Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.06%
2 UTRN 3.97%
3 SDG 3.49%
4 KNGS 3.44%
5 SHRY 3.05%
6 XLP 2.81%
7 RSPS 2.62%
8 RHS 2.62%
9 MPCT 2.56%
10 VSDA 2.31%
11 LVHD 2.20%
12 EMOT 2.14%
13 IYK 2.10%
14 SPDV 2.09%
15 RNLC 2.07%
16 UPGD 2.07%
17 RYJ 2.07%
18 WBIL 2.07%
19 SCHD 1.98%
20 UGE 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.24M (10.66%) 92.92K
Increased by +0.26%
Mar 31, 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 11.26M (3.41%) 674.05K
Increased by +5.98%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 8.10M (2.45%) 566.15K
Increased by +6.99%
Mar 31, 25
7 Geode Capital Management, LLC 7.89M (2.39%) -583.19K
Decreased by -7.39%
Mar 31, 25
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 5.36M (1.62%) 191.70K
Increased by +3.58%
Mar 31, 25
11 Capital World Investors 4.64M (1.40%) 457.04K
Increased by +9.86%
Mar 31, 25
12 Capital Research Global Investors 4.45M (1.35%) 1.71K
Increased by +0.04%
Sep 30, 23
13 NORGES BANK 4.45M (1.34%) 317.90K
Increased by +7.15%
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 3.46M (1.05%) 29.45K
Increased by +0.85%
Mar 31, 25
16 JPMorgan Chase & Co 3.32M (1.00%) -454.55K
Decreased by -13.69%
Mar 31, 24
17 Wellington Management Company LLP 3.23M (0.98%) -51.77K
Decreased by -1.60%
Dec 31, 23
18 UBS Asset Mgmt Americas Inc 3.06M (0.92%) 32.99K
Increased by +1.08%
Mar 31, 25
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 10.63M (3.22%) 159.41K
Increased by +1.50%
Apr 30, 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 9.37M (2.83%) 150.21K
Increased by +1.60%
Apr 30, 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 Trust 4.02M (1.21%) -21.06K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 4.00M (1.21%) -23.98K
Decreased by -0.60%
Apr 30, 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 3.61M (1.09%) 34.63K
Increased by +0.96%
Apr 30, 25
14 The Consumer Staples Sel SectSPDR® ETF 3.20M (0.97%) -32.21K
Decreased by -1.01%
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 2.94M (0.89%) -47.98K
Decreased by -1.63%
Apr 30, 25
17 Vanguard Value Index Inv 2.91M (0.88%) 1.03K
Increased by +0.04%
Apr 30, 25
18 American Funds Income Fund of Amer A 2.70M (0.82%) 287.03K
Increased by +10.64%
Mar 31, 25
19 Consumer Staples Select Sector SPDR® ETF 2.22M (0.67%) 5.56K
Increased by +0.25%
May 30, 24
20 T. Rowe Price Equity Income 2.13M (0.65%) -5.00K
Decreased by -0.23%
Mar 31, 25