Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.06%
2 UTRN 3.97%
3 SDG 3.54%
4 KNGS 3.44%
5 SHRY 3.29%
6 XLP 2.86%
7 VSDA 2.60%
8 RHS 2.60%
9 RSPS 2.60%
10 MPCT 2.56%
11 EMOT 2.24%
12 LVHD 2.24%
13 FTCS 2.22%
14 UPGD 2.14%
15 RYJ 2.14%
16 IYK 2.14%
17 SPDV 2.09%
18 WBIL 2.07%
19 RNLC 2.07%
20 BMVP 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.14M (10.63%) 4.60M
Increased by +13.10%
Dec 31, 24
2 BlackRock Inc 29.04M (8.79%) -3.82M
Decreased by -13.16%
Dec 31, 24
3 State Street Corp 19.60M (5.93%) 294.82K
Increased by +1.50%
Dec 31, 24
4 State Street Corporation 17.91M (5.42%) -379.14K
Decreased by -2.12%
Mar 31, 24
5 Charles Schwab Investment Management Inc 10.59M (3.20%) 529.22K
Increased by +5.00%
Dec 31, 24
6 Geode Capital Management, LLC 8.47M (2.56%) 797.95K
Increased by +9.42%
Dec 31, 24
7 T. Rowe Price Associates, Inc. 7.53M (2.28%) 417.12K
Increased by +5.54%
Dec 31, 24
8 Amvescap Plc. 5.65M (1.71%) 1.02M
Increased by +17.96%
Dec 31, 24
9 Massachusetts Financial Services Company 5.58M (1.69%) -139.97K
Decreased by -2.51%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 5.17M (1.56%) 91.11K
Increased by +1.76%
Dec 31, 24
11 Capital Research Global Investors 4.45M (1.35%) 1.71K
Increased by +0.04%
Sep 30, 23
12 NORGES BANK 4.45M (1.34%) 317.90K
Increased by +7.15%
Dec 31, 24
13 Capital World Investors 4.18M (1.26%) 656.00
Increased by +0.02%
Dec 31, 24
14 Northern Trust Corp 3.97M (1.20%) 445.55K
Increased by +11.21%
Dec 31, 24
15 Royal Bank of Canada 3.43M (1.04%) 670.16K
Increased by +19.53%
Dec 31, 24
16 American Century Companies Inc 3.37M (1.02%) -317.66K
Decreased by -9.43%
Dec 31, 24
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 Bank of New York Mellon Corp 3.04M (0.92%) 30.31K
Increased by +1.00%
Dec 31, 24
20 Federated Hermes Inc 3.04M (0.92%) -160.34K
Decreased by -5.28%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.52M (3.18%) 47.01K
Increased by +0.45%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 9.25M (2.80%) 63.89K
Increased by +0.69%
Feb 28, 25
3 Schwab US Dividend Equity ETF™ 8.85M (2.68%) 7.34K
Increased by +0.08%
Feb 28, 25
4 Fidelity 500 Index 4.16M (1.26%) 18.35K
Increased by +0.44%
Jan 31, 25
5 SPDR® S&P 500® ETF Trust 4.12M (1.25%) -30.58K
Decreased by -0.74%
Feb 28, 25
6 SPDR® S&P 500 ETF Trust 4.04M (1.22%) 28.00K
Increased by +0.69%
May 30, 24
7 Fidelity® 500 Index 3.94M (1.19%) 25.08K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 3.92M (1.18%) -197.00
Decreased by -0.01%
Feb 28, 25
9 MFS Large Cap Value (SMA) 3.66M (1.11%) 3.66M
Increased by +100.00%
Jun 30, 23
10 Vanguard Mid Cap Index Institutional 3.60M (1.09%) 15.11K
Increased by +0.42%
Feb 28, 25
11 The Consumer Staples Sel SectSPDR® ETF 3.25M (0.98%) -2.41K
Decreased by -0.07%
Feb 28, 25
12 MFS Large Cap Value Equity 3.09M (0.94%) -101.74K
Decreased by -3.29%
Dec 31, 24
13 MFS Value A 3.00M (0.91%) -50.16K
Decreased by -1.67%
Feb 28, 25
14 Vanguard Value Index Inv 2.88M (0.87%) 23.52K
Increased by +0.82%
Feb 28, 25
15 American Funds Income Fund of Amer A 2.41M (0.73%) 0.00
Increased by 0.00%
Dec 31, 24
16 SPDR® S&P Dividend ETF 2.39M (0.72%) -2.40K
Decreased by -0.10%
Feb 28, 25
17 Consumer Staples Select Sector SPDR® ETF 2.22M (0.67%) 5.56K
Increased by +0.25%
May 30, 24
18 T. Rowe Price Equity Income 2.13M (0.64%) 40.00K
Increased by +1.88%
Jan 31, 25
19 T. Rowe Price US Lg-Cp Equity Inc Comp 2.08M (0.63%) 3.85K
Increased by +0.18%
Dec 31, 24
20 Vanguard Institutional Index I 2.07M (0.63%) -23.23K
Decreased by -1.12%
Feb 28, 25