Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 FTXG 3.84%
3 WBIF 3.37%
4 CWS 3.27%
5 BCUS 3.17%
6 ABEQ 3.11%
7 BRNY 3.03%
8 DIVZ 2.62%
9 RSPS 2.53%
10 RHS 2.53%
11 CBLS 2.49%
12 EQRR 2.37%
13 VSMV 2.10%
14 POWA 2.07%
15 LVHD 2.00%
16 GINX 1.95%
17 RYJ 1.93%
18 TUSA 1.91%
19 DEF 1.90%
20 FTDS 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.16M (13.23%) -224.51K
Decreased by -1.17%
Dec 31, 24
2 Capital Research & Mgmt Co - Division 3 12.46M (8.60%) 2.98M
Increased by +23.92%
Dec 31, 24
3 BlackRock Inc 12.02M (8.30%) -237.97K
Decreased by -1.98%
Dec 31, 24
4 State Street Corp 7.05M (4.87%) 19.31K
Increased by +0.27%
Dec 31, 24
5 State Street Corporation 6.93M (4.78%) -251.84K
Decreased by -3.64%
Mar 31, 24
6 Charles Schwab Investment Management Inc 4.64M (3.20%) 247.68K
Increased by +5.34%
Dec 31, 24
7 Geode Capital Management, LLC 3.80M (2.62%) 47.39K
Increased by +1.25%
Dec 31, 24
8 JPMorgan Chase & Co 2.90M (2.00%) -6.50M
Decreased by -224.02%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 2.57M (1.77%) -162.85K
Decreased by -6.33%
Dec 31, 24
10 Nordea Investment Mgmt Bank Demark A/s 2.29M (1.58%) -61.46K
Decreased by -2.68%
Mar 31, 24
11 Royal Bank of Canada 2.20M (1.52%) -22.75K
Decreased by -1.04%
Dec 31, 24
12 Hershey Trust Co 2.07M (1.43%) 278.00
Increased by +0.01%
Dec 31, 24
13 T. Rowe Price Associates, Inc. 1.97M (1.36%) 561.92K
Increased by +28.53%
Sep 30, 23
14 Renaissance Technologies Corp 1.92M (1.32%) -584.37K
Decreased by -30.44%
Dec 31, 23
15 NORGES BANK 1.75M (1.21%) -128.38K
Decreased by -7.35%
Jun 30, 24
16 UBS Asset Mgmt Americas Inc 1.63M (1.12%) 453.43K
Increased by +27.85%
Dec 31, 24
17 Northern Trust Corp 1.58M (1.09%) 154.24K
Increased by +9.77%
Dec 31, 24
18 HHG PLC 1.54M (1.06%) 51.27K
Increased by +3.33%
Jun 30, 24
19 Qube Research & Technologies 1.50M (1.04%) 384.32K
Increased by +25.61%
Dec 31, 23
20 Macquarie Group Ltd 1.34M (0.92%) 57.19K
Increased by +4.27%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 4.84M (3.34%) 691.17K
Increased by +14.29%
Dec 31, 24
2 Capital Group Wash Mutual Invtrs Comp 4.84M (3.34%) 691.17K
Increased by +14.29%
Dec 31, 24
3 Vanguard Total Stock Mkt Idx Inv 4.66M (3.21%) 17.03K
Increased by +0.37%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 4.10M (2.83%) 28.20K
Increased by +0.69%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 3.88M (2.68%) 3.20K
Increased by +0.08%
Feb 28, 25
6 American Funds American Mutual A 3.80M (2.62%) 424.66K
Increased by +11.19%
Dec 31, 24
7 Capital Group American Mutual Comp 3.80M (2.62%) 424.66K
Increased by +11.19%
Dec 31, 24
8 Vanguard Mid Cap Index Institutional 3.19M (2.20%) 13.69K
Increased by +0.43%
Feb 28, 25
9 American Funds American Balanced A 2.22M (1.54%) 640.28K
Increased by +28.78%
Dec 31, 24
10 Fidelity 500 Index 1.84M (1.27%) 8.13K
Increased by +0.44%
Jan 31, 25
11 SPDR® S&P 500® ETF Trust 1.83M (1.26%) -13.57K
Decreased by -0.74%
Feb 28, 25
12 SPDR® S&P 500 ETF Trust 1.77M (1.22%) -3.83K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 1.75M (1.21%) 11.11K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 1.74M (1.20%) -87.00
Decreased by -0.01%
Feb 28, 25
15 The Consumer Staples Sel SectSPDR® ETF 1.44M (0.99%) -1.07K
Decreased by -0.07%
Feb 28, 25
16 JPM US Equity Income-Composite 1.42M (0.98%) -397.54K
Decreased by -28.05%
Dec 31, 24
17 JPMorgan Equity Income I 1.42M (0.98%) 0.00
Increased by 0.00%
Jan 31, 25
18 iShares MSCI USA Min Vol Factor ETF 1.18M (0.81%) 0.00
Increased by 0.00%
Apr 30, 24
19 Vanguard Mid-Cap Growth ETF 1.05M (0.72%) 5.67K
Increased by +0.54%
Nov 30, 24
20 Consumer Staples Select Sector SPDR® ETF 936.89K (0.65%) 6.94K
Increased by +0.74%
Apr 30, 24