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 NDIV 4.57%
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 EDOW 3.12%
14 SHRY 3.04%
15 RSPM 2.89%
16 RTM 2.89%
17 XLB 2.46%
18 SPHD 2.16%
19 SDEI 2.13%
20 RYJ 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 82.98M (11.77%) 508.93K
Increased by +0.61%
Mar 31, 25
2 BlackRock Inc 49.33M (7.00%) 717.13K
Increased by +1.45%
Mar 31, 25
3 State Street Corporation 35.51M (5.04%) -176.12K
Decreased by -0.50%
Mar 31, 24
4 State Street Corp 30.91M (4.38%) 1.49M
Increased by +4.82%
Mar 31, 25
5 Pzena Investment Management, LLC 24.96M (3.54%) 6.16M
Increased by +24.70%
Mar 31, 25
6 Geode Capital Management, LLC 18.10M (2.57%) 831.53K
Increased by +4.59%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 12.74M (1.81%) -3.74K
Decreased by -0.03%
Mar 31, 25
8 Capital Research Global Investors 12.28M (1.74%) 6.05M
Increased by +49.23%
Mar 31, 25
9 JPMorgan Chase & Co 9.66M (1.37%) -1.44M
Decreased by -14.93%
Mar 31, 25
10 Amvescap Plc. 8.52M (1.21%) -173.23K
Decreased by -2.03%
Dec 31, 24
11 Dimensional Fund Advisors, Inc. 8.22M (1.17%) -638.51K
Decreased by -7.77%
Mar 31, 25
12 UBS Group AG 8.11M (1.15%) 2.01M
Increased by +24.79%
Dec 31, 24
13 Bank of America Corp 7.74M (1.10%) 1.91M
Increased by +24.63%
Mar 31, 25
14 NORGES BANK 7.33M (1.04%) -852.12K
Decreased by -11.63%
Dec 31, 24
15 Northern Trust Corp 7.14M (1.01%) 670.66K
Increased by +9.40%
Dec 31, 24
16 Capital World Investors 7.07M (1.00%) 13.74K
Increased by +0.19%
Mar 31, 25
17 Pacer Advisors, INC. 6.35M (0.90%) 397.17K
Increased by +6.26%
Dec 31, 23
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 Charles Schwab Investment Management Inc 5.46M (0.77%) 318.35K
Increased by +5.83%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.46M (3.19%) 287.33K
Increased by +1.28%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 22.27M (3.16%) 14.84K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 19.88M (2.82%) 317.22K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 15.22M (2.16%) 146.37K
Increased by +0.96%
Apr 30, 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 Trust 8.48M (1.20%) -44.71K
Decreased by -0.53%
Mar 31, 25
8 SPDR® S&P 500® ETF 8.44M (1.20%) -50.92K
Decreased by -0.60%
Apr 30, 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 6.15M (0.87%) 19.84K
Increased by +0.32%
Apr 30, 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 4.60M (0.65%) -151.89K
Decreased by -3.30%
Apr 30, 25
19 Vanguard Mid-Cap Value ETF 4.50M (0.64%) 10.28K
Increased by +0.23%
Apr 30, 25
20 Vanguard Institutional Index I 4.32M (0.61%) -7.58K
Decreased by -0.18%
Apr 30, 25