Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEDI 11.25%
2 RTH 7.51%
3 XLY 6.58%
4 NDJI 6.13%
5 VCR 5.47%
6 FDIS 5.40%
7 PMR 5.29%
8 DYLG 5.27%
9 DIA 5.21%
10 DJIA 5.18%
11 JHMC 5.07%
12 KEAT 5.04%
13 ESNG 4.86%
14 DIVO 4.84%
15 UCC 4.74%
16 OUSA 4.67%
17 ITB 4.63%
18 PKB 4.60%
19 WANT 4.58%
20 FLAG 4.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 97.98M (4.93%) 1.49M
Increased by +1.53%
Jun 30, 25
2 BlackRock Inc 76.68M (3.86%) 1.85M
Increased by +2.41%
Jun 30, 25
3 State Street Corporation 46.19M (2.32%) 2.89M
Increased by +6.26%
Mar 31, 24
4 State Street Corp 46.02M (2.32%) 300.35K
Increased by +0.65%
Jun 30, 25
5 Geode Capital Management, LLC 22.98M (1.16%) 327.67K
Increased by +1.43%
Jun 30, 25
6 Morgan Stanley - Brokerage Accounts 22.57M (1.14%) 650.32K
Increased by +2.88%
Jun 30, 25
7 Bank of America Corp 15.01M (0.76%) -499.40K
Decreased by -3.33%
Jun 30, 25
8 Charles Schwab Investment Management Inc 14.57M (0.73%) 153.58K
Increased by +1.05%
Jun 30, 25
9 NORGES BANK 13.33M (0.67%) 386.94K
Increased by +2.90%
Jun 30, 25
10 Capital World Investors 12.92M (0.65%) -1.06M
Decreased by -8.24%
Jun 30, 25
11 Goldman Sachs Group Inc 11.94M (0.60%) 6.32M
Increased by +52.96%
Dec 31, 23
12 Northern Trust Corp 11.72M (0.59%) -127.38K
Decreased by -1.09%
Jun 30, 25
13 Capital Research Global Investors 11.37M (0.57%) -603.17K
Decreased by -5.31%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 10.94M (0.55%) 1.99M
Increased by +18.21%
Jun 30, 25
15 T. Rowe Price Associates, Inc. 10.53M (0.53%) 1.28M
Increased by +12.12%
Jun 30, 25
16 JPMorgan Chase & Co 10.36M (0.52%) -1.44M
Decreased by -13.89%
Jun 30, 25
17 GAMMA Investing LLC 10.24M (0.52%) 10.21M
Increased by +99.75%
Mar 31, 25
18 Laurel Wealth Advisors, LLC 10.08M (0.51%) 10.05M
Increased by +99.72%
Jun 30, 25
19 Fisher Asset Management, LLC 9.93M (0.50%) 255.50K
Increased by +2.57%
Jun 30, 25
20 Royal Bank of Canada 9.67M (0.49%) -160.90K
Decreased by -1.66%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 31.47M (1.58%) 56.78K
Increased by +0.18%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 31.25M (1.57%) -725.46K
Decreased by -2.32%
Jul 31, 25
3 Vanguard 500 Index Investor 24.60M (1.24%) -3.60M
Decreased by -14.65%
Jul 31, 25
4 Performer (AFRIS) 15.22M (0.77%) 15.22M
Increased by +100.00%
Feb 29, 24
5 Fidelity 500 Index 12.60M (0.63%) 5.41K
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 12.36M (0.62%) -181.04K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 12.03M (0.61%) -63.07K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 12.01M (0.60%) 147.75K
Increased by +1.23%
Aug 31, 25
9 iShares Core S&P 500 ETF 11.96M (0.60%) 0.00
Increased by 0.00%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 11.78M (0.59%) 26.59K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 11.72M (0.59%) 74.55K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 8.82M (0.44%) -10.09K
Decreased by -0.11%
Jul 31, 25
13 Vanguard Growth Index Investor 8.81M (0.44%) 48.22K
Increased by +0.55%
Nov 30, 23
14 Schwab US Dividend Equity ETF™ 7.31M (0.37%) 1.54K
Increased by +0.02%
Aug 30, 25
15 Vanguard Institutional Index I 6.01M (0.30%) -67.02K
Decreased by -1.12%
Jul 31, 25
16 Vanguard Dividend Appreciation ETF 5.34M (0.27%) 10.37K
Increased by +0.19%
Jul 31, 25
17 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (0.27%) -9.22K
Decreased by -0.17%
Aug 31, 25
18 State St S&P 500® Indx SL Cl III 5.31M (0.27%) -8.15K
Decreased by -0.15%
Aug 31, 25
19 Consumer Discret Sel Sect SPDR® ETF 5.24M (0.26%) -26.61K
Decreased by -0.51%
Apr 30, 24
20 American Funds Capital World Gr&Inc A 4.97M (0.25%) 64.88K
Increased by +1.31%
Mar 31, 24