Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QUSA 5.33%
2 BEEZ 4.07%
3 UTRN 3.95%
4 DIVS 2.78%
5 DVOL 2.43%
6 SCHD 2.16%
7 SEIQ 2.14%
8 RYJ 2.09%
9 UPGD 2.09%
10 SHRY 2.06%
11 DEF 1.96%
12 MPAY 1.89%
13 FTCS 1.89%
14 BMVP 1.88%
15 PRN 1.79%
16 QDIV 1.73%
17 SXQG 1.70%
18 STNC 1.69%
19 KVLE 1.68%
20 HUSV 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.72M (10.11%) 335.95K
Increased by +1.26%
Jun 30, 25
2 Briar Hall Management LLC 25.84M (9.77%) 0.00
Increased by 0.00%
Jun 30, 25
3 State Farm Mutual Automobile Ins Co 21.03M (7.95%) 0.00
Increased by 0.00%
Jun 30, 25
4 BlackRock Inc 20.99M (7.94%) 93.90K
Increased by +0.45%
Mar 31, 25
5 State Street Corp 12.37M (4.68%) -279.62K
Decreased by -2.26%
Mar 31, 25
6 Northern Trust Corp 12.15M (4.60%) -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 4.36M (1.65%) 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 (1.36%) 80.53K
Increased by +2.24%
Jun 30, 25
14 NORGES BANK 3.32M (1.26%) 144.23K
Increased by +4.34%
Jun 30, 25
15 Bank of America Corp 3.18M (1.20%) 20.07K
Increased by +0.63%
Mar 31, 25
16 Goldman Sachs Group Inc 3.09M (1.17%) -248.44K
Decreased by -8.03%
Jun 30, 25
17 Wellington Management Company LLP 2.84M (1.07%) -1.20M
Decreased by -42.16%
Dec 31, 23
18 Charles Schwab Investment Management Inc 2.54M (0.96%) 12.56K
Increased by +0.49%
Jun 30, 25
19 Ameriprise Financial Inc 2.53M (0.96%) -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 8.94M (3.38%) -13.12K
Decreased by -0.15%
Jun 30, 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 Vanguard 500 Index Investor 7.57M (2.86%) -28.69K
Decreased by -0.38%
Jun 30, 25
5 Schwab US Dividend Equity ETF™ 4.34M (1.64%) -2.54K
Decreased by -0.06%
Jan 31, 24
6 Fidelity 500 Index 3.38M (1.28%) 8.58K
Increased by +0.25%
Jun 30, 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 3.27M (1.24%) 13.97K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 3.23M (1.22%) -16.96K
Decreased by -0.52%
Mar 31, 25
11 Fidelity® 500 Index 3.21M (1.21%) 20.41K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 3.18M (1.20%) 14.44K
Increased by +0.45%
Jul 31, 25
13 Vanguard Value Index Inv 2.47M (0.93%) 16.64K
Increased by +0.67%
Jun 30, 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 2.42M (0.92%) -27.35K
Decreased by -1.13%
Jun 30, 25
18 Vanguard Wellington™ Inv 1.77M (0.67%) -1.07M
Decreased by -60.09%
Dec 31, 23
19 Vanguard Institutional Index I 1.63M (0.62%) -10.06K
Decreased by -0.62%
Jun 30, 25
20 Columbia Dividend Income Inst 1.62M (0.61%) 0.00
Increased by 0.00%
Jun 30, 25