Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 BEEZ 3.83%
3 DIVS 2.53%
4 DVOL 2.43%
5 SCHD 2.16%
6 SHRY 2.06%
7 DEF 1.96%
8 RYJ 1.90%
9 UPGD 1.90%
10 MPAY 1.89%
11 FTCS 1.89%
12 BMVP 1.80%
13 PRN 1.79%
14 STNC 1.69%
15 QDIV 1.67%
16 HUSV 1.64%
17 VSDA 1.61%
18 SXQG 1.59%
19 KVLE 1.55%
20 XLI 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.39M (9.92%) 60.82K
Increased by +0.23%
Mar 31, 25
2 Briar Hall Management LLC 25.84M (9.71%) -19.44K
Decreased by -0.08%
Mar 31, 25
3 State Farm Mutual Automobile Ins Co 21.03M (7.91%) 0.00
Increased by 0.00%
Mar 31, 25
4 BlackRock Inc 20.99M (7.89%) 93.90K
Increased by +0.45%
Mar 31, 25
5 Northern Trust Corp 13.67M (5.14%) 508.19K
Increased by +3.72%
Dec 31, 24
6 State Street Corp 12.37M (4.65%) -279.62K
Decreased by -2.26%
Mar 31, 25
7 State Street Corporation 12.04M (4.53%) -245.43K
Decreased by -2.04%
Mar 31, 24
8 Wells Fargo & Co 7.12M (2.68%) -95.91K
Decreased by -1.35%
Dec 31, 24
9 Geode Capital Management, LLC 6.64M (2.50%) 250.53K
Increased by +3.77%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 4.84M (1.82%) 338.94K
Increased by +7.00%
Mar 31, 25
11 Capital Research Global Investors 4.24M (1.59%) 105.19K
Increased by +2.48%
Mar 31, 25
12 Fisher Asset Management, LLC 3.51M (1.32%) 71.37K
Increased by +2.03%
Mar 31, 25
13 Massachusetts Financial Services Company 3.38M (1.27%) -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 (0.95%) 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 (0.93%) -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 8.95M (3.36%) 137.44K
Increased by +1.54%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 8.91M (3.35%) -85.52K
Decreased by -0.96%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 7.54M (2.84%) 120.22K
Increased by +1.59%
Apr 30, 25
4 Schwab US Dividend Equity ETF™ 4.34M (1.63%) -2.54K
Decreased by -0.06%
Jan 31, 24
5 Fidelity 500 Index 3.35M (1.26%) -14.73K
Decreased by -0.44%
Mar 31, 25
6 SPDR® S&P 500 ETF 3.32M (1.25%) -71.24K
Decreased by -2.14%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 3.30M (1.24%) -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 (1.21%) -19.31K
Decreased by -0.60%
Apr 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%) -3.30K
Decreased by -0.10%
Apr 30, 25
12 MFS Value A 2.47M (0.93%) 278.12K
Increased by +11.28%
Apr 30, 25
13 American Funds Invmt Co of Amer A 2.46M (0.92%) -4.15K
Decreased by -0.17%
Mar 31, 25
14 Capital Group Investment Co of Amer Comp 2.46M (0.92%) -4.15K
Decreased by -0.17%
Mar 31, 25
15 Vanguard Value Index Inv 2.45M (0.92%) 2.18K
Increased by +0.09%
Apr 30, 25
16 MFS Large Cap Value Equity 2.19M (0.82%) -75.56K
Decreased by -3.45%
Mar 31, 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%) -3.99K
Decreased by -0.24%
Apr 30, 25
19 Columbia Dividend Value 1.63M (0.61%) -11.73K
Decreased by -0.72%
Mar 31, 25
20 Columbia Dividend Income Inst 1.62M (0.61%) -4.13K
Decreased by -0.25%
Apr 30, 25