Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.34%
2 XLP 4.31%
3 UTRN 3.88%
4 WBIL 3.82%
5 IYK 3.33%
6 UGE 3.15%
7 HECO 2.98%
8 RJMG 2.91%
9 SGLC 2.81%
10 NEWZ 2.79%
11 GINX 2.79%
12 AHOY 2.69%
13 SIXH 2.60%
14 SIXA 2.56%
15 RSPS 2.56%
16 RHS 2.55%
17 VDC 2.48%
18 FSTA 2.34%
19 CARK 2.07%
20 BVAL 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 81.30M (10.70%) 588.23K
Increased by +0.72%
Dec 31, 24
2 BlackRock Inc 71.96M (9.47%) 6.43M
Increased by +8.94%
Dec 31, 24
3 State Street Corp 49.16M (6.47%) 724.32K
Increased by +1.47%
Dec 31, 24
4 State Street Corporation 46.14M (6.07%) -1.43M
Decreased by -3.10%
Mar 31, 24
5 T. Rowe Price Associates, Inc. 28.74M (3.78%) -2.15M
Decreased by -7.49%
Dec 31, 24
6 Geode Capital Management, LLC 20.52M (2.70%) 324.68K
Increased by +1.58%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 18.55M (2.44%) 280.69K
Increased by +1.51%
Dec 31, 24
8 Wellington Management Company LLP 14.81M (1.95%) -406.09K
Decreased by -2.74%
Dec 31, 24
9 NORGES BANK 10.04M (1.32%) 184.46K
Increased by +1.84%
Dec 31, 24
10 Northern Trust Corp 9.50M (1.25%) 993.33K
Increased by +10.46%
Dec 31, 24
11 GQG Partners LLC 9.34M (1.23%) 878.68K
Increased by +9.41%
Sep 30, 24
12 Amundi 9.20M (1.21%) 1.04M
Increased by +11.31%
Dec 31, 24
13 Arnhold & S. Bleichroeder Advisers, LLC 8.72M (1.15%) -173.14K
Decreased by -1.99%
Dec 31, 24
14 Goldman Sachs Group Inc 8.61M (1.13%) 1.73M
Increased by +20.11%
Sep 30, 24
15 JPMorgan Chase & Co 8.19M (1.08%) -2.92M
Decreased by -35.64%
Sep 30, 23
16 Wells Fargo & Co 7.68M (1.01%) -176.08K
Decreased by -2.29%
Dec 31, 24
17 Mackenzie Investments 7.67M (1.01%) 3.99M
Increased by +51.97%
Dec 31, 24
18 Barclays PLC 7.64M (1.01%) 2.13M
Increased by +27.90%
Sep 30, 24
19 Massachusetts Financial Services Company 7.50M (0.99%) -2.03M
Decreased by -27.09%
Dec 31, 24
20 GuardCap Asset Management Limited 6.99M (0.92%) 278.15K
Increased by +3.98%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 25.90M (3.41%) -177.87K
Decreased by -0.69%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 25.64M (3.38%) -124.24K
Decreased by -0.48%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 22.55M (2.97%) -101.98K
Decreased by -0.45%
Mar 31, 25
4 Fidelity 500 Index 10.18M (1.34%) -51.00K
Decreased by -0.50%
Mar 31, 25
5 SPDR® S&P 500 ETF 10.09M (1.33%) -221.59K
Decreased by -2.20%
Mar 31, 25
6 SPDR® S&P 500® ETF 9.84M (1.30%) 8.11K
Increased by +0.08%
Apr 30, 25
7 SPDR® S&P 500® ETF Trust 9.83M (1.29%) -51.52K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 9.74M (1.28%) 22.00K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 9.63M (1.27%) 61.30K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 9.61M (1.27%) -10.04K
Decreased by -0.10%
Apr 30, 25
11 Vanguard Dividend Growth Inv 9.48M (1.25%) -594.38K
Decreased by -6.27%
Mar 31, 25
12 The Consumer Staples Sel SectSPDR® ETF 7.70M (1.01%) -15.78K
Decreased by -0.20%
Apr 30, 25
13 Vanguard Value Index Inv 7.12M (0.94%) 3.60M
Increased by +50.51%
Mar 31, 25
14 First Eagle Global A 5.90M (0.78%) 0.00
Increased by 0.00%
Mar 31, 25
15 Consumer Staples Select Sector SPDR® ETF 5.18M (0.68%) 73.44K
Increased by +1.42%
Apr 30, 24
16 GQG Partners Emerging Markets Equity R6 5.02M (0.66%) 581.34K
Increased by +11.58%
Sep 30, 24
17 Vanguard Institutional Index I 4.99M (0.66%) -68.73K
Decreased by -1.38%
Mar 31, 25
18 Diamond Hill Large Cap Equity 4.71M (0.62%) 52.06K
Increased by +1.10%
Mar 31, 25
19 T. Rowe Price U.S. Value Equity Tr-Z 4.43M (0.58%) 424.19K
Increased by +9.57%
Mar 31, 25
20 Vanguard Growth Index Investor 4.39M (0.58%) 3.21K
Increased by +0.07%
Feb 28, 25