Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 5.99%
2 PEJ 4.46%
3 UTRN 3.97%
4 WBIL 3.82%
5 DIP 3.46%
6 EPMV 3.15%
7 ERNZ 3.04%
8 ACT_old 3.00%
9 NEWZ 2.92%
10 PEZ 2.87%
11 DDIV 2.40%
12 EPMB 2.29%
13 CNAV 2.08%
14 QDIV 2.03%
15 RUNN 1.95%
16 WBIF 1.91%
17 SDOG 1.87%
18 DVOL 1.81%
19 RSPD 1.74%
20 RCD 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 14.60M (12.53%) -323.88K
Decreased by -2.22%
Mar 31, 25
2 Vanguard Group Inc 13.77M (11.82%) 25.93K
Increased by +0.19%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 10.22M (8.78%) 154.03K
Increased by +1.51%
Mar 31, 25
4 Mizuho Securities USA Inc 8.87M (7.61%) 8.86M
Increased by +99.90%
Sep 30, 24
5 BlackRock Inc 8.55M (7.34%) -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 (4.06%) -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 (1.68%) 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 Morgan Stanley - Brokerage Accounts 1.77M (1.52%) 7.12K
Increased by +0.40%
Mar 31, 25
14 Bank of America Corp 1.68M (1.45%) 130.51K
Increased by +7.75%
Mar 31, 25
15 Earnest Partners LLC 1.59M (1.37%) -17.42K
Decreased by -1.09%
Mar 31, 25
16 Massachusetts Financial Services Company 1.47M (1.26%) 772.91K
Increased by +52.61%
Sep 30, 24
17 Northern Trust Corp 1.44M (1.23%) -4.48K
Decreased by -0.31%
Mar 31, 25
18 Congress Asset Management Company, LLP 1.40M (1.20%) -21.51K
Decreased by -1.54%
Mar 31, 24
19 Citadel Advisors Llc 1.37M (1.17%) 1.29M
Increased by +94.60%
Mar 31, 25
20 Amvescap Plc. 1.32M (1.13%) -545.48K
Decreased by -41.31%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 5.88M (5.05%) -3.61M
Decreased by -61.38%
Jun 30, 25
2 Capital Group Wash Mutual Invtrs Comp 5.88M (5.05%) -3.61M
Decreased by -61.38%
Jun 30, 25
3 American Funds Income Fund of Amer A 5.36M (4.60%) -67.39K
Decreased by -1.26%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 3.76M (3.23%) 2.35K
Increased by +0.06%
May 31, 25
5 Vanguard US Total Market Shares ETF 3.74M (3.21%) -30.96K
Decreased by -0.83%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 3.33M (2.86%) 23.58K
Increased by +0.71%
May 31, 25
7 Schwab US Dividend Equity ETF™ 3.31M (2.84%) 819.00
Increased by +0.02%
Jun 28, 25
8 American Funds American Balanced A 2.66M (2.29%) -1.82M
Decreased by -68.51%
Jun 30, 25
9 Vanguard Mid Cap Index Institutional 2.57M (2.21%) 24.36K
Increased by +0.95%
May 31, 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 1.48M (1.27%) 6.45K
Increased by +0.44%
May 31, 25
13 SPDR® S&P 500 ETF 1.46M (1.26%) -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 1.42M (1.22%) 7.83K
Increased by +0.55%
Jun 30, 25
16 SPDR® S&P 500 ETF Trust 1.41M (1.21%) 8.80K
Increased by +0.62%
Feb 29, 24
17 Fidelity® 500 Index 1.41M (1.21%) 8.96K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 1.39M (1.19%) 2.21K
Increased by +0.16%
Jun 30, 25
19 Vanguard Value Index Inv 1.03M (0.88%) 1.46K
Increased by +0.14%
May 31, 25
20 American Funds Fundamental Invs A 989.31K (0.85%) -2.71K
Decreased by -0.27%
Mar 31, 25