Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GPZ 11.65%
2 LBO 5.14%
3 PSP 4.64%
4 LOGO 4.29%
5 GABF 3.70%
6 WBIG 3.66%
7 TBG 3.42%
8 PFI 3.33%
9 GK 3.01%
10 FMTM 2.92%
11 CZAR 2.91%
12 TIME 2.86%
13 SCHD 2.61%
14 AIEQ 2.59%
15 AFOS 2.31%
16 QDIV 2.27%
17 SWP 2.27%
18 CARK 2.24%
19 ABIG 2.18%
20 TWIO 2.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 69.49M (9.35%) 1.49M
Increased by +2.15%
Jun 30, 25
2 BlackRock Inc 51.15M (6.88%) 896.25K
Increased by +1.75%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 31.66M (4.26%) 1.80M
Increased by +5.70%
Jun 30, 25
4 State Street Corp 30.95M (4.16%) -543.24K
Decreased by -1.76%
Jun 30, 25
5 State Street Corporation 28.58M (3.84%) 393.26K
Increased by +1.38%
Mar 31, 24
6 Capital World Investors 20.64M (2.78%) -3.42M
Decreased by -16.55%
Jun 30, 25
7 JPMorgan Chase & Co 18.68M (2.51%) -2.89M
Decreased by -15.48%
Jun 30, 25
8 Geode Capital Management, LLC 16.54M (2.23%) 227.42K
Increased by +1.37%
Jun 30, 25
9 Charles Schwab Investment Management Inc 14.85M (2.00%) 27.95K
Increased by +0.19%
Dec 31, 23
10 Bank of America Corp 11.44M (1.54%) 126.14K
Increased by +1.10%
Jun 30, 25
11 Royal Bank of Canada 9.63M (1.29%) 1.21M
Increased by +12.61%
Jun 30, 25
12 Capital Research & Mgmt Co - Division 3 9.36M (1.26%) -2.36M
Decreased by -25.20%
Jun 30, 25
13 Edgewood Management LLC 8.63M (1.16%) -651.41K
Decreased by -7.54%
Jun 30, 25
14 NORGES BANK 7.16M (0.96%) 1.51M
Increased by +21.09%
Jun 30, 25
15 Northern Trust Corp 7.00M (0.94%) 140.47K
Increased by +2.01%
Jun 30, 25
16 UBS Group AG 6.70M (0.90%) 424.38K
Increased by +6.33%
Jun 30, 25
17 HHG PLC 6.44M (0.87%) 1.34M
Increased by +20.81%
Jun 30, 25
18 Aristotle Capital Management LLC 6.04M (0.81%) -119.25K
Decreased by -1.97%
Jun 30, 25
19 Goldman Sachs Group Inc 5.48M (0.74%) 467.31K
Increased by +8.53%
Jun 30, 25
20 Wells Fargo & Co 5.31M (0.71%) 166.86K
Increased by +3.14%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.93M (3.08%) -532.29K
Decreased by -2.32%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 22.83M (3.07%) 213.76K
Increased by +0.94%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 20.82M (2.80%) 143.12K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 18.06M (2.43%) -2.65M
Decreased by -14.65%
Jul 31, 25
5 Schwab US Dividend Equity ETF™ 11.21M (1.51%) -6.54K
Decreased by -0.06%
Jan 31, 24
6 Fidelity 500 Index 9.25M (1.24%) 3.97K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 9.10M (1.22%) -4.96K
Decreased by -0.05%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 8.86M (1.19%) -46.44K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 8.81M (1.18%) 108.54K
Increased by +1.23%
Aug 31, 25
10 iShares Core S&P 500 ETF 8.78M (1.18%) 0.00
Increased by 0.00%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 8.51M (1.14%) 19.21K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 8.27M (1.11%) 52.63K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 7.83M (1.05%) 30.55K
Increased by +0.39%
Jul 31, 25
14 American Funds Washington Mutual A 5.75M (0.77%) -1.73M
Decreased by -30.10%
Jun 30, 25
15 Capital Group Wash Mutual Invtrs Comp 5.75M (0.77%) -1.73M
Decreased by -30.10%
Jun 30, 25
16 The Financial Select Sector SPDR® ETF 5.20M (0.70%) -16.45K
Decreased by -0.32%
Aug 31, 25
17 JPMorgan Large Cap Growth I 5.04M (0.68%) 0.00
Increased by 0.00%
Mar 31, 25
18 Financial Select Sector SPDR® ETF 4.85M (0.65%) -13.89K
Decreased by -0.29%
Apr 30, 24
19 Edgewood Growth Instl 4.75M (0.64%) -226.35K
Decreased by -4.77%
Jun 30, 25
20 American Funds Growth Fund of Amer A 4.70M (0.63%) 570.35K
Increased by +12.14%
Jun 30, 25