Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.09%
2 CARD 3.70%
3 CARU 3.70%
4 MDPL 3.62%
5 CCOR 2.76%
6 EQRR 2.51%
7 SDOG 2.20%
8 RYJ 2.08%
9 UPGD 2.08%
10 DIVP 2.05%
11 OAKM 2.03%
12 TUSA 2.01%
13 FDIV 2.01%
14 POWA 1.99%
15 RCD 1.97%
16 RSPD 1.97%
17 VSDA 1.92%
18 DIVZ 1.92%
19 STNC 1.85%
20 SPGP 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.05M (12.31%) 41.00K
Increased by +0.24%
Mar 31, 25
2 BlackRock Inc 11.86M (8.56%) 867.96K
Increased by +7.32%
Mar 31, 25
3 State Street Corp 7.72M (5.58%) -750.54K
Decreased by -9.72%
Mar 31, 25
4 State Street Corporation 7.58M (5.47%) -390.96K
Decreased by -5.16%
Mar 31, 24
5 Geode Capital Management, LLC 3.47M (2.51%) 107.29K
Increased by +3.09%
Mar 31, 25
6 Goldman Sachs Group Inc 3.35M (2.42%) 2.46M
Increased by +73.42%
Mar 31, 25
7 Charles Schwab Investment Management Inc 3.01M (2.17%) 119.65K
Increased by +3.98%
Mar 31, 25
8 UBS Group AG 2.87M (2.07%) 2.14M
Increased by +74.55%
Mar 31, 25
9 Harris Associates L.P. 2.82M (2.04%) 149.40K
Increased by +5.30%
Mar 31, 25
10 Wells Fargo & Co 2.78M (2.01%) 92.62K
Increased by +3.33%
Mar 31, 25
11 JPMorgan Chase & Co 2.75M (1.99%) 499.17K
Increased by +18.13%
Mar 31, 25
12 Barclays PLC 2.60M (1.88%) 2.33M
Increased by +89.52%
Mar 31, 25
13 Stifel Financial Corp 2.50M (1.81%) 445.26K
Increased by +17.79%
Dec 31, 24
14 Amvescap Plc. 2.45M (1.77%) -814.99K
Decreased by -33.30%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 2.25M (1.63%) 352.59K
Increased by +15.66%
Mar 31, 25
16 Ameriprise Financial Inc 2.14M (1.54%) 104.34K
Increased by +4.88%
Dec 31, 24
17 Bank of America Corp 1.94M (1.40%) 348.68K
Increased by +17.96%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 1.78M (1.28%) 79.25K
Increased by +4.46%
Mar 31, 25
19 NORGES BANK 1.77M (1.28%) 64.84K
Increased by +3.66%
Dec 31, 24
20 Macquarie Group Ltd 1.51M (1.09%) 73.76K
Increased by +4.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.45M (3.22%) 2.70K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 4.42M (3.19%) 3.31K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.96M (2.86%) 29.05K
Increased by +0.73%
May 31, 25
4 Vanguard Mid Cap Index Institutional 3.05M (2.20%) 28.74K
Increased by +0.94%
May 31, 25
5 Oakmark Investor 1.77M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
6 Fidelity 500 Index 1.75M (1.27%) 7.50K
Increased by +0.43%
May 31, 25
7 SPDR® S&P 500 ETF 1.73M (1.25%) -25.42K
Decreased by -1.47%
Mar 31, 25
8 iShares Select Dividend ETF 1.72M (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
9 SPDR® S&P 500 ETF Trust 1.69M (1.22%) -13.11K
Decreased by -0.77%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 1.68M (1.22%) -8.86K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.68M (1.21%) -5.90K
Decreased by -0.35%
Jun 30, 25
12 iShares Core S&P 500 ETF 1.64M (1.19%) 2.62K
Increased by +0.16%
Jun 30, 25
13 Fidelity® 500 Index 1.64M (1.18%) 10.41K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P Dividend ETF 1.57M (1.13%) 0.00
Increased by 0.00%
Jun 30, 25
15 Columbia Dividend Value 1.38M (1.00%) -9.64K
Decreased by -0.70%
Dec 31, 24
16 Columbia Dividend Income Inst 1.38M (1.00%) -3.21K
Decreased by -0.23%
Feb 28, 25
17 ProShares S&P 500 Dividend Aristocrats 1.36M (0.98%) -607.00
Decreased by -0.04%
Jun 30, 25
18 Vanguard Value Index Inv 1.22M (0.88%) -543.00
Decreased by -0.04%
May 31, 25
19 JPM US Mid Cap Value-Composite 1.18M (0.85%) 159.63K
Increased by +13.56%
Jun 30, 25
20 JPMorgan Mid Cap Value L 1.17M (0.84%) 27.32K
Increased by +2.33%
May 31, 25