Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.44%
2 UTRN 3.84%
3 ERNZ 3.30%
4 RHS 2.30%
5 RSPS 2.30%
6 BVAL 2.28%
7 EQRR 2.06%
8 FTXG 2.05%
9 UPGD 1.81%
10 RYJ 1.81%
11 QQQN 1.37%
12 SPYD 1.18%
13 SZNE 1.15%
14 QDIV 1.11%
15 HEJD 1.05%
16 RFFC 0.94%
17 CDL 0.92%
18 CDC 0.90%
19 TPHD 0.85%
20 DVY 0.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.12M (12.58%) 494.57K
Increased by +2.05%
Mar 31, 25
2 BlackRock Inc 22.91M (11.95%) 4.09M
Increased by +17.87%
Mar 31, 25
3 State Street Corp 11.81M (6.16%) 2.06M
Increased by +17.47%
Mar 31, 25
4 State Street Corporation 10.53M (5.50%) -147.80K
Decreased by -1.40%
Mar 31, 24
5 Van Eck Associates Corporation 9.59M (5.00%) 341.87K
Increased by +3.57%
Mar 31, 25
6 Beutel, Goodman & Company Ltd. 7.83M (4.08%) 902.58K
Increased by +11.53%
Mar 31, 25
7 Geode Capital Management, LLC 5.45M (2.85%) 131.46K
Increased by +2.41%
Mar 31, 25
8 Brandywine Trust Co 4.87M (2.54%) 0.00
Increased by 0.00%
Mar 31, 25
9 Citadel Advisors Llc 4.79M (2.50%) 4.43M
Increased by +92.51%
Jun 30, 24
10 Amvescap Plc. 4.65M (2.42%) 1.28M
Increased by +27.62%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 3.99M (2.08%) -40.51K
Decreased by -1.02%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 3.89M (2.03%) -871.58K
Decreased by -22.40%
Mar 31, 25
13 LSV Asset Management 3.87M (2.02%) -113.50K
Decreased by -2.93%
Mar 31, 25
14 Bank of New York Mellon Corp 3.66M (1.91%) -581.05K
Decreased by -15.89%
Mar 31, 25
15 Deutsche Bank AG 2.64M (1.38%) -22.56K
Decreased by -0.85%
Mar 31, 25
16 NORGES BANK 2.39M (1.25%) -520.96K
Decreased by -21.83%
Jun 30, 24
17 Fidelity International Ltd 2.30M (1.20%) 2.30M
Increased by +100.00%
Mar 31, 25
18 State Farm Mutual Automobile Ins Co 2.25M (1.18%) -1.23M
Decreased by -54.52%
Dec 31, 23
19 Two Sigma Advisers, LLC 2.24M (1.17%) 1.64M
Increased by +73.17%
Dec 31, 24
20 Ensign Peak Advisors Inc 2.19M (1.14%) 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 (4.58%) 248.10K
Increased by +2.83%
Mar 31, 25
2 VanEck Morningstar Wide Moat ETF 8.37M (4.37%) -8.61K
Decreased by -0.10%
Apr 30, 25
3 Vanguard Total Stock Mkt Idx Inv 6.22M (3.25%) 108.20K
Increased by +1.74%
Apr 30, 25
4 Vanguard US Total Market Shares ETF 6.16M (3.21%) 4.48K
Increased by +0.07%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 5.55M (2.90%) 88.50K
Increased by +1.59%
Apr 30, 25
6 Vanguard Small Cap Index 4.86M (2.54%) 26.74K
Increased by +0.55%
Apr 30, 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 3.14M (1.64%) 9.88K
Increased by +0.31%
Apr 30, 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 Trust 2.38M (1.24%) -12.53K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.37M (1.24%) -14.27K
Decreased by -0.60%
Apr 30, 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 1.90M (0.99%) -19.11K
Decreased by -1.01%
Apr 30, 25
20 iShares MSCI USA Min Vol Factor ETF 1.77M (0.92%) 11.04K
Increased by +0.62%
Apr 30, 25