Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 DIP 3.48%
3 ERNZ 3.26%
4 BVAL 2.84%
5 ACSI 2.58%
6 RSPS 2.42%
7 RHS 2.42%
8 VSDA 2.12%
9 MOTE 2.06%
10 TBG 2.01%
11 TIME 2.00%
12 MGRO 1.97%
13 JMID 1.89%
14 STNC 1.75%
15 UPGD 1.73%
16 RYJ 1.73%
17 TACE 1.62%
18 SPHD 1.57%
19 QDIV 1.45%
20 TMDV 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.85M (12.99%) 272.42K
Increased by +1.72%
Jun 30, 25
2 BlackRock Inc 11.85M (9.72%) 188.24K
Increased by +1.59%
Mar 31, 25
3 State Street Corp 8.38M (6.87%) -5.60K
Decreased by -0.07%
Mar 31, 25
4 State Street Corporation 8.13M (6.67%) -268.18K
Decreased by -3.30%
Mar 31, 24
5 Mizuho Securities USA Inc 4.51M (3.70%) 4.50M
Increased by +99.79%
Sep 30, 24
6 Geode Capital Management, LLC 3.20M (2.62%) 97.58K
Increased by +3.05%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 2.66M (2.18%) 43.82K
Increased by +1.65%
Mar 31, 25
8 Stifel Financial Corp 2.37M (1.94%) 26.18K
Increased by +1.10%
Mar 31, 25
9 Royal Bank of Canada 1.78M (1.46%) -218.21K
Decreased by -12.27%
Mar 31, 25
10 Mariner Value Strategies, LLC 1.60M (1.31%) 960.09K
Increased by +60.09%
Jun 30, 24
11 NORGES BANK 1.59M (1.30%) -8.99K
Decreased by -0.57%
Jun 30, 25
12 Renaissance Technologies Corp 1.53M (1.26%) 576.40K
Increased by +37.63%
Sep 30, 23
13 Northern Trust Corp 1.53M (1.25%) 34.66K
Increased by +2.27%
Mar 31, 25
14 Millennium Management LLC 1.51M (1.24%) 934.32K
Increased by +61.81%
Dec 31, 23
15 Van Eck Associates Corporation 1.49M (1.22%) 31.51K
Increased by +2.11%
Sep 30, 24
16 Balyasny Asset Management LLC 1.42M (1.17%) 316.19K
Increased by +22.24%
Dec 31, 24
17 Wells Fargo & Co 1.40M (1.15%) -202.86K
Decreased by -14.45%
Sep 30, 23
18 JPMorgan Chase & Co 1.37M (1.13%) -221.50K
Decreased by -16.12%
Sep 30, 24
19 FMR Inc 1.36M (1.12%) 585.53K
Increased by +43.00%
Dec 31, 24
20 Amvescap Plc. 1.36M (1.12%) 94.37K
Increased by +6.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.93M (3.22%) 2.77K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.87M (3.17%) -89.78K
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.50M (2.87%) 25.56K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 3.05M (2.50%) -447.33K
Decreased by -14.66%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 2.75M (2.25%) 29.65K
Increased by +1.08%
Jul 31, 25
6 Fidelity 500 Index 1.56M (1.28%) 7.30K
Increased by +0.47%
Jun 30, 25
7 SPDR® S&P 500 ETF 1.54M (1.26%) -23.09K
Decreased by -1.50%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 1.50M (1.23%) -7.78K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 1.50M (1.23%) 6.41K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500 ETF Trust 1.50M (1.23%) -11.69K
Decreased by -0.78%
Mar 31, 24
11 iShares Core S&P 500 ETF 1.47M (1.21%) 6.72K
Increased by +0.46%
Jul 31, 25
12 Fidelity® 500 Index 1.44M (1.18%) 9.18K
Increased by +0.64%
Nov 30, 23
13 The Consumer Staples Sel SectSPDR® ETF 1.24M (1.02%) -2.20K
Decreased by -0.18%
Jul 31, 25
14 VanEck Morningstar Wide Moat 1.22M (1.00%) 1.22M
Increased by +100.00%
Jun 30, 25
15 SPDR® S&P Dividend ETF 1.21M (1.00%) -220.60K
Decreased by -18.16%
Jul 31, 25
16 VanEck Morningstar Wide Moat ETF 1.19M (0.97%) -453.00
Decreased by -0.04%
Jul 31, 25
17 ProShares S&P 500 Dividend Aristocrats 1.12M (0.92%) 0.00
Increased by 0.00%
Jul 31, 25
18 Invesco S&P 500® Equal Weight ETF 1.12M (0.92%) 308.00
Increased by +0.03%
Jul 31, 25
19 Vanguard Value Index Inv 1.09M (0.90%) -1.38K
Decreased by -0.13%
Jul 31, 25
20 Washington Crossing Rising Dividend 985.69K (0.81%) 18.84K
Increased by +1.91%
Jun 30, 25