Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JETU 9.08%
2 JETD 8.68%
3 NATO 7.43%
4 GCAD 4.85%
5 PPA 4.56%
6 DIVO 4.53%
7 QQLV 4.30%
8 UAV 4.26%
9 DFRA 4.26%
10 DJD 4.14%
11 UTRN 4.03%
12 DIVL 3.97%
13 MADE 3.97%
14 XKII 3.96%
15 VSL 3.96%
16 FMK 3.90%
17 ROKT 3.78%
18 DVAL 3.58%
19 DJIA 3.43%
20 CZAR 3.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.21M (10.19%) 447.74K
Increased by +0.72%
Mar 31, 25
2 BlackRock Inc 47.12M (7.72%) 2.43M
Increased by +5.16%
Mar 31, 25
3 State Street Corporation 31.16M (5.10%) 290.57K
Increased by +0.93%
Mar 31, 24
4 State Street Corp 30.93M (5.07%) -88.89K
Decreased by -0.29%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 18.27M (2.99%) -1.29M
Decreased by -7.05%
Mar 31, 25
6 JPMorgan Chase & Co 16.80M (2.75%) -6.70M
Decreased by -39.86%
Mar 31, 25
7 Wellington Management Company LLP 15.75M (2.58%) 1.29M
Increased by +8.21%
Mar 31, 25
8 Geode Capital Management, LLC 15.51M (2.54%) 522.03K
Increased by +3.37%
Mar 31, 25
9 Barclays PLC 15.50M (2.54%) -6.06M
Decreased by -39.11%
Mar 31, 25
10 Newport Trust Co. 14.72M (2.41%) -954.02K
Decreased by -6.48%
Mar 31, 25
11 Bank of America Corp 12.43M (2.04%) -1.34M
Decreased by -10.82%
Mar 31, 25
12 Capital World Investors 9.17M (1.50%) 2.11M
Increased by +23.04%
Mar 31, 25
13 Massachusetts Financial Services Company 8.69M (1.42%) -1.26M
Decreased by -14.46%
Mar 31, 25
14 Franklin Resources Inc 8.01M (1.31%) -398.76K
Decreased by -4.98%
Mar 31, 25
15 Ameriprise Financial Inc 7.22M (1.18%) -1.05M
Decreased by -14.56%
Mar 31, 25
16 Royal Bank of Canada 7.15M (1.17%) -392.55K
Decreased by -5.49%
Mar 31, 25
17 Nuveen Asset Management, LLC 7.09M (1.16%) -904.37K
Decreased by -12.75%
Dec 31, 24
18 UBS Group AG 6.80M (1.11%) 560.84K
Increased by +8.25%
Mar 31, 25
19 Bank of New York Mellon Corp 6.73M (1.10%) -35.23K
Decreased by -0.52%
Mar 31, 25
20 Capital Research Global Investors 6.41M (1.05%) -234.90K
Decreased by -3.67%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.87M (3.42%) 18.85K
Increased by +0.09%
May 31, 25
2 Vanguard US Total Market Shares ETF 20.58M (3.37%) -40.63K
Decreased by -0.20%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 18.49M (3.03%) 127.65K
Increased by +0.69%
May 31, 25
4 Invesco QQQ Trust 13.46M (2.20%) 0.00
Increased by 0.00%
May 31, 25
5 Fidelity 500 Index 8.17M (1.34%) 10.08K
Increased by +0.12%
Apr 30, 25
6 SPDR® S&P 500 ETF 8.09M (1.32%) -118.42K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 7.87M (1.29%) -41.26K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 7.79M (1.28%) 17.59K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500® ETF 7.77M (1.27%) -34.76K
Decreased by -0.45%
May 31, 25
10 Fidelity® 500 Index 7.74M (1.27%) 49.23K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 7.53M (1.23%) 0.00
Increased by 0.00%
May 31, 25
12 Vanguard Dividend Growth Inv 6.28M (1.03%) -393.92K
Decreased by -6.27%
Mar 31, 25
13 Vanguard Value Index Inv 5.71M (0.94%) 11.25K
Increased by +0.20%
May 31, 25
14 SPDR® Dow Jones Industrial Avrg ETF Tr 5.56M (0.91%) -15.36K
Decreased by -0.28%
May 31, 25
15 MFS Large Cap Value Equity 4.25M (0.70%) -146.82K
Decreased by -3.45%
Mar 31, 25
16 MFS Value A 4.16M (0.68%) -25.75K
Decreased by -0.62%
May 31, 25
17 Vanguard Institutional Index I 3.99M (0.65%) 746.00
Increased by +0.02%
May 31, 25
18 Vanguard Dividend Appreciation ETF 3.48M (0.57%) 3.89K
Increased by +0.11%
May 31, 25
19 American Funds Washington Mutual A 3.48M (0.57%) 343.04K
Increased by +9.87%
Mar 31, 25
20 Capital Group Wash Mutual Invtrs Comp 3.48M (0.57%) 343.04K
Increased by +9.87%
Mar 31, 25