Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.44%
2 MVAL 4.06%
3 UTRN 3.84%
4 RSPS 2.63%
5 RHS 2.60%
6 FXG 2.51%
7 HEJD 2.33%
8 BVAL 2.28%
9 MOTE 2.20%
10 FTXG 2.07%
11 EQRR 2.06%
12 SPHD 2.06%
13 RYJ 1.82%
14 UPGD 1.79%
15 RDIV 1.74%
16 WBIY 1.72%
17 QQQN 1.37%
18 SPYD 1.25%
19 SZNE 1.20%
20 BSMC 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.17M (12.59%) 54.19K
Increased by +0.22%
Jun 30, 25
2 BlackRock Inc 23.97M (12.49%) 1.06M
Increased by +4.42%
Jun 30, 25
3 State Street Corp 11.96M (6.23%) 149.68K
Increased by +1.25%
Jun 30, 25
4 State Street Corporation 10.53M (5.49%) -147.80K
Decreased by -1.40%
Mar 31, 24
5 Beutel, Goodman & Company Ltd. 7.63M (3.97%) -201.86K
Decreased by -2.65%
Jun 30, 25
6 Dimensional Fund Advisors, Inc. 5.62M (2.93%) 1.63M
Increased by +28.98%
Jun 30, 25
7 Amvescap Plc. 5.61M (2.92%) 642.49K
Increased by +11.46%
Jun 30, 25
8 Geode Capital Management, LLC 5.58M (2.91%) 121.78K
Increased by +2.18%
Jun 30, 25
9 Brandywine Trust Co 4.87M (2.54%) 0.00
Increased by 0.00%
Jun 30, 25
10 Citadel Advisors Llc 4.79M (2.50%) 4.43M
Increased by +92.51%
Jun 30, 24
11 Van Eck Associates Corporation 4.43M (2.31%) -5.16M
Decreased by -116.54%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 4.35M (2.27%) 458.50K
Increased by +10.54%
Jun 30, 25
13 LSV Asset Management 3.94M (2.05%) 71.20K
Increased by +1.81%
Jun 30, 25
14 Millennium Management LLC 3.74M (1.95%) 3.66M
Increased by +98.05%
Jun 30, 25
15 Bank of New York Mellon Corp 3.24M (1.69%) -415.06K
Decreased by -12.80%
Jun 30, 25
16 Renaissance Technologies Corp 2.88M (1.50%) 1.02M
Increased by +35.45%
Jun 30, 25
17 Deutsche Bank AG 2.70M (1.40%) 55.25K
Increased by +2.05%
Jun 30, 25
18 Ensign Peak Advisors Inc 2.43M (1.27%) 238.06K
Increased by +9.80%
Jun 30, 25
19 NORGES BANK 2.39M (1.24%) -520.96K
Decreased by -21.83%
Jun 30, 24
20 Fidelity International Ltd 2.30M (1.20%) 2.30M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.16M (3.21%) 4.48K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.12M (3.19%) -130.30K
Decreased by -2.13%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 5.60M (2.92%) 49.20K
Increased by +0.88%
May 31, 25
4 Vanguard 500 Index Investor 4.87M (2.54%) -713.04K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Small Cap Index 4.71M (2.45%) -28.31K
Decreased by -0.60%
Jul 31, 25
6 Invesco S&P 500® Equal Weight ETF 4.24M (2.21%) 6.21K
Increased by +0.15%
Aug 29, 25
7 iShares Select Dividend ETF 4.20M (2.19%) 0.00
Increased by 0.00%
Aug 31, 25
8 VanEck Morningstar Wide Moat 3.83M (2.00%) -4.94M
Decreased by -128.80%
Jun 30, 25
9 VanEck Morningstar Wide Moat ETF 3.69M (1.92%) -2.85K
Decreased by -0.08%
Aug 30, 25
10 Vanguard Small Cap Value Index Inv 3.03M (1.58%) 10.58K
Increased by +0.35%
Jul 31, 25
11 SPDR® Portfolio S&P 500® High Div ETF 2.74M (1.43%) 6.78K
Increased by +0.25%
Aug 29, 25
12 Fidelity 500 Index 2.49M (1.30%) 1.08K
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 2.45M (1.27%) -35.19K
Decreased by -1.44%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.38M (1.24%) -12.53K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.38M (1.24%) 29.35K
Increased by +1.24%
Aug 31, 25
16 iShares Core S&P 500 ETF 2.36M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 2.36M (1.23%) 16.38K
Increased by +0.70%
May 30, 24
18 Fidelity® 500 Index 2.29M (1.19%) 14.60K
Increased by +0.64%
Nov 30, 23
19 Vanguard Mid Cap Index Institutional 2.09M (1.09%) 8.48K
Increased by +0.41%
Feb 28, 25
20 Invesco S&P 500® High Div Low Vol ETF 2.03M (1.06%) 6.00K
Increased by +0.30%
Aug 29, 25