Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 9.66%
2 AQWA 8.54%
3 PIO 8.25%
4 IYM 8.04%
5 PHO 7.84%
6 SBM 7.77%
7 SMN 7.77%
8 TBLU 7.39%
9 EBLU 7.39%
10 RNEW 5.71%
11 IWTR 5.51%
12 VAW 5.26%
13 FMAT 5.22%
14 XLB 4.99%
15 AHOY 4.85%
16 UTRN 3.98%
17 IVEG 3.96%
18 CGW 3.89%
19 CBLS 3.85%
20 RTM 3.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.41M (8.55%) 261.49K
Increased by +1.07%
Mar 31, 25
2 BlackRock Inc 22.78M (7.98%) -519.19K
Decreased by -2.28%
Mar 31, 25
3 State Street Corporation 11.48M (4.02%) -203.00K
Decreased by -1.77%
Mar 31, 24
4 State Street Corp 11.27M (3.95%) -541.58K
Decreased by -4.80%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 6.97M (2.44%) 1.08M
Increased by +15.55%
Mar 31, 25
6 Geode Capital Management, LLC 5.46M (1.91%) 183.27K
Increased by +3.36%
Mar 31, 25
7 Gates Bill & Melinda Foundation 5.22M (1.83%) 0.00
Increased by 0.00%
Mar 31, 25
8 Wellington Management Company LLP 4.76M (1.67%) -206.27K
Decreased by -4.33%
Mar 31, 25
9 Aristotle Capital Management LLC 4.37M (1.53%) -186.10K
Decreased by -4.26%
Mar 31, 25
10 Pictet Asset Manangement SA 4.09M (1.43%) 93.41K
Increased by +2.28%
Mar 31, 25
11 UBS Asset Mgmt Americas Inc 3.81M (1.33%) 145.90K
Increased by +3.83%
Mar 31, 25
12 Royal Bank of Canada 3.58M (1.25%) 27.62K
Increased by +0.77%
Mar 31, 25
13 Northern Trust Corp 3.11M (1.09%) -20.97K
Decreased by -0.67%
Mar 31, 25
14 Franklin Resources Inc 2.80M (0.98%) -401.19K
Decreased by -14.35%
Mar 31, 25
15 Goldman Sachs Group Inc 2.72M (0.95%) 173.30K
Increased by +6.38%
Mar 31, 25
16 Amvescap Plc. 2.71M (0.95%) -282.39K
Decreased by -10.42%
Mar 31, 25
17 Capital Research & Mgmt Co - Division 3 2.59M (0.91%) -415.71K
Decreased by -16.04%
Jun 30, 24
18 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.52M (0.88%) 816.73K
Increased by +32.40%
Mar 31, 25
19 FMR Inc 2.49M (0.87%) 461.27K
Increased by +18.54%
Mar 31, 25
20 Bank of America Corp 2.46M (0.86%) -53.02K
Decreased by -2.15%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.17M (2.86%) 122.66K
Increased by +1.50%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 8.11M (2.84%) -27.80K
Decreased by -0.34%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 7.12M (2.49%) 113.53K
Increased by +1.59%
Apr 30, 25
4 Vanguard Dividend Growth Inv 3.72M (1.30%) -232.93K
Decreased by -6.27%
Mar 31, 25
5 Fidelity 500 Index 3.17M (1.11%) 3.91K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 3.14M (1.10%) -45.88K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 3.05M (1.07%) -15.98K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 3.01M (1.05%) -13.47K
Decreased by -0.45%
May 31, 25
9 SPDR® S&P 500 ETF Trust 3.00M (1.05%) 6.79K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 2.96M (1.04%) 18.81K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 2.92M (1.02%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Growth Index Investor 2.81M (0.98%) 26.11K
Increased by +0.93%
Apr 30, 25
13 VanEck Morningstar Wide Moat ETF 1.72M (0.60%) 2.67K
Increased by +0.16%
Jan 31, 24
14 VanEck Morningstar Wide Moat 1.67M (0.58%) 131.95K
Increased by +7.91%
Dec 31, 23
15 Capital Group American Mutual Comp 1.63M (0.57%) -2.38K
Decreased by -0.15%
Mar 31, 24
16 Vanguard Institutional Index I 1.55M (0.54%) -3.87K
Decreased by -0.25%
Apr 30, 25
17 American Funds American Mutual A 1.46M (0.51%) -165.55K
Decreased by -11.32%
Jun 30, 24
18 Pictet-Water I EUR 1.45M (0.51%) 96.16K
Increased by +6.65%
May 31, 25
19 Materials Select Sector SPDR® ETF 1.41M (0.49%) -1.13K
Decreased by -0.08%
Apr 30, 24
20 VA CollegeAmerica Amcap 529A 1.40M (0.49%) 325.32K
Increased by +23.32%
Dec 31, 24