Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.78%
2 IVEG 4.58%
3 WOOD 4.23%
4 UTRN 4.22%
5 FTRI 4.20%
6 WBIY 4.12%
7 RSPM 3.80%
8 RTM 3.79%
9 XLB 3.49%
10 DIVC 3.33%
11 TPMN 3.02%
12 IYM 2.99%
13 DDIV 2.96%
14 UYM 2.55%
15 FXZ 2.53%
16 RDIV 2.36%
17 PYZ 2.11%
18 SPDV 2.08%
19 CGDV 2.02%
20 SDOG 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.62M (11.91%) 21.43M
Increased by +34.22%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 51.80M (9.86%) 4.20M
Increased by +8.11%
Mar 31, 25
3 BlackRock Inc 43.14M (8.21%) 8.82M
Increased by +20.44%
Mar 31, 25
4 Capital Research Global Investors 40.67M (7.74%) 10.76M
Increased by +26.46%
Mar 31, 25
5 State Street Corp 28.48M (5.42%) 7.06M
Increased by +24.77%
Mar 31, 25
6 FMR Inc 26.12M (4.97%) -439.21K
Decreased by -1.68%
Mar 31, 25
7 State Street Corporation 22.35M (4.25%) -868.02K
Decreased by -3.88%
Mar 31, 24
8 Capital Research & Mgmt Co - Division 3 21.90M (4.17%) 21.90M
Increased by +100.00%
Mar 31, 25
9 Bank of New York Mellon Corp 17.15M (3.26%) 2.78M
Increased by +16.23%
Mar 31, 25
10 Geode Capital Management, LLC 13.05M (2.48%) 4.65M
Increased by +35.66%
Mar 31, 25
11 Greenhaven Associates Inc 10.17M (1.93%) 329.99K
Increased by +3.25%
Mar 31, 24
12 JPMorgan Chase & Co 9.02M (1.72%) 1.53M
Increased by +16.95%
Mar 31, 25
13 UBS Group AG 8.57M (1.63%) 7.44M
Increased by +86.82%
Dec 31, 24
14 Amvescap Plc. 8.04M (1.53%) 85.73K
Increased by +1.07%
Mar 31, 25
15 Franklin Resources Inc 6.90M (1.31%) 2.66M
Increased by +38.46%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 6.31M (1.20%) -4.15M
Decreased by -65.66%
Mar 31, 25
17 Northern Trust Corp 5.04M (0.96%) 1.50M
Increased by +29.74%
Mar 31, 25
18 Millennium Management LLC 5.03M (0.96%) 3.70M
Increased by +73.56%
Dec 31, 24
19 Charles Schwab Investment Management Inc 4.97M (0.95%) 1.41M
Increased by +28.37%
Mar 31, 25
20 Diamond Hill Capital Management Inc 4.96M (0.94%) 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 34.79M (6.62%) 16.38M
Increased by +47.10%
Mar 31, 25
2 Capital Group American Mutual Comp 34.79M (6.62%) 16.38M
Increased by +47.10%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 16.87M (3.21%) 252.97K
Increased by +1.50%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 14.89M (2.83%) 237.11K
Increased by +1.59%
Apr 30, 25
5 Vanguard Mid Cap Index Institutional 11.44M (2.18%) 109.36K
Increased by +0.96%
Apr 30, 25
6 Vanguard US Total Market Shares ETF 10.98M (2.09%) 8.39K
Increased by +0.08%
Sep 30, 24
7 American Funds Washington Mutual A 10.56M (2.01%) 10.56M
Increased by +100.00%
Mar 31, 25
8 Capital Group Wash Mutual Invtrs Comp 10.56M (2.01%) 10.56M
Increased by +100.00%
Mar 31, 25
9 T. Rowe Price U.S. Value Equity Tr-D 8.71M (1.66%) 1.01M
Increased by +11.60%
Mar 31, 25
10 T. Rowe Price U.S. Value Equity Tr-Z 8.71M (1.66%) 1.01M
Increased by +11.60%
Mar 31, 25
11 T. Rowe Price US Value Equity Composite 7.56M (1.44%) 538.58K
Increased by +7.12%
Mar 31, 25
12 T. Rowe Price Value 7.56M (1.44%) 559.99K
Increased by +7.41%
Mar 31, 25
13 Capital Group Dividend Value ETF 7.05M (1.34%) 842.40K
Increased by +11.95%
May 31, 25
14 Fidelity 500 Index 6.62M (1.26%) 8.18K
Increased by +0.12%
Apr 30, 25
15 SPDR® S&P 500 ETF 6.53M (1.24%) -94.55K
Decreased by -1.45%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 6.36M (1.21%) -33.48K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 6.29M (1.20%) -28.12K
Decreased by -0.45%
May 31, 25
18 iShares Core S&P 500 ETF 6.11M (1.16%) 0.00
Increased by 0.00%
May 31, 25
19 Schwab US Dividend Equity ETF™ 5.46M (1.04%) -3.19K
Decreased by -0.06%
Jan 31, 24
20 Vanguard Value Index Inv 4.62M (0.88%) 7.90K
Increased by +0.17%
Apr 30, 25