Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.17%
2 RNDV 3.37%
3 KNGZ 3.37%
4 CVRD 3.21%
5 BIGD 2.73%
6 FCFY 2.53%
7 RJMG 2.53%
8 FOVL 2.51%
9 DIVL 2.50%
10 SKYY 2.39%
11 FLOW 2.29%
12 SEIV 2.25%
13 AIVC 2.22%
14 SMRI 2.22%
15 IVES 2.14%
16 CHAT 2.13%
17 SPVM 2.11%
18 WBIE 2.07%
19 PXLV 2.07%
20 USRD 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 167.20M (12.81%) 2.78M
Increased by +1.66%
Mar 31, 25
2 BlackRock Inc 129.04M (9.88%) 10.10M
Increased by +7.83%
Mar 31, 25
3 State Street Corp 71.79M (5.50%) -647.29K
Decreased by -0.90%
Mar 31, 25
4 State Street Corporation 68.19M (5.22%) -2.53M
Decreased by -3.70%
Mar 31, 24
5 JPMorgan Chase & Co 57.04M (4.37%) 26.44M
Increased by +46.36%
Mar 31, 25
6 Bank of America Corp 53.46M (4.09%) 7.85M
Increased by +14.68%
Mar 31, 25
7 Goldman Sachs Group Inc 50.33M (3.86%) 41.89M
Increased by +83.22%
Mar 31, 25
8 Dodge & Cox 48.49M (3.71%) -5.69M
Decreased by -11.73%
Mar 31, 24
9 UBS Group AG 42.56M (3.26%) 33.29M
Increased by +78.22%
Mar 31, 25
10 Geode Capital Management, LLC 33.70M (2.58%) 1.52M
Increased by +4.52%
Mar 31, 25
11 PRIMECAP Management Company 27.97M (2.14%) -933.45K
Decreased by -3.34%
Mar 31, 25
12 Amundi 24.79M (1.90%) -3.80M
Decreased by -15.32%
Sep 30, 23
13 Arrowstreet Capital Limited Partnership 23.40M (1.79%) 1.11M
Increased by +4.75%
Jun 30, 24
14 Ameriprise Financial Inc 23.06M (1.77%) -525.65K
Decreased by -2.28%
Mar 31, 25
15 Pacer Advisors, INC. 22.34M (1.71%) -5.04M
Decreased by -22.57%
Dec 31, 24
16 Barclays PLC 19.95M (1.53%) 16.37M
Increased by +82.06%
Mar 31, 24
17 Amvescap Plc. 19.64M (1.50%) 3.41M
Increased by +17.36%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 17.58M (1.35%) 2.37M
Increased by +13.50%
Mar 31, 25
19 Nuveen Asset Management, LLC 17.37M (1.33%) -1.97M
Decreased by -11.34%
Dec 31, 24
20 Dimensional Fund Advisors, Inc. 17.33M (1.33%) -465.95K
Decreased by -2.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 42.27M (3.24%) 70.56K
Increased by +0.17%
Jun 30, 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 37.36M (2.86%) 263.30K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 37.29M (2.86%) -69.75K
Decreased by -0.19%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 28.99M (2.22%) 156.70K
Increased by +0.54%
Jun 30, 25
8 JPM US Equity Income-Composite 19.86M (1.52%) 0.00
Increased by 0.00%
Jun 30, 25
9 JPMorgan Equity Income I 19.86M (1.52%) 0.00
Increased by 0.00%
Jun 30, 25
10 Fidelity 500 Index 16.64M (1.27%) 74.15K
Increased by +0.45%
Jun 30, 25
11 SPDR® S&P 500 ETF 16.34M (1.25%) -62.25K
Decreased by -0.38%
Mar 31, 25
12 SPDR® S&P 500® ETF 16.08M (1.23%) 68.71K
Increased by +0.43%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 15.90M (1.22%) -83.38K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 15.69M (1.20%) 71.30K
Increased by +0.45%
Jul 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 (0.99%) -2.68M
Decreased by -20.80%
Jun 30, 25
18 Vanguard Value Index Inv 11.66M (0.89%) 122.13K
Increased by +1.05%
Jun 30, 25
19 Vanguard Information Technology ETF 11.04M (0.85%) 57.75K
Increased by +0.52%
Jun 30, 25
20 Victory Sycamore Established Value R 10.60M (0.81%) -100.00K
Decreased by -0.94%
Sep 30, 23