Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.07%
2 BOUT 3.09%
3 BKIV 2.72%
4 FRTY 2.50%
5 JMID 2.24%
6 GDIV 2.02%
7 FFTY 1.96%
8 KCE 1.78%
9 ICAP 1.60%
10 DDIV 1.40%
11 NDVG 1.38%
12 AMOM 1.37%
13 VNMC 1.35%
14 FDFF 1.31%
15 WBIL 1.27%
16 PRAY 1.21%
17 ERNZ 1.17%
18 WBIF 1.08%
19 PDP 1.07%
20 IWP 0.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.19M (9.05%) 382.27K
Increased by +1.99%
Mar 31, 25
2 Wellington Management Company LLP 13.62M (6.42%) -1.76M
Decreased by -12.95%
Mar 31, 25
3 Sumitomo Mitsui Financial Group Inc 13.36M (6.30%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 12.78M (6.03%) -238.14K
Decreased by -1.86%
Mar 31, 25
5 Capital World Investors 11.91M (5.61%) 1.16M
Increased by +9.71%
Mar 31, 25
6 JPMorgan Chase & Co 8.31M (3.92%) 30.45K
Increased by +0.37%
Mar 31, 25
7 FMR Inc 8.07M (3.80%) 960.83K
Increased by +11.91%
Mar 31, 25
8 Massachusetts Financial Services Company 5.02M (2.37%) -102.46K
Decreased by -2.04%
Mar 31, 25
9 Franklin Resources Inc 4.18M (1.97%) 690.31K
Increased by +16.52%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 4.18M (1.97%) 7.89K
Increased by +0.19%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 3.96M (1.87%) -152.02K
Decreased by -3.84%
Mar 31, 24
12 State Street Corp 3.94M (1.86%) -12.02K
Decreased by -0.30%
Mar 31, 25
13 Bank of America Corp 3.94M (1.86%) 796.42K
Increased by +20.22%
Mar 31, 25
14 Brown Advisory Holdings Inc 3.69M (1.74%) -41.99K
Decreased by -1.14%
Mar 31, 25
15 State Street Corporation 3.49M (1.65%) 155.39K
Increased by +4.45%
Mar 31, 24
16 Principal Financial Group Inc 3.35M (1.58%) 152.17K
Increased by +4.54%
Mar 31, 25
17 Geode Capital Management, LLC 3.21M (1.51%) 203.44K
Increased by +6.34%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 3.04M (1.43%) 126.31K
Increased by +4.15%
Mar 31, 25
19 Amvescap Plc. 2.67M (1.26%) -247.78K
Decreased by -9.27%
Dec 31, 24
20 Millennium Management LLC 2.62M (1.24%) 878.11K
Increased by +33.50%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.05M (2.85%) 90.13K
Increased by +1.49%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 5.61M (2.64%) -143.75K
Decreased by -2.56%
Sep 30, 24
3 American Funds Income Fund of Amer A 4.96M (2.34%) -34.08K
Decreased by -0.69%
Mar 31, 25
4 American Funds SMALLCAP World A 4.19M (1.98%) -102.69K
Decreased by -2.45%
Sep 30, 24
5 Vanguard Mid Cap Index Institutional 4.10M (1.93%) 39.33K
Increased by +0.96%
Apr 30, 25
6 American Funds Fundamental Invs A 3.67M (1.73%) 781.24K
Increased by +21.29%
Mar 31, 25
7 Capital Group Fundamental Invtrs Comp 3.67M (1.73%) 781.24K
Increased by +21.29%
Mar 31, 25
8 American Funds Growth Fund of Amer A 3.37M (1.59%) 445.29K
Increased by +13.22%
Mar 31, 25
9 Capital Group Growth Fnd of Amer Comp 3.37M (1.59%) 445.29K
Increased by +13.22%
Mar 31, 25
10 Fidelity Magellan 3.29M (1.55%) 991.30K
Increased by +30.11%
Mar 31, 25
11 JPM US Equity Income-Composite 3.05M (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
12 JPMorgan Equity Income I 3.05M (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.89M (1.36%) 16.86K
Increased by +0.58%
Apr 30, 25
14 Fidelity® Magellan® 2.75M (1.30%) -1.80K
Decreased by -0.07%
Nov 30, 23
15 Vanguard Equity-Income Inv 2.73M (1.29%) 600.41K
Increased by +21.95%
Mar 31, 25
16 Principal MidCap R5 2.61M (1.23%) 104.88K
Increased by +4.02%
Apr 30, 25
17 Principal Aligned MidCap Equity 2.53M (1.19%) 121.78K
Increased by +4.81%
Mar 31, 25
18 Vanguard Growth Index Investor 2.29M (1.08%) 21.90K
Increased by +0.96%
Apr 30, 25
19 MFS Growth Equity 2.26M (1.07%) -53.00K
Decreased by -2.34%
Mar 31, 25
20 MFS Growth B 1.95M (0.92%) -317.46K
Decreased by -16.32%
Apr 30, 25