Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 UTRN 4.08%
3 ACTV 3.94%
4 WBIY 2.97%
5 WBIG 2.19%
6 SPDV 1.67%
7 KCE 1.65%
8 FXO 1.62%
9 SPVM 1.57%
10 RSPF 1.35%
11 EQUL 1.30%
12 RYF 1.27%
13 RPV 1.13%
14 SPYD 1.12%
15 ALTL_old 1.06%
16 RDIV 1.03%
17 JHDV 0.95%
18 FCFY 0.92%
19 SPHB 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%
Mar 31, 25
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 Northern Trust Corp 7.08M (1.98%) 721.95K
Increased by +10.19%
Mar 31, 25
12 Goldman Sachs Group Inc 7.03M (1.96%) 3.51M
Increased by +49.91%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 6.55M (1.83%) 581.31K
Increased by +8.88%
Mar 31, 25
14 AllianceBernstein L.P. 6.38M (1.78%) 31.85K
Increased by +0.50%
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 Citadel Advisors Llc 4.03M (1.12%) 1.15M
Increased by +28.68%
Mar 31, 25
18 Two Sigma Advisers, LLC 3.77M (1.05%) 466.40K
Increased by +12.37%
Dec 31, 24
19 UBS Group AG 3.63M (1.01%) 2.07M
Increased by +57.01%
Dec 31, 24
20 FMR Inc 3.53M (0.98%) -267.37K
Decreased by -7.58%
Sep 30, 23

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 10.19M (2.85%) 0.00
Increased by 0.00%
May 31, 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 9.05M (2.53%) 30.46K
Increased by +0.34%
May 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%) 0.00
Increased by 0.00%
Apr 30, 25
9 Fidelity 500 Index 5.63M (1.57%) 6.94K
Increased by +0.12%
Apr 30, 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 5.40M (1.51%) -23.93K
Decreased by -0.44%
May 31, 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 Fidelity® 500 Index 5.19M (1.45%) 41.38K
Increased by +0.80%
Oct 31, 23
16 iShares Core S&P 500 ETF 5.18M (1.45%) 0.00
Increased by 0.00%
May 31, 25
17 SPDR® Portfolio S&P 500® High Div ETF 5.15M (1.44%) 0.00
Increased by 0.00%
May 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 3.08M (0.86%) -8.59K
Decreased by -0.28%
May 31, 25