Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 BEEZ 3.93%
3 DIVS 2.73%
4 DVOL 2.43%
5 SCHD 2.16%
6 SEIQ 2.10%
7 RYJ 2.06%
8 UPGD 2.06%
9 SHRY 2.06%
10 DEF 1.96%
11 MPAY 1.89%
12 FTCS 1.89%
13 BMVP 1.88%
14 PRN 1.79%
15 QDIV 1.71%
16 STNC 1.69%
17 HUSV 1.67%
18 SXQG 1.67%
19 KVLE 1.63%
20 VSDA 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.39M (9.97%) 60.82K
Increased by +0.23%
Mar 31, 25
2 Briar Hall Management LLC 25.84M (9.76%) -19.44K
Decreased by -0.08%
Mar 31, 25
3 State Farm Mutual Automobile Ins Co 21.03M (7.95%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 20.99M (7.93%) 93.90K
Increased by +0.45%
Mar 31, 25
5 State Street Corp 12.37M (4.67%) -279.62K
Decreased by -2.26%
Mar 31, 25
6 Northern Trust Corp 12.15M (4.59%) -1.51M
Decreased by -12.45%
Mar 31, 25
7 State Street Corporation 12.04M (4.55%) -245.43K
Decreased by -2.04%
Mar 31, 24
8 Wells Fargo & Co 6.98M (2.64%) -139.08K
Decreased by -1.99%
Mar 31, 25
9 Geode Capital Management, LLC 6.64M (2.51%) 250.53K
Increased by +3.77%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 4.84M (1.83%) 338.94K
Increased by +7.00%
Mar 31, 25
11 Capital Research Global Investors 4.24M (1.60%) 105.19K
Increased by +2.48%
Mar 31, 25
12 Fisher Asset Management, LLC 3.51M (1.33%) 71.37K
Increased by +2.03%
Mar 31, 25
13 Massachusetts Financial Services Company 3.38M (1.28%) -83.01K
Decreased by -2.46%
Mar 31, 25
14 Goldman Sachs Group Inc 3.34M (1.26%) -100.42K
Decreased by -3.01%
Mar 31, 25
15 Bank of America Corp 3.18M (1.20%) 20.07K
Increased by +0.63%
Mar 31, 25
16 NORGES BANK 3.18M (1.20%) 1.73K
Increased by +0.05%
Dec 31, 24
17 Wellington Management Company LLP 2.84M (1.07%) -1.20M
Decreased by -42.16%
Dec 31, 23
18 Charles Schwab Investment Management Inc 2.53M (0.96%) 11.85K
Increased by +0.47%
Mar 31, 25
19 Ameriprise Financial Inc 2.53M (0.95%) -470.00
Decreased by -0.02%
Mar 31, 25
20 Charles Schwab Investment Management Inc USD 2.48M (0.94%) -2.39K
Decreased by -0.10%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.96M (3.38%) 8.37K
Increased by +0.09%
May 31, 25
2 Vanguard US Total Market Shares ETF 8.91M (3.37%) -85.52K
Decreased by -0.96%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 7.60M (2.87%) 51.99K
Increased by +0.68%
May 31, 25
4 Schwab US Dividend Equity ETF™ 4.34M (1.64%) -2.54K
Decreased by -0.06%
Jan 31, 24
5 Fidelity 500 Index 3.37M (1.27%) 14.78K
Increased by +0.44%
May 31, 25
6 SPDR® S&P 500 ETF 3.32M (1.26%) -71.24K
Decreased by -2.14%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 3.30M (1.25%) -25.44K
Decreased by -0.77%
Mar 31, 24
8 SPDR® S&P 500® ETF Trust 3.23M (1.22%) -16.96K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 3.22M (1.22%) -11.30K
Decreased by -0.35%
Jun 30, 25
10 Fidelity® 500 Index 3.21M (1.21%) 20.41K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 3.16M (1.19%) 5.02K
Increased by +0.16%
Jun 30, 25
12 American Funds Invmt Co of Amer A 2.46M (0.93%) 0.00
Increased by 0.00%
Jun 30, 25
13 Capital Group Investment Co of Amer Comp 2.46M (0.93%) 0.00
Increased by 0.00%
Jun 30, 25
14 Vanguard Value Index Inv 2.45M (0.93%) 5.61K
Increased by +0.23%
May 31, 25
15 MFS Value A 2.45M (0.93%) -15.18K
Decreased by -0.62%
May 31, 25
16 MFS Large Cap Value Equity 2.42M (0.92%) 235.59K
Increased by +9.72%
Jun 30, 25
17 Vanguard Wellington™ Inv 1.77M (0.67%) -1.07M
Decreased by -60.09%
Dec 31, 23
18 Vanguard Institutional Index I 1.64M (0.62%) -183.00
Decreased by -0.01%
May 31, 25
19 iShares MSCI USA Quality Factor ETF 1.62M (0.61%) -1.12K
Decreased by -0.07%
Jun 30, 25
20 Columbia Dividend Income Inst 1.62M (0.61%) 0.00
Increased by 0.00%
Jun 30, 25