Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.88%
2 QUSA 4.14%
3 UTRN 4.12%
4 QQQA 3.99%
5 BCUS 3.89%
6 MDCP 3.79%
7 PRN 3.66%
8 BEEZ 3.45%
9 QQLV 3.38%
10 BGDV 2.98%
11 RW 2.95%
12 AMID 2.48%
13 LEAD 2.46%
14 GDIV 2.30%
15 LCLG 2.16%
16 BIBL 2.15%
17 QOWZ 2.13%
18 CLCG 2.05%
19 SXQG 1.99%
20 CAML 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.38M (11.22%) 524.83K
Increased by +1.37%
Jun 30, 25
2 BlackRock Inc 28.17M (8.24%) -578.38K
Decreased by -2.05%
Jun 30, 25
3 State Street Corp 15.12M (4.42%) 82.03K
Increased by +0.54%
Jun 30, 25
4 FMR Inc 9.90M (2.89%) 1.34M
Increased by +13.55%
Jun 30, 25
5 Geode Capital Management, LLC 9.19M (2.69%) 314.86K
Increased by +3.43%
Jun 30, 25
6 Nuveen, LLC 9.14M (2.67%) 9.14M
Increased by +100.00%
Mar 31, 25
7 Amvescap Plc. 4.91M (1.44%) 495.49K
Increased by +10.09%
Jun 30, 25
8 Fort Washington Investment Advisors Inc 4.25M (1.24%) -850.00
Decreased by -0.02%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 4.21M (1.23%) -90.46K
Decreased by -2.15%
Jun 30, 25
10 NORGES BANK 4.15M (1.21%) -648.62K
Decreased by -15.62%
Jun 30, 25
11 Northern Trust Corp 4.09M (1.20%) -6.09K
Decreased by -0.15%
Jun 30, 25
12 State Street Corporation 3.68M (1.08%) -86.49K
Decreased by -2.35%
Mar 31, 24
13 Royal Bank of Canada 3.57M (1.04%) 146.53K
Increased by +4.11%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 3.31M (0.97%) 433.72K
Increased by +13.10%
Jun 30, 25
15 Franklin Resources Inc 2.71M (0.79%) -13.20K
Decreased by -0.49%
Jun 30, 25
16 Ameriprise Financial Inc 2.55M (0.74%) -68.32K
Decreased by -2.68%
Jun 30, 25
17 Nordea Investment Mgmt Bank Demark A/s 2.50M (0.73%) -121.12K
Decreased by -4.85%
Jun 30, 25
18 T. Rowe Price Associates, Inc. 2.49M (0.73%) -100.59K
Decreased by -4.04%
Jun 30, 25
19 Impax Asset Management Group PLC 2.43M (0.71%) -694.42K
Decreased by -28.59%
Sep 30, 24
20 JPMorgan Chase & Co 2.38M (0.70%) -206.90K
Decreased by -8.70%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.85M (3.17%) -78.11K
Decreased by -0.72%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.78M (3.15%) -252.97K
Decreased by -2.35%
Jul 31, 25
3 Vanguard 500 Index Investor 8.50M (2.48%) -1.24M
Decreased by -14.65%
Jul 31, 25
4 Invesco QQQ Trust 8.32M (2.43%) 57.76K
Increased by +0.69%
Aug 29, 25
5 Fidelity 500 Index 4.35M (1.27%) 1.87K
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 4.26M (1.25%) -61.85K
Decreased by -1.45%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 4.15M (1.21%) -21.82K
Decreased by -0.53%
Mar 31, 25
8 SPDR® S&P 500® ETF 4.14M (1.21%) 51.11K
Increased by +1.23%
Aug 31, 25
9 iShares Core S&P 500 ETF 4.13M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
10 Vanguard Mid Cap Index Institutional 3.83M (1.12%) 41.34K
Increased by +1.08%
Jul 31, 25
11 Vanguard Growth Index Investor 3.73M (1.09%) 12.84K
Increased by +0.34%
Jul 31, 25
12 Fidelity Magellan 2.15M (0.63%) -22.60K
Decreased by -1.05%
Jul 31, 25
13 Vanguard Institutional Index I 2.08M (0.61%) -22.97K
Decreased by -1.11%
Jul 31, 25
14 Franklin Rising Dividends A 2.05M (0.60%) 0.00
Increased by 0.00%
Jul 31, 25
15 Franklin Rising Dividends Fund A 2.05M (0.60%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Dividend Appreciation ETF 1.84M (0.54%) 3.59K
Increased by +0.19%
Jul 31, 25
17 State St S&P 500® Indx SL Cl III 1.83M (0.54%) -2.80K
Decreased by -0.15%
Aug 31, 25
18 The Industrial Select Sector SPDR® ETF 1.71M (0.50%) -9.57K
Decreased by -0.56%
Aug 31, 25
19 Impax Global Opportunities Strategy Comp 1.60M (0.47%) -58.08K
Decreased by -3.64%
Oct 31, 24
20 iShares MSCI USA Quality Factor ETF 1.48M (0.43%) 0.00
Increased by 0.00%
Aug 31, 25