Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PSP 4.74%
2 LBO 4.24%
3 WBIG 3.66%
4 GK 3.35%
5 TBG 3.05%
6 GABF 2.96%
7 CZAR 2.91%
8 TIME 2.86%
9 DURA 2.73%
10 SCHD 2.61%
11 AIEQ 2.59%
12 QDIV 2.27%
13 SWP 2.19%
14 TWIO 2.18%
15 FTGS 1.98%
16 AMOM 1.94%
17 CARK 1.83%
18 IYF 1.73%
19 KCE 1.66%
20 IYG 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.00M (9.27%) 1.10M
Increased by +1.62%
Mar 31, 25
2 BlackRock Inc 50.26M (6.85%) 1.17M
Increased by +2.33%
Mar 31, 25
3 State Street Corp 31.49M (4.29%) 757.25K
Increased by +2.40%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 29.86M (4.07%) 960.47K
Increased by +3.22%
Mar 31, 25
5 State Street Corporation 28.58M (3.90%) 393.26K
Increased by +1.38%
Mar 31, 24
6 Capital World Investors 24.05M (3.28%) -8.82M
Decreased by -36.65%
Mar 31, 25
7 JPMorgan Chase & Co 21.57M (2.94%) -2.37M
Decreased by -10.98%
Mar 31, 25
8 Geode Capital Management, LLC 16.32M (2.22%) 974.15K
Increased by +5.97%
Mar 31, 25
9 Charles Schwab Investment Management Inc 14.85M (2.03%) 27.95K
Increased by +0.19%
Dec 31, 23
10 Capital Research & Mgmt Co - Division 3 11.72M (1.60%) -1.14M
Decreased by -9.74%
Mar 31, 25
11 Bank of America Corp 11.31M (1.54%) 13.35K
Increased by +0.12%
Mar 31, 25
12 Edgewood Management LLC 9.29M (1.27%) -636.38K
Decreased by -6.85%
Mar 31, 25
13 Royal Bank of Canada 8.41M (1.15%) 511.74K
Increased by +6.08%
Mar 31, 25
14 Northern Trust Corp 6.86M (0.93%) -160.91K
Decreased by -2.35%
Mar 31, 25
15 Aristotle Capital Management LLC 6.16M (0.84%) -136.15K
Decreased by -2.21%
Mar 31, 25
16 UBS Group AG 6.12M (0.83%) 319.45K
Increased by +5.22%
Dec 31, 24
17 Legal & General Group PLC 6.00M (0.82%) -261.62K
Decreased by -4.36%
Sep 30, 24
18 NORGES BANK 5.65M (0.77%) -270.18K
Decreased by -4.78%
Dec 31, 24
19 Amvescap Plc. 5.28M (0.72%) -705.91K
Decreased by -13.37%
Mar 31, 25
20 Brown Advisory Holdings Inc 5.25M (0.72%) -563.20K
Decreased by -10.72%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 23.17M (3.16%) 349.02K
Increased by +1.51%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 22.83M (3.11%) 213.76K
Increased by +0.94%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 20.67M (2.82%) 330.53K
Increased by +1.60%
Apr 30, 25
4 Schwab US Dividend Equity ETF™ 11.21M (1.53%) -6.54K
Decreased by -0.06%
Jan 31, 24
5 Fidelity 500 Index 9.19M (1.25%) 11.35K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 9.10M (1.24%) -4.96K
Decreased by -0.05%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 8.86M (1.21%) -46.44K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 8.74M (1.19%) -39.13K
Decreased by -0.45%
May 31, 25
9 SPDR® S&P 500 ETF Trust 8.51M (1.16%) 19.21K
Increased by +0.23%
Apr 30, 24
10 iShares Core S&P 500 ETF 8.48M (1.16%) 0.00
Increased by 0.00%
May 31, 25
11 Fidelity® 500 Index 8.27M (1.13%) 52.63K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 7.76M (1.06%) 72.08K
Increased by +0.93%
Apr 30, 25
13 American Funds Washington Mutual A 7.48M (1.02%) -2.23M
Decreased by -29.81%
Mar 31, 25
14 Capital Group Wash Mutual Invtrs Comp 7.48M (1.02%) -2.23M
Decreased by -29.81%
Mar 31, 25
15 JPMorgan Large Cap Growth I 5.04M (0.69%) 0.00
Increased by 0.00%
Mar 31, 25
16 The Financial Select Sector SPDR® ETF 5.04M (0.69%) -14.04K
Decreased by -0.28%
May 31, 25
17 Edgewood Growth Instl 4.97M (0.68%) -379.17K
Decreased by -7.62%
Mar 31, 25
18 Financial Select Sector SPDR® ETF 4.85M (0.66%) -13.89K
Decreased by -0.29%
Apr 30, 24
19 Vanguard Institutional Index I 4.49M (0.61%) -11.65K
Decreased by -0.26%
Apr 30, 25
20 JPM US Large Cap Growth-MA 4.39M (0.60%) 3.97M
Increased by +90.41%
Sep 30, 23