Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.12%
2 NFRX 4.08%
3 PUI 3.77%
4 BIGY 3.74%
5 TPYP 3.73%
6 RYU 3.38%
7 RSPU 3.14%
8 BOUT 2.45%
9 SMIG 2.30%
10 EPAI 2.28%
11 XLU 2.03%
12 SPDV 2.01%
13 UPGD 1.99%
14 RYJ 1.98%
15 FUTY 1.82%
16 VPU 1.80%
17 FLV 1.76%
18 IDU 1.75%
19 QUVU 1.73%
20 EPSV 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.71M (12.57%) -82.34K
Decreased by -0.40%
Jun 30, 25
2 BlackRock Inc 14.34M (8.71%) 195.34K
Increased by +1.36%
Jun 30, 25
3 Wellington Management Company LLP 11.38M (6.91%) -938.07K
Decreased by -8.24%
Jun 30, 25
4 Capital Research & Mgmt Co - Division 3 10.61M (6.44%) 838.90K
Increased by +7.91%
Jun 30, 25
5 State Street Corporation 10.47M (6.35%) -613.35K
Decreased by -5.86%
Mar 31, 24
6 State Street Corp 10.27M (6.24%) -367.91K
Decreased by -3.58%
Jun 30, 25
7 T. Rowe Price Associates, Inc. 7.74M (4.70%) -141.16K
Decreased by -1.82%
Jun 30, 25
8 Aristotle Capital Management LLC 7.62M (4.63%) -177.04K
Decreased by -2.32%
Jun 30, 25
9 Geode Capital Management, LLC 4.07M (2.47%) 63.17K
Increased by +1.55%
Jun 30, 25
10 Bank of America Corp 3.65M (2.22%) 1.78M
Increased by +48.70%
Jun 30, 25
11 Amvescap Plc. 3.08M (1.87%) 91.25K
Increased by +2.96%
Jun 30, 25
12 Deutsche Bank AG 2.86M (1.74%) -29.05K
Decreased by -1.01%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 2.50M (1.52%) 272.69K
Increased by +10.91%
Jun 30, 25
14 Massachusetts Financial Services Company 1.90M (1.15%) 362.89K
Increased by +19.11%
Jun 30, 25
15 NORGES BANK 1.83M (1.11%) 350.02K
Increased by +19.10%
Jun 30, 25
16 Legal & General Group PLC 1.59M (0.97%) -87.60K
Decreased by -5.49%
Jun 30, 25
17 Northern Trust Corp 1.55M (0.94%) -78.59K
Decreased by -5.08%
Jun 30, 25
18 BNP Paribas Arbitrage, SA 1.53M (0.93%) 1.29M
Increased by +84.41%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 1.52M (0.92%) 203.58K
Increased by +13.38%
Jun 30, 25
20 Cooke & Bieler LP 1.51M (0.91%) -16.46K
Decreased by -1.09%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 5.31M (3.22%) 170.02K
Increased by +3.20%
Jun 30, 25
2 Capital Group American Mutual Comp 5.31M (3.22%) 170.02K
Increased by +3.20%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 4.99M (3.03%) -117.84K
Decreased by -2.36%
Jul 31, 25
4 Vanguard US Total Market Shares ETF 4.90M (2.97%) 99.50K
Increased by +2.03%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 4.51M (2.74%) 28.47K
Increased by +0.63%
May 31, 25
6 Vanguard 500 Index Investor 3.93M (2.39%) -576.12K
Decreased by -14.65%
Jul 31, 25
7 Vanguard Small Cap Index 3.86M (2.34%) -25.64K
Decreased by -0.67%
Jul 31, 25
8 Vanguard Equity-Income Inv 3.00M (1.82%) -334.89K
Decreased by -11.17%
Jun 30, 25
9 The Utilities Select Sector SPDR® ETF 2.57M (1.56%) -2.08K
Decreased by -0.08%
Aug 31, 25
10 Vanguard Small Cap Value Index Inv 2.35M (1.43%) 4.72K
Increased by +0.20%
Jul 31, 25
11 Vanguard Windsor™ II Inv 2.21M (1.34%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity 500 Index 2.01M (1.22%) 880.00
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 1.97M (1.20%) 14.22K
Increased by +0.72%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 1.92M (1.17%) -10.04K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.92M (1.16%) 23.53K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 1.91M (1.16%) 0.00
Increased by 0.00%
Aug 31, 25
17 Utilities Select Sector SPDR® ETF 1.89M (1.15%) 56.61K
Increased by +3.00%
Apr 30, 24
18 SPDR® S&P 500 ETF Trust 1.76M (1.07%) 4.05K
Increased by +0.23%
Apr 30, 24
19 Fidelity® 500 Index 1.73M (1.05%) 11.01K
Increased by +0.64%
Nov 30, 23
20 iShares MSCI USA Quality Factor ETF 1.61M (0.98%) 0.00
Increased by 0.00%
Aug 31, 25