Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.17%
2 RNDV 3.67%
3 KNGZ 3.67%
4 CVRD 3.12%
5 BIGD 2.73%
6 AIVC 2.59%
7 IVES 2.59%
8 RJMG 2.53%
9 DIVL 2.50%
10 FCFY 2.48%
11 FLOW 2.29%
12 SEIV 2.28%
13 SKYY 2.26%
14 FOVL 2.25%
15 SMRI 2.22%
16 CHAT 2.12%
17 SPVM 2.11%
18 WBIE 2.07%
19 USRD 2.07%
20 MRND 2.05%

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 (3.85%) 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 Geode Capital Management, LLC 33.70M (2.58%) 1.52M
Increased by +4.52%
Mar 31, 25
10 PRIMECAP Management Company 27.97M (2.14%) -933.45K
Decreased by -3.34%
Mar 31, 25
11 Amundi 24.79M (1.90%) -3.80M
Decreased by -15.32%
Sep 30, 23
12 Arrowstreet Capital Limited Partnership 23.40M (1.79%) 1.11M
Increased by +4.75%
Jun 30, 24
13 Ameriprise Financial Inc 23.06M (1.77%) -525.65K
Decreased by -2.28%
Mar 31, 25
14 Pacer Advisors, INC. 22.34M (1.71%) -5.04M
Decreased by -22.57%
Dec 31, 24
15 Barclays PLC 19.95M (1.53%) 16.37M
Increased by +82.06%
Mar 31, 24
16 Amvescap Plc. 19.64M (1.50%) 3.41M
Increased by +17.36%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 17.58M (1.35%) 2.37M
Increased by +13.50%
Mar 31, 25
18 Nuveen Asset Management, LLC 17.37M (1.33%) -1.97M
Decreased by -11.34%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 17.33M (1.33%) -465.95K
Decreased by -2.69%
Mar 31, 25
20 Victory Capital Management Inc. 16.91M (1.29%) -878.07K
Decreased by -5.19%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 42.20M (3.23%) 26.26K
Increased by +0.06%
May 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 37.36M (2.86%) 263.30K
Increased by +0.70%
May 31, 25
6 Vanguard Mid Cap Index Institutional 28.83M (2.21%) 271.74K
Increased by +0.94%
May 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%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity 500 Index 16.50M (1.26%) 20.37K
Increased by +0.12%
Apr 30, 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 Trust 15.90M (1.22%) -83.38K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 15.72M (1.20%) -70.16K
Decreased by -0.45%
May 31, 25
13 Vanguard PRIMECAP Inv 15.59M (1.19%) -367.44K
Decreased by -2.36%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 15.33M (1.17%) 107.94K
Increased by +0.70%
May 30, 24
15 iShares Core S&P 500 ETF 15.21M (1.17%) 0.00
Increased by 0.00%
May 31, 25
16 Fidelity® 500 Index 15.05M (1.15%) 95.77K
Increased by +0.64%
Nov 30, 23
17 Vanguard Value Index Inv 11.54M (0.88%) -631.00
Decreased by -0.01%
May 31, 25
18 Vanguard Information Technology ETF 10.98M (0.84%) 31.54K
Increased by +0.29%
May 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 10.30M (0.79%) 0.00
Increased by 0.00%
May 31, 25