridge LP 4.11M (1.85%) 0.00
Increased by 0.00%
Jun 30, 25
13 Franklin Resources Inc 3.79M (1.71%) 444.86K
Increased by +11.72%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 3.72M (1.68%) -447.56K
Decreased by -12.04%
Jun 30, 25
15 NORGES BANK 3.62M (1.63%) 445.52K
Increased by +12.32%
Jun 30, 25
16 Northern Trust Corp 3.38M (1.52%) -158.41K
Decreased by -4.69%
Jun 30, 25
17 Aristotle Capital Management LLC 3.03M (1.37%) -83.34K
Decreased by -2.75%
Jun 30, 25
18 UBS Group AG 2.82M (1.27%) 267.87K
Increased by +9.49%
Jun 30, 25
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%) -1.35K
Decreased by -0.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.04M (3.18%) 5.07K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.99M (3.16%) -164.67K
Decreased by -2.35%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 6.33M (2.86%) 43.74K
Increased by +0.69%
May 31, 25
4 Dodge & Cox Stock I 5.82M (2.63%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard 500 Index Investor 5.51M (2.49%) -807.03K
Decreased by -14.65%
Jul 31, 25
6 JPM US Equity Income-MA 3.60M (1.63%) 3.60M
Increased by +99.90%
Sep 30, 23
7 American Funds Invmt Co of Amer A 3.54M (1.60%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Investment Co of Amer Comp 3.54M (1.60%) 0.00
Increased by 0.00%
Jun 30, 25
9 American Funds American Mutual A 3.30M (1.49%) 359.12K
Increased by +10.88%
Jun 30, 25
10 Capital Group American Mutual Comp 3.30M (1.49%) 359.12K
Increased by +10.88%
Jun 30, 25
11 JPM US Equity Income-Composite 3.03M (1.37%) 158.90K
Increased by +5.24%
Jun 30, 25
12 JPMorgan Equity Income I 3.03M (1.37%) 0.00
Increased by 0.00%
Jul 31, 25
13 American Funds Washington Mutual A 3.03M (1.37%) 1.36M
Increased by +44.71%
Jun 30, 25
14 Capital Group Wash Mutual Invtrs Comp 3.03M (1.37%) 1.36M
Increased by +44.71%
Jun 30, 25
15 Fidelity 500 Index 2.82M (1.27%) 1.21K
Increased by +0.04%
Jul 31, 25
16 SPDR® S&P 500 ETF 2.77M (1.25%) -40.61K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 2.69M (1.22%) -14.15K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.68M (1.21%) 33.14K
Increased by +1.24%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 2.68M (1.21%) -20.86K
Decreased by -0.78%
Mar 31, 24
20 iShares Core S&P 500 ETF 2.68M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25