Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.07%
2 BEEZ 4.41%
3 UTRN 4.00%
4 MADE 3.94%
5 FMTM 3.36%
6 DIVC 3.33%
7 LOPP 3.24%
8 EPMV 3.09%
9 MDLV 3.00%
10 RULE 2.71%
11 FTIF 2.64%
12 XKST 2.57%
13 PRN 2.53%
14 FIXT 2.45%
15 FTDS 2.38%
16 LVHD 2.37%
17 SDOG 2.37%
18 TBG 2.33%
19 BRIF 2.26%
20 WBIE 2.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.63M (12.87%) 344.68K
Increased by +1.96%
Jun 30, 25
2 BlackRock Inc 12.23M (8.93%) -333.85K
Decreased by -2.73%
Jun 30, 25
3 State Street Corp 6.54M (4.77%) 92.07K
Increased by +1.41%
Jun 30, 25
4 State Street Corporation 6.07M (4.43%) -259.69K
Decreased by -4.28%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 3.77M (2.75%) -8.39K
Decreased by -0.22%
Jun 30, 25
6 Geode Capital Management, LLC 3.50M (2.55%) 43.72K
Increased by +1.25%
Jun 30, 25
7 Fisher Asset Management, LLC 3.28M (2.39%) 142.06K
Increased by +4.34%
Jun 30, 25
8 Pathway Financial Advisors, LLC 2.53M (1.85%) 2.52M
Increased by +99.68%
Sep 30, 24
9 Goldman Sachs Group Inc 2.44M (1.78%) 1.47M
Increased by +60.24%
Dec 31, 23
10 Capital Research Global Investors 2.21M (1.61%) -100.15K
Decreased by -4.54%
Sep 30, 23
11 Columbia Mgmt Investment Advisers, LLC 2.05M (1.49%) 174.66K
Increased by +8.54%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 2.03M (1.48%) -490.52K
Decreased by -24.15%
Jun 30, 25
13 UBS Asset Mgmt Americas Inc 1.76M (1.28%) 121.75K
Increased by +6.93%
Jun 30, 25
14 Northern Trust Corp 1.75M (1.28%) -156.30K
Decreased by -8.94%
Jun 30, 25
15 NORGES BANK 1.54M (1.13%) 112.01K
Increased by +7.25%
Jun 30, 25
16 Hotchkis & Wiley Capital Management LLC 1.53M (1.12%) 209.42K
Increased by +13.66%
Jun 30, 25
17 Ameriprise Financial Inc 1.53M (1.12%) -24.18K
Decreased by -1.58%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 1.53M (1.12%) 21.06K
Increased by +1.38%
Jun 30, 25
19 Arnhold & S. Bleichroeder Advisers, LLC 1.52M (1.11%) -22.32K
Decreased by -1.47%
Jun 30, 25
20 Ontario Teachers Pension Plan Board 1.38M (1.00%) -54.88K
Decreased by -3.99%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.35M (3.17%) 19.72K
Increased by +0.45%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.33M (3.16%) -102.89K
Decreased by -2.38%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.91M (2.85%) 26.71K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 3.41M (2.49%) -499.66K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 3.07M (2.24%) 33.13K
Increased by +1.08%
Jul 31, 25
6 Loomis Sayles Core Disc Alpha Trust Cl B 2.28M (1.66%) 2.28M
Increased by +100.00%
Jun 30, 25
7 Fidelity 500 Index 1.75M (1.27%) 750.00
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 1.71M (1.25%) -25.11K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 1.66M (1.21%) -8.75K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 1.66M (1.21%) 20.49K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 1.66M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
12 Fidelity® 500 Index 1.65M (1.20%) 10.50K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF Trust 1.61M (1.18%) 3.65K
Increased by +0.23%
Apr 30, 24
14 Pacer US Cash Cows 100 ETF 1.55M (1.13%) 3.37K
Increased by +0.22%
Apr 30, 24
15 Vanguard Value Index Inv 1.22M (0.89%) -1.07K
Decreased by -0.09%
Jul 31, 25
16 American Funds American Mutual A 1.20M (0.87%) -102.49K
Decreased by -8.57%
Sep 30, 23
17 Capital Group American Mutual Comp 1.20M (0.87%) -102.49K
Decreased by -8.57%
Sep 30, 23
18 First Eagle Global A 1.12M (0.82%) 0.00
Increased by 0.00%
Jul 31, 25
19 Loomis Sayles Core 1.03M (0.76%) 1.03M
Increased by +100.00%
Jun 30, 25
20 Loomis Sayles Core Fixed Income Trust B 1.03M (0.76%) 1.03M
Increased by +100.00%
Jun 30, 25