Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 COPP 23.69%
3 FTRI 9.16%
4 CRIT 8.90%
5 COPA 8.70%
6 ICOP 7.60%
7 GMET 7.45%
8 PICK 5.79%
9 COPX 4.83%
10 TADS 4.78%
11 VAW 4.74%
12 BATT 4.54%
13 XLB 4.42%
14 FMAT 4.33%
15 IYM 4.21%
16 XME 3.89%
17 PWER 3.81%
18 SETM 3.81%
19 RTM 3.77%
20 RSPM 3.77%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 125.04M (8.99%) 1.82M
Increased by +1.46%
Mar 31, 25
2 BlackRock Inc 108.73M (7.81%) -5.72M
Decreased by -5.27%
Mar 31, 25
3 State Street Corporation 62.95M (4.52%) 43.70K
Increased by +0.07%
Mar 31, 24
4 State Street Corp 61.47M (4.42%) -1.83M
Decreased by -2.98%
Mar 31, 25
5 Fisher Asset Management, LLC 60.43M (4.34%) 1.07M
Increased by +1.77%
Mar 31, 25
6 Capital Research Global Investors 59.15M (4.25%) -18.16M
Decreased by -30.70%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 37.55M (2.70%) 5.66M
Increased by +15.08%
Mar 31, 25
8 Franklin Resources Inc 36.50M (2.62%) 6.99M
Increased by +19.16%
Mar 31, 25
9 Bank of America Corp 36.44M (2.62%) 9.71M
Increased by +26.65%
Mar 31, 25
10 Geode Capital Management, LLC 31.84M (2.29%) 2.27M
Increased by +7.11%
Mar 31, 25
11 Amundi 27.64M (1.99%) 6.05M
Increased by +21.91%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 26.84M (1.93%) 2.43M
Increased by +9.05%
Mar 31, 25
13 FMR Inc 24.73M (1.78%) -12.33M
Decreased by -49.87%
Mar 31, 25
14 Capital World Investors 24.28M (1.75%) 224.58K
Increased by +0.92%
Mar 31, 25
15 Bank of New York Mellon Corp 21.94M (1.58%) 2.64M
Increased by +12.04%
Mar 31, 25
16 Putnam Investments LLC 16.65M (1.20%) 595.39K
Increased by +3.58%
Dec 31, 23
17 Putnam Investments, LLC., a Franklin Templeton company 16.65M (1.20%) 595.39K
Increased by +3.58%
Dec 31, 23
18 Northern Trust Corp 16.28M (1.17%) -157.98K
Decreased by -0.97%
Mar 31, 25
19 ClearBridge Advisors, LLC 15.57M (1.12%) 2.20M
Increased by +14.16%
Mar 31, 25
20 JPMorgan Chase & Co 14.47M (1.04%) -100.84K
Decreased by -0.70%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 46.14M (3.32%) 51.31K
Increased by +0.11%
May 31, 25
2 Vanguard US Total Market Shares ETF 45.49M (3.27%) 33.29K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 40.87M (2.94%) 283.73K
Increased by +0.69%
May 31, 25
4 2ndVote Advisers AMF Index 34.86M (2.51%) 0.00
Increased by 0.00%
Mar 31, 23
5 American Funds Capital World Gr&Inc A 27.83M (2.00%) 4.40M
Increased by +15.82%
Jun 30, 25
6 Capital Group World Growth & Inc Cmp 27.83M (2.00%) 4.40M
Increased by +15.82%
Jun 30, 25
7 Fidelity 500 Index 18.13M (1.30%) 78.26K
Increased by +0.43%
May 31, 25
8 SPDR® S&P 500 ETF 17.87M (1.28%) -261.98K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 17.40M (1.25%) -91.26K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 17.31M (1.24%) -60.84K
Decreased by -0.35%
Jun 30, 25
11 SPDR® S&P 500 ETF Trust 17.30M (1.24%) -134.46K
Decreased by -0.78%
Mar 31, 24
12 iShares Core S&P 500 ETF 17.03M (1.22%) 27.14K
Increased by +0.16%
Jun 30, 25
13 American Funds Growth Fund of Amer A 16.93M (1.22%) -3.54M
Decreased by -20.93%
Dec 31, 24
14 Capital Group Growth Fnd of Amer Comp 16.93M (1.22%) -3.54M
Decreased by -20.93%
Dec 31, 24
15 Fidelity® 500 Index 16.71M (1.20%) 106.31K
Increased by +0.64%
Nov 30, 23
16 Vanguard Value Index Inv 12.63M (0.91%) 4.67K
Increased by +0.04%
May 31, 25
17 Putnam Large Cap Value A 12.03M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
18 Putnam US Large Cap Value Equity 12.03M (0.86%) 0.00
Increased by 0.00%
Jun 30, 25
19 American Funds New Perspective A 9.90M (0.71%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group New Perspective Comp 9.90M (0.71%) 0.00
Increased by 0.00%
Jun 30, 25