Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 MAKX 4.11%
3 UTRN 3.96%
4 FTIF 2.15%
5 DEF 2.11%
6 MADE 1.95%
7 HWAY 1.92%
8 POWA 1.71%
9 KLDW 1.52%
10 NSCR 1.52%
11 CZA 1.46%
12 RGI 1.19%
13 RSPN 1.19%
14 FLM 1.07%
15 MCDS 1.05%
16 PSET 1.05%
17 SHRT 1.01%
18 FXR 0.97%
19 LSAF 0.97%
20 ROE 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.24M (11.89%) 57.45K
Increased by +0.35%
Dec 31, 24
2 BlackRock Inc 9.74M (7.14%) 3.25K
Increased by +0.03%
Dec 31, 24
3 JPMorgan Chase & Co 9.59M (7.02%) -11.18M
Decreased by -116.61%
Dec 31, 24
4 State Street Corp 6.36M (4.66%) 143.44K
Increased by +2.26%
Dec 31, 24
5 State Street Corporation 6.35M (4.65%) -245.09K
Decreased by -3.86%
Mar 31, 24
6 Geode Capital Management, LLC 3.30M (2.42%) 74.54K
Increased by +2.26%
Dec 31, 24
7 FMR Inc 3.12M (2.28%) 32.56K
Increased by +1.04%
Dec 31, 24
8 Bank of America Corp 3.07M (2.25%) -181.50K
Decreased by -5.91%
Dec 31, 24
9 Nuveen Asset Management, LLC 2.74M (2.01%) -124.61K
Decreased by -4.55%
Dec 31, 24
10 Franklin Resources Inc 2.59M (1.90%) -1.00M
Decreased by -38.72%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.34M (1.72%) -5.37K
Decreased by -0.23%
Dec 31, 24
12 Adage Capital Partners Gp LLC 2.18M (1.60%) 524.09K
Increased by +24.01%
Dec 31, 24
13 Wells Fargo & Co 2.12M (1.55%) -28.73K
Decreased by -1.35%
Dec 31, 24
14 Wellington Management Company LLP 1.88M (1.38%) -53.16K
Decreased by -2.83%
Dec 31, 24
15 Citadel Advisors Llc 1.80M (1.32%) 581.72K
Increased by +32.39%
Dec 31, 24
16 Northern Trust Corp 1.73M (1.26%) 245.53K
Increased by +14.22%
Dec 31, 24
17 NORGES BANK 1.69M (1.24%) 186.98K
Increased by +11.09%
Dec 31, 24
18 Fisher Asset Management, LLC 1.61M (1.18%) -13.28K
Decreased by -0.82%
Dec 31, 24
19 T. Rowe Price Associates, Inc. 1.61M (1.18%) -2.06M
Decreased by -128.36%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 1.57M (1.15%) -10.26K
Decreased by -0.65%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JPM US Equity Income-MA 5.05M (3.70%) 5.04M
Increased by +99.90%
Sep 30, 23
2 Vanguard Total Stock Mkt Idx Inv 4.32M (3.16%) 13.75K
Increased by +0.32%
Feb 28, 25
3 Vanguard Institutional 500 Index Trust 3.80M (2.79%) 25.64K
Increased by +0.67%
Feb 28, 25
4 JPM US Equity Income-Composite 3.76M (2.75%) 0.00
Increased by 0.00%
Dec 31, 24
5 JPMorgan Equity Income I 3.64M (2.66%) -122.37K
Decreased by -3.36%
Feb 28, 25
6 Vanguard Mid Cap Index Institutional 2.96M (2.17%) 12.63K
Increased by +0.43%
Feb 28, 25
7 Franklin Rising Dividends Fund A 1.76M (1.29%) 0.00
Increased by 0.00%
Nov 30, 24
8 Fidelity 500 Index 1.72M (1.26%) 7.65K
Increased by +0.45%
Feb 28, 25
9 iShares Core S&P 500 ETF 1.67M (1.23%) 4.86K
Increased by +0.29%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 1.66M (1.22%) -8.75K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 1.65M (1.21%) -3.57K
Decreased by -0.22%
Apr 30, 24
12 Fidelity® 500 Index 1.63M (1.19%) 10.37K
Increased by +0.64%
Nov 30, 23
13 Vanguard Windsor Investor Shares 1.32M (0.97%) -55.69K
Decreased by -4.23%
Dec 31, 24
14 Vanguard Value Index Inv 1.18M (0.87%) 5.08K
Increased by +0.43%
Feb 28, 25
15 Franklin Rising Dividends A 1.09M (0.80%) -670.00K
Decreased by -61.47%
Dec 31, 24
16 JPMorgan Equity Premium Income ETF 1.01M (0.74%) -46.72K
Decreased by -4.62%
Apr 30, 24
17 SPDR® S&P Dividend ETF 972.29K (0.71%) 0.00
Increased by 0.00%
Dec 31, 23
18 JPM US Mid Cap Value-Composite 964.34K (0.71%) -10.58K
Decreased by -1.10%
Jun 30, 24
19 Vanguard Mid-Cap Value ETF 922.97K (0.68%) 1.69K
Increased by +0.18%
Feb 28, 25
20 T. Rowe Price US Large-Cap Core Eq SMA 908.60K (0.67%) 908.60K
Increased by +100.00%
Jun 30, 24