Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 DJD 8.03%
3 SMN 6.27%
4 SBM 6.27%
5 NDIV 5.02%
6 WBIY 4.41%
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 RSPM 3.25%
14 RTM 3.25%
15 EDOW 3.12%
16 SHRY 3.04%
17 XLB 2.79%
18 SPHD 2.31%
19 SDEI 2.13%
20 UYM 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.47M (11.70%) 347.15K
Increased by +0.42%
Dec 31, 24
2 BlackRock Inc 48.62M (6.90%) -1.98M
Decreased by -4.08%
Dec 31, 24
3 State Street Corporation 35.51M (5.04%) -176.12K
Decreased by -0.50%
Mar 31, 24
4 State Street Corp 29.42M (4.17%) -5.40M
Decreased by -18.36%
Dec 31, 24
5 Pzena Investment Management, LLC 18.79M (2.67%) -158.91K
Decreased by -0.85%
Dec 31, 24
6 Geode Capital Management, LLC 17.27M (2.45%) 380.33K
Increased by +2.20%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 12.74M (1.81%) -1.69M
Decreased by -13.27%
Dec 31, 24
8 JPMorgan Chase & Co 11.10M (1.57%) -32.15M
Decreased by -289.55%
Dec 31, 24
9 Dimensional Fund Advisors, Inc. 8.86M (1.26%) 527.92K
Increased by +5.96%
Dec 31, 24
10 Amvescap Plc. 8.52M (1.21%) -173.23K
Decreased by -2.03%
Dec 31, 24
11 UBS Group AG 8.11M (1.15%) 2.01M
Increased by +24.79%
Dec 31, 24
12 NORGES BANK 7.33M (1.04%) -852.12K
Decreased by -11.63%
Dec 31, 24
13 Northern Trust Corp 7.14M (1.01%) 670.66K
Increased by +9.40%
Dec 31, 24
14 Capital World Investors 7.05M (1.00%) -675.06K
Decreased by -9.57%
Dec 31, 24
15 Pacer Advisors, INC. 6.35M (0.90%) 397.17K
Increased by +6.26%
Dec 31, 23
16 Capital Research Global Investors 6.24M (0.88%) 6.24M
Increased by +100.00%
Dec 31, 24
17 Bank of America Corp 5.83M (0.83%) -323.89K
Decreased by -5.56%
Dec 31, 24
18 FMR Inc 5.61M (0.80%) -133.16K
Decreased by -2.37%
Sep 30, 24
19 Legal & General Group PLC 5.49M (0.78%) -160.54K
Decreased by -2.92%
Sep 30, 24
20 Bank of New York Mellon Corp 5.36M (0.76%) -566.56K
Decreased by -10.57%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 22.27M (3.16%) 14.84K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 22.17M (3.14%) 84.34K
Increased by +0.38%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 19.56M (2.77%) 143.43K
Increased by +0.73%
Mar 31, 25
4 Vanguard Mid Cap Index Institutional 15.08M (2.14%) -45.48K
Decreased by -0.30%
Mar 31, 25
5 Fidelity 500 Index 8.83M (1.25%) 62.09K
Increased by +0.70%
Mar 31, 25
6 SPDR® S&P 500 ETF 8.71M (1.24%) -126.79K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF 8.50M (1.20%) 7.04K
Increased by +0.08%
Apr 30, 25
8 SPDR® S&P 500® ETF Trust 8.48M (1.20%) -44.71K
Decreased by -0.53%
Mar 31, 25
9 iShares Core S&P 500 ETF 8.34M (1.18%) -8.71K
Decreased by -0.10%
Apr 30, 25
10 SPDR® S&P 500 ETF Trust 8.29M (1.18%) 18.77K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 8.19M (1.16%) 52.14K
Increased by +0.64%
Nov 30, 23
12 American Funds Invmt Co of Amer A 7.49M (1.06%) 3.49M
Increased by +46.61%
Mar 31, 25
13 Capital Group Investment Co of Amer Comp 7.49M (1.06%) 3.49M
Increased by +46.61%
Mar 31, 25
14 Pacer US Cash Cows 100 ETF 6.58M (0.93%) 17.02K
Increased by +0.26%
Jan 31, 24
15 American Funds Income Fund of Amer A 6.53M (0.93%) 1.10M
Increased by +16.78%
Mar 31, 25
16 Vanguard Value Index Inv 6.13M (0.87%) 92.43K
Increased by +1.51%
Mar 31, 25
17 SPDR® Dow Jones Industrial Avrg ETF Tr 5.57M (0.79%) 32.84K
Increased by +0.59%
Oct 31, 24
18 The Materials Select Sector SPDR® ETF 4.69M (0.66%) -63.38K
Decreased by -1.35%
Apr 30, 25
19 Vanguard Mid-Cap Value ETF 4.49M (0.64%) -216.72K
Decreased by -4.82%
Mar 31, 25
20 Vanguard Institutional Index I 4.33M (0.61%) -2.71K
Decreased by -0.06%
Mar 31, 25