Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.51%
2 FXZ 4.71%
3 WBIG 4.09%
4 UTRN 3.92%
5 RSPM 3.62%
6 RTM 3.62%
7 PYZ 3.29%
8 TOGA 2.12%
9 FTIF 2.00%
10 TOGA_old 1.98%
11 IYM 1.83%
12 SAGP 1.81%
13 FTDS 1.75%
14 SBM 1.67%
15 SMN 1.67%
16 QDIV 1.59%
17 SPHD 1.45%
18 TSME 1.34%
19 PEY 1.33%
20 XLB 1.32%

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 Total Stock Mkt Idx Inv 3.66M (3.21%) 21.24K
Increased by +0.58%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 3.21M (2.81%) 19.42K
Increased by +0.60%
Feb 28, 25
3 Vanguard Small Cap Index 2.96M (2.59%) 2.42K
Increased by +0.08%
Feb 28, 25
4 American Funds IS® Growth-Income 1 2.42M (2.12%) 803.80K
Increased by +33.26%
Dec 31, 24
5 Capital Group Core Equity Composite 2.42M (2.12%) 803.80K
Increased by +33.26%
Dec 31, 24
6 Putnam Large Cap Value A 2.16M (1.89%) 0.00
Increased by 0.00%
Feb 28, 25
7 American Funds Income Fund of Amer A 2.12M (1.86%) 1.51M
Increased by +71.13%
Dec 31, 24
8 Putnam US Large Cap Value Equity 2.11M (1.85%) 95.63K
Increased by +4.53%
Dec 31, 24
9 Vanguard Small Cap Value Index Inv 1.95M (1.71%) -6.66K
Decreased by -0.34%
Feb 28, 25
10 American Funds American Mutual A 1.76M (1.55%) 0.00
Increased by 0.00%
Dec 31, 24
11 Capital Group American Mutual Comp 1.76M (1.55%) 0.00
Increased by 0.00%
Dec 31, 24
12 MFS Mid Cap Value A 1.69M (1.48%) 0.00
Increased by 0.00%
Feb 28, 25
13 MFS Mid Cap Value Equity 1.69M (1.48%) 0.00
Increased by 0.00%
Dec 31, 24
14 Invesco S&P 500® Equal Weight ETF 1.54M (1.35%) 1.74K
Increased by +0.11%
Feb 28, 25
15 JPM US Equity-MA 1.47M (1.29%) 1.47M
Increased by +99.84%
Dec 31, 23
16 JPMorgan US Equity L 1.47M (1.29%) -58.49K
Decreased by -3.98%
Dec 31, 23
17 Fidelity 500 Index 1.45M (1.27%) 6.38K
Increased by +0.44%
Jan 31, 25
18 SPDR® S&P 500® ETF Trust 1.43M (1.26%) -10.61K
Decreased by -0.74%
Feb 28, 25
19 SPDR® S&P 500 ETF Trust 1.40M (1.22%) -3.01K
Decreased by -0.22%
Apr 30, 24
20 Fidelity® 500 Index 1.38M (1.21%) 8.79K
Increased by +0.64%
Nov 30, 23