Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GPZ 5.34%
2 SGDJ 3.87%
3 LBO 3.76%
4 PSP 3.75%
5 GOAU 3.28%
6 SGDM 2.30%
7 GINX 2.28%
8 CNAV 2.13%
9 KCE 1.98%
10 DDIV 1.90%
11 AMID 1.86%
12 SMOT 1.81%
13 GOEX 1.52%
14 SAEF 1.39%
15 LIVR 1.34%
16 RING 1.07%
17 DON 0.95%
18 SFYX 0.91%
19 FYLD 0.91%
20 PAMC 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 29.26M (11.19%) 5.25M
Increased by +17.93%
Mar 31, 25
2 Vanguard Group Inc 24.29M (9.29%) 1.13M
Increased by +4.66%
Mar 31, 25
3 Capital World Investors 17.72M (6.78%) -2.06M
Decreased by -11.63%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 9.96M (3.81%) -1.38M
Decreased by -13.88%
Mar 31, 25
5 William Blair Investment Management, LLC 9.95M (3.81%) -2.22M
Decreased by -22.33%
Jun 30, 25
6 Harris Associates L.P. 8.79M (3.36%) 5.60M
Increased by +63.73%
Mar 31, 25
7 State Street Corporation 8.07M (3.09%) 165.81K
Increased by +2.05%
Mar 31, 24
8 State Street Corp 7.84M (3.00%) 57.50K
Increased by +0.73%
Mar 31, 25
9 Boston Partners Global Investors, Inc 6.92M (2.65%) -178.02K
Decreased by -2.57%
Mar 31, 25
10 Millennium Management LLC 6.89M (2.64%) 5.40M
Increased by +78.33%
Mar 31, 25
11 Massachusetts Financial Services Company 6.83M (2.61%) 476.13K
Increased by +6.97%
Mar 31, 25
12 Alkeon Capital Management, LLC 5.24M (2.00%) -3.14K
Decreased by -0.06%
Mar 31, 25
13 Goldman Sachs Group Inc 5.19M (1.98%) 4.31M
Increased by +83.00%
Dec 31, 23
14 Vulcan Value Partners, LLC 5.18M (1.98%) -153.16K
Decreased by -2.96%
Mar 31, 25
15 Ariel Investments, LLC 4.84M (1.85%) -71.52K
Decreased by -1.48%
Mar 31, 25
16 UBS Group AG 4.77M (1.82%) 1.57M
Increased by +32.88%
Mar 31, 25
17 Geode Capital Management, LLC 4.06M (1.55%) 167.89K
Increased by +4.14%
Mar 31, 25
18 JPMorgan Chase & Co 3.84M (1.47%) 1.55M
Increased by +40.50%
Sep 30, 24
19 NORGES BANK 3.21M (1.23%) -216.41K
Decreased by -6.73%
Dec 31, 23
20 Legal & General Group PLC 3.12M (1.19%) -238.04K
Decreased by -7.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 14.42M (5.52%) 814.31K
Increased by +5.65%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 8.14M (3.11%) 108.61K
Increased by +1.33%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 7.32M (2.80%) -115.87K
Decreased by -1.58%
Sep 30, 24
4 iShares Core S&P Mid-Cap ETF 6.96M (2.66%) 454.00
Increased by +0.01%
Jul 30, 25
5 Oakmark Investor 6.69M (2.56%) 1.86M
Increased by +27.89%
Jun 30, 25
6 Vanguard Small Cap Index 6.18M (2.36%) -137.78K
Decreased by -2.23%
Jun 30, 25
7 JHancock Disciplined Value Mid Cap I 4.89M (1.87%) -101.95K
Decreased by -2.09%
May 31, 25
8 American Funds Washington Mutual A 4.69M (1.80%) 1.32M
Increased by +28.09%
Jun 30, 25
9 Capital Group Wash Mutual Invtrs Comp 4.69M (1.80%) 1.32M
Increased by +28.09%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 3.94M (1.51%) -118.63K
Decreased by -3.01%
Jun 30, 25
11 BlackRock Equity Dividend Instl 3.80M (1.45%) -34.32K
Decreased by -0.90%
Jun 30, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 3.29M (1.26%) -3.20K
Decreased by -0.10%
Jun 30, 25
13 MFS Mid Cap Growth A 3.21M (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
14 MFS Mid Cap Growth Equity 3.21M (1.23%) 0.00
Increased by 0.00%
Jun 30, 25
15 Vulcan Value Partners Focus 2.65M (1.01%) -37.87K
Decreased by -1.43%
Mar 31, 25
16 Ariel Fund Investor 2.07M (0.79%) -110.17K
Decreased by -5.31%
Jun 30, 25
17 American Funds American Mutual A 2.01M (0.77%) 0.00
Increased by 0.00%
Jun 30, 25
18 Capital Group American Mutual Comp 2.01M (0.77%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vulcan Value Partners Large Cap Value 1.89M (0.72%) -410.79K
Decreased by -21.72%
Sep 30, 24
20 MFS Mid Cap Value A 1.86M (0.71%) 0.00
Increased by 0.00%
Jun 30, 25