Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 UTRN 3.96%
3 MAKX 3.02%
4 DFND 2.33%
5 FTCS 2.23%
6 FTIF 2.15%
7 DEF 2.11%
8 MADE 2.05%
9 IPDP 2.04%
10 HWAY 1.89%
11 POWA 1.75%
12 TMDV 1.60%
13 KNG 1.57%
14 NOBL 1.55%
15 KLDW 1.52%
16 NSCR 1.52%
17 CZA 1.45%
18 RGI 1.29%
19 RSPN 1.29%
20 SHRT 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.34M (11.98%) 106.68K
Increased by +0.65%
Mar 31, 25
2 BlackRock Inc 9.86M (7.23%) 123.44K
Increased by +1.25%
Mar 31, 25
3 JPMorgan Chase & Co 9.42M (6.91%) -169.49K
Decreased by -1.80%
Mar 31, 25
4 State Street Corporation 6.35M (4.66%) -245.09K
Decreased by -3.86%
Mar 31, 24
5 State Street Corp 6.28M (4.60%) -82.53K
Decreased by -1.32%
Mar 31, 25
6 FMR Inc 4.14M (3.03%) 1.02M
Increased by +24.59%
Mar 31, 25
7 Geode Capital Management, LLC 3.42M (2.51%) 116.33K
Increased by +3.40%
Mar 31, 25
8 Nuveen, LLC 2.99M (2.20%) 2.99M
Increased by +100.00%
Mar 31, 25
9 Bank of America Corp 2.99M (2.20%) -78.69K
Decreased by -2.63%
Mar 31, 25
10 Nuveen Asset Management, LLC 2.74M (2.01%) -124.61K
Decreased by -4.55%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.47M (1.81%) 123.59K
Increased by +5.01%
Mar 31, 25
12 Adage Capital Partners Gp LLC 2.15M (1.58%) -34.37K
Decreased by -1.60%
Mar 31, 25
13 Wells Fargo & Co 2.07M (1.52%) -54.73K
Decreased by -2.65%
Mar 31, 25
14 ING Investment Management LLC 1.96M (1.43%) 726.77K
Increased by +37.16%
Mar 31, 25
15 Wellington Management Company LLP 1.85M (1.36%) -25.53K
Decreased by -1.38%
Mar 31, 25
16 Citadel Advisors Llc 1.80M (1.32%) 581.72K
Increased by +32.39%
Dec 31, 24
17 Northern Trust Corp 1.73M (1.27%) -1.43K
Decreased by -0.08%
Mar 31, 25
18 NORGES BANK 1.69M (1.24%) 186.98K
Increased by +11.09%
Dec 31, 24
19 Fisher Asset Management, LLC 1.58M (1.16%) -31.80K
Decreased by -2.01%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.54M (1.13%) -28.54K
Decreased by -1.85%
Mar 31, 25

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 4.41M (3.23%) 2.55K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 4.35M (3.19%) 2.94K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.90M (2.86%) 27.21K
Increased by +0.70%
May 31, 25
5 JPM US Equity Income-Composite 3.64M (2.67%) -122.37K
Decreased by -3.36%
Mar 31, 25
6 JPMorgan Equity Income I 3.64M (2.67%) 0.00
Increased by 0.00%
Apr 30, 25
7 Vanguard Mid Cap Index Institutional 3.01M (2.21%) 28.55K
Increased by +0.95%
May 31, 25
8 Franklin Rising Dividends Fund A 1.76M (1.29%) 0.00
Increased by 0.00%
Nov 30, 24
9 Fidelity 500 Index 1.72M (1.26%) 2.13K
Increased by +0.12%
Apr 30, 25
10 SPDR® S&P 500 ETF 1.71M (1.25%) -25.11K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 1.66M (1.22%) -8.75K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 1.65M (1.21%) -3.57K
Decreased by -0.22%
Apr 30, 24
13 SPDR® S&P 500® ETF 1.64M (1.20%) -7.37K
Decreased by -0.45%
May 31, 25
14 Fidelity® 500 Index 1.63M (1.20%) 10.37K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 1.59M (1.17%) 0.00
Increased by 0.00%
May 31, 25
16 Vanguard Windsor Investor Shares 1.28M (0.94%) -33.80K
Decreased by -2.63%
Mar 31, 25
17 Vanguard Value Index Inv 1.20M (0.88%) 572.00
Increased by +0.05%
May 31, 25
18 Franklin Rising Dividends A 1.09M (0.80%) -670.00K
Decreased by -61.47%
Dec 31, 24
19 CREF Stock R3 1.02M (0.75%) -20.60K
Decreased by -2.02%
Apr 30, 25
20 JPMorgan Equity Premium Income ETF 1.01M (0.74%) -46.72K
Decreased by -4.62%
Apr 30, 24