Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.06%
2 DIVY 4.00%
3 WBIF 3.87%
4 RYU 3.39%
5 ZAP 3.26%
6 BAMD 3.22%
7 TPMN 3.05%
8 INFR 3.02%
9 RSPU 3.01%
10 QINC 2.92%
11 BKGI 2.90%
12 SDP 2.81%
13 SNPD 2.48%
14 PUI 2.47%
15 MDLV 2.45%
16 FXU 2.44%
17 OCEN 2.21%
18 RDIV 1.95%
19 SDOG 1.93%
20 SPHD 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.96M (12.14%) 351.78K
Increased by +0.78%
Mar 31, 25
2 BlackRock Inc 39.41M (10.64%) 643.42K
Increased by +1.63%
Mar 31, 25
3 State Street Corp 26.88M (7.26%) 271.56K
Increased by +1.01%
Mar 31, 25
4 State Street Corporation 26.81M (7.24%) -813.81K
Decreased by -3.04%
Mar 31, 24
5 Wellington Management Company LLP 17.21M (4.65%) 739.45K
Increased by +4.30%
Mar 31, 25
6 FMR Inc 10.82M (2.92%) 3.47M
Increased by +32.03%
Mar 31, 25
7 Geode Capital Management, LLC 9.06M (2.45%) -495.76K
Decreased by -5.47%
Mar 31, 25
8 Magellan Asset Management Limited 6.88M (1.86%) 401.87K
Increased by +5.84%
Mar 31, 25
9 Wells Fargo & Co 6.55M (1.77%) -1.35M
Decreased by -20.66%
Dec 31, 23
10 Amundi 6.48M (1.75%) -3.98K
Decreased by -0.06%
Mar 31, 25
11 Amvescap Plc. 6.04M (1.63%) 32.30K
Increased by +0.54%
Mar 31, 25
12 Charles Schwab Investment Management Inc 5.89M (1.59%) -4.05M
Decreased by -68.75%
Mar 31, 25
13 Nuveen Asset Management, LLC 5.73M (1.55%) -152.50K
Decreased by -2.66%
Dec 31, 24
14 UBS Asset Mgmt Americas Inc 5.70M (1.54%) 185.15K
Increased by +3.25%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 5.42M (1.46%) 255.68K
Increased by +4.72%
Mar 31, 25
16 Zimmer Partners LP 5.35M (1.44%) 2.81M
Increased by +52.57%
Jun 30, 24
17 Legal & General Group PLC 5.27M (1.42%) 162.53K
Increased by +3.08%
Mar 31, 25
18 Nordea Investment Mgmt Bank Demark A/s 4.77M (1.29%) -1.07M
Decreased by -22.48%
Jun 30, 24
19 Nuveen, LLC 4.61M (1.24%) 4.61M
Increased by +100.00%
Mar 31, 25
20 Deutsche Bank AG 4.16M (1.12%) -496.05K
Decreased by -11.92%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.81M (3.19%) 42.00K
Increased by +0.36%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 11.35M (3.07%) 263.69K
Increased by +2.32%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 10.43M (2.82%) 73.47K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 10.43M (2.82%) -4.84K
Decreased by -0.05%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 8.11M (2.19%) 55.71K
Increased by +0.69%
Jun 30, 25
6 Vanguard Equity-Income Inv 6.21M (1.68%) 278.36K
Increased by +4.48%
Mar 31, 25
7 The Utilities Select Sector SPDR® ETF 5.84M (1.58%) -38.21K
Decreased by -0.65%
Jul 31, 25
8 iShares Select Dividend ETF 5.02M (1.36%) 10.90K
Increased by +0.22%
Jul 31, 25
9 Fidelity 500 Index 4.65M (1.26%) 28.00K
Increased by +0.60%
Jun 30, 25
10 SPDR® S&P 500 ETF 4.56M (1.23%) -66.19K
Decreased by -1.45%
Mar 31, 25
11 SPDR® S&P 500® ETF 4.49M (1.21%) 19.22K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 4.44M (1.20%) -23.33K
Decreased by -0.53%
Mar 31, 25
13 Utilities Select Sector SPDR® ETF 4.41M (1.19%) -12.99K
Decreased by -0.29%
Mar 31, 24
14 iShares Core S&P 500 ETF 4.39M (1.19%) 19.96K
Increased by +0.45%
Jul 31, 25
15 SPDR® S&P 500 ETF Trust 4.22M (1.14%) -32.71K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 4.07M (1.10%) 25.88K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P Dividend ETF 3.80M (1.03%) -529.60K
Decreased by -13.95%
Jul 31, 25
18 Vanguard Value Index Inv 3.26M (0.88%) 37.39K
Increased by +1.15%
Jun 30, 25
19 Vanguard Wellesley® Income Inv 2.95M (0.80%) -68.43K
Decreased by -2.32%
Mar 31, 25
20 Vanguard Windsor Investor Shares 2.94M (0.80%) -476.36K
Decreased by -16.18%
Jun 30, 25