Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 UTRN 4.08%
3 ACTV 3.94%
4 WBIY 2.90%
5 WBIG 2.19%
6 SPDV 1.64%
7 FXO 1.56%
8 KCE 1.47%
9 EQUL 1.30%
10 RYF 1.27%
11 RSPF 1.27%
12 RPV 1.12%
13 SPYD 1.10%
14 ALTL_old 1.06%
15 RDIV 0.99%
16 JHDV 0.95%
17 FCFY 0.91%
18 SPHB 0.88%
19 HEJD 0.87%
20 ALTL 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Mutual Life Insurance Co 81.33M (22.71%) 0.00
Increased by 0.00%
Mar 31, 25
2 Vanguard Group Inc 49.26M (13.76%) -2.23M
Decreased by -4.53%
Mar 31, 25
3 BlackRock Inc 47.90M (13.38%) -7.06M
Decreased by -14.74%
Mar 31, 25
4 Trian Fund Management LP 23.17M (6.47%) 0.00
Increased by 0.00%
Dec 31, 24
5 State Street Corp 21.93M (6.12%) 284.82K
Increased by +1.30%
Mar 31, 25
6 State Street Corporation 21.86M (6.10%) 753.38K
Increased by +3.45%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 19.75M (5.51%) -357.75K
Decreased by -1.81%
Mar 31, 25
8 AQR Capital Management LLC 11.03M (3.08%) 2.88M
Increased by +26.14%
Mar 31, 25
9 Geode Capital Management, LLC 11.02M (3.08%) 636.12K
Increased by +5.77%
Mar 31, 25
10 Millennium Management LLC 7.24M (2.02%) -2.79M
Decreased by -38.60%
Dec 31, 24
11 Goldman Sachs Group Inc 7.03M (1.96%) 3.51M
Increased by +49.91%
Mar 31, 25
12 Morgan Stanley - Brokerage Accounts 6.55M (1.83%) 581.31K
Increased by +8.88%
Mar 31, 25
13 AllianceBernstein L.P. 6.38M (1.78%) 31.85K
Increased by +0.50%
Dec 31, 24
14 Northern Trust Corp 6.36M (1.78%) 834.58K
Increased by +13.12%
Dec 31, 24
15 Fisher Asset Management, LLC 4.74M (1.32%) 209.78K
Increased by +4.42%
Mar 31, 25
16 Charles Schwab Investment Management Inc 4.45M (1.24%) 29.61K
Increased by +0.67%
Mar 31, 25
17 Two Sigma Advisers, LLC 3.77M (1.05%) 466.40K
Increased by +12.37%
Dec 31, 24
18 UBS Group AG 3.63M (1.01%) 2.07M
Increased by +57.01%
Dec 31, 24
19 FMR Inc 3.53M (0.98%) -267.37K
Decreased by -7.58%
Sep 30, 23
20 NORGES BANK 3.29M (0.92%) 1.17M
Increased by +35.48%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 13.59M (3.80%) 11.17K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.81M (3.58%) 138.03K
Increased by +1.08%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 12.65M (3.53%) 202.01K
Increased by +1.60%
Apr 30, 25
4 iShares Select Dividend ETF 10.23M (2.86%) 0.00
Increased by 0.00%
Apr 30, 25
5 Vanguard Small Cap Index 10.11M (2.82%) 58.99K
Increased by +0.58%
Apr 30, 25
6 Invesco S&P 500® Equal Weight ETF 9.22M (2.57%) -30.11K
Decreased by -0.33%
Apr 30, 25
7 Vanguard Small Cap Value Index Inv 6.54M (1.83%) 20.39K
Increased by +0.31%
Apr 30, 25
8 DFA US Small Cap Value I 5.77M (1.61%) -131.24K
Decreased by -2.27%
Mar 31, 25
9 Fidelity 500 Index 5.62M (1.57%) -8.34K
Decreased by -0.15%
Mar 31, 25
10 SPDR® S&P 500 ETF 5.61M (1.57%) -82.30K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 5.47M (1.53%) -28.40K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 5.44M (1.52%) -32.35K
Decreased by -0.59%
Apr 30, 25
13 SPDR® Portfolio S&P 500 High Div ETF 5.34M (1.49%) 0.00
Increased by 0.00%
Apr 30, 24
14 SPDR® S&P 500 ETF Trust 5.33M (1.49%) 12.02K
Increased by +0.23%
Apr 30, 24
15 iShares Core S&P 500 ETF 5.31M (1.48%) -5.54K
Decreased by -0.10%
Apr 30, 25
16 Fidelity® 500 Index 5.19M (1.45%) 41.38K
Increased by +0.80%
Oct 31, 23
17 SPDR® Portfolio S&P 500® High Div ETF 5.08M (1.42%) 1.61K
Increased by +0.03%
Apr 30, 25
18 MFS Mid Cap Value Equity 3.29M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
19 Fisher All World Equity 3.27M (0.91%) 0.00
Increased by 0.00%
Mar 31, 25
20 The Financial Select Sector SPDR® ETF 3.22M (0.90%) -24.00K
Decreased by -0.75%
Apr 30, 25