Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 5.96%
2 PBJ 4.24%
3 UTRN 3.98%
4 VSL 3.93%
5 WBIF 3.59%
6 ERNZ 3.38%
7 TBG 2.87%
8 BVAL 2.45%
9 RNLC 2.39%
10 FXG 2.34%
11 RSPS 2.34%
12 RHS 2.34%
13 SHRY 2.23%
14 LVHD 2.03%
15 FDIV 2.01%
16 RYJ 2.00%
17 UPGD 2.00%
18 STNC 1.94%
19 GRES 1.89%
20 SDOG 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.77M (12.61%) 134.58K
Increased by +0.20%
Mar 31, 25
2 BlackRock Inc 58.07M (10.65%) -32.60K
Decreased by -0.06%
Mar 31, 25
3 State Street Corp 33.32M (6.11%) 65.59K
Increased by +0.20%
Mar 31, 25
4 State Street Corporation 30.73M (5.63%) -770.32K
Decreased by -2.51%
Mar 31, 24
5 Charles Schwab Investment Management Inc 19.04M (3.49%) 15.48M
Increased by +81.30%
Mar 31, 25
6 Geode Capital Management, LLC 15.00M (2.75%) 514.90K
Increased by +3.43%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 10.94M (2.01%) 1.13M
Increased by +10.36%
Mar 31, 25
8 Ameriprise Financial Inc 9.86M (1.81%) 741.43K
Increased by +7.52%
Mar 31, 25
9 Nordea Investment Mgmt Bank Demark A/s 8.20M (1.50%) 392.44K
Increased by +4.79%
Mar 31, 25
10 Northern Trust Corp 8.06M (1.48%) 1.25M
Increased by +15.55%
Dec 31, 24
11 NORGES BANK 7.79M (1.43%) 643.07K
Increased by +8.26%
Dec 31, 24
12 JPMorgan Chase & Co 7.17M (1.31%) 1.71M
Increased by +23.89%
Mar 31, 25
13 UBS Asset Mgmt Americas Inc 7.16M (1.31%) 315.38K
Increased by +4.40%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 6.99M (1.28%) 634.39K
Increased by +9.08%
Mar 31, 25
15 Bank of America Corp 6.96M (1.28%) 579.51K
Increased by +8.32%
Mar 31, 25
16 Capital World Investors 6.43M (1.18%) -657.82K
Decreased by -10.24%
Mar 31, 25
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 Capital Research Global Investors 5.50M (1.01%) -3.04M
Decreased by -55.20%
Mar 31, 25
20 Diamond Hill Capital Management Inc 4.68M (0.86%) 4.68M
Increased by +100.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 17.69M (3.24%) 289.02K
Increased by +1.63%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 17.66M (3.24%) -210.54K
Decreased by -1.19%
Sep 30, 24
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 15.57M (2.86%) 248.75K
Increased by +1.60%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 11.99M (2.20%) 115.02K
Increased by +0.96%
Apr 30, 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 Trust 6.67M (1.22%) -34.99K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 6.64M (1.22%) -39.85K
Decreased by -0.60%
Apr 30, 25
14 iShares Core S&P 500 ETF 6.53M (1.20%) -6.83K
Decreased by -0.10%
Apr 30, 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 5.31M (0.97%) -53.51K
Decreased by -1.01%
Apr 30, 25
18 Columbia Dividend Value 5.21M (0.96%) -37.61K
Decreased by -0.72%
Mar 31, 25
19 Columbia Dividend Income Inst 5.20M (0.95%) -13.23K
Decreased by -0.25%
Apr 30, 25
20 Vanguard Value Index Inv 4.84M (0.89%) 6.84K
Increased by +0.14%
Apr 30, 25