Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JETD 8.81%
2 JETU 8.81%
3 NATO 6.80%
4 CTIF 5.16%
5 DFRA 4.56%
6 QQLV 4.30%
7 GCAD 4.27%
8 UAV 4.26%
9 DIVO 4.19%
10 PPA 4.19%
11 UTRN 4.03%
12 VSL 3.96%
13 XKII 3.96%
14 FMK 3.90%
15 DJD 3.88%
16 DIVL 3.73%
17 MADE 3.64%
18 CZAR 3.50%
19 ROKT 3.47%
20 DVAL 3.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.21M (10.32%) 447.74K
Increased by +0.72%
Mar 31, 25
2 BlackRock Inc 47.12M (7.82%) 2.43M
Increased by +5.16%
Mar 31, 25
3 State Street Corporation 31.16M (5.17%) 290.57K
Increased by +0.93%
Mar 31, 24
4 State Street Corp 30.93M (5.13%) -88.89K
Decreased by -0.29%
Mar 31, 25
5 Morgan Stanley - Brokerage Accounts 18.27M (3.03%) -1.29M
Decreased by -7.05%
Mar 31, 25
6 JPMorgan Chase & Co 16.80M (2.79%) -6.70M
Decreased by -39.86%
Mar 31, 25
7 Wellington Management Company LLP 15.75M (2.61%) 1.29M
Increased by +8.21%
Mar 31, 25
8 Geode Capital Management, LLC 15.51M (2.57%) 522.03K
Increased by +3.37%
Mar 31, 25
9 Barclays PLC 15.50M (2.57%) -6.06M
Decreased by -39.11%
Mar 31, 25
10 Newport Trust Co. 14.72M (2.44%) -954.02K
Decreased by -6.48%
Mar 31, 25
11 Bank of America Corp 12.43M (2.06%) -1.34M
Decreased by -10.82%
Mar 31, 25
12 Capital World Investors 9.17M (1.52%) 2.11M
Increased by +23.04%
Mar 31, 25
13 Massachusetts Financial Services Company 8.69M (1.44%) -1.26M
Decreased by -14.46%
Mar 31, 25
14 Franklin Resources Inc 8.01M (1.33%) -398.76K
Decreased by -4.98%
Mar 31, 25
15 Ameriprise Financial Inc 7.22M (1.20%) -1.05M
Decreased by -14.56%
Mar 31, 25
16 Royal Bank of Canada 7.15M (1.19%) -392.55K
Decreased by -5.49%
Mar 31, 25
17 Nuveen Asset Management, LLC 7.09M (1.18%) -904.37K
Decreased by -12.75%
Dec 31, 24
18 UBS Group AG 6.80M (1.13%) 560.84K
Increased by +8.25%
Mar 31, 25
19 Bank of New York Mellon Corp 6.73M (1.12%) -35.23K
Decreased by -0.52%
Mar 31, 25
20 Capital Research Global Investors 6.41M (1.06%) -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 (3.46%) 18.85K
Increased by +0.09%
May 31, 25
2 Vanguard US Total Market Shares ETF 20.58M (3.41%) -40.63K
Decreased by -0.20%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 18.49M (3.07%) 127.65K
Increased by +0.69%
May 31, 25
4 Invesco QQQ Trust 13.26M (2.20%) -64.29K
Decreased by -0.48%
Jun 30, 25
5 Fidelity 500 Index 8.20M (1.36%) 35.58K
Increased by +0.43%
May 31, 25
6 SPDR® S&P 500 ETF 8.09M (1.34%) -118.42K
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 7.87M (1.31%) -41.26K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 7.79M (1.29%) 17.59K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500® ETF 7.75M (1.29%) -27.22K
Decreased by -0.35%
Jun 30, 25
10 Fidelity® 500 Index 7.74M (1.28%) 49.23K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 7.62M (1.26%) 12.13K
Increased by +0.16%
Jun 30, 25
12 Vanguard Dividend Growth Inv 6.28M (1.04%) -393.92K
Decreased by -6.27%
Mar 31, 25
13 Vanguard Value Index Inv 5.71M (0.95%) 11.25K
Increased by +0.20%
May 31, 25
14 American Funds Washington Mutual A 5.55M (0.92%) 2.08M
Increased by +37.40%
Jun 30, 25
15 Capital Group Wash Mutual Invtrs Comp 5.55M (0.92%) 2.08M
Increased by +37.40%
Jun 30, 25
16 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (0.88%) 6.14K
Increased by +0.12%
Jun 30, 25
17 MFS Value A 4.16M (0.69%) -25.75K
Decreased by -0.62%
May 31, 25
18 MFS Large Cap Value Equity 4.11M (0.68%) -140.42K
Decreased by -3.42%
Jun 30, 25
19 Vanguard Institutional Index I 3.99M (0.66%) 746.00
Increased by +0.02%
May 31, 25
20 Vanguard Dividend Appreciation ETF 3.48M (0.58%) 3.89K
Increased by +0.11%
May 31, 25