Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.17%
2 KNGZ 3.31%
3 RNDV 3.31%
4 BIGD 2.73%
5 RJMG 2.66%
6 BLCN 2.65%
7 AIVC 2.53%
8 IVES 2.50%
9 DIVL 2.50%
10 CHAT 2.41%
11 FLOW 2.29%
12 FCFY 2.23%
13 SMRI 2.22%
14 FOVL 2.12%
15 WBIE 2.07%
16 USRD 2.07%
17 MRND 2.05%
18 AIVL 1.99%
19 TIME 1.96%
20 CVRD 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 164.42M (12.58%) -2.28M
Decreased by -1.39%
Dec 31, 24
2 BlackRock Inc 118.93M (9.10%) -1.72M
Decreased by -1.45%
Dec 31, 24
3 State Street Corp 72.44M (5.54%) 1.49M
Increased by +2.06%
Dec 31, 24
4 State Street Corporation 68.19M (5.22%) -2.53M
Decreased by -3.70%
Mar 31, 24
5 Dodge & Cox 48.49M (3.71%) -5.69M
Decreased by -11.73%
Mar 31, 24
6 Bank of America Corp 45.61M (3.49%) 347.66K
Increased by +0.76%
Dec 31, 24
7 Geode Capital Management, LLC 32.17M (2.46%) 681.24K
Increased by +2.12%
Dec 31, 24
8 JPMorgan Chase & Co 30.59M (2.34%) -18.30M
Decreased by -59.81%
Dec 31, 24
9 PRIMECAP Management Company 28.90M (2.21%) -2.45M
Decreased by -8.49%
Dec 31, 24
10 Amundi 24.79M (1.90%) -3.80M
Decreased by -15.32%
Sep 30, 23
11 Ameriprise Financial Inc 23.59M (1.80%) 3.78M
Increased by +16.01%
Dec 31, 24
12 Arrowstreet Capital Limited Partnership 23.40M (1.79%) 1.11M
Increased by +4.75%
Jun 30, 24
13 Pacer Advisors, INC. 22.34M (1.71%) -5.04M
Decreased by -22.57%
Dec 31, 24
14 Barclays PLC 19.95M (1.53%) 16.37M
Increased by +82.06%
Mar 31, 24
15 Dimensional Fund Advisors, Inc. 17.80M (1.36%) -1.20M
Decreased by -6.75%
Dec 31, 24
16 Nuveen Asset Management, LLC 17.37M (1.33%) -1.97M
Decreased by -11.34%
Dec 31, 24
17 Goldman Sachs Group Inc 17.26M (1.32%) -519.85K
Decreased by -3.01%
Dec 31, 23
18 Victory Capital Management Inc. 16.91M (1.29%) -878.07K
Decreased by -5.19%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 16.88M (1.29%) 2.43M
Increased by +14.41%
Dec 31, 24
20 Amvescap Plc. 16.23M (1.24%) -1.15M
Decreased by -7.09%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 41.45M (3.17%) 536.17K
Increased by +1.29%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 41.15M (3.15%) 29.64K
Increased by +0.07%
Sep 30, 24
3 Performer (AFRIS) 39.23M (3.00%) 39.23M
Increased by +100.00%
Feb 29, 24
4 Dodge & Cox Stock I 37.60M (2.88%) -4.26M
Decreased by -11.32%
Mar 31, 24
5 Vanguard Institutional 500 Index Trust 36.50M (2.79%) 485.50K
Increased by +1.33%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 28.28M (2.16%) 236.28K
Increased by +0.84%
Mar 31, 25
7 JPM US Equity Income-Composite 19.86M (1.52%) 19.86M
Increased by +100.00%
Mar 31, 25
8 JPMorgan Equity Income I 19.86M (1.52%) 6.77M
Increased by +34.07%
Mar 31, 25
9 Fidelity 500 Index 16.48M (1.26%) 213.05K
Increased by +1.29%
Mar 31, 25
10 SPDR® S&P 500 ETF 16.34M (1.25%) -62.25K
Decreased by -0.38%
Mar 31, 25
11 SPDR® S&P 500® ETF 15.93M (1.22%) 13.12K
Increased by +0.08%
Apr 30, 25
12 SPDR® S&P 500® ETF Trust 15.90M (1.22%) -83.38K
Decreased by -0.52%
Mar 31, 25
13 Vanguard PRIMECAP Inv 15.59M (1.19%) -367.44K
Decreased by -2.36%
Mar 31, 25
14 iShares Core S&P 500 ETF 15.57M (1.19%) -15.48K
Decreased by -0.10%
Apr 29, 25
15 SPDR® S&P 500 ETF Trust 15.33M (1.17%) 107.94K
Increased by +0.70%
May 30, 24
16 Fidelity® 500 Index 15.05M (1.15%) 95.77K
Increased by +0.64%
Nov 30, 23
17 Vanguard Value Index Inv 11.50M (0.88%) 296.25K
Increased by +2.58%
Mar 31, 25
18 Vanguard Information Technology ETF 10.87M (0.83%) 44.29K
Increased by +0.41%
Mar 31, 25
19 Victory Sycamore Established Value R 10.60M (0.81%) -100.00K
Decreased by -0.94%
Sep 30, 23
20 The Technology Select Sector SPDR® ETF 10.20M (0.78%) 4.95K
Increased by +0.05%
Apr 30, 25