Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SBM 7.23%
2 SMN 7.23%
3 TINT 5.31%
4 JHMA 4.37%
5 UTRN 3.91%
6 SYNB 3.63%
7 XLB 3.62%
8 RSPM 3.45%
9 RTM 3.38%
10 LSAT 2.92%
11 UYM 2.69%
12 VAW 2.41%
13 IDAT 2.31%
14 AIEQ 2.29%
15 FMAT 2.18%
16 PYZ 1.82%
17 CZA 1.72%
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 46.60M (11.18%) 353.01K
Increased by +0.76%
Dec 31, 24
2 BlackRock Inc 31.71M (7.61%) 1.44M
Increased by +4.53%
Dec 31, 24
3 State Street Corp 17.04M (4.09%) 58.05K
Increased by +0.34%
Dec 31, 24
4 State Street Corporation 16.94M (4.06%) -234.93K
Decreased by -1.39%
Mar 31, 24
5 Massachusetts Financial Services Company 13.71M (3.29%) -2.62M
Decreased by -19.10%
Dec 31, 24
6 Geode Capital Management, LLC 9.94M (2.38%) -14.67K
Decreased by -0.15%
Dec 31, 24
7 Amvescap Plc. 7.35M (1.76%) -2.24M
Decreased by -30.46%
Dec 31, 24
8 Nuveen Asset Management, LLC 7.12M (1.71%) -11.74K
Decreased by -0.16%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 7.02M (1.68%) 375.69K
Increased by +5.35%
Dec 31, 24
10 Franklin Resources Inc 6.89M (1.65%) 483.72K
Increased by +7.02%
Dec 31, 24
11 Putnam Investments LLC 5.20M (1.25%) 159.44K
Increased by +3.07%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 5.20M (1.25%) 159.44K
Increased by +3.07%
Dec 31, 23
13 Northern Trust Corp 4.93M (1.18%) 690.22K
Increased by +14.00%
Dec 31, 24
14 Goldman Sachs Group Inc 4.32M (1.04%) 2.71M
Increased by +62.84%
Dec 31, 23
15 ING Investment Management LLC 4.30M (1.03%) -19.07K
Decreased by -0.44%
Sep 30, 23
16 Boston Partners Global Investors, Inc 4.19M (1.01%) -892.22K
Decreased by -21.29%
Mar 31, 24
17 Bank of America Corp 3.54M (0.85%) -689.49K
Decreased by -19.49%
Dec 31, 24
18 Third Point, LLC 3.46M (0.83%) -685.00K
Decreased by -19.77%
Dec 31, 23
19 Barrow Hanley Mewhinney & Strauss LLC 3.43M (0.82%) -1.00M
Decreased by -29.25%
Jun 30, 24
20 D. E. Shaw & Co LP 3.43M (0.82%) 286.60K
Increased by +8.37%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 11.91M (2.86%) 8.56K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.89M (2.85%) 33.12K
Increased by +0.28%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 11.62M (2.79%) 28.01K
Increased by +0.24%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 8.10M (1.94%) -21.48K
Decreased by -0.27%
Mar 31, 25
5 MFS Large Cap Value Equity 6.37M (1.53%) -1.14M
Decreased by -17.85%
Dec 31, 24
6 MFS Value A 6.19M (1.48%) -103.29K
Decreased by -1.67%
Feb 28, 25
7 Fidelity® 500 Index 5.35M (1.28%) 34.04K
Increased by +0.64%
Nov 30, 23
8 Fidelity 500 Index 5.23M (1.26%) 23.31K
Increased by +0.45%
Feb 28, 25
9 SPDR® S&P 500 ETF 5.19M (1.25%) -76.26K
Decreased by -1.47%
Mar 31, 25
10 iShares Core S&P 500 ETF 5.10M (1.22%) 14.76K
Increased by +0.29%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 5.08M (1.22%) 11.47K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 5.05M (1.21%) -26.57K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 5.00M (1.20%) -84.13K
Decreased by -1.68%
Mar 31, 25
14 Putnam Large Cap Value A 4.09M (0.98%) 91.46K
Increased by +2.24%
Mar 31, 25
15 Putnam US Large Cap Value Equity 3.91M (0.94%) 176.88K
Increased by +4.53%
Dec 31, 24
16 Templeton Growth Inc A 3.47M (0.83%) 0.00
Increased by 0.00%
Dec 31, 23
17 Vanguard Value Index Inv 3.30M (0.79%) 53.77K
Increased by +1.63%
Mar 31, 25
18 CREF Stock R1 2.90M (0.69%) 222.13K
Increased by +7.67%
Feb 28, 25
19 CREF Stock R3 2.90M (0.69%) 222.13K
Increased by +7.67%
Feb 28, 25
20 The Materials Select Sector SPDR® ETF 2.84M (0.68%) -16.46K
Decreased by -0.58%
Mar 31, 25