Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 UTRN 4.08%
3 ACTV 3.94%
4 FMTM 3.40%
5 PXLV 2.28%
6 SPVM 2.28%
7 MVFD 2.27%
8 WBIG 2.19%
9 WBIY 2.13%
10 SPDV 1.98%
11 KCE 1.80%
12 RPV 1.70%
13 RSPF 1.43%
14 SPYD 1.41%
15 FCFY 1.34%
16 FXO 1.34%
17 EQUL 1.30%
18 RYF 1.27%
19 DVY 1.14%
20 RDIV 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Massachusetts Mutual Life Insurance Co 81.33M (22.81%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Group Inc 51.42M (14.42%) 2.16M
Increased by +4.21%
Jun 30, 25
3 BlackRock Inc 45.24M (12.69%) -2.66M
Decreased by -5.88%
Jun 30, 25
4 State Street Corp 22.26M (6.24%) 332.34K
Increased by +1.49%
Jun 30, 25
5 State Street Corporation 21.86M (6.13%) 753.38K
Increased by +3.45%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 21.01M (5.89%) 1.26M
Increased by +6.02%
Jun 30, 25
7 Trian Fund Management LP 14.63M (4.10%) -8.54M
Decreased by -58.41%
Jun 30, 25
8 AQR Capital Management LLC 11.61M (3.26%) 584.03K
Increased by +5.03%
Jun 30, 25
9 Geode Capital Management, LLC 11.11M (3.12%) 88.09K
Increased by +0.79%
Jun 30, 25
10 Goldman Sachs Group Inc 10.94M (3.07%) 3.92M
Increased by +35.78%
Jun 30, 25
11 Royal Bank of Canada 8.93M (2.50%) 7.95M
Increased by +89.06%
Jun 30, 25
12 AllianceBernstein L.P. 7.92M (2.22%) 939.37K
Increased by +11.85%
Jun 30, 25
13 Millennium Management LLC 7.24M (2.03%) -2.79M
Decreased by -38.60%
Dec 31, 24
14 Morgan Stanley - Brokerage Accounts 6.66M (1.87%) 116.08K
Increased by +1.74%
Jun 30, 25
15 Northern Trust Corp 6.57M (1.84%) -512.90K
Decreased by -7.81%
Jun 30, 25
16 UBS Group AG 5.74M (1.61%) -387.68K
Decreased by -6.75%
Jun 30, 25
17 Balyasny Asset Management LLC 5.09M (1.43%) 1.87M
Increased by +36.76%
Jun 30, 25
18 Fisher Asset Management, LLC 4.94M (1.39%) 195.79K
Increased by +3.96%
Jun 30, 25
19 Charles Schwab Investment Management Inc 4.48M (1.26%) 25.14K
Increased by +0.56%
Jun 30, 25
20 Citadel Advisors Llc 4.06M (1.14%) 33.40K
Increased by +0.82%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.00M (3.93%) 74.66K
Increased by +0.53%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 13.59M (3.81%) 11.17K
Increased by +0.08%
Sep 30, 24
3 Vanguard 500 Index Investor 11.06M (3.10%) -1.30M
Decreased by -11.74%
Jul 31, 25
4 Vanguard Small Cap Index 10.87M (3.05%) 191.68K
Increased by +1.76%
Jul 31, 25
5 iShares Select Dividend ETF 9.98M (2.80%) 0.00
Increased by 0.00%
Aug 31, 25
6 Invesco S&P 500® Equal Weight ETF 9.39M (2.63%) 13.75K
Increased by +0.15%
Aug 29, 25
7 Vanguard Small Cap Value Index Inv 6.99M (1.96%) 180.56K
Increased by +2.58%
Jul 31, 25
8 DFA US Small Cap Value I 5.77M (1.62%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity 500 Index 5.67M (1.59%) 2.53K
Increased by +0.04%
Jul 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 5.45M (1.53%) 66.54K
Increased by +1.22%
Aug 31, 25
13 iShares Core S&P 500 ETF 5.38M (1.51%) 0.00
Increased by 0.00%
Aug 31, 25
14 SPDR® Portfolio S&P 500 High Div ETF 5.34M (1.50%) 0.00
Increased by 0.00%
Apr 30, 24
15 SPDR® S&P 500 ETF Trust 5.33M (1.50%) 12.02K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 5.19M (1.46%) 41.38K
Increased by +0.80%
Oct 31, 23
17 SPDR® Portfolio S&P 500® High Div ETF 4.19M (1.18%) 10.37K
Increased by +0.25%
Aug 29, 25
18 Fisher All World Equity 3.76M (1.06%) 493.04K
Increased by +13.10%
Jun 30, 25
19 MFS Mid Cap Value Equity 3.29M (0.92%) 0.00
Increased by 0.00%
Sep 30, 23
20 The Financial Select Sector SPDR® ETF 3.19M (0.89%) -10.11K
Decreased by -0.32%
Aug 31, 25