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 XLP 2.77%
6 SHRY 2.68%
7 MPCT 2.56%
8 RSPS 2.54%
9 RHS 2.53%
10 VSDA 2.18%
11 LVHD 2.11%
12 IYK 2.09%
13 SPDV 2.09%
14 RNLC 2.07%
15 WBIL 2.07%
16 VALQ 2.04%
17 RYJ 2.03%
18 EMOT 2.03%
19 UGE 2.02%
20 UPGD 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 (8.78%) -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 5.52M (1.67%) -54.85K
Decreased by -0.99%
Mar 31, 25
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 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 10.47M (3.17%) -43.96K
Decreased by -0.42%
Mar 31, 25
3 Schwab US Dividend Equity ETF™ 9.45M (2.86%) 1.64K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 9.22M (2.79%) -31.83K
Decreased by -0.35%
Mar 31, 25
5 Fidelity 500 Index 4.16M (1.26%) -15.36K
Decreased by -0.37%
Mar 31, 25
6 SPDR® S&P 500 ETF 4.13M (1.25%) -85.42K
Decreased by -2.07%
Mar 31, 25
7 SPDR® S&P 500 ETF Trust 4.04M (1.22%) 28.00K
Increased by +0.69%
May 30, 24
8 SPDR® S&P 500® ETF 4.02M (1.22%) 3.31K
Increased by +0.08%
Apr 30, 25
9 SPDR® S&P 500® ETF Trust 4.02M (1.21%) -21.06K
Decreased by -0.52%
Mar 31, 25
10 Fidelity® 500 Index 3.94M (1.19%) 25.08K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 3.93M (1.19%) -4.09K
Decreased by -0.10%
Apr 30, 25
12 MFS Large Cap Value (SMA) 3.66M (1.11%) 3.66M
Increased by +100.00%
Jun 30, 23
13 Vanguard Mid Cap Index Institutional 3.57M (1.08%) -29.70K
Decreased by -0.83%
Mar 31, 25
14 The Consumer Staples Sel SectSPDR® ETF 3.22M (0.97%) -6.61K
Decreased by -0.21%
Apr 30, 25
15 MFS Large Cap Value Equity 2.99M (0.90%) -103.17K
Decreased by -3.45%
Mar 31, 25
16 MFS Value A 2.99M (0.90%) -16.82K
Decreased by -0.56%
Mar 31, 25
17 Vanguard Value Index Inv 2.91M (0.88%) 30.24K
Increased by +1.04%
Mar 31, 25
18 American Funds Income Fund of Amer A 2.70M (0.82%) 287.03K
Increased by +10.64%
Mar 31, 25
19 SPDR® S&P Dividend ETF 2.43M (0.74%) 0.00
Increased by 0.00%
Apr 30, 25
20 Consumer Staples Select Sector SPDR® ETF 2.22M (0.67%) 5.56K
Increased by +0.25%
May 30, 24