Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.07%
2 BEEZ 4.03%
3 UTRN 4.00%
4 LOPP 3.50%
5 MADE 3.34%
6 DIVC 3.33%
7 CTEX 2.84%
8 FTIF 2.64%
9 XKST 2.57%
10 FIXT 2.45%
11 LVHD 2.37%
12 SDOG 2.37%
13 WBIE 2.26%
14 TUSA 2.25%
15 USRD 2.20%
16 SPDV 2.19%
17 FTGS 2.18%
18 SAMM 2.14%
19 FTDS 2.11%
20 FTCS 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.28M (12.62%) 321.82K
Increased by +1.86%
Mar 31, 25
2 BlackRock Inc 12.56M (9.17%) 244.39K
Increased by +1.95%
Mar 31, 25
3 State Street Corp 6.45M (4.71%) 46.89K
Increased by +0.73%
Mar 31, 25
4 State Street Corporation 6.07M (4.43%) -259.69K
Decreased by -4.28%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 3.78M (2.76%) 113.40K
Increased by +3.00%
Mar 31, 25
6 Geode Capital Management, LLC 3.46M (2.52%) 77.94K
Increased by +2.26%
Mar 31, 25
7 Fisher Asset Management, LLC 3.13M (2.29%) 60.53K
Increased by +1.93%
Mar 31, 25
8 Pathway Financial Advisors, LLC 2.53M (1.85%) 2.52M
Increased by +99.68%
Sep 30, 24
9 T. Rowe Price Associates, Inc. 2.52M (1.84%) -2.78M
Decreased by -110.09%
Mar 31, 25
10 Goldman Sachs Group Inc 2.44M (1.78%) 1.47M
Increased by +60.24%
Dec 31, 23
11 Capital Research Global Investors 2.21M (1.61%) -100.15K
Decreased by -4.54%
Sep 30, 23
12 Columbia Mgmt Investment Advisers, LLC 2.05M (1.49%) 174.66K
Increased by +8.54%
Sep 30, 24
13 Northern Trust Corp 1.88M (1.37%) 246.81K
Increased by +13.11%
Dec 31, 24
14 PUBLIC INVESTMENT FUND 1.64M (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 1.63M (1.19%) 8.49K
Increased by +0.52%
Mar 31, 25
16 Ameriprise Financial Inc 1.56M (1.14%) -80.97K
Decreased by -5.21%
Mar 31, 25
17 Arnhold & S. Bleichroeder Advisers, LLC 1.55M (1.13%) 4.93K
Increased by +0.32%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.51M (1.10%) -76.89K
Decreased by -5.10%
Mar 31, 25
19 Legal & General Group PLC 1.45M (1.06%) -34.53K
Decreased by -2.39%
Mar 31, 25
20 NORGES BANK 1.43M (1.05%) 129.53K
Increased by +9.04%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.41M (3.22%) 67.72K
Increased by +1.54%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.35M (3.18%) 19.72K
Increased by +0.45%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.88M (2.84%) 61.78K
Increased by +1.59%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 2.99M (2.18%) 28.62K
Increased by +0.96%
Apr 30, 25
5 Fidelity 500 Index 1.72M (1.26%) 6.72K
Increased by +0.39%
Mar 31, 25
6 SPDR® S&P 500 ETF 1.71M (1.25%) -25.11K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 1.66M (1.21%) -8.75K
Decreased by -0.53%
Mar 31, 25
8 SPDR® S&P 500® ETF 1.65M (1.21%) -9.96K
Decreased by -0.60%
Apr 30, 25
9 Fidelity® 500 Index 1.65M (1.21%) 10.50K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 1.63M (1.19%) -1.70K
Decreased by -0.10%
Apr 30, 25
11 SPDR® S&P 500 ETF Trust 1.61M (1.18%) 3.65K
Increased by +0.23%
Apr 30, 24
12 Pacer US Cash Cows 100 ETF 1.55M (1.13%) 3.37K
Increased by +0.22%
Apr 30, 24
13 Vanguard Value Index Inv 1.21M (0.88%) 1.27K
Increased by +0.11%
Apr 30, 25
14 American Funds American Mutual A 1.20M (0.87%) -102.49K
Decreased by -8.57%
Sep 30, 23
15 Capital Group American Mutual Comp 1.20M (0.87%) -102.49K
Decreased by -8.57%
Sep 30, 23
16 First Eagle Global A 1.12M (0.82%) 0.00
Increased by 0.00%
Apr 30, 25
17 American Funds Income Fund of Amer A 1.00M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
18 T. Rowe Price U.S. Large-Cap Core Tr-B 912.16K (0.67%) 62.81K
Increased by +6.89%
Mar 31, 24
19 Loomis Sayles Long Corp Disc Alpha 910.00K (0.66%) 910.00K
Increased by +100.00%
Dec 31, 24
20 T. Rowe Price US Large-Cap Core 899.91K (0.66%) 11.44K
Increased by +1.27%
Mar 31, 24