Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 15.92%
2 UTRN 4.08%
3 ACTV 3.94%
4 WBIG 2.19%
5 SPVM 2.14%
6 KCE 2.10%
7 FXO 2.10%
8 WBIY 1.95%
9 SPDV 1.84%
10 RSPF 1.83%
11 RPV 1.61%
12 EQUL 1.30%
13 RYF 1.27%
14 SPYD 1.26%
15 FCFY 1.25%
16 SPHB 1.14%
17 ALTL 1.11%
18 DVY 1.08%
19 ALTL_old 1.06%
20 RDIV 1.06%

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%
Mar 31, 25
2 Vanguard Group Inc 49.26M (13.82%) -2.23M
Decreased by -4.53%
Mar 31, 25
3 BlackRock Inc 47.90M (13.44%) -7.06M
Decreased by -14.74%
Mar 31, 25
4 Trian Fund Management LP 23.17M (6.50%) 0.00
Increased by 0.00%
Mar 31, 25
5 State Street Corp 21.93M (6.15%) 284.82K
Increased by +1.30%
Mar 31, 25
6 State Street Corporation 21.86M (6.13%) 753.38K
Increased by +3.45%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 19.75M (5.54%) -357.75K
Decreased by -1.81%
Mar 31, 25
8 AQR Capital Management LLC 11.03M (3.09%) 2.88M
Increased by +26.14%
Mar 31, 25
9 Geode Capital Management, LLC 11.02M (3.09%) 636.12K
Increased by +5.77%
Mar 31, 25
10 Millennium Management LLC 7.24M (2.03%) -2.79M
Decreased by -38.60%
Dec 31, 24
11 Northern Trust Corp 7.08M (1.99%) 721.95K
Increased by +10.19%
Mar 31, 25
12 Goldman Sachs Group Inc 7.03M (1.97%) 3.51M
Increased by +49.91%
Mar 31, 25
13 AllianceBernstein L.P. 6.99M (1.96%) 605.16K
Increased by +8.66%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 6.55M (1.84%) 581.31K
Increased by +8.88%
Mar 31, 25
15 UBS Group AG 6.13M (1.72%) 2.50M
Increased by +40.72%
Mar 31, 25
16 Fisher Asset Management, LLC 4.74M (1.33%) 209.78K
Increased by +4.42%
Mar 31, 25
17 Charles Schwab Investment Management Inc 4.45M (1.25%) 29.61K
Increased by +0.67%
Mar 31, 25
18 Citadel Advisors Llc 4.03M (1.13%) 1.15M
Increased by +28.68%
Mar 31, 25
19 Two Sigma Advisers, LLC 3.77M (1.06%) 466.40K
Increased by +12.37%
Dec 31, 24
20 FMR Inc 3.53M (0.99%) -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 (3.81%) 11.17K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.89M (3.62%) 87.69K
Increased by +0.68%
May 31, 25
3 Vanguard Institutional 500 Index Trust 12.73M (3.57%) 80.14K
Increased by +0.63%
May 31, 25
4 iShares Select Dividend ETF 10.25M (2.87%) 0.00
Increased by 0.00%
Jun 30, 25
5 Vanguard Small Cap Index 10.16M (2.85%) 47.74K
Increased by +0.47%
May 31, 25
6 Invesco S&P 500® Equal Weight ETF 9.48M (2.66%) 111.15K
Increased by +1.17%
Jun 30, 25
7 Vanguard Small Cap Value Index Inv 6.53M (1.83%) -5.07K
Decreased by -0.08%
May 31, 25
8 DFA US Small Cap Value I 5.77M (1.62%) 0.00
Increased by 0.00%
May 31, 25
9 Fidelity 500 Index 5.65M (1.58%) 22.68K
Increased by +0.40%
May 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%) -18.94K
Decreased by -0.35%
Jun 30, 25
13 SPDR® Portfolio S&P 500 High Div ETF 5.34M (1.50%) 0.00
Increased by 0.00%
Apr 30, 24
14 SPDR® S&P 500 ETF Trust 5.33M (1.50%) 12.02K
Increased by +0.23%
Apr 30, 24
15 iShares Core S&P 500 ETF 5.30M (1.49%) 8.45K
Increased by +0.16%
Jun 30, 25
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 5.17M (1.45%) 0.00
Increased by 0.00%
Jun 30, 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 DFA US Targeted Value I 3.07M (0.86%) 337.74K
Increased by +10.99%
May 31, 25