Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SBM 7.23%
2 SMN 7.23%
3 TINT 5.31%
4 RTM 4.83%
5 RSPM 4.83%
6 JHMA 4.37%
7 UTRN 3.91%
8 LSAT 2.92%
9 VAW 2.62%
10 XLB 2.30%
11 AIEQ 2.29%
12 IDAT 2.07%
13 UYM 1.82%
14 PYZ 1.74%
15 SYNB 1.71%
16 POWA 1.69%
17 DEF 1.61%
18 XKCP 1.51%
19 STNC 1.43%
20 DVND 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 47.66M (11.42%) 769.60K
Increased by +1.61%
Jun 30, 25
2 BlackRock Inc 33.41M (8.01%) -11.89K
Decreased by -0.04%
Jun 30, 25
3 State Street Corp 18.36M (4.40%) 842.85K
Increased by +4.59%
Jun 30, 25
4 State Street Corporation 16.94M (4.06%) -234.93K
Decreased by -1.39%
Mar 31, 24
5 Geode Capital Management, LLC 10.78M (2.58%) 496.69K
Increased by +4.61%
Jun 30, 25
6 Nuveen, LLC 8.35M (2.00%) 1.24M
Increased by +14.83%
Jun 30, 25
7 Massachusetts Financial Services Company 8.04M (1.93%) -3.43M
Decreased by -42.70%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 7.35M (1.76%) 344.37K
Increased by +4.69%
Jun 30, 25
9 Nuveen Asset Management, LLC 7.12M (1.71%) -11.74K
Decreased by -0.16%
Dec 31, 24
10 Franklin Resources Inc 7.00M (1.68%) -113.67K
Decreased by -1.62%
Jun 30, 25
11 Amvescap Plc. 6.89M (1.65%) -141.11K
Decreased by -2.05%
Jun 30, 25
12 D. E. Shaw & Co LP 5.36M (1.29%) 1.22M
Increased by +22.68%
Jun 30, 25
13 Putnam Investments LLC 5.20M (1.25%) 159.44K
Increased by +3.07%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 5.20M (1.25%) 159.44K
Increased by +3.07%
Dec 31, 23
15 Bank of America Corp 4.77M (1.14%) 704.65K
Increased by +14.78%
Jun 30, 25
16 T. Rowe Price Associates, Inc. 4.69M (1.12%) 525.84K
Increased by +11.22%
Jun 30, 25
17 NORGES BANK 4.57M (1.09%) 2.65M
Increased by +57.91%
Jun 30, 25
18 Northern Trust Corp 4.50M (1.08%) -198.08K
Decreased by -4.40%
Jun 30, 25
19 Boston Partners Global Investors, Inc 3.48M (0.83%) 932.58K
Increased by +26.78%
Jun 30, 25
20 Third Point, LLC 3.46M (0.83%) -685.00K
Decreased by -19.77%
Dec 31, 23

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 Institutional 500 Index Trust 11.89M (2.85%) 82.03K
Increased by +0.69%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 11.84M (2.84%) -277.45K
Decreased by -2.34%
Jul 31, 25
4 Vanguard 500 Index Investor 10.36M (2.48%) -1.52M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 8.40M (2.01%) 90.44K
Increased by +1.08%
Jul 31, 25
6 Fidelity® 500 Index 5.35M (1.28%) 34.04K
Increased by +0.64%
Nov 30, 23
7 Fidelity 500 Index 5.30M (1.27%) 2.28K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 5.19M (1.24%) -76.26K
Decreased by -1.47%
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 5.05M (1.21%) 62.24K
Increased by +1.23%
Aug 31, 25
12 iShares Core S&P 500 ETF 5.04M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
13 CREF Stock R3 4.13M (0.99%) 101.87K
Increased by +2.47%
Jul 31, 25
14 Putnam US Large Cap Value Equity 4.09M (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
15 Putnam Large Cap Value A 4.09M (0.98%) 0.00
Increased by 0.00%
Jul 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 3.34M (0.80%) -4.65K
Decreased by -0.14%
Jul 31, 25
18 MFS Large Cap Value Equity 3.24M (0.78%) -1.89M
Decreased by -58.28%
Jun 30, 25
19 MFS Value A 3.24M (0.78%) -1.01M
Decreased by -31.04%
Jun 30, 25
20 The Materials Select Sector SPDR® ETF 3.18M (0.76%) 5.27K
Increased by +0.17%
Aug 31, 25