Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.44%
2 UTRN 3.84%
3 ERNZ 3.30%
4 RSPS 2.42%
5 RHS 2.39%
6 BVAL 2.28%
7 FTXG 2.11%
8 EQRR 2.06%
9 RYJ 1.90%
10 UPGD 1.87%
11 QQQN 1.37%
12 LQAI 1.31%
13 SPYD 1.22%
14 SZNE 1.19%
15 QDIV 1.11%
16 CDC 0.96%
17 CDL 0.94%
18 RFFC 0.94%
19 TPHD 0.87%
20 DVY 0.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.63M (12.32%) 447.20K
Increased by +1.89%
Dec 31, 24
2 BlackRock Inc 18.82M (9.81%) 438.32K
Increased by +2.33%
Dec 31, 24
3 State Street Corporation 10.53M (5.49%) -147.80K
Decreased by -1.40%
Mar 31, 24
4 State Street Corp 9.75M (5.08%) -301.64K
Decreased by -3.09%
Dec 31, 24
5 Van Eck Associates Corporation 9.25M (4.82%) 531.28K
Increased by +5.75%
Dec 31, 24
6 Beutel, Goodman & Company Ltd. 6.93M (3.61%) 35.16K
Increased by +0.51%
Dec 31, 24
7 Geode Capital Management, LLC 5.32M (2.78%) 57.72K
Increased by +1.08%
Dec 31, 24
8 Brandywine Trust Co 4.87M (2.54%) 84.78K
Increased by +1.74%
Dec 31, 24
9 Citadel Advisors Llc 4.79M (2.50%) 4.43M
Increased by +92.51%
Jun 30, 24
10 Morgan Stanley - Brokerage Accounts 4.76M (2.48%) 1.12M
Increased by +23.55%
Dec 31, 24
11 Amvescap Plc. 4.65M (2.42%) 1.28M
Increased by +27.62%
Dec 31, 24
12 Bank of New York Mellon Corp 4.24M (2.21%) 199.47K
Increased by +4.71%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 4.03M (2.10%) 550.21K
Increased by +13.65%
Dec 31, 24
14 LSV Asset Management 3.98M (2.08%) 32.30K
Increased by +0.81%
Dec 31, 24
15 Deutsche Bank AG 2.66M (1.39%) 966.04K
Increased by +36.28%
Dec 31, 24
16 NORGES BANK 2.39M (1.24%) -520.96K
Decreased by -21.83%
Jun 30, 24
17 State Farm Mutual Automobile Ins Co 2.25M (1.18%) -1.23M
Decreased by -54.52%
Dec 31, 23
18 Two Sigma Advisers, LLC 2.24M (1.17%) 1.64M
Increased by +73.17%
Dec 31, 24
19 UBS Group AG 2.11M (1.10%) 1.25M
Increased by +59.07%
Dec 31, 24
20 Renaissance Technologies Corp 2.07M (1.08%) -375.32K
Decreased by -18.10%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat 8.77M (4.58%) 248.10K
Increased by +2.83%
Mar 31, 25
2 VanEck Morningstar Wide Moat ETF 8.37M (4.36%) -8.61K
Decreased by -0.10%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 6.16M (3.21%) 4.48K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 6.11M (3.19%) 31.18K
Increased by +0.51%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 5.46M (2.85%) 14.30K
Increased by +0.26%
Mar 31, 25
6 Vanguard Small Cap Index 4.84M (2.52%) 2.37M
Increased by +49.00%
Mar 31, 25
7 iShares Select Dividend ETF 4.22M (2.20%) 0.00
Increased by 0.00%
Apr 30, 25
8 Invesco S&P 500® Equal Weight ETF 3.65M (1.90%) -11.88K
Decreased by -0.33%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 3.13M (1.63%) 1.51M
Increased by +48.10%
Mar 31, 25
10 Fidelity 500 Index 2.47M (1.29%) 8.33K
Increased by +0.34%
Mar 31, 25
11 SPDR® S&P 500 ETF 2.45M (1.28%) -35.19K
Decreased by -1.44%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.38M (1.24%) 1.97K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 2.38M (1.24%) -12.53K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 2.36M (1.23%) 16.38K
Increased by +0.70%
May 30, 24
15 iShares Core S&P 500 ETF 2.33M (1.21%) -2.44K
Decreased by -0.10%
Apr 30, 25
16 SPDR® Portfolio S&P 500® High Div ETF 2.30M (1.20%) 730.00
Increased by +0.03%
Apr 30, 25
17 Fidelity® 500 Index 2.29M (1.20%) 14.60K
Increased by +0.64%
Nov 30, 23
18 Vanguard Mid Cap Index Institutional 2.09M (1.09%) 8.48K
Increased by +0.41%
Feb 28, 25
19 The Consumer Staples Sel SectSPDR® ETF 1.91M (1.00%) -3.92K
Decreased by -0.21%
Apr 30, 25
20 iShares MSCI USA Min Vol Factor ETF 1.77M (0.92%) 11.04K
Increased by +0.62%
Apr 30, 25