Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 6.02%
2 CUT 4.82%
3 IVEG 4.53%
4 FTRI 4.25%
5 UTRN 4.22%
6 WBIY 4.12%
7 RSPM 3.79%
8 RTM 3.79%
9 XLB 3.47%
10 DIVC 3.33%
11 TPMN 3.02%
12 IYM 2.96%
13 DDIV 2.96%
14 CGVV 2.62%
15 UYM 2.59%
16 RDIV 2.36%
17 RYJ 2.13%
18 SPDV 2.08%
19 SDOG 1.99%
20 GSFP 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.62M (11.74%) 21.43M
Increased by +34.22%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 51.80M (9.71%) 4.20M
Increased by +8.11%
Mar 31, 25
3 BlackRock Inc 43.14M (8.09%) 8.82M
Increased by +20.44%
Mar 31, 25
4 Capital Research Global Investors 40.67M (7.62%) 10.76M
Increased by +26.46%
Mar 31, 25
5 State Street Corp 28.48M (5.34%) 7.06M
Increased by +24.77%
Mar 31, 25
6 FMR Inc 26.12M (4.90%) -439.21K
Decreased by -1.68%
Mar 31, 25
7 State Street Corporation 22.35M (4.19%) -868.02K
Decreased by -3.88%
Mar 31, 24
8 Capital Research & Mgmt Co - Division 3 21.90M (4.11%) 21.90M
Increased by +100.00%
Mar 31, 25
9 Bank of New York Mellon Corp 17.15M (3.21%) 2.78M
Increased by +16.23%
Mar 31, 25
10 Geode Capital Management, LLC 13.05M (2.45%) 4.65M
Increased by +35.66%
Mar 31, 25
11 Greenhaven Associates Inc 10.17M (1.91%) 329.99K
Increased by +3.25%
Mar 31, 24
12 JPMorgan Chase & Co 9.02M (1.69%) 1.53M
Increased by +16.95%
Mar 31, 25
13 UBS Group AG 8.57M (1.61%) 7.44M
Increased by +86.82%
Dec 31, 24
14 Amvescap Plc. 8.04M (1.51%) 85.73K
Increased by +1.07%
Mar 31, 25
15 Franklin Resources Inc 6.90M (1.29%) 2.66M
Increased by +38.46%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 6.31M (1.18%) -4.15M
Decreased by -65.66%
Mar 31, 25
17 Northern Trust Corp 5.04M (0.95%) 1.50M
Increased by +29.74%
Mar 31, 25
18 Millennium Management LLC 5.03M (0.94%) 3.70M
Increased by +73.56%
Dec 31, 24
19 Charles Schwab Investment Management Inc 4.97M (0.93%) 1.41M
Increased by +28.37%
Mar 31, 25
20 Diamond Hill Capital Management Inc 4.96M (0.93%) 740.93K
Increased by +14.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 40.82M (7.65%) 6.03M
Increased by +14.78%
Jun 30, 25
2 Capital Group American Mutual Comp 40.82M (7.65%) 6.03M
Increased by +14.78%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 16.88M (3.17%) 16.18K
Increased by +0.10%
May 31, 25
4 Vanguard Institutional 500 Index Trust 15.00M (2.81%) 104.73K
Increased by +0.70%
May 31, 25
5 American Funds Washington Mutual A 13.24M (2.48%) 2.67M
Increased by +20.18%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 13.24M (2.48%) 2.67M
Increased by +20.18%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 11.55M (2.17%) 109.00K
Increased by +0.94%
May 31, 25
8 Vanguard US Total Market Shares ETF 10.98M (2.06%) 8.39K
Increased by +0.08%
Sep 30, 24
9 T. Rowe Price U.S. Value Equity Tr-D 9.01M (1.69%) 304.69K
Increased by +3.38%
Jun 30, 25
10 T. Rowe Price U.S. Value Equity Tr-Z 8.71M (1.63%) 1.01M
Increased by +11.60%
Mar 31, 25
11 American Funds Income Fund of Amer A 8.31M (1.56%) 3.77M
Increased by +45.42%
Jun 30, 25
12 T. Rowe Price US Value Equity Composite 7.65M (1.43%) 88.28K
Increased by +1.15%
Jun 30, 25
13 T. Rowe Price Value 7.65M (1.43%) -23.37K
Decreased by -0.31%
Jun 30, 25
14 Capital Group Dividend Value ETF 7.60M (1.42%) 548.16K
Increased by +7.21%
Jun 30, 25
15 Fidelity 500 Index 6.65M (1.25%) 28.41K
Increased by +0.43%
May 31, 25
16 SPDR® S&P 500 ETF 6.53M (1.23%) -94.55K
Decreased by -1.45%
Mar 31, 25
17 SPDR® S&P 500® ETF 6.37M (1.19%) -22.39K
Decreased by -0.35%
Jun 30, 25
18 SPDR® S&P 500® ETF Trust 6.36M (1.19%) -33.48K
Decreased by -0.53%
Mar 31, 25
19 iShares Core S&P 500 ETF 6.26M (1.17%) 9.98K
Increased by +0.16%
Jun 30, 25
20 American Funds IS® Growth-Income 1 5.81M (1.09%) 1.80M
Increased by +31.08%
Jun 30, 25