Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.44%
2 UTRN 3.84%
3 MVAL 3.79%
4 ERNZ 3.41%
5 RSPS 2.54%
6 RHS 2.52%
7 BVAL 2.28%
8 HEJD 2.24%
9 MOTE 2.19%
10 SPHD 2.12%
11 EQRR 2.06%
12 FTXG 1.97%
13 RYJ 1.82%
14 UPGD 1.79%
15 FXG 1.77%
16 QQQN 1.37%
17 SZNE 1.27%
18 BSMC 1.26%
19 SPYD 1.26%
20 QDIV 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.12M (11.79%) 494.57K
Increased by +2.05%
Mar 31, 25
2 BlackRock Inc 22.91M (11.20%) 4.09M
Increased by +17.87%
Mar 31, 25
3 State Street Corp 11.81M (5.77%) 2.06M
Increased by +17.47%
Mar 31, 25
4 State Street Corporation 10.53M (5.15%) -147.80K
Decreased by -1.40%
Mar 31, 24
5 Van Eck Associates Corporation 9.59M (4.69%) 341.87K
Increased by +3.57%
Mar 31, 25
6 Beutel, Goodman & Company Ltd. 7.83M (3.83%) 902.58K
Increased by +11.53%
Mar 31, 25
7 Geode Capital Management, LLC 5.45M (2.67%) 131.46K
Increased by +2.41%
Mar 31, 25
8 Amvescap Plc. 4.97M (2.43%) 320.12K
Increased by +6.45%
Mar 31, 25
9 Brandywine Trust Co 4.87M (2.38%) 0.00
Increased by 0.00%
Mar 31, 25
10 Citadel Advisors Llc 4.79M (2.34%) 4.43M
Increased by +92.51%
Jun 30, 24
11 Dimensional Fund Advisors, Inc. 3.99M (1.95%) -40.51K
Decreased by -1.02%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 3.89M (1.90%) -871.58K
Decreased by -22.40%
Mar 31, 25
13 LSV Asset Management 3.87M (1.89%) -113.50K
Decreased by -2.93%
Mar 31, 25
14 Bank of New York Mellon Corp 3.66M (1.79%) -581.05K
Decreased by -15.89%
Mar 31, 25
15 Deutsche Bank AG 2.64M (1.29%) -22.56K
Decreased by -0.85%
Mar 31, 25
16 NORGES BANK 2.39M (1.17%) -520.96K
Decreased by -21.83%
Jun 30, 24
17 Fidelity International Ltd 2.30M (1.12%) 2.30M
Increased by +100.00%
Mar 31, 25
18 State Farm Mutual Automobile Ins Co 2.25M (1.10%) -1.23M
Decreased by -54.52%
Dec 31, 23
19 Two Sigma Advisers, LLC 2.24M (1.10%) 1.64M
Increased by +73.17%
Dec 31, 24
20 Ensign Peak Advisors Inc 2.19M (1.07%) 134.61K
Increased by +6.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.23M (3.04%) 4.26K
Increased by +0.07%
May 31, 25
2 Vanguard US Total Market Shares ETF 6.16M (3.01%) 4.48K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.60M (2.74%) 49.20K
Increased by +0.88%
May 31, 25
4 Vanguard Small Cap Index 4.89M (2.39%) 22.71K
Increased by +0.46%
May 31, 25
5 Invesco S&P 500® Equal Weight ETF 4.28M (2.09%) 50.18K
Increased by +1.17%
Jun 30, 25
6 iShares Select Dividend ETF 4.25M (2.08%) 0.00
Increased by 0.00%
Jun 30, 25
7 VanEck Morningstar Wide Moat ETF 3.84M (1.88%) -9.95K
Decreased by -0.26%
Jun 28, 25
8 VanEck Morningstar Wide Moat 3.83M (1.87%) -4.94M
Decreased by -128.80%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 3.14M (1.54%) -2.73K
Decreased by -0.09%
May 31, 25
10 Fidelity 500 Index 2.48M (1.21%) 10.21K
Increased by +0.41%
May 31, 25
11 SPDR® S&P 500 ETF 2.45M (1.20%) -35.19K
Decreased by -1.44%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 2.38M (1.16%) -12.53K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.37M (1.16%) -8.35K
Decreased by -0.35%
Jun 30, 25
14 SPDR® S&P 500 ETF Trust 2.36M (1.15%) 16.38K
Increased by +0.70%
May 30, 24
15 SPDR® Portfolio S&P 500® High Div ETF 2.34M (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
16 iShares Core S&P 500 ETF 2.33M (1.14%) 3.71K
Increased by +0.16%
Jun 30, 25
17 Fidelity® 500 Index 2.29M (1.12%) 14.60K
Increased by +0.64%
Nov 30, 23
18 Vanguard Mid Cap Index Institutional 2.09M (1.02%) 8.48K
Increased by +0.41%
Feb 28, 25
19 The Consumer Staples Sel SectSPDR® ETF 1.96M (0.96%) -6.50K
Decreased by -0.33%
Jun 30, 25
20 iShares MSCI USA Min Vol Factor ETF 1.74M (0.85%) -2.75K
Decreased by -0.16%
Jun 30, 25