Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.06%
2 UTRN 3.97%
3 SHRY 3.51%
4 KNGS 3.44%
5 BAMD 3.20%
6 SDG 3.17%
7 XLP 2.72%
8 MPCT 2.56%
9 RHS 2.55%
10 RSPS 2.55%
11 VSDA 2.37%
12 WBIL 2.15%
13 SPDV 2.09%
14 RNLC 2.07%
15 LVHD 2.01%
16 IYK 1.98%
17 EMOT 1.93%
18 FCPI 1.92%
19 UGE 1.86%
20 BMVP 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.44M (12.23%) 5.20M
Increased by +12.86%
Jun 30, 25
2 BlackRock Inc 26.21M (7.93%) -2.83M
Decreased by -10.81%
Mar 31, 25
3 State Street Corp 20.06M (6.07%) 456.98K
Increased by +2.28%
Mar 31, 25
4 State Street Corporation 17.91M (5.42%) -379.14K
Decreased by -2.12%
Mar 31, 24
5 Charles Schwab Investment Management Inc 11.48M (3.47%) 218.64K
Increased by +1.90%
Jun 30, 25
6 T. Rowe Price Associates, Inc. 8.54M (2.59%) 449.17K
Increased by +5.26%
Jun 30, 25
7 Geode Capital Management, LLC 7.89M (2.39%) -583.19K
Decreased by -7.39%
Mar 31, 25
8 Amvescap Plc. 5.83M (1.76%) 173.91K
Increased by +2.98%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 5.36M (1.62%) 191.70K
Increased by +3.58%
Mar 31, 25
10 Massachusetts Financial Services Company 5.32M (1.61%) -200.00K
Decreased by -3.76%
Jun 30, 25
11 Capital World Investors 4.93M (1.49%) 290.28K
Increased by +5.89%
Jun 30, 25
12 Capital Research Global Investors 4.45M (1.35%) 1.71K
Increased by +0.04%
Sep 30, 23
13 NORGES BANK 4.31M (1.31%) -132.27K
Decreased by -3.07%
Jun 30, 25
14 Northern Trust Corp 3.94M (1.19%) -33.52K
Decreased by -0.85%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 3.83M (1.16%) 770.96K
Increased by +20.15%
Jun 30, 25
16 Royal Bank of Canada 3.46M (1.05%) 29.45K
Increased by +0.85%
Mar 31, 25
17 JPMorgan Chase & Co 3.32M (1.00%) -454.55K
Decreased by -13.69%
Mar 31, 24
18 Wellington Management Company LLP 3.23M (0.98%) -51.77K
Decreased by -1.60%
Dec 31, 23
19 Federated Hermes Inc 3.04M (0.92%) -160.34K
Decreased by -5.28%
Mar 31, 24
20 Bank of New York Mellon Corp 3.00M (0.91%) -38.67K
Decreased by -1.29%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.67M (3.23%) 7.45K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.66M (3.23%) 13.46K
Increased by +0.13%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 9.43M (2.85%) 64.89K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 9.43M (2.85%) -1.62K
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 9.42M (2.85%) -17.98K
Decreased by -0.19%
Jun 30, 25
6 Vanguard Mid Cap Index Institutional 7.32M (2.22%) 3.68M
Increased by +50.28%
Jun 30, 25
7 Fidelity 500 Index 4.20M (1.27%) 19.44K
Increased by +0.46%
Jun 30, 25
8 SPDR® S&P 500 ETF 4.13M (1.25%) -85.42K
Decreased by -2.07%
Mar 31, 25
9 SPDR® S&P 500® ETF 4.06M (1.23%) 17.36K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500 ETF Trust 4.04M (1.22%) 28.00K
Increased by +0.69%
May 30, 24
11 SPDR® S&P 500® ETF Trust 4.02M (1.22%) -21.06K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 3.96M (1.20%) 18.03K
Increased by +0.45%
Jul 31, 25
13 Fidelity® 500 Index 3.94M (1.19%) 25.08K
Increased by +0.64%
Nov 30, 23
14 MFS Large Cap Value (SMA) 3.66M (1.11%) 3.66M
Increased by +100.00%
Jun 30, 23
15 The Consumer Staples Sel SectSPDR® ETF 3.35M (1.01%) -5.92K
Decreased by -0.18%
Jul 31, 25
16 American Funds Income Fund of Amer A 2.98M (0.90%) 281.83K
Increased by +9.46%
Jun 30, 25
17 Vanguard Value Index Inv 2.94M (0.89%) 29.00K
Increased by +0.99%
Jun 30, 25
18 MFS Large Cap Value Equity 2.89M (0.87%) -98.67K
Decreased by -3.42%
Jun 30, 25
19 MFS Value A 2.89M (0.87%) -32.60K
Decreased by -1.13%
Jun 30, 25
20 SPDR® S&P Dividend ETF 2.69M (0.81%) 592.20K
Increased by +22.04%
Jul 31, 25