Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QUSA 4.94%
2 BEEZ 4.06%
3 UTRN 3.95%
4 RISN 2.72%
5 DIVS 2.59%
6 DVOL 2.43%
7 DIVL 2.32%
8 SCHD 2.16%
9 SEIQ 2.15%
10 RYJ 2.07%
11 SHRY 2.06%
12 UPGD 2.04%
13 FDIV 1.98%
14 DEF 1.96%
15 MPAY 1.89%
16 FTCS 1.89%
17 BMVP 1.88%
18 PRN 1.79%
19 LQPE 1.72%
20 CVRD 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.72M (10.16%) 335.95K
Increased by +1.26%
Jun 30, 25
2 Briar Hall Management LLC 25.84M (9.82%) 0.00
Increased by 0.00%
Jun 30, 25
3 BlackRock Inc 21.71M (8.25%) 723.76K
Increased by +3.33%
Jun 30, 25
4 State Farm Mutual Automobile Ins Co 21.03M (7.99%) 0.00
Increased by 0.00%
Jun 30, 25
5 State Street Corp 12.48M (4.74%) 108.92K
Increased by +0.87%
Jun 30, 25
6 State Street Corporation 12.04M (4.58%) -245.43K
Decreased by -2.04%
Mar 31, 24
7 Northern Trust Corp 11.99M (4.56%) -160.76K
Decreased by -1.34%
Jun 30, 25
8 Wells Fargo & Co 6.87M (2.61%) -107.36K
Decreased by -1.56%
Jun 30, 25
9 Geode Capital Management, LLC 6.77M (2.57%) 122.99K
Increased by +1.82%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 4.55M (1.73%) -290.50K
Decreased by -6.38%
Jun 30, 25
11 Capital Research Global Investors 4.36M (1.66%) 124.17K
Increased by +2.85%
Jun 30, 25
12 Massachusetts Financial Services Company 3.80M (1.44%) 415.98K
Increased by +10.96%
Jun 30, 25
13 Fisher Asset Management, LLC 3.60M (1.37%) 80.53K
Increased by +2.24%
Jun 30, 25
14 Bank of America Corp 3.44M (1.31%) 263.49K
Increased by +7.65%
Jun 30, 25
15 NORGES BANK 3.32M (1.26%) 144.23K
Increased by +4.34%
Jun 30, 25
16 Goldman Sachs Group Inc 3.09M (1.18%) -248.44K
Decreased by -8.03%
Jun 30, 25
17 Wellington Management Company LLP 2.84M (1.08%) -1.20M
Decreased by -42.16%
Dec 31, 23
18 Ameriprise Financial Inc 2.55M (0.97%) 28.76K
Increased by +1.13%
Jun 30, 25
19 Charles Schwab Investment Management Inc 2.54M (0.97%) 12.56K
Increased by +0.49%
Jun 30, 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 US Total Market Shares ETF 8.91M (3.39%) -85.52K
Decreased by -0.96%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.73M (3.32%) -209.29K
Decreased by -2.40%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 7.60M (2.89%) 51.99K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 6.60M (2.51%) -966.93K
Decreased by -14.65%
Jul 31, 25
5 Schwab US Dividend Equity ETF™ 4.34M (1.65%) -2.54K
Decreased by -0.06%
Jan 31, 24
6 Fidelity 500 Index 3.38M (1.28%) 1.45K
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 3.32M (1.26%) -71.24K
Decreased by -2.14%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 3.30M (1.25%) -25.44K
Decreased by -0.77%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 3.23M (1.23%) -16.96K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.22M (1.22%) 39.72K
Increased by +1.24%
Aug 31, 25
11 iShares Core S&P 500 ETF 3.21M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
12 Fidelity® 500 Index 3.21M (1.22%) 20.41K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 2.47M (0.94%) -2.78K
Decreased by -0.11%
Jul 31, 25
14 American Funds Invmt Co of Amer A 2.46M (0.93%) 0.00
Increased by 0.00%
Jun 30, 25
15 Capital Group Investment Co of Amer Comp 2.46M (0.93%) 0.00
Increased by 0.00%
Jun 30, 25
16 MFS Large Cap Value Equity 2.42M (0.92%) 235.59K
Increased by +9.72%
Jun 30, 25
17 MFS Value A 2.41M (0.92%) -14.09K
Decreased by -0.58%
Jul 31, 25
18 Vanguard Wellington™ Inv 1.77M (0.67%) -1.07M
Decreased by -60.09%
Dec 31, 23
19 Columbia Dividend Value 1.62M (0.61%) -8.88K
Decreased by -0.55%
Jun 30, 25
20 Columbia Dividend Income Inst 1.61M (0.61%) -2.68K
Decreased by -0.17%
Jul 31, 25