Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 6.29%
2 PBJ 4.89%
3 UTRN 3.98%
4 VSL 3.93%
5 WBIF 3.59%
6 ERNZ 3.47%
7 TBG 3.07%
8 FLV 2.61%
9 RHS 2.53%
10 RSPS 2.53%
11 BVAL 2.45%
12 RNLC 2.39%
13 FXG 2.28%
14 SHRY 2.23%
15 FDIV 2.01%
16 RYJ 2.00%
17 UPGD 2.00%
18 XLP 1.99%
19 SDOG 1.98%
20 GRES 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.63M (12.59%) 1.87M
Increased by +2.72%
Dec 31, 24
2 BlackRock Inc 58.10M (10.66%) 4.06M
Increased by +7.00%
Dec 31, 24
3 State Street Corp 33.26M (6.10%) -246.17K
Decreased by -0.74%
Dec 31, 24
4 State Street Corporation 30.73M (5.64%) -770.32K
Decreased by -2.51%
Mar 31, 24
5 Geode Capital Management, LLC 14.49M (2.66%) 136.90K
Increased by +0.94%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 9.81M (1.80%) 1.09M
Increased by +11.16%
Dec 31, 24
7 Ameriprise Financial Inc 9.12M (1.67%) 2.34M
Increased by +25.66%
Dec 31, 24
8 Capital Research Global Investors 8.54M (1.57%) -9.66M
Decreased by -113.15%
Dec 31, 24
9 Northern Trust Corp 8.06M (1.48%) 1.25M
Increased by +15.55%
Dec 31, 24
10 Nordea Investment Mgmt Bank Demark A/s 7.80M (1.43%) 3.06M
Increased by +39.20%
Dec 31, 24
11 NORGES BANK 7.79M (1.43%) 643.07K
Increased by +8.26%
Dec 31, 24
12 Capital World Investors 7.08M (1.30%) 3.04K
Increased by +0.04%
Dec 31, 24
13 UBS Asset Mgmt Americas Inc 6.85M (1.26%) 561.73K
Increased by +8.20%
Dec 31, 24
14 Charles Schwab Investment Management Inc 6.71M (1.23%) -820.91K
Decreased by -12.24%
Dec 31, 23
15 Bank of America Corp 6.38M (1.17%) 247.75K
Increased by +3.88%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 6.35M (1.16%) 509.27K
Increased by +8.02%
Dec 31, 24
17 Amvescap Plc. 5.99M (1.10%) 924.98K
Increased by +15.44%
Dec 31, 24
18 American Century Companies Inc 5.73M (1.05%) 670.64K
Increased by +11.70%
Dec 31, 24
19 JPMorgan Chase & Co 5.46M (1.00%) -5.96M
Decreased by -109.18%
Dec 31, 24
20 Legal & General Group PLC 5.10M (0.93%) -532.95K
Decreased by -10.46%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.50M (3.21%) 70.89K
Increased by +0.41%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 15.39M (2.82%) 102.29K
Increased by +0.66%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 11.99M (2.20%) 51.64K
Increased by +0.43%
Feb 28, 25
4 American Funds American Mutual A 7.84M (1.44%) -1.51M
Decreased by -19.24%
Dec 31, 24
5 Capital Group American Mutual Comp 7.84M (1.44%) -1.51M
Decreased by -19.24%
Dec 31, 24
6 Fidelity 500 Index 6.92M (1.27%) 30.54K
Increased by +0.44%
Jan 31, 25
7 SPDR® S&P 500® ETF Trust 6.87M (1.26%) -50.86K
Decreased by -0.74%
Feb 28, 25
8 Fidelity® 500 Index 6.82M (1.25%) 43.40K
Increased by +0.64%
Nov 30, 23
9 SPDR® S&P 500 ETF Trust 6.72M (1.23%) 15.16K
Increased by +0.23%
Apr 30, 24
10 iShares Core S&P 500 ETF 6.52M (1.20%) -328.00
Decreased by -0.01%
Feb 28, 25
11 American Funds Washington Mutual A 6.05M (1.11%) 977.36K
Increased by +16.16%
Jun 30, 24
12 Capital Group Wash Mutual Invtrs Comp 6.05M (1.11%) 977.36K
Increased by +16.16%
Jun 30, 24
13 The Consumer Staples Sel SectSPDR® ETF 5.42M (0.99%) -4.01K
Decreased by -0.07%
Feb 28, 25
14 American Funds Income Fund of Amer A 5.25M (0.96%) -2.89M
Decreased by -55.10%
Dec 31, 24
15 Columbia Dividend Value 5.25M (0.96%) 936.33K
Increased by +17.84%
Dec 31, 24
16 Columbia Dividend Income Inst 5.24M (0.96%) -12.16K
Decreased by -0.23%
Feb 28, 25
17 Vanguard Value Index Inv 4.79M (0.88%) 37.00K
Increased by +0.77%
Feb 28, 25
18 Diamond Hill Large Cap Equity 3.86M (0.71%) 733.02K
Increased by +18.99%
Feb 28, 25
19 Vanguard Mid-Cap Value ETF 3.74M (0.69%) 6.75K
Increased by +0.18%
Feb 28, 25
20 American Funds American Balanced A 3.66M (0.67%) 0.00
Increased by 0.00%
Mar 31, 24