Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 5.95%
2 PBJ 4.42%
3 UTRN 3.98%
4 VSL 3.93%
5 WBIF 3.59%
6 ERNZ 3.38%
7 TBG 2.89%
8 BVAL 2.45%
9 RNLC 2.39%
10 RSPS 2.38%
11 RHS 2.37%
12 FXG 2.31%
13 SHRY 2.23%
14 LVHD 2.05%
15 FDIV 2.01%
16 UPGD 2.00%
17 RYJ 2.00%
18 STNC 1.97%
19 GRES 1.89%
20 XLP 1.85%

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 US Total Market Shares ETF 17.66M (3.24%) -210.54K
Decreased by -1.19%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 17.40M (3.19%) -94.04K
Decreased by -0.54%
Mar 31, 25
3 Schwab US Dividend Equity ETF™ 15.73M (2.89%) 2.73K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 15.32M (2.81%) -68.90K
Decreased by -0.45%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 11.87M (2.18%) -120.10K
Decreased by -1.01%
Mar 31, 25
6 American Funds American Mutual A 7.84M (1.44%) -1.51M
Decreased by -19.24%
Dec 31, 24
7 Capital Group American Mutual Comp 7.84M (1.44%) -1.51M
Decreased by -19.24%
Dec 31, 24
8 Fidelity 500 Index 6.92M (1.27%) -37.25K
Decreased by -0.54%
Mar 31, 25
9 SPDR® S&P 500 ETF 6.86M (1.26%) -154.09K
Decreased by -2.25%
Mar 31, 25
10 Fidelity® 500 Index 6.82M (1.25%) 43.40K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 6.72M (1.23%) 15.16K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF 6.69M (1.23%) 5.51K
Increased by +0.08%
Apr 30, 25
13 SPDR® S&P 500® ETF Trust 6.67M (1.22%) -34.99K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 6.54M (1.20%) -6.50K
Decreased by -0.10%
Apr 29, 25
15 American Funds Washington Mutual A 6.05M (1.11%) 977.36K
Increased by +16.16%
Jun 30, 24
16 Capital Group Wash Mutual Invtrs Comp 6.05M (1.11%) 977.36K
Increased by +16.16%
Jun 30, 24
17 The Consumer Staples Sel SectSPDR® ETF 5.36M (0.98%) -10.98K
Decreased by -0.20%
Apr 30, 25
18 Columbia Dividend Income Inst 5.21M (0.96%) -25.46K
Decreased by -0.49%
Mar 31, 25
19 Columbia Dividend Value 5.21M (0.96%) -37.61K
Decreased by -0.72%
Mar 31, 25
20 Vanguard Value Index Inv 4.83M (0.89%) 43.96K
Increased by +0.91%
Mar 31, 25