Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.44%
2 MVAL 3.95%
3 UTRN 3.84%
4 ERNZ 3.30%
5 RHS 2.52%
6 RSPS 2.52%
7 BVAL 2.28%
8 MOTE 2.25%
9 EQRR 2.06%
10 FTXG 1.94%
11 RYJ 1.82%
12 UPGD 1.79%
13 MOTG 1.49%
14 QQQN 1.37%
15 SZNE 1.25%
16 QDIV 1.11%
17 SMOT 1.10%
18 SPYD 1.09%
19 MOAT 0.99%
20 HEJD 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.12M (9.85%) 494.57K
Increased by +2.05%
Mar 31, 25
2 BlackRock Inc 22.91M (9.35%) 4.09M
Increased by +17.87%
Mar 31, 25
3 State Street Corp 11.81M (4.82%) 2.06M
Increased by +17.47%
Mar 31, 25
4 State Street Corporation 10.53M (4.30%) -147.80K
Decreased by -1.40%
Mar 31, 24
5 Van Eck Associates Corporation 9.59M (3.91%) 341.87K
Increased by +3.57%
Mar 31, 25
6 Beutel, Goodman & Company Ltd. 7.83M (3.20%) 902.58K
Increased by +11.53%
Mar 31, 25
7 Geode Capital Management, LLC 5.45M (2.23%) 131.46K
Increased by +2.41%
Mar 31, 25
8 Amvescap Plc. 4.97M (2.03%) 320.12K
Increased by +6.45%
Mar 31, 25
9 Brandywine Trust Co 4.87M (1.99%) 0.00
Increased by 0.00%
Mar 31, 25
10 Citadel Advisors Llc 4.79M (1.96%) 4.43M
Increased by +92.51%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 3.99M (1.63%) -40.51K
Decreased by -1.02%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 3.89M (1.59%) -871.58K
Decreased by -22.40%
Mar 31, 25
13 LSV Asset Management 3.87M (1.58%) -113.50K
Decreased by -2.93%
Mar 31, 25
14 Bank of New York Mellon Corp 3.66M (1.49%) -581.05K
Decreased by -15.89%
Mar 31, 25
15 Deutsche Bank AG 2.64M (1.08%) -22.56K
Decreased by -0.85%
Mar 31, 25
16 NORGES BANK 2.39M (0.97%) -520.96K
Decreased by -21.83%
Jun 30, 24
17 Fidelity International Ltd 2.30M (0.94%) 2.30M
Increased by +100.00%
Mar 31, 25
18 State Farm Mutual Automobile Ins Co 2.25M (0.92%) -1.23M
Decreased by -54.52%
Dec 31, 23
19 Two Sigma Advisers, LLC 2.24M (0.92%) 1.64M
Increased by +73.17%
Dec 31, 24
20 Ensign Peak Advisors Inc 2.19M (0.89%) 134.61K
Increased by +6.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat 8.77M (3.58%) 248.10K
Increased by +2.83%
Mar 31, 25
2 VanEck Morningstar Wide Moat ETF 8.09M (3.30%) -23.00K
Decreased by -0.28%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.22M (2.54%) 108.20K
Increased by +1.74%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 6.16M (2.51%) 4.48K
Increased by +0.07%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 5.55M (2.27%) 88.50K
Increased by +1.59%
Apr 30, 25
6 Vanguard Small Cap Index 4.86M (1.99%) 26.74K
Increased by +0.55%
Apr 30, 25
7 iShares Select Dividend ETF 4.22M (1.72%) 0.00
Increased by 0.00%
May 31, 25
8 Invesco S&P 500® Equal Weight ETF 3.58M (1.46%) 11.97K
Increased by +0.33%
May 30, 25
9 Vanguard Small Cap Value Index Inv 3.14M (1.28%) 9.88K
Increased by +0.31%
Apr 30, 25
10 Fidelity 500 Index 2.47M (1.01%) 3.05K
Increased by +0.12%
Apr 30, 25
11 SPDR® S&P 500 ETF 2.45M (1.00%) -35.19K
Decreased by -1.44%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 2.38M (0.97%) -12.53K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 2.36M (0.96%) 16.38K
Increased by +0.70%
May 30, 24
14 SPDR® S&P 500® ETF 2.35M (0.96%) -10.46K
Decreased by -0.44%
May 31, 25
15 SPDR® Portfolio S&P 500® High Div ETF 2.33M (0.95%) 0.00
Increased by 0.00%
May 30, 25
16 Fidelity® 500 Index 2.29M (0.94%) 14.60K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 2.28M (0.93%) 0.00
Increased by 0.00%
May 31, 25
18 Vanguard Mid Cap Index Institutional 2.09M (0.85%) 8.48K
Increased by +0.41%
Feb 28, 25
19 The Consumer Staples Sel SectSPDR® ETF 1.96M (0.80%) 28.36K
Increased by +1.45%
May 31, 25
20 iShares MSCI USA Min Vol Factor ETF 1.76M (0.72%) 0.00
Increased by 0.00%
May 31, 25