Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.17%
2 RNDV 3.56%
3 KNGZ 3.56%
4 CVRD 3.28%
5 WLDR 3.09%
6 BIGD 2.73%
7 FCFY 2.65%
8 RJMG 2.53%
9 FOVL 2.51%
10 DIVL 2.50%
11 SEIV 2.35%
12 WFH 2.31%
13 FLOW 2.29%
14 SMRI 2.22%
15 PXLV 2.20%
16 SPVM 2.20%
17 IVES 2.14%
18 WBIE 2.07%
19 USRD 2.07%
20 AIVL 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 169.80M (12.93%) 2.60M
Increased by +1.53%
Jun 30, 25
2 BlackRock Inc 137.55M (10.47%) 8.52M
Increased by +6.19%
Jun 30, 25
3 State Street Corp 73.55M (5.60%) 1.76M
Increased by +2.39%
Jun 30, 25
4 State Street Corporation 68.19M (5.19%) -2.53M
Decreased by -3.70%
Mar 31, 24
5 Bank of America Corp 51.85M (3.95%) -1.61M
Decreased by -3.10%
Jun 30, 25
6 Dodge & Cox 48.49M (3.69%) -5.69M
Decreased by -11.73%
Mar 31, 24
7 JPMorgan Chase & Co 47.12M (3.59%) -9.91M
Decreased by -21.04%
Jun 30, 25
8 UBS Group AG 42.56M (3.24%) 33.29M
Increased by +78.22%
Mar 31, 25
9 Geode Capital Management, LLC 34.42M (2.62%) 724.97K
Increased by +2.11%
Jun 30, 25
10 Goldman Sachs Group Inc 26.00M (1.98%) -24.33M
Decreased by -93.55%
Jun 30, 25
11 Amundi 24.79M (1.89%) -3.80M
Decreased by -15.32%
Sep 30, 23
12 PRIMECAP Management Company 23.80M (1.81%) -4.16M
Decreased by -17.49%
Jun 30, 25
13 Arrowstreet Capital Limited Partnership 23.40M (1.78%) 1.11M
Increased by +4.75%
Jun 30, 24
14 Pacer Advisors, INC. 22.34M (1.70%) -5.04M
Decreased by -22.57%
Dec 31, 24
15 Nomura Holdings Inc 19.40M (1.48%) 11.52M
Increased by +59.37%
Jun 30, 25
16 Elliott Investment Management LP 18.63M (1.42%) 18.63M
Increased by +100.00%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 18.43M (1.40%) 842.70K
Increased by +4.57%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 18.26M (1.39%) 933.78K
Increased by +5.11%
Jun 30, 25
19 Morgan Stanley - Brokerage Accounts 17.61M (1.34%) 1.41M
Increased by +7.99%
Jun 30, 25
20 Nuveen Asset Management, LLC 17.37M (1.32%) -1.97M
Decreased by -11.34%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 41.29M (3.14%) -975.40K
Decreased by -2.36%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 41.15M (3.13%) 29.64K
Increased by +0.07%
Sep 30, 24
3 Performer (AFRIS) 39.23M (2.99%) 39.23M
Increased by +100.00%
Feb 29, 24
4 Dodge & Cox Stock I 37.60M (2.86%) -4.26M
Decreased by -11.32%
Mar 31, 24
5 Vanguard Institutional 500 Index Trust 37.36M (2.84%) 263.30K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 32.52M (2.48%) -4.76M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 29.30M (2.23%) 315.78K
Increased by +1.08%
Jul 31, 25
8 JPM US Equity Income-Composite 19.86M (1.51%) 0.00
Increased by 0.00%
Jun 30, 25
9 JPMorgan Equity Income I 19.86M (1.51%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity 500 Index 16.65M (1.27%) 7.14K
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 16.34M (1.24%) -62.25K
Decreased by -0.38%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 15.90M (1.21%) -83.38K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 15.87M (1.21%) 195.06K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 15.81M (1.20%) 0.00
Increased by 0.00%
Aug 31, 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 PRIMECAP Inv 12.90M (0.98%) -2.68M
Decreased by -20.80%
Jun 30, 25
18 Vanguard Value Index Inv 11.64M (0.89%) -15.88K
Decreased by -0.14%
Jul 31, 25
19 Vanguard Information Technology ETF 11.16M (0.85%) 113.66K
Increased by +1.02%
Jul 31, 25
20 The Technology Select Sector SPDR® ETF 10.62M (0.81%) 4.98K
Increased by +0.05%
Aug 31, 25