Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMN 7.23%
2 SBM 7.23%
3 TINT 5.31%
4 JHMA 4.37%
5 XLB 4.32%
6 RSPM 3.98%
7 RTM 3.98%
8 UTRN 3.91%
9 SYNB 3.31%
10 UYM 3.15%
11 LSAT 2.92%
12 FMAT 2.34%
13 AIEQ 2.29%
14 IDAT 2.23%
15 VAW 2.18%
16 CZA 1.76%
17 PYZ 1.74%
18 POWA 1.69%
19 DEF 1.61%
20 XKCP 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 46.89M (11.24%) 298.41K
Increased by +0.64%
Mar 31, 25
2 BlackRock Inc 33.42M (8.01%) 1.71M
Increased by +5.12%
Mar 31, 25
3 State Street Corp 17.52M (4.20%) 479.97K
Increased by +2.74%
Mar 31, 25
4 State Street Corporation 16.94M (4.06%) -234.93K
Decreased by -1.39%
Mar 31, 24
5 Massachusetts Financial Services Company 11.47M (2.75%) -2.23M
Decreased by -19.48%
Mar 31, 25
6 Geode Capital Management, LLC 10.29M (2.47%) 348.63K
Increased by +3.39%
Mar 31, 25
7 Nuveen Asset Management, LLC 7.12M (1.71%) -11.74K
Decreased by -0.16%
Dec 31, 24
8 Franklin Resources Inc 7.11M (1.70%) 216.99K
Increased by +3.05%
Mar 31, 25
9 Nuveen, LLC 7.11M (1.70%) 7.11M
Increased by +100.00%
Mar 31, 25
10 Amvescap Plc. 7.03M (1.68%) -320.03K
Decreased by -4.55%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 7.00M (1.68%) -14.99K
Decreased by -0.21%
Mar 31, 25
12 Putnam Investments LLC 5.20M (1.25%) 159.44K
Increased by +3.07%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 5.20M (1.25%) 159.44K
Increased by +3.07%
Dec 31, 23
14 Northern Trust Corp 4.69M (1.13%) -236.97K
Decreased by -5.05%
Mar 31, 25
15 Boston Partners Global Investors, Inc 4.19M (1.00%) -892.22K
Decreased by -21.29%
Mar 31, 24
16 T. Rowe Price Associates, Inc. 4.16M (1.00%) 746.36K
Increased by +17.94%
Mar 31, 25
17 D. E. Shaw & Co LP 4.15M (0.99%) 720.79K
Increased by +17.38%
Mar 31, 25
18 Bank of America Corp 4.06M (0.97%) 524.50K
Increased by +12.91%
Mar 31, 25
19 Third Point, LLC 3.46M (0.83%) -685.00K
Decreased by -19.77%
Dec 31, 23
20 Barrow Hanley Mewhinney & Strauss LLC 3.43M (0.82%) -1.00M
Decreased by -29.25%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.09M (2.90%) 7.22K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 11.91M (2.86%) 8.56K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 11.89M (2.85%) 82.03K
Increased by +0.69%
May 31, 25
4 Vanguard Mid Cap Index Institutional 8.26M (1.98%) 78.09K
Increased by +0.95%
May 31, 25
5 Fidelity® 500 Index 5.35M (1.28%) 34.04K
Increased by +0.64%
Nov 30, 23
6 Fidelity 500 Index 5.25M (1.26%) 6.49K
Increased by +0.12%
Apr 30, 25
7 SPDR® S&P 500 ETF 5.19M (1.24%) -76.26K
Decreased by -1.47%
Mar 31, 25
8 MFS Large Cap Value Equity 5.13M (1.23%) -1.23M
Decreased by -24.02%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 5.08M (1.22%) 11.47K
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P 500® ETF Trust 5.05M (1.21%) -26.57K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500® ETF 5.00M (1.20%) -22.30K
Decreased by -0.45%
May 31, 25
12 iShares Core S&P 500 ETF 4.84M (1.16%) 0.00
Increased by 0.00%
May 31, 25
13 MFS Value A 4.25M (1.02%) -26.31K
Decreased by -0.62%
May 31, 25
14 Putnam Large Cap Value A 4.09M (0.98%) 0.00
Increased by 0.00%
May 31, 25
15 Putnam US Large Cap Value Equity 4.09M (0.98%) 180.45K
Increased by +4.42%
Mar 31, 25
16 Templeton Growth Inc A 3.47M (0.83%) 0.00
Increased by 0.00%
Dec 31, 23
17 Vanguard Value Index Inv 3.31M (0.79%) 1.52K
Increased by +0.05%
May 31, 25
18 CREF Stock R3 2.91M (0.70%) 16.60K
Increased by +0.57%
Apr 30, 25
19 CREF Stock R1 2.90M (0.69%) 222.13K
Increased by +7.67%
Feb 28, 25
20 The Materials Select Sector SPDR® ETF 2.57M (0.62%) -9.33K
Decreased by -0.36%
May 31, 25