Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 DIP 3.48%
3 BVAL 2.84%
4 RSPS 2.64%
5 RHS 2.64%
6 ACSI 2.33%
7 MOTE 2.25%
8 MGRO 2.12%
9 TIME 2.01%
10 TBG 2.01%
11 JMID 1.89%
12 RYJ 1.87%
13 UPGD 1.85%
14 STNC 1.75%
15 TACE 1.62%
16 VSDA 1.58%
17 TMDV 1.50%
18 QDIV 1.45%
19 HEJD 1.40%
20 EQUL 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.57M (12.67%) 65.92K
Increased by +0.42%
Mar 31, 25
2 BlackRock Inc 11.85M (9.64%) 188.24K
Increased by +1.59%
Mar 31, 25
3 State Street Corp 8.38M (6.81%) -5.60K
Decreased by -0.07%
Mar 31, 25
4 State Street Corporation 8.13M (6.62%) -268.18K
Decreased by -3.30%
Mar 31, 24
5 Mizuho Securities USA Inc 4.51M (3.67%) 4.50M
Increased by +99.79%
Sep 30, 24
6 Geode Capital Management, LLC 3.20M (2.60%) 97.58K
Increased by +3.05%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 2.66M (2.16%) 43.82K
Increased by +1.65%
Mar 31, 25
8 Stifel Financial Corp 2.37M (1.93%) 26.18K
Increased by +1.10%
Mar 31, 25
9 Royal Bank of Canada 1.78M (1.45%) -218.21K
Decreased by -12.27%
Mar 31, 25
10 Mariner Value Strategies, LLC 1.60M (1.30%) 960.09K
Increased by +60.09%
Jun 30, 24
11 NORGES BANK 1.59M (1.30%) 65.22K
Increased by +4.09%
Dec 31, 24
12 Renaissance Technologies Corp 1.53M (1.25%) 576.40K
Increased by +37.63%
Sep 30, 23
13 Northern Trust Corp 1.53M (1.24%) 34.66K
Increased by +2.27%
Mar 31, 25
14 Millennium Management LLC 1.51M (1.23%) 934.32K
Increased by +61.81%
Dec 31, 23
15 Van Eck Associates Corporation 1.49M (1.21%) 31.51K
Increased by +2.11%
Sep 30, 24
16 Balyasny Asset Management LLC 1.42M (1.16%) 316.19K
Increased by +22.24%
Dec 31, 24
17 Wells Fargo & Co 1.40M (1.14%) -202.86K
Decreased by -14.45%
Sep 30, 23
18 JPMorgan Chase & Co 1.37M (1.12%) -221.50K
Decreased by -16.12%
Sep 30, 24
19 FMR Inc 1.36M (1.11%) 585.53K
Increased by +43.00%
Dec 31, 24
20 Amvescap Plc. 1.36M (1.11%) 94.37K
Increased by +6.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.96M (3.22%) 2.24K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 3.93M (3.20%) 2.77K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.50M (2.85%) 25.56K
Increased by +0.73%
May 31, 25
4 Vanguard Mid Cap Index Institutional 2.70M (2.20%) 25.48K
Increased by +0.94%
May 31, 25
5 Fidelity 500 Index 1.55M (1.26%) 1.91K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 1.54M (1.25%) -23.09K
Decreased by -1.50%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 1.50M (1.22%) -7.78K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 1.50M (1.22%) -11.69K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF 1.47M (1.19%) -6.55K
Decreased by -0.45%
May 31, 25
10 SPDR® S&P Dividend ETF 1.45M (1.18%) -493.00
Decreased by -0.03%
May 31, 25
11 Fidelity® 500 Index 1.44M (1.17%) 9.18K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 1.43M (1.16%) 0.00
Increased by 0.00%
May 31, 25
13 VanEck Morningstar Wide Moat 1.39M (1.13%) 28.19K
Increased by +2.02%
Sep 30, 24
14 VanEck Morningstar Wide Moat ETF 1.38M (1.13%) 0.00
Increased by 0.00%
Nov 30, 24
15 The Consumer Staples Sel SectSPDR® ETF 1.23M (1.00%) 17.75K
Increased by +1.45%
May 31, 25
16 ProShares S&P 500 Dividend Aristocrats 1.16M (0.94%) 2.54K
Increased by +0.22%
May 30, 25
17 Vanguard Value Index Inv 1.08M (0.88%) 1.07K
Increased by +0.10%
May 31, 25
18 Washington Crossing Rising Dividend 966.84K (0.79%) 8.65K
Increased by +0.89%
Mar 31, 25
19 Invesco S&P 500® Equal Weight ETF 935.24K (0.76%) 3.13K
Increased by +0.33%
May 30, 25
20 Consumer Staples Select Sector SPDR® ETF 833.62K (0.68%) -1.64K
Decreased by -0.20%
Mar 31, 24