Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 7.87%
2 UTRN 3.99%
3 SHRY 3.97%
4 RNLC 3.91%
5 RISN 3.27%
6 SUPL 2.66%
7 XTN 2.63%
8 AIRR 2.61%
9 FCUS 2.29%
10 AIEQ 2.03%
11 IYT 1.94%
12 UPGD 1.93%
13 RYJ 1.91%
14 SPDV 1.83%
15 QDIV 1.64%
16 NOBL 1.46%
17 KNG 1.45%
18 TPOR 1.40%
19 DSMC 1.31%
20 RGI 1.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.59M (12.32%) 51.21K
Increased by +0.35%
Mar 31, 25
2 Arnhold & S. Bleichroeder Advisers, LLC 10.73M (9.07%) -6.72K
Decreased by -0.06%
Mar 31, 25
3 BlackRock Inc 10.70M (9.04%) 182.87K
Increased by +1.71%
Mar 31, 25
4 State Street Corporation 7.88M (6.65%) -89.34K
Decreased by -1.13%
Mar 31, 24
5 State Street Corp 7.02M (5.93%) 76.82K
Increased by +1.09%
Mar 31, 25
6 Charles Schwab Investment Management Inc 4.15M (3.50%) 191.61K
Increased by +4.62%
Dec 31, 24
7 Goldman Sachs Group Inc 3.56M (3.01%) 2.00M
Increased by +56.21%
Dec 31, 23
8 Geode Capital Management, LLC 3.27M (2.76%) 102.61K
Increased by +3.14%
Mar 31, 25
9 Van Eck Associates Corporation 3.01M (2.54%) 218.00
Increased by +0.01%
Mar 31, 25
10 FMR Inc 2.91M (2.45%) 62.30K
Increased by +2.14%
Mar 31, 25
11 Wellington Management Company LLP 2.35M (1.99%) -547.55K
Decreased by -23.28%
Mar 31, 25
12 Boston Partners Global Investors, Inc 2.30M (1.94%) 2.30M
Increased by +100.00%
Mar 31, 25
13 Amvescap Plc. 2.29M (1.93%) 176.37K
Increased by +7.72%
Mar 31, 25
14 Cresset Asset Management, LLC 2.20M (1.86%) 428.00
Increased by +0.02%
Sep 30, 24
15 Ancora Advisors LLC 2.12M (1.79%) -2.00K
Decreased by -0.09%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 1.95M (1.65%) 249.29K
Increased by +12.76%
Mar 31, 25
17 AllianceBernstein L.P. 1.91M (1.61%) 101.67K
Increased by +5.32%
Dec 31, 24
18 Northern Trust Corp 1.70M (1.44%) 396.26K
Increased by +23.27%
Mar 31, 25
19 Clarkston Capital Partners, LLC 1.66M (1.40%) -350.70K
Decreased by -21.10%
Mar 31, 25
20 ProShare Advisors LLC 1.60M (1.35%) -179.96K
Decreased by -11.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 7.57M (6.39%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.62M (3.06%) 62.73K
Increased by +1.73%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 3.52M (2.97%) 2.60K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.35M (2.83%) 53.43K
Increased by +1.59%
Apr 30, 25
5 Schwab US Dividend Equity ETF™ 3.08M (2.60%) 2.54K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 2.83M (2.39%) 17.38K
Increased by +0.61%
Apr 30, 25
7 VanEck Morningstar Wide Moat ETF 2.48M (2.09%) 0.00
Increased by 0.00%
Aug 31, 24
8 VanEck Morningstar Wide Moat 2.48M (2.09%) -48.43K
Decreased by -1.96%
Jun 30, 24
9 Vanguard Small Cap Value Index Inv 1.83M (1.55%) 5.76K
Increased by +0.31%
Apr 30, 25
10 ProShares S&P 500 Dividend Aristocrats 1.78M (1.50%) 3.89K
Increased by +0.22%
May 30, 25
11 Fidelity 500 Index 1.49M (1.26%) 1.84K
Increased by +0.12%
Apr 30, 25
12 SPDR® S&P Dividend ETF 1.49M (1.26%) -507.00
Decreased by -0.03%
May 31, 25
13 SPDR® S&P 500 ETF 1.46M (1.24%) -20.93K
Decreased by -1.43%
Mar 31, 25
14 Invesco S&P 500® Equal Weight ETF 1.43M (1.21%) 4.76K
Increased by +0.33%
May 30, 25
15 SPDR® S&P 500® ETF Trust 1.42M (1.20%) -7.56K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.41M (1.19%) -6.37K
Decreased by -0.45%
May 31, 25
17 SPDR® S&P 500 ETF Trust 1.41M (1.19%) -10.90K
Decreased by -0.78%
Mar 31, 24
18 iShares Core S&P 500 ETF 1.37M (1.16%) 0.00
Increased by 0.00%
May 31, 25
19 Fidelity® 500 Index 1.36M (1.15%) 8.63K
Increased by +0.64%
Nov 30, 23
20 Pacer US Cash Cows 100 ETF 1.25M (1.06%) 2.24K
Increased by +0.18%
Mar 28, 24