Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GPZ 12.39%
2 PSP 5.53%
3 LBO 4.86%
4 TBG 3.79%
5 GK 3.69%
6 WBIG 3.66%
7 DURA 3.37%
8 GABF 2.96%
9 CZAR 2.91%
10 TIME 2.86%
11 SCHD 2.61%
12 AIEQ 2.59%
13 SWP 2.58%
14 QDIV 2.27%
15 WBIL 2.26%
16 TWIO 2.18%
17 CARK 2.16%
18 IYF 2.07%
19 FTGS 1.98%
20 AMOM 1.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.00M (9.26%) 1.10M
Increased by +1.62%
Mar 31, 25
2 BlackRock Inc 50.26M (6.84%) 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 (4.06%) 960.47K
Increased by +3.22%
Mar 31, 25
5 State Street Corporation 28.58M (3.89%) 393.26K
Increased by +1.38%
Mar 31, 24
6 Capital World Investors 24.05M (3.27%) -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 (2.02%) 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 (1.26%) -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 UBS Group AG 6.28M (0.85%) 157.96K
Increased by +2.52%
Mar 31, 25
16 Aristotle Capital Management LLC 6.16M (0.84%) -136.15K
Decreased by -2.21%
Mar 31, 25
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 23.19M (3.16%) 23.41K
Increased by +0.10%
May 31, 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 20.82M (2.83%) 143.12K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 11.21M (1.53%) -6.54K
Decreased by -0.06%
Jan 31, 24
5 Fidelity 500 Index 9.23M (1.26%) 39.80K
Increased by +0.43%
May 31, 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 8.80M (1.20%) -30.89K
Decreased by -0.35%
Jun 30, 25
9 iShares Core S&P 500 ETF 8.65M (1.18%) 13.79K
Increased by +0.16%
Jun 30, 25
10 SPDR® S&P 500 ETF Trust 8.51M (1.16%) 19.21K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 8.27M (1.13%) 52.63K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 7.77M (1.06%) 15.19K
Increased by +0.20%
May 31, 25
13 American Funds Washington Mutual A 5.75M (0.78%) -1.73M
Decreased by -30.10%
Jun 30, 25
14 Capital Group Wash Mutual Invtrs Comp 5.75M (0.78%) -1.73M
Decreased by -30.10%
Jun 30, 25
15 JPMorgan Large Cap Growth I 5.04M (0.69%) 0.00
Increased by 0.00%
Mar 31, 25
16 Edgewood Growth Instl 4.97M (0.68%) -379.17K
Decreased by -7.62%
Mar 31, 25
17 The Financial Select Sector SPDR® ETF 4.92M (0.67%) -9.32K
Decreased by -0.19%
Jun 30, 25
18 Financial Select Sector SPDR® ETF 4.85M (0.66%) -13.89K
Decreased by -0.29%
Apr 30, 24
19 Capital Group Growth Fnd of Amer Comp 4.70M (0.64%) 570.35K
Increased by +12.14%
Jun 30, 25
20 Vanguard Institutional Index I 4.49M (0.61%) 1.39K
Increased by +0.03%
May 31, 25