Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.00%
2 PEJ 5.04%
3 UTRN 3.97%
4 WBIL 3.82%
5 WBIF 3.81%
6 DIP 3.46%
7 EPMV 3.15%
8 ACT_old 3.00%
9 DDIV 2.40%
10 CNAV 2.38%
11 EPMB 2.29%
12 QDIV 2.03%
13 SDOG 2.02%
14 RSPD 1.98%
15 RCD 1.98%
16 RUNN 1.95%
17 BMVP 1.94%
18 JMID 1.90%
19 LVHD 1.83%
20 DVOL 1.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 14.60M (12.52%) -323.88K
Decreased by -2.22%
Mar 31, 25
2 Vanguard Group Inc 13.77M (11.81%) 25.93K
Increased by +0.19%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 10.22M (8.77%) 154.03K
Increased by +1.51%
Mar 31, 25
4 Mizuho Securities USA Inc 8.87M (7.60%) 8.86M
Increased by +99.90%
Sep 30, 24
5 BlackRock Inc 8.55M (7.33%) -78.79K
Decreased by -0.92%
Mar 31, 25
6 State Street Corp 4.82M (4.13%) -16.58K
Decreased by -0.34%
Mar 31, 25
7 State Street Corporation 4.73M (4.05%) -122.14K
Decreased by -2.58%
Mar 31, 24
8 Charles Schwab Investment Management Inc 4.00M (3.43%) 247.54K
Increased by +6.19%
Mar 31, 25
9 Geode Capital Management, LLC 2.96M (2.54%) 113.13K
Increased by +3.82%
Mar 31, 25
10 Raymond James & Associates 2.35M (2.02%) 44.46K
Increased by +1.89%
Sep 30, 24
11 JPMorgan Chase & Co 1.95M (1.67%) 54.45K
Increased by +2.79%
Mar 31, 25
12 Newport Trust Co. 1.90M (1.63%) -23.19K
Decreased by -1.22%
Mar 31, 25
13 Amvescap Plc. 1.87M (1.60%) -86.22K
Decreased by -4.62%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 1.77M (1.52%) 7.12K
Increased by +0.40%
Mar 31, 25
15 Bank of America Corp 1.68M (1.44%) 130.51K
Increased by +7.75%
Mar 31, 25
16 Earnest Partners LLC 1.59M (1.36%) -17.42K
Decreased by -1.09%
Mar 31, 25
17 UBS Group AG 1.54M (1.32%) 1.02M
Increased by +66.32%
Dec 31, 24
18 Massachusetts Financial Services Company 1.47M (1.26%) 772.91K
Increased by +52.61%
Sep 30, 24
19 Northern Trust Corp 1.44M (1.23%) -4.48K
Decreased by -0.31%
Mar 31, 25
20 Congress Asset Management Company, LLP 1.40M (1.20%) -21.51K
Decreased by -1.54%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 9.49M (8.14%) -18.99K
Decreased by -0.20%
Mar 31, 25
2 Capital Group Wash Mutual Invtrs Comp 9.49M (8.14%) -18.99K
Decreased by -0.20%
Mar 31, 25
3 American Funds Income Fund of Amer A 5.43M (4.65%) -218.95K
Decreased by -4.03%
Mar 31, 25
4 American Funds American Balanced A 4.49M (3.85%) -139.76K
Decreased by -3.11%
Mar 31, 25
5 Vanguard Total Stock Mkt Idx Inv 3.76M (3.22%) 58.81K
Increased by +1.57%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 3.74M (3.21%) -30.96K
Decreased by -0.83%
Sep 30, 24
7 Schwab US Dividend Equity ETF™ 3.36M (2.88%) 2.30K
Increased by +0.07%
May 31, 25
8 Vanguard Institutional 500 Index Trust 3.31M (2.84%) 53.39K
Increased by +1.61%
Apr 30, 25
9 Vanguard Mid Cap Index Institutional 2.55M (2.18%) 24.42K
Increased by +0.96%
Apr 30, 25
10 American Funds Growth Fund of Amer A 1.98M (1.70%) -1.13M
Decreased by -56.91%
Sep 30, 23
11 Capital Group Growth Fnd of Amer Comp 1.98M (1.70%) -1.13M
Decreased by -56.91%
Sep 30, 23
12 Fidelity 500 Index 1.47M (1.26%) 1.82K
Increased by +0.12%
Apr 30, 25
13 SPDR® S&P 500 ETF 1.46M (1.25%) -21.39K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 1.42M (1.22%) -7.45K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 1.41M (1.21%) 8.80K
Increased by +0.62%
Feb 29, 24
16 Fidelity® 500 Index 1.41M (1.21%) 8.96K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF 1.40M (1.20%) -6.28K
Decreased by -0.45%
May 31, 25
18 American Funds Capital Income Bldr A 1.37M (1.17%) 0.00
Increased by 0.00%
Mar 31, 25
19 iShares Core S&P 500 ETF 1.36M (1.16%) 0.00
Increased by 0.00%
May 31, 25
20 Vanguard Value Index Inv 1.03M (0.88%) 2.65K
Increased by +0.26%
Apr 30, 25