Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 4.54%
2 WBIG 4.09%
3 UTRN 3.92%
4 TPMN 3.60%
5 RSPM 3.46%
6 RTM 3.46%
7 PYZ 3.10%
8 TOGA 2.12%
9 TOGA_old 1.98%
10 FTIF 1.95%
11 FTDS 1.75%
12 IYM 1.74%
13 SBM 1.67%
14 SMN 1.67%
15 SAGP 1.63%
16 QDIV 1.53%
17 TSME 1.42%
18 SPHD 1.34%
19 PEY 1.33%
20 XLB 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.80M (12.97%) -7.87K
Decreased by -0.05%
Dec 31, 24
2 BlackRock Inc 8.81M (7.72%) 276.97K
Increased by +3.14%
Dec 31, 24
3 Capital Research Global Investors 5.89M (5.16%) 697.39K
Increased by +11.85%
Dec 31, 24
4 Franklin Resources Inc 5.79M (5.07%) 565.82K
Increased by +9.78%
Dec 31, 24
5 State Street Corp 5.23M (4.58%) -53.76K
Decreased by -1.03%
Dec 31, 24
6 State Street Corporation 4.83M (4.23%) -13.96K
Decreased by -0.29%
Mar 31, 24
7 Putnam Investments, LLC., a Franklin Templeton company 4.36M (3.82%) 168.04K
Increased by +3.86%
Dec 31, 23
8 Putnam Investments LLC 4.19M (3.67%) 519.00
Increased by +0.01%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 3.85M (3.37%) 340.07K
Increased by +8.84%
Dec 31, 24
10 Amvescap Plc. 2.84M (2.49%) 284.27K
Increased by +9.99%
Dec 31, 24
11 Massachusetts Financial Services Company 2.84M (2.49%) 109.32K
Increased by +3.84%
Dec 31, 24
12 Geode Capital Management, LLC 2.83M (2.48%) 48.49K
Increased by +1.71%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 2.39M (2.09%) 47.81K
Increased by +2.00%
Dec 31, 24
14 Earnest Partners LLC 2.28M (2.00%) 35.79K
Increased by +1.57%
Dec 31, 24
15 Bank of America Corp 2.22M (1.94%) -394.39K
Decreased by -17.78%
Dec 31, 24
16 Millennium Management LLC 1.55M (1.36%) -495.43K
Decreased by -31.86%
Mar 31, 24
17 JPMorgan Chase & Co 1.52M (1.33%) -204.40K
Decreased by -13.47%
Sep 30, 24
18 Capital World Investors 1.51M (1.32%) 1.51M
Increased by +100.00%
Dec 31, 24
19 NORGES BANK 1.50M (1.32%) -8.19K
Decreased by -0.54%
Dec 31, 24
20 Northern Trust Corp 1.38M (1.21%) 128.49K
Increased by +9.33%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.72M (3.25%) 2.50K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.62M (3.17%) -38.76K
Decreased by -1.07%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 3.20M (2.80%) -11.39K
Decreased by -0.36%
Mar 31, 25
4 Vanguard Small Cap Index 2.87M (2.52%) -85.53K
Decreased by -2.98%
Mar 31, 25
5 American Funds Income Fund of Amer A 2.47M (2.16%) 347.88K
Increased by +14.08%
Mar 31, 25
6 American Funds IS® Growth-Income 1 2.42M (2.12%) 0.00
Increased by 0.00%
Mar 31, 25
7 Capital Group Core Equity Composite 2.42M (2.12%) 803.80K
Increased by +33.26%
Dec 31, 24
8 Putnam Large Cap Value A 2.21M (1.94%) 49.45K
Increased by +2.24%
Mar 31, 25
9 Putnam US Large Cap Value Equity 2.11M (1.85%) 95.63K
Increased by +4.53%
Dec 31, 24
10 Vanguard Small Cap Value Index Inv 1.86M (1.63%) -86.13K
Decreased by -4.62%
Mar 31, 25
11 Capital Group American Mutual Comp 1.76M (1.55%) 0.00
Increased by 0.00%
Dec 31, 24
12 American Funds American Mutual A 1.76M (1.54%) -7.34K
Decreased by -0.42%
Mar 31, 25
13 MFS Mid Cap Value A 1.69M (1.48%) 0.00
Increased by 0.00%
Feb 28, 25
14 MFS Mid Cap Value Equity 1.69M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
15 Invesco S&P 500® Equal Weight ETF 1.54M (1.35%) 3.29K
Increased by +0.21%
Mar 31, 25
16 JPM US Equity-MA 1.47M (1.29%) 1.47M
Increased by +99.84%
Dec 31, 23
17 JPMorgan US Equity L 1.47M (1.29%) -58.49K
Decreased by -3.98%
Dec 31, 23
18 Fidelity 500 Index 1.45M (1.27%) 6.46K
Increased by +0.45%
Feb 28, 25
19 SPDR® S&P 500 ETF 1.44M (1.26%) -21.08K
Decreased by -1.46%
Mar 31, 25
20 iShares Core S&P 500 ETF 1.41M (1.23%) 4.08K
Increased by +0.29%
Mar 31, 25