Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 4.29%
2 WBIG 4.09%
3 UTRN 3.92%
4 TPMN 3.37%
5 RTM 3.23%
6 RSPM 3.23%
7 PYZ 2.79%
8 TOGA 2.12%
9 TOGA_old 1.98%
10 FTIF 1.80%
11 FTDS 1.75%
12 SMN 1.67%
13 SBM 1.67%
14 IYM 1.64%
15 TSME 1.56%
16 SAGP 1.55%
17 QDIV 1.52%
18 SPHD 1.41%
19 PEY 1.33%
20 PVAL 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.58M (12.74%) -222.47K
Decreased by -1.53%
Mar 31, 25
2 BlackRock Inc 8.70M (7.60%) -115.35K
Decreased by -1.33%
Mar 31, 25
3 Capital Research Global Investors 6.13M (5.36%) 241.83K
Increased by +3.95%
Mar 31, 25
4 Franklin Resources Inc 5.83M (5.10%) 46.20K
Increased by +0.79%
Mar 31, 25
5 State Street Corp 5.31M (4.64%) 81.30K
Increased by +1.53%
Mar 31, 25
6 State Street Corporation 4.83M (4.22%) -13.96K
Decreased by -0.29%
Mar 31, 24
7 Putnam Investments, LLC., a Franklin Templeton company 4.36M (3.81%) 168.04K
Increased by +3.86%
Dec 31, 23
8 Putnam Investments LLC 4.19M (3.66%) 519.00
Increased by +0.01%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 4.10M (3.58%) 251.08K
Increased by +6.13%
Mar 31, 25
10 Geode Capital Management, LLC 2.92M (2.55%) 83.52K
Increased by +2.86%
Mar 31, 25
11 Amvescap Plc. 2.84M (2.49%) 284.27K
Increased by +9.99%
Dec 31, 24
12 Massachusetts Financial Services Company 2.78M (2.43%) -64.13K
Decreased by -2.31%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 2.59M (2.26%) 202.74K
Increased by +7.83%
Mar 31, 25
14 Bank of America Corp 2.33M (2.04%) 115.31K
Increased by +4.94%
Mar 31, 25
15 Earnest Partners LLC 2.26M (1.98%) -14.82K
Decreased by -0.65%
Mar 31, 25
16 Capital World Investors 1.86M (1.62%) 347.88K
Increased by +18.73%
Mar 31, 25
17 Millennium Management LLC 1.55M (1.36%) -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 (1.31%) -8.19K
Decreased by -0.54%
Dec 31, 24
20 Northern Trust Corp 1.38M (1.20%) 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 3.70M (3.23%) 71.73K
Increased by +1.94%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 3.25M (2.84%) 51.76K
Increased by +1.59%
Apr 30, 25
4 Vanguard Small Cap Index 2.89M (2.53%) 17.48K
Increased by +0.60%
Apr 30, 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 (2.11%) 0.00
Increased by 0.00%
Mar 31, 25
7 Capital Group Core Equity Composite 2.42M (2.11%) 0.00
Increased by 0.00%
Mar 31, 25
8 Putnam Large Cap Value A 2.21M (1.93%) 0.00
Increased by 0.00%
Apr 30, 25
9 Putnam US Large Cap Value Equity 2.21M (1.93%) 97.57K
Increased by +4.42%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 1.87M (1.63%) 5.88K
Increased by +0.31%
Apr 30, 25
11 American Funds American Mutual A 1.76M (1.54%) -7.34K
Decreased by -0.42%
Mar 31, 25
12 Capital Group American Mutual Comp 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%
Mar 31, 25
14 MFS Mid Cap Value Equity 1.69M (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
15 Invesco S&P 500® Equal Weight ETF 1.52M (1.33%) -5.00K
Decreased by -0.33%
Apr 30, 25
16 JPM US Equity-MA 1.47M (1.28%) 1.47M
Increased by +99.84%
Dec 31, 23
17 JPMorgan US Equity L 1.47M (1.28%) -58.49K
Decreased by -3.98%
Dec 31, 23
18 Fidelity 500 Index 1.44M (1.26%) -6.83K
Decreased by -0.47%
Mar 31, 25
19 SPDR® S&P 500 ETF 1.44M (1.26%) -21.08K
Decreased by -1.46%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 1.40M (1.23%) -7.34K
Decreased by -0.52%
Mar 31, 25