Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 UTRN 3.96%
3 MAKX 3.43%
4 FTIF 2.15%
5 DEF 2.11%
6 FTCS 2.08%
7 HWAY 1.91%
8 MADE 1.85%
9 POWA 1.74%
10 KLDW 1.52%
11 NSCR 1.52%
12 CZA 1.47%
13 SHRT 1.21%
14 RSPN 1.18%
15 RGI 1.16%
16 FLM 1.07%
17 PSET 1.05%
18 MCDS 1.04%
19 RBLD 0.97%
20 FXR 0.97%

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 Bank of America Corp 2.99M (2.20%) -78.69K
Decreased by -2.63%
Mar 31, 25
9 Nuveen Asset Management, LLC 2.74M (2.01%) -124.61K
Decreased by -4.55%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 2.47M (1.81%) 123.59K
Increased by +5.01%
Mar 31, 25
11 Adage Capital Partners Gp LLC 2.15M (1.58%) -34.37K
Decreased by -1.60%
Mar 31, 25
12 Wells Fargo & Co 2.12M (1.56%) -28.73K
Decreased by -1.35%
Dec 31, 24
13 Wellington Management Company LLP 1.85M (1.36%) -25.53K
Decreased by -1.38%
Mar 31, 25
14 Citadel Advisors Llc 1.80M (1.32%) 581.72K
Increased by +32.39%
Dec 31, 24
15 Northern Trust Corp 1.73M (1.27%) 245.53K
Increased by +14.22%
Dec 31, 24
16 NORGES BANK 1.69M (1.24%) 186.98K
Increased by +11.09%
Dec 31, 24
17 Fisher Asset Management, LLC 1.58M (1.16%) -31.80K
Decreased by -2.01%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.54M (1.13%) -28.54K
Decreased by -1.85%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 1.42M (1.04%) -185.41K
Decreased by -13.04%
Mar 31, 25
20 Franklin Resources Inc 1.42M (1.04%) -1.17M
Decreased by -82.93%
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%) 71.44K
Increased by +1.62%
Apr 30, 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 3.88M (2.84%) 61.78K
Increased by +1.59%
Apr 30, 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%
Mar 31, 25
7 Vanguard Mid Cap Index Institutional 2.98M (2.19%) 28.62K
Increased by +0.96%
Apr 30, 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%) 3.38K
Increased by +0.20%
Mar 31, 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 1.65M (1.21%) -9.96K
Decreased by -0.60%
Apr 30, 25
13 SPDR® S&P 500 ETF Trust 1.65M (1.21%) -3.57K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 1.63M (1.20%) 10.37K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 1.63M (1.19%) -1.70K
Decreased by -0.10%
Apr 30, 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%) 2.30K
Increased by +0.19%
Apr 30, 25
18 Franklin Rising Dividends A 1.09M (0.80%) -670.00K
Decreased by -61.47%
Dec 31, 24
19 CREF Stock R3 1.04M (0.76%) 67.06K
Increased by +6.44%
Mar 31, 25
20 JPMorgan Equity Premium Income ETF 1.01M (0.74%) -46.72K
Decreased by -4.62%
Apr 30, 24