Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 DJD 8.03%
3 SBM 6.27%
4 SMN 6.27%
5 WBIY 4.41%
6 NDIV 4.15%
7 GBDV 4.11%
8 IYM 4.03%
9 UTRN 3.96%
10 JHMA 3.38%
11 DIVC 3.33%
12 FMK 3.28%
13 EDOW 3.12%
14 SHRY 3.04%
15 RSPM 3.03%
16 RTM 3.03%
17 XLB 2.33%
18 BAMD 2.22%
19 SDEI 2.13%
20 RYJ 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 84.77M (11.99%) 1.79M
Increased by +2.12%
Jun 30, 25
2 BlackRock Inc 49.33M (6.98%) 717.13K
Increased by +1.45%
Mar 31, 25
3 State Street Corporation 35.51M (5.02%) -176.12K
Decreased by -0.50%
Mar 31, 24
4 State Street Corp 30.91M (4.37%) 1.49M
Increased by +4.82%
Mar 31, 25
5 Capital Research Global Investors 26.23M (3.71%) 13.95M
Increased by +53.17%
Jun 30, 25
6 Pzena Investment Management, LLC 24.96M (3.53%) 6.16M
Increased by +24.70%
Mar 31, 25
7 Geode Capital Management, LLC 18.10M (2.56%) 831.53K
Increased by +4.59%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 12.74M (1.80%) -3.74K
Decreased by -0.03%
Mar 31, 25
9 Amvescap Plc. 9.86M (1.39%) 1.34M
Increased by +13.60%
Mar 31, 25
10 JPMorgan Chase & Co 9.66M (1.37%) -1.44M
Decreased by -14.93%
Mar 31, 25
11 Bank of America Corp 7.74M (1.09%) 1.91M
Increased by +24.63%
Mar 31, 25
12 UBS Group AG 7.46M (1.06%) -651.66K
Decreased by -8.73%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 7.43M (1.05%) -791.75K
Decreased by -10.66%
Jun 30, 25
14 Capital World Investors 7.07M (1.00%) 13.74K
Increased by +0.19%
Mar 31, 25
15 NORGES BANK 6.71M (0.95%) -614.84K
Decreased by -9.16%
Jun 30, 25
16 Northern Trust Corp 6.58M (0.93%) -552.03K
Decreased by -8.38%
Mar 31, 25
17 Pacer Advisors, INC. 6.35M (0.90%) 397.17K
Increased by +6.26%
Dec 31, 23
18 Goldman Sachs Group Inc 5.94M (0.84%) 1.89M
Increased by +31.78%
Jun 30, 25
19 Charles Schwab Investment Management Inc 5.93M (0.84%) 471.50K
Increased by +7.95%
Jun 30, 25
20 FMR Inc 5.61M (0.79%) -133.16K
Decreased by -2.37%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 22.27M (3.15%) 14.84K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 22.22M (3.14%) -498.32K
Decreased by -2.24%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 20.02M (2.83%) 142.54K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 17.50M (2.48%) -2.56M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 15.74M (2.23%) 169.43K
Increased by +1.08%
Jul 31, 25
6 American Funds Invmt Co of Amer A 11.00M (1.56%) 3.51M
Increased by +31.89%
Jun 30, 25
7 Capital Group Investment Co of Amer Comp 11.00M (1.56%) 3.51M
Increased by +31.89%
Jun 30, 25
8 Fidelity 500 Index 8.96M (1.27%) 77.40K
Increased by +0.86%
Jun 30, 25
9 American Funds Income Fund of Amer A 8.73M (1.23%) 2.20M
Increased by +25.20%
Jun 30, 25
10 SPDR® S&P 500 ETF 8.71M (1.23%) -126.79K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF 8.67M (1.23%) 36.94K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 8.48M (1.20%) -44.71K
Decreased by -0.53%
Mar 31, 25
13 iShares Core S&P 500 ETF 8.44M (1.19%) 38.36K
Increased by +0.45%
Jul 31, 25
14 SPDR® S&P 500 ETF Trust 8.29M (1.17%) 18.77K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 8.19M (1.16%) 52.14K
Increased by +0.64%
Nov 30, 23
16 Pacer US Cash Cows 100 ETF 6.58M (0.93%) 17.02K
Increased by +0.26%
Jan 31, 24
17 Vanguard Value Index Inv 6.25M (0.88%) -8.84K
Decreased by -0.14%
Jul 31, 25
18 American Funds Capital World Gr&Inc A 5.64M (0.80%) 5.64M
Increased by +100.00%
Jun 30, 25
19 Capital Group World Growth & Inc Cmp 5.64M (0.80%) 5.64M
Increased by +100.00%
Jun 30, 25
20 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (0.79%) 32.84K
Increased by +0.59%
Oct 31, 24