Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXG 4.25%
2 PBJ 4.24%
3 ERNZ 4.22%
4 UTRN 3.98%
5 VSL 3.93%
6 WBIF 3.59%
7 BAMD 3.27%
8 MDPL 3.25%
9 FXG 3.14%
10 TBG 2.75%
11 RHS 2.61%
12 RSPS 2.61%
13 BVAL 2.45%
14 RNLC 2.39%
15 SHRY 2.23%
16 HEJD 2.21%
17 FDIV 2.01%
18 XUDV 2.00%
19 UPGD 2.00%
20 RYJ 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 69.35M (13.05%) 581.04K
Increased by +0.84%
Jun 30, 25
2 BlackRock Inc 56.23M (10.58%) -1.84M
Decreased by -3.28%
Jun 30, 25
3 State Street Corp 33.57M (6.32%) 250.11K
Increased by +0.74%
Jun 30, 25
4 State Street Corporation 30.73M (5.78%) -770.32K
Decreased by -2.51%
Mar 31, 24
5 Charles Schwab Investment Management Inc 19.31M (3.63%) 265.87K
Increased by +1.38%
Jun 30, 25
6 Geode Capital Management, LLC 15.17M (2.85%) 170.59K
Increased by +1.12%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 9.28M (1.75%) -1.66M
Decreased by -17.93%
Jun 30, 25
8 Nordea Investment Mgmt Bank Demark A/s 8.59M (1.62%) 393.13K
Increased by +4.58%
Jun 30, 25
9 UBS Asset Mgmt Americas Inc 8.30M (1.56%) 1.14M
Increased by +13.71%
Jun 30, 25
10 NORGES BANK 8.06M (1.52%) 272.90K
Increased by +3.39%
Jun 30, 25
11 Northern Trust Corp 6.95M (1.31%) -823.75K
Decreased by -11.86%
Jun 30, 25
12 Dimensional Fund Advisors, Inc. 6.89M (1.30%) -92.44K
Decreased by -1.34%
Jun 30, 25
13 Amvescap Plc. 6.78M (1.28%) 377.96K
Increased by +5.57%
Jun 30, 25
14 JPMorgan Chase & Co 6.29M (1.18%) -884.75K
Decreased by -14.07%
Jun 30, 25
15 Diamond Hill Capital Management Inc 6.24M (1.17%) 1.57M
Increased by +25.12%
Jun 30, 25
16 Ameriprise Financial Inc 6.15M (1.16%) -3.72M
Decreased by -60.47%
Jun 30, 25
17 American Century Companies Inc 5.73M (1.08%) 670.64K
Increased by +11.70%
Dec 31, 24
18 Capital World Investors 5.57M (1.05%) -857.59K
Decreased by -15.40%
Jun 30, 25
19 Capital Research Global Investors 5.50M (1.04%) -3.04M
Decreased by -55.20%
Mar 31, 25
20 Bank of America Corp 5.45M (1.02%) -1.52M
Decreased by -27.84%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 17.66M (3.32%) -210.54K
Decreased by -1.19%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 17.25M (3.24%) -402.15K
Decreased by -2.33%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 15.68M (2.95%) 108.98K
Increased by +0.70%
May 31, 25
4 Schwab US Dividend Equity ETF™ 15.56M (2.93%) 3.29K
Increased by +0.02%
Aug 30, 25
5 Vanguard 500 Index Investor 13.56M (2.55%) -1.99M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 12.21M (2.30%) 131.59K
Increased by +1.08%
Jul 31, 25
7 American Funds American Mutual A 7.84M (1.47%) -1.51M
Decreased by -19.24%
Dec 31, 24
8 Capital Group American Mutual Comp 7.84M (1.47%) -1.51M
Decreased by -19.24%
Dec 31, 24
9 Fidelity 500 Index 6.94M (1.31%) 2.96K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 6.86M (1.29%) -154.09K
Decreased by -2.25%
Mar 31, 25
11 Fidelity® 500 Index 6.82M (1.28%) 43.40K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF Trust 6.72M (1.26%) 15.16K
Increased by +0.23%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 6.67M (1.26%) -34.99K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 6.60M (1.24%) 81.47K
Increased by +1.23%
Aug 31, 25
15 iShares Core S&P 500 ETF 6.59M (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
16 Diamond Hill Large Cap Equity 6.48M (1.22%) -53.09K
Decreased by -0.82%
Aug 31, 25
17 American Funds Washington Mutual A 6.05M (1.14%) 977.36K
Increased by +16.16%
Jun 30, 24
18 Capital Group Wash Mutual Invtrs Comp 6.05M (1.14%) 977.36K
Increased by +16.16%
Jun 30, 24
19 The Consumer Staples Sel SectSPDR® ETF 5.50M (1.04%) 19.67K
Increased by +0.36%
Aug 31, 25
20 Vanguard Value Index Inv 4.85M (0.91%) -2.32K
Decreased by -0.05%
Jul 31, 25