Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 5.13%
2 IVEG 4.59%
3 FTRI 4.38%
4 UTRN 4.22%
5 WBIY 4.12%
6 RTM 3.83%
7 RSPM 3.83%
8 XLB 3.36%
9 DIVC 3.33%
10 WOOD 3.32%
11 TPMN 3.02%
12 DDIV 2.96%
13 IYM 2.94%
14 CGVV 2.65%
15 STNC 2.58%
16 UYM 2.38%
17 RDIV 2.36%
18 SPDV 2.08%
19 SDOG 2.03%
20 GSFP 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.88M (12.15%) 1.26M
Increased by +1.97%
Jun 30, 25
2 T. Rowe Price Associates, Inc. 53.77M (10.23%) 1.98M
Increased by +3.67%
Jun 30, 25
3 Capital Research Global Investors 50.56M (9.62%) 9.90M
Increased by +19.57%
Jun 30, 25
4 BlackRock Inc 41.63M (7.92%) -1.51M
Decreased by -3.62%
Jun 30, 25
5 Capital Research & Mgmt Co - Division 3 32.37M (6.16%) 10.47M
Increased by +32.34%
Jun 30, 25
6 State Street Corp 29.39M (5.59%) 902.74K
Increased by +3.07%
Jun 30, 25
7 State Street Corporation 22.35M (4.25%) -868.02K
Decreased by -3.88%
Mar 31, 24
8 FMR Inc 19.76M (3.76%) -6.36M
Decreased by -32.17%
Jun 30, 25
9 Bank of New York Mellon Corp 18.74M (3.56%) 1.59M
Increased by +8.50%
Jun 30, 25
10 Geode Capital Management, LLC 13.34M (2.54%) 294.30K
Increased by +2.21%
Jun 30, 25
11 Greenhaven Associates Inc 10.17M (1.93%) 329.99K
Increased by +3.25%
Mar 31, 24
12 UBS Group AG 8.57M (1.63%) 7.44M
Increased by +86.82%
Dec 31, 24
13 Amvescap Plc. 8.16M (1.55%) 120.80K
Increased by +1.48%
Jun 30, 25
14 JPMorgan Chase & Co 7.68M (1.46%) -1.34M
Decreased by -17.43%
Jun 30, 25
15 Franklin Resources Inc 7.46M (1.42%) 555.59K
Increased by +7.45%
Jun 30, 25
16 Morgan Stanley - Brokerage Accounts 6.16M (1.17%) -154.56K
Decreased by -2.51%
Jun 30, 25
17 Capital World Investors 6.10M (1.16%) 3.57M
Increased by +58.54%
Jun 30, 25
18 NORGES BANK 6.02M (1.14%) 3.99M
Increased by +66.27%
Jun 30, 25
19 Goldman Sachs Group Inc 5.78M (1.10%) 923.28K
Increased by +15.96%
Jun 30, 25
20 Royal Bank of Canada 5.44M (1.03%) 724.48K
Increased by +13.32%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 40.82M (7.77%) 6.03M
Increased by +14.78%
Jun 30, 25
2 Capital Group American Mutual Comp 40.82M (7.77%) 6.03M
Increased by +14.78%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 16.60M (3.16%) -392.98K
Decreased by -2.37%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 15.00M (2.85%) 104.73K
Increased by +0.70%
May 31, 25
5 American Funds Washington Mutual A 13.24M (2.52%) 2.67M
Increased by +20.18%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 13.24M (2.52%) 2.67M
Increased by +20.18%
Jun 30, 25
7 Vanguard 500 Index Investor 13.07M (2.49%) -1.91M
Decreased by -14.65%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 11.78M (2.24%) 126.87K
Increased by +1.08%
Jul 31, 25
9 Vanguard US Total Market Shares ETF 10.98M (2.09%) 8.39K
Increased by +0.08%
Sep 30, 24
10 T. Rowe Price U.S. Value Equity Tr-D 9.01M (1.71%) 304.69K
Increased by +3.38%
Jun 30, 25
11 T. Rowe Price Value 8.99M (1.71%) 1.34M
Increased by +14.93%
Jul 31, 25
12 T. Rowe Price U.S. Value Equity Tr-Z 8.71M (1.66%) 1.01M
Increased by +11.60%
Mar 31, 25
13 Capital Group Dividend Value ETF 8.60M (1.64%) 468.31K
Increased by +5.45%
Aug 31, 25
14 American Funds Income Fund of Amer A 8.31M (1.58%) 3.77M
Increased by +45.42%
Jun 30, 25
15 T. Rowe Price US Value Equity Composite 7.65M (1.46%) 88.28K
Increased by +1.15%
Jun 30, 25
16 Fidelity 500 Index 6.69M (1.27%) 2.87K
Increased by +0.04%
Jul 31, 25
17 SPDR® S&P 500 ETF 6.53M (1.24%) -94.55K
Decreased by -1.45%
Mar 31, 25
18 SPDR® S&P 500® ETF 6.39M (1.22%) 78.43K
Increased by +1.23%
Aug 31, 25
19 SPDR® S&P 500® ETF Trust 6.36M (1.21%) -33.48K
Decreased by -0.53%
Mar 31, 25
20 iShares Core S&P 500 ETF 6.35M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25