Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 6.04%
2 PEJ 4.43%
3 UTRN 3.97%
4 WBIL 3.82%
5 DIP 3.46%
6 ERNZ 3.04%
7 ACT_old 3.00%
8 NEWZ 2.92%
9 PEZ 2.86%
10 EPMV 2.58%
11 DDIV 2.40%
12 CNAV 2.12%
13 EPMB 2.04%
14 QDIV 2.03%
15 EPSB 2.02%
16 RUNN 1.95%
17 WBIF 1.90%
18 DVOL 1.81%
19 SDOG 1.81%
20 RSPD 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 14.60M (12.54%) 628.00
Increased by +0.00%
Jun 30, 25
2 Vanguard Group Inc 14.06M (12.07%) 284.81K
Increased by +2.03%
Jun 30, 25
3 Mizuho Securities USA Inc 8.87M (7.61%) 8.86M
Increased by +99.90%
Sep 30, 24
4 BlackRock Inc 8.55M (7.34%) -78.79K
Decreased by -0.92%
Mar 31, 25
5 State Street Corp 4.82M (4.13%) -16.58K
Decreased by -0.34%
Mar 31, 25
6 State Street Corporation 4.73M (4.06%) -122.14K
Decreased by -2.58%
Mar 31, 24
7 Charles Schwab Investment Management Inc 4.07M (3.50%) 75.70K
Increased by +1.86%
Jun 30, 25
8 Wellington Management Company LLP 3.36M (2.89%) 2.15M
Increased by +63.91%
Jun 30, 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 Capital Research & Mgmt Co - Division 3 1.88M (1.62%) -8.34M
Decreased by -442.65%
Jun 30, 25
13 Newport Trust Co. 1.86M (1.60%) -38.52K
Decreased by -2.07%
Jun 30, 25
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 (1.45%) 130.51K
Increased by +7.75%
Mar 31, 25
16 Earnest Partners LLC 1.59M (1.37%) -17.42K
Decreased by -1.09%
Mar 31, 25
17 Massachusetts Financial Services Company 1.47M (1.26%) 772.91K
Increased by +52.61%
Sep 30, 24
18 Northern Trust Corp 1.44M (1.23%) -4.48K
Decreased by -0.31%
Mar 31, 25
19 Congress Asset Management Company, LLP 1.40M (1.20%) -21.51K
Decreased by -1.54%
Mar 31, 24
20 Citadel Advisors Llc 1.37M (1.17%) 1.29M
Increased by +94.60%
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 US Total Market Shares ETF 3.74M (3.21%) -30.96K
Decreased by -0.83%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.68M (3.16%) -85.83K
Decreased by -2.33%
Jul 31, 25
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™ 3.33M (2.86%) -567.00
Decreased by -0.02%
Jul 31, 25
8 Vanguard 500 Index Investor 2.90M (2.49%) -424.26K
Decreased by -14.64%
Jul 31, 25
9 American Funds American Balanced A 2.66M (2.29%) -1.82M
Decreased by -68.51%
Jun 30, 25
10 Vanguard Mid Cap Index Institutional 2.61M (2.24%) 28.15K
Increased by +1.08%
Jul 31, 25
11 American Funds Growth Fund of Amer A 1.98M (1.70%) -1.13M
Decreased by -56.91%
Sep 30, 23
12 Capital Group Growth Fnd of Amer Comp 1.98M (1.70%) -1.13M
Decreased by -56.91%
Sep 30, 23
13 Vanguard Equity-Income Inv 1.75M (1.50%) 1.75M
Increased by +100.00%
Jun 30, 25
14 Fidelity 500 Index 1.48M (1.27%) 4.79K
Increased by +0.32%
Jun 30, 25
15 SPDR® S&P 500 ETF 1.46M (1.26%) -21.39K
Decreased by -1.46%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.43M (1.23%) 6.14K
Increased by +0.43%
Jul 31, 25
17 SPDR® S&P 500® ETF Trust 1.42M (1.22%) -7.45K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 1.41M (1.21%) 8.80K
Increased by +0.62%
Feb 29, 24
19 Fidelity® 500 Index 1.41M (1.21%) 8.96K
Increased by +0.64%
Nov 30, 23
20 iShares Core S&P 500 ETF 1.40M (1.20%) 6.35K
Increased by +0.45%
Jul 31, 25