Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MNA 7.16%
2 SHRY 5.76%
3 RNLC 5.23%
4 MARB 5.15%
5 IPAY 4.74%
6 FTXO 4.63%
7 UTRN 3.93%
8 FOVL 3.35%
9 CGMM 3.22%
10 BUZ 3.18%
11 WBIL 3.09%
12 GVIP 2.23%
13 TTFS 2.14%
14 RDVY 2.13%
15 DDIV 2.04%
16 VLLU 2.03%
17 ARB 2.01%
18 SWIN_old 1.91%
19 BMVP 1.86%
20 DVLU 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.15M (12.45%) 106.42K
Increased by +0.34%
Mar 31, 25
2 Capital World Investors 20.69M (8.27%) 1.18M
Increased by +5.73%
Mar 31, 25
3 BlackRock Inc 20.59M (8.23%) -1.18M
Decreased by -5.72%
Mar 31, 25
4 State Street Corp 10.93M (4.37%) 135.09K
Increased by +1.24%
Mar 31, 25
5 State Street Corporation 10.34M (4.13%) -241.97K
Decreased by -2.34%
Mar 31, 24
6 Fidelity Management and Research Company 7.49M (3.00%) 558.23K
Increased by +7.45%
Sep 30, 24
7 FMR Inc 6.44M (2.57%) -1.12M
Decreased by -17.34%
Mar 31, 25
8 Geode Capital Management, LLC 6.40M (2.56%) 155.35K
Increased by +2.43%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 4.60M (1.84%) 245.42K
Increased by +5.33%
Mar 31, 25
10 NORGES BANK 4.18M (1.67%) -155.56K
Decreased by -3.72%
Dec 31, 24
11 Boston Partners Global Investors, Inc 3.62M (1.45%) -1.19M
Decreased by -32.79%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 3.14M (1.26%) -13.19K
Decreased by -0.42%
Mar 31, 25
13 Amvescap Plc. 2.97M (1.19%) 826.29K
Increased by +27.78%
Dec 31, 24
14 Northern Trust Corp 2.72M (1.09%) 477.68K
Increased by +17.58%
Dec 31, 24
15 Brave Warrior Advisors LLC 2.52M (1.01%) -930.74K
Decreased by -36.88%
Dec 31, 24
16 Barclays PLC 2.28M (0.91%) -256.35K
Decreased by -11.22%
Mar 31, 24
17 JPMorgan Chase & Co 2.17M (0.87%) -35.23K
Decreased by -1.63%
Mar 31, 25
18 UBS Group AG 2.13M (0.85%) 1.20M
Increased by +56.52%
Dec 31, 24
19 Envestnet Asset Management Inc 2.12M (0.85%) 2.11M
Increased by +99.19%
Dec 31, 23
20 UBS Asset Mgmt Americas Inc 2.09M (0.83%) 15.03K
Increased by +0.72%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.07M (3.23%) 133.67K
Increased by +1.66%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 7.97M (3.18%) 43.01K
Increased by +0.54%
Sep 30, 24
3 American Funds Washington Mutual A 7.54M (3.02%) -15.10K
Decreased by -0.20%
Mar 31, 25
4 Capital Group Wash Mutual Invtrs Comp 7.54M (3.02%) -15.10K
Decreased by -0.20%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 7.09M (2.83%) 113.51K
Increased by +1.60%
Apr 30, 25
6 Vanguard Mid Cap Index Institutional 5.47M (2.19%) 52.33K
Increased by +0.96%
Apr 30, 25
7 American Funds American Balanced A 4.02M (1.61%) 0.00
Increased by 0.00%
Mar 31, 25
8 American Funds Growth Fund of Amer A 3.29M (1.32%) -5.50K
Decreased by -0.17%
Mar 31, 25
9 Capital Group Growth Fnd of Amer Comp 3.29M (1.32%) -5.50K
Decreased by -0.17%
Mar 31, 25
10 Fidelity 500 Index 3.15M (1.26%) 4.53K
Increased by +0.14%
Mar 31, 25
11 SPDR® S&P 500 ETF 3.13M (1.25%) -45.88K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 3.04M (1.22%) -15.98K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 3.03M (1.21%) -18.20K
Decreased by -0.60%
Apr 30, 25
14 iShares Core S&P 500 ETF 2.97M (1.19%) -3.11K
Decreased by -0.10%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 2.95M (1.18%) -6.36K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 2.91M (1.16%) 18.54K
Increased by +0.64%
Nov 30, 23
17 American Funds Fundamental Invs A 2.60M (1.04%) -58.43K
Decreased by -2.25%
Mar 31, 25
18 Capital Group Fundamental Invtrs Comp 2.60M (1.04%) -58.43K
Decreased by -2.25%
Mar 31, 25
19 Fidelity® Low-Priced Stock 2.49M (1.00%) 297.42K
Increased by +11.92%
Oct 31, 23
20 Fidelity Low-Priced Stock 2.49M (1.00%) 0.00
Increased by 0.00%
Dec 31, 23