Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WLDR 5.32%
2 OCFS 4.32%
3 TINT 4.23%
4 UTRN 4.03%
5 FMTM 3.53%
6 SGRT 3.18%
7 IDAT 3.14%
8 CTEX 2.94%
9 CVRD 2.86%
10 FCUS 2.70%
11 MTK 2.65%
12 CZA 2.63%
13 GEND 2.58%
14 QDIV 2.58%
15 RULE 2.57%
16 SEIM 2.50%
17 STRN 2.40%
18 PUW 2.38%
19 CNAV 2.36%
20 AIS 2.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 97.95M (12.46%) 1.58M
Increased by +1.62%
Jun 30, 25
2 BlackRock Inc 63.44M (8.07%) 596.75K
Increased by +0.94%
Jun 30, 25
3 State Street Corp 36.57M (4.65%) 509.01K
Increased by +1.39%
Jun 30, 25
4 State Street Corporation 32.58M (4.14%) 408.92K
Increased by +1.26%
Mar 31, 24
5 Bank of America Corp 20.80M (2.65%) 3.24M
Increased by +15.58%
Jun 30, 25
6 Geode Capital Management, LLC 19.44M (2.47%) 112.74K
Increased by +0.58%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 14.83M (1.89%) -521.46K
Decreased by -3.52%
Jun 30, 25
8 State Farm Mutual Automobile Ins Co 13.92M (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
9 Ameriprise Financial Inc 13.76M (1.75%) 1.04M
Increased by +7.53%
Jun 30, 25
10 Wellington Management Company LLP 12.71M (1.62%) -5.77M
Decreased by -45.40%
Jun 30, 25
11 JPMorgan Chase & Co 12.32M (1.57%) 1.57M
Increased by +12.73%
Jun 30, 25
12 T. Rowe Price Associates, Inc. 10.84M (1.38%) -6.17M
Decreased by -56.91%
Jun 30, 25
13 Northern Trust Corp 10.39M (1.32%) -334.23K
Decreased by -3.22%
Jun 30, 25
14 NORGES BANK 10.17M (1.29%) -159.27K
Decreased by -1.57%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 8.82M (1.12%) -500.14K
Decreased by -5.67%
Jun 30, 25
16 PRIMECAP Management Company 8.25M (1.05%) -73.90K
Decreased by -0.90%
Mar 31, 25
17 American Century Companies Inc 6.84M (0.87%) -274.07K
Decreased by -4.01%
Dec 31, 23
18 UBS Asset Mgmt Americas Inc 6.63M (0.84%) 789.76K
Increased by +11.90%
Jun 30, 25
19 Amundi 6.41M (0.81%) 2.51M
Increased by +39.13%
Mar 31, 25
20 Amvescap Plc. 6.20M (0.79%) -138.70K
Decreased by -2.24%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 24.41M (3.10%) 17.77K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 24.23M (3.08%) -576.75K
Decreased by -2.38%
Jul 31, 25
3 Vanguard 500 Index Investor 19.08M (2.43%) -2.79M
Decreased by -14.65%
Jul 31, 25
4 Vanguard Mid Cap Index Institutional 17.20M (2.19%) 185.49K
Increased by +1.08%
Jul 31, 25
5 Vanguard Wellington™ Inv 10.44M (1.33%) 1.16M
Increased by +11.16%
Jun 30, 25
6 Fidelity 500 Index 9.77M (1.24%) 4.19K
Increased by +0.04%
Jul 31, 25
7 JPM US Equity Income-MA 9.77M (1.24%) 9.76M
Increased by +99.91%
Sep 30, 23
8 SPDR® S&P 500 ETF 9.59M (1.22%) -140.43K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 9.34M (1.19%) -48.92K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 9.32M (1.18%) 114.61K
Increased by +1.23%
Aug 31, 25
11 iShares Core S&P 500 ETF 9.28M (1.18%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 9.04M (1.15%) 20.52K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 8.95M (1.14%) 56.93K
Increased by +0.64%
Nov 30, 23
14 JPM US Equity Income-Composite 7.31M (0.93%) 982.13K
Increased by +13.44%
Jun 30, 25
15 JPMorgan Equity Income I 7.31M (0.93%) 0.00
Increased by 0.00%
Jul 31, 25
16 Vanguard Value Index Inv 6.83M (0.87%) -5.24K
Decreased by -0.08%
Jul 31, 25
17 Vanguard Information Technology ETF 6.43M (0.82%) 65.53K
Increased by +1.02%
Jul 31, 25
18 The Technology Select Sector SPDR® ETF 6.23M (0.79%) 2.92K
Increased by +0.05%
Aug 31, 25
19 Technology Select Sector SPDR® ETF 5.31M (0.68%) 5.92K
Increased by +0.11%
Apr 30, 24
20 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 5.25M (0.67%) -440.80K
Decreased by -8.40%
Dec 31, 24