Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 5.67%
2 PBJ 4.24%
3 UTRN 3.98%
4 VSL 3.93%
5 WBIF 3.59%
6 ERNZ 3.38%
7 BAMD 2.94%
8 TBG 2.94%
9 RSPS 2.46%
10 RHS 2.46%
11 BVAL 2.45%
12 RNLC 2.39%
13 SHRY 2.23%
14 FXG 2.17%
15 FDIV 2.01%
16 UPGD 2.00%
17 RYJ 2.00%
18 LVHD 1.92%
19 GRES 1.89%
20 SDOG 1.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 68.77M (12.73%) 134.58K
Increased by +0.20%
Mar 31, 25
2 BlackRock Inc 58.07M (10.75%) -32.60K
Decreased by -0.06%
Mar 31, 25
3 State Street Corp 33.32M (6.17%) 65.59K
Increased by +0.20%
Mar 31, 25
4 State Street Corporation 30.73M (5.69%) -770.32K
Decreased by -2.51%
Mar 31, 24
5 Charles Schwab Investment Management Inc 19.04M (3.53%) 15.48M
Increased by +81.30%
Mar 31, 25
6 Geode Capital Management, LLC 15.00M (2.78%) 514.90K
Increased by +3.43%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 10.94M (2.03%) 1.13M
Increased by +10.36%
Mar 31, 25
8 Ameriprise Financial Inc 9.86M (1.83%) 741.43K
Increased by +7.52%
Mar 31, 25
9 Nordea Investment Mgmt Bank Demark A/s 8.20M (1.52%) 392.44K
Increased by +4.79%
Mar 31, 25
10 NORGES BANK 7.79M (1.44%) 643.07K
Increased by +8.26%
Dec 31, 24
11 Northern Trust Corp 7.77M (1.44%) -291.51K
Decreased by -3.75%
Mar 31, 25
12 JPMorgan Chase & Co 7.17M (1.33%) 1.71M
Increased by +23.89%
Mar 31, 25
13 UBS Asset Mgmt Americas Inc 7.16M (1.33%) 315.38K
Increased by +4.40%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 6.99M (1.29%) 634.39K
Increased by +9.08%
Mar 31, 25
15 Bank of America Corp 6.96M (1.29%) 579.51K
Increased by +8.32%
Mar 31, 25
16 Capital World Investors 6.43M (1.19%) -657.82K
Decreased by -10.24%
Mar 31, 25
17 Amvescap Plc. 6.40M (1.19%) 414.77K
Increased by +6.48%
Mar 31, 25
18 American Century Companies Inc 5.73M (1.06%) 670.64K
Increased by +11.70%
Dec 31, 24
19 Capital Research Global Investors 5.50M (1.02%) -3.04M
Decreased by -55.20%
Mar 31, 25
20 Diamond Hill Capital Management Inc 4.68M (0.87%) 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 17.70M (3.28%) 11.24K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 17.66M (3.27%) -210.54K
Decreased by -1.19%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 15.86M (2.94%) 10.94K
Increased by +0.07%
May 31, 25
4 Vanguard Institutional 500 Index Trust 15.68M (2.90%) 108.98K
Increased by +0.70%
May 31, 25
5 Vanguard Mid Cap Index Institutional 12.10M (2.24%) 113.90K
Increased by +0.94%
May 31, 25
6 American Funds American Mutual A 7.84M (1.45%) -1.51M
Decreased by -19.24%
Dec 31, 24
7 Capital Group American Mutual Comp 7.84M (1.45%) -1.51M
Decreased by -19.24%
Dec 31, 24
8 Fidelity 500 Index 6.92M (1.28%) 8.56K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 6.86M (1.27%) -154.09K
Decreased by -2.25%
Mar 31, 25
10 Fidelity® 500 Index 6.82M (1.26%) 43.40K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 6.72M (1.24%) 15.16K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 6.67M (1.24%) -34.99K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 6.60M (1.22%) -29.39K
Decreased by -0.45%
May 31, 25
14 iShares Core S&P 500 ETF 6.38M (1.18%) 0.00
Increased by 0.00%
May 31, 25
15 American Funds Washington Mutual A 6.05M (1.12%) 977.36K
Increased by +16.16%
Jun 30, 24
16 Capital Group Wash Mutual Invtrs Comp 6.05M (1.12%) 977.36K
Increased by +16.16%
Jun 30, 24
17 The Consumer Staples Sel SectSPDR® ETF 5.49M (1.02%) 79.46K
Increased by +1.45%
May 31, 25
18 Columbia Dividend Value 5.21M (0.97%) -37.61K
Decreased by -0.72%
Mar 31, 25
19 Vanguard Value Index Inv 4.84M (0.90%) 1.66K
Increased by +0.03%
May 31, 25
20 American Funds Income Fund of Amer A 4.80M (0.89%) -450.55K
Decreased by -9.38%
Mar 31, 25