Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 4.09%
2 UTRN 3.92%
3 FXZ 3.80%
4 TPMN 3.03%
5 RSPM 2.89%
6 RTM 2.89%
7 PYZ 2.81%
8 TOGA 2.12%
9 TOGA_old 1.98%
10 QVAL 1.97%
11 FTDS 1.75%
12 SBM 1.67%
13 SMN 1.67%
14 FTIF 1.61%
15 UDI 1.53%
16 QDIV 1.42%
17 TMFS 1.40%
18 SAGP 1.38%
19 TSME 1.35%
20 PEY 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.58M (12.81%) -222.47K
Decreased by -1.53%
Mar 31, 25
2 BlackRock Inc 8.70M (7.64%) -115.35K
Decreased by -1.33%
Mar 31, 25
3 Capital Research Global Investors 6.13M (5.38%) 241.83K
Increased by +3.95%
Mar 31, 25
4 Franklin Resources Inc 5.83M (5.12%) 46.20K
Increased by +0.79%
Mar 31, 25
5 State Street Corp 5.31M (4.67%) 81.30K
Increased by +1.53%
Mar 31, 25
6 State Street Corporation 4.83M (4.25%) -13.96K
Decreased by -0.29%
Mar 31, 24
7 Putnam Investments, LLC., a Franklin Templeton company 4.36M (3.83%) 168.04K
Increased by +3.86%
Dec 31, 23
8 Putnam Investments LLC 4.19M (3.68%) 519.00
Increased by +0.01%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 4.10M (3.60%) 251.08K
Increased by +6.13%
Mar 31, 25
10 Geode Capital Management, LLC 2.92M (2.56%) 83.52K
Increased by +2.86%
Mar 31, 25
11 Amvescap Plc. 2.80M (2.46%) -41.94K
Decreased by -1.50%
Mar 31, 25
12 Massachusetts Financial Services Company 2.78M (2.44%) -64.13K
Decreased by -2.31%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 2.59M (2.27%) 202.74K
Increased by +7.83%
Mar 31, 25
14 Bank of America Corp 2.33M (2.05%) 115.31K
Increased by +4.94%
Mar 31, 25
15 Earnest Partners LLC 2.26M (1.99%) -14.82K
Decreased by -0.65%
Mar 31, 25
16 Capital World Investors 1.86M (1.63%) 347.88K
Increased by +18.73%
Mar 31, 25
17 Millennium Management LLC 1.55M (1.37%) -495.43K
Decreased by -31.86%
Mar 31, 24
18 JPMorgan Chase & Co 1.52M (1.33%) -204.40K
Decreased by -13.47%
Sep 30, 24
19 NORGES BANK 1.50M (1.32%) -8.19K
Decreased by -0.54%
Dec 31, 24
20 Northern Trust Corp 1.39M (1.22%) 16.53K
Increased by +1.19%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.72M (3.26%) 2.50K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.70M (3.25%) 2.03K
Increased by +0.05%
May 31, 25
3 Vanguard Institutional 500 Index Trust 3.27M (2.88%) 20.53K
Increased by +0.63%
May 31, 25
4 Vanguard Small Cap Index 2.90M (2.55%) 13.45K
Increased by +0.46%
May 31, 25
5 American Funds Income Fund of Amer A 2.47M (2.17%) 0.00
Increased by 0.00%
Jun 30, 25
6 Putnam Large Cap Value A 2.21M (1.94%) 0.00
Increased by 0.00%
Jun 30, 25
7 Putnam US Large Cap Value Equity 2.21M (1.94%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Small Cap Value Index Inv 1.87M (1.64%) -1.63K
Decreased by -0.09%
May 31, 25
9 Invesco S&P 500® Equal Weight ETF 1.79M (1.57%) 21.11K
Increased by +1.18%
Jun 30, 25
10 MFS Mid Cap Value A 1.76M (1.54%) 64.36K
Increased by +3.66%
May 31, 25
11 MFS Mid Cap Value Equity 1.69M (1.49%) 0.00
Increased by 0.00%
Mar 31, 25
12 JPM US Equity-MA 1.47M (1.29%) 1.47M
Increased by +99.84%
Dec 31, 23
13 JPMorgan US Equity L 1.47M (1.29%) -58.49K
Decreased by -3.98%
Dec 31, 23
14 Fidelity 500 Index 1.45M (1.28%) 6.21K
Increased by +0.43%
May 31, 25
15 SPDR® S&P 500 ETF 1.44M (1.27%) -21.08K
Decreased by -1.46%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 1.40M (1.23%) -7.34K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 1.40M (1.23%) -3.01K
Decreased by -0.22%
Apr 30, 24
18 SPDR® S&P 500® ETF 1.40M (1.23%) -4.90K
Decreased by -0.35%
Jun 30, 25
19 American Funds IS® Growth-Income 1 1.39M (1.22%) -1.03M
Decreased by -74.04%
Jun 30, 25
20 Capital Group Core Equity Composite 1.39M (1.22%) -1.03M
Decreased by -74.04%
Jun 30, 25