Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 4.09%
2 FXZ 4.06%
3 UTRN 3.92%
4 RTM 3.22%
5 RSPM 3.22%
6 TMFS 3.16%
7 TPMN 3.03%
8 PYZ 2.81%
9 TOGA 2.12%
10 TOGA_old 1.98%
11 FTIF 1.80%
12 FTDS 1.75%
13 QVAL 1.74%
14 UDI 1.72%
15 SMN 1.67%
16 SBM 1.67%
17 FDV 1.64%
18 SPDV 1.54%
19 SAGP 1.49%
20 QDIV 1.42%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.66M (12.89%) 79.99K
Increased by +0.55%
Jun 30, 25
2 BlackRock Inc 8.70M (7.65%) -115.35K
Decreased by -1.33%
Mar 31, 25
3 State Street Corp 5.31M (4.67%) 81.30K
Increased by +1.53%
Mar 31, 25
4 State Street Corporation 4.83M (4.25%) -13.96K
Decreased by -0.29%
Mar 31, 24
5 Franklin Resources Inc 4.49M (3.95%) -1.34M
Decreased by -29.79%
Jun 30, 25
6 Putnam Investments, LLC., a Franklin Templeton company 4.36M (3.83%) 168.04K
Increased by +3.86%
Dec 31, 23
7 Capital Research Global Investors 4.25M (3.73%) -1.88M
Decreased by -44.32%
Jun 30, 25
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 Dimensional Fund Advisors, Inc. 3.54M (3.11%) 955.03K
Increased by +26.95%
Jun 30, 25
11 Massachusetts Financial Services Company 2.93M (2.58%) 155.57K
Increased by +5.30%
Jun 30, 25
12 Geode Capital Management, LLC 2.92M (2.56%) 83.52K
Increased by +2.86%
Mar 31, 25
13 Amvescap Plc. 2.80M (2.46%) -41.94K
Decreased by -1.50%
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%) 0.00
Increased by 0.00%
Jun 30, 25
17 NORGES BANK 1.62M (1.43%) 116.71K
Increased by +7.20%
Jun 30, 25
18 Millennium Management LLC 1.55M (1.37%) -495.43K
Decreased by -31.86%
Mar 31, 24
19 Northern Trust Corp 1.39M (1.23%) 16.53K
Increased by +1.19%
Mar 31, 25
20 ClearBridge Advisors, LLC 1.29M (1.13%) 59.37K
Increased by +4.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.72M (3.27%) 2.50K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.62M (3.18%) -87.90K
Decreased by -2.43%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.27M (2.88%) 20.53K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 2.86M (2.51%) -418.99K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Small Cap Index 2.80M (2.47%) -17.49K
Decreased by -0.62%
Jul 31, 25
6 American Funds Income Fund of Amer A 2.47M (2.17%) 0.00
Increased by 0.00%
Jun 30, 25
7 Putnam Large Cap Value A 2.21M (1.94%) 0.00
Increased by 0.00%
Jun 30, 25
8 Putnam US Large Cap Value Equity 2.21M (1.94%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 1.80M (1.59%) 4.22K
Increased by +0.23%
Jul 31, 25
10 Invesco S&P 500® Equal Weight ETF 1.77M (1.55%) 495.00
Increased by +0.03%
Jul 31, 25
11 MFS Mid Cap Value A 1.76M (1.54%) 0.00
Increased by 0.00%
Jun 30, 25
12 MFS Mid Cap Value Equity 1.76M (1.54%) 64.36K
Increased by +3.66%
Jun 30, 25
13 JPM US Equity-MA 1.47M (1.29%) 1.47M
Increased by +99.84%
Dec 31, 23
14 JPMorgan US Equity L 1.47M (1.29%) -58.49K
Decreased by -3.98%
Dec 31, 23
15 Fidelity 500 Index 1.46M (1.29%) 10.03K
Increased by +0.69%
Jun 30, 25
16 SPDR® S&P 500 ETF 1.44M (1.27%) -21.08K
Decreased by -1.46%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.42M (1.25%) 6.05K
Increased by +0.43%
Jul 31, 25
18 SPDR® S&P 500® ETF Trust 1.40M (1.23%) -7.34K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500 ETF Trust 1.40M (1.23%) -3.01K
Decreased by -0.22%
Apr 30, 24
20 American Funds IS® Growth-Income 1 1.39M (1.22%) -1.03M
Decreased by -74.04%
Jun 30, 25