Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 5.15%
2 ERNZ 4.72%
3 PEJ 4.35%
4 UTRN 3.97%
5 WBIL 3.82%
6 DIP 3.46%
7 ACT_old 3.00%
8 NEWZ 2.92%
9 PEZ 2.60%
10 DDIV 2.40%
11 EPMV 2.25%
12 CNAV 2.10%
13 QDIV 2.03%
14 RUNN 1.95%
15 WBIF 1.90%
16 DVOL 1.81%
17 RSPD 1.79%
18 RCD 1.79%
19 EPSB 1.74%
20 EPMB 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 14.60M (12.62%) 628.00
Increased by +0.00%
Jun 30, 25
2 Vanguard Group Inc 14.06M (12.14%) 284.81K
Increased by +2.03%
Jun 30, 25
3 BlackRock Inc 9.37M (8.10%) 818.13K
Increased by +8.73%
Jun 30, 25
4 Mizuho Securities USA Inc 8.87M (7.66%) 8.86M
Increased by +99.90%
Sep 30, 24
5 State Street Corp 4.92M (4.25%) 100.27K
Increased by +2.04%
Jun 30, 25
6 State Street Corporation 4.73M (4.08%) -122.14K
Decreased by -2.58%
Mar 31, 24
7 Charles Schwab Investment Management Inc 4.07M (3.52%) 75.70K
Increased by +1.86%
Jun 30, 25
8 Wellington Management Company LLP 3.36M (2.90%) 2.15M
Increased by +63.91%
Jun 30, 25
9 Geode Capital Management, LLC 3.13M (2.71%) 175.81K
Increased by +5.61%
Jun 30, 25
10 Raymond James & Associates 2.35M (2.03%) 44.46K
Increased by +1.89%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 2.16M (1.87%) 391.22K
Increased by +18.12%
Jun 30, 25
12 Amvescap Plc. 1.92M (1.66%) 596.86K
Increased by +31.13%
Jun 30, 25
13 Capital Research & Mgmt Co - Division 3 1.88M (1.63%) -8.34M
Decreased by -442.65%
Jun 30, 25
14 Newport Trust Co. 1.86M (1.61%) -38.52K
Decreased by -2.07%
Jun 30, 25
15 Bank of America Corp 1.72M (1.48%) 31.43K
Increased by +1.83%
Jun 30, 25
16 Earnest Partners LLC 1.50M (1.29%) -95.08K
Decreased by -6.35%
Jun 30, 25
17 JPMorgan Chase & Co 1.50M (1.29%) -458.28K
Decreased by -30.65%
Jun 30, 25
18 Massachusetts Financial Services Company 1.47M (1.27%) 772.91K
Increased by +52.61%
Sep 30, 24
19 Congress Asset Management Company, LLP 1.40M (1.21%) -21.51K
Decreased by -1.54%
Mar 31, 24
20 Northern Trust Corp 1.39M (1.20%) -46.37K
Decreased by -3.33%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 5.88M (5.08%) -3.61M
Decreased by -61.38%
Jun 30, 25
2 Capital Group Wash Mutual Invtrs Comp 5.88M (5.08%) -3.61M
Decreased by -61.38%
Jun 30, 25
3 American Funds Income Fund of Amer A 5.36M (4.63%) -67.39K
Decreased by -1.26%
Jun 30, 25
4 Vanguard US Total Market Shares ETF 3.74M (3.23%) -30.96K
Decreased by -0.83%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.68M (3.18%) -85.83K
Decreased by -2.33%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 3.33M (2.88%) 23.58K
Increased by +0.71%
May 31, 25
7 Schwab US Dividend Equity ETF™ 3.33M (2.87%) 693.00
Increased by +0.02%
Aug 30, 25
8 Vanguard 500 Index Investor 2.90M (2.50%) -424.26K
Decreased by -14.64%
Jul 31, 25
9 American Funds American Balanced A 2.66M (2.30%) -1.82M
Decreased by -68.51%
Jun 30, 25
10 Vanguard Mid Cap Index Institutional 2.61M (2.26%) 28.15K
Increased by +1.08%
Jul 31, 25
11 American Funds Growth Fund of Amer A 1.98M (1.71%) -1.13M
Decreased by -56.91%
Sep 30, 23
12 Capital Group Growth Fnd of Amer Comp 1.98M (1.71%) -1.13M
Decreased by -56.91%
Sep 30, 23
13 Vanguard Equity-Income Inv 1.75M (1.51%) 1.75M
Increased by +100.00%
Jun 30, 25
14 Fidelity 500 Index 1.48M (1.28%) 634.00
Increased by +0.04%
Jul 31, 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 Trust 1.42M (1.23%) -7.45K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 1.41M (1.22%) 8.80K
Increased by +0.62%
Feb 29, 24
18 SPDR® S&P 500® ETF 1.41M (1.22%) 17.46K
Increased by +1.24%
Aug 31, 25
19 Fidelity® 500 Index 1.41M (1.22%) 8.96K
Increased by +0.64%
Nov 30, 23
20 iShares Core S&P 500 ETF 1.41M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25