Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 ERNZ 3.51%
3 DIP 3.48%
4 BVAL 2.84%
5 ACSI 2.75%
6 RSPS 2.58%
7 RHS 2.56%
8 VSDA 2.28%
9 MOTE 2.23%
10 MGRO 2.07%
11 TBG 2.01%
12 TIME 2.00%
13 JMID 1.89%
14 UPGD 1.87%
15 RYJ 1.87%
16 STNC 1.75%
17 TACE 1.62%
18 TMDV 1.50%
19 QDIV 1.45%
20 KNG 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.57M (12.68%) 65.92K
Increased by +0.42%
Mar 31, 25
2 BlackRock Inc 11.85M (9.65%) 188.24K
Increased by +1.59%
Mar 31, 25
3 State Street Corp 8.38M (6.82%) -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 (1.22%) 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%) -824.00
Decreased by -0.02%
Jun 30, 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 500 Index Investor 3.50M (2.85%) -5.40K
Decreased by -0.15%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 2.72M (2.21%) 15.70K
Increased by +0.58%
Jun 30, 25
6 Fidelity 500 Index 1.56M (1.27%) 7.30K
Increased by +0.47%
Jun 30, 25
7 SPDR® S&P 500 ETF 1.54M (1.25%) -23.09K
Decreased by -1.50%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 1.50M (1.22%) -7.78K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 1.50M (1.22%) -11.69K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF 1.49M (1.21%) -6.19K
Decreased by -0.42%
Jul 31, 25
11 iShares Core S&P 500 ETF 1.47M (1.19%) -146.00
Decreased by -0.01%
Jul 30, 25
12 Fidelity® 500 Index 1.44M (1.17%) 9.18K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P Dividend ETF 1.44M (1.17%) 0.00
Increased by 0.00%
Jul 31, 25
14 The Consumer Staples Sel SectSPDR® ETF 1.24M (1.01%) -2.20K
Decreased by -0.18%
Jul 31, 25
15 VanEck Morningstar Wide Moat 1.22M (0.99%) 1.22M
Increased by +100.00%
Jun 30, 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 (0.91%) 308.00
Increased by +0.03%
Jul 31, 25
19 Vanguard Value Index Inv 1.09M (0.89%) 11.48K
Increased by +1.05%
Jun 30, 25
20 Washington Crossing Rising Dividend 985.69K (0.80%) 18.84K
Increased by +1.91%
Jun 30, 25