Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 6.77%
2 DEMZ 4.26%
3 BCIL 4.09%
4 KSEA 4.05%
5 UTRN 3.90%
6 JPEF 3.06%
7 FICS 2.05%
8 KIE 1.95%
9 HUSV 1.88%
10 SPVM 1.80%
11 IAK 1.79%
12 CZAR 1.71%
13 EQRR 1.59%
14 PXLV 1.41%
15 RSPF 1.39%
16 RYF 1.39%
17 ULVM 1.34%
18 SPGP 1.31%
19 RPV 1.26%
20 FLCA 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.60M (11.45%) -1.34M
Decreased by -6.83%
Mar 31, 25
2 BlackRock Inc 14.87M (8.69%) -59.05K
Decreased by -0.40%
Mar 31, 25
3 JPMorgan Chase & Co 11.43M (6.68%) -900.56K
Decreased by -7.88%
Mar 31, 25
4 State Street Corp 8.15M (4.76%) -30.07K
Decreased by -0.37%
Mar 31, 25
5 State Street Corporation 8.02M (4.69%) -224.69K
Decreased by -2.80%
Mar 31, 24
6 NORGES BANK 7.36M (4.30%) -289.90K
Decreased by -3.94%
Dec 31, 24
7 Geode Capital Management, LLC 4.58M (2.68%) 104.47K
Increased by +2.28%
Mar 31, 25
8 Amvescap Plc. 4.46M (2.61%) 33.43K
Increased by +0.75%
Dec 31, 24
9 T. Rowe Price Associates, Inc. 4.14M (2.42%) -490.95K
Decreased by -11.86%
Mar 31, 25
10 Allspring Global Investments Holdings, LLC 3.06M (1.79%) -133.01K
Decreased by -4.35%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 2.56M (1.50%) -134.17K
Decreased by -5.24%
Mar 31, 25
12 Northern Trust Corp 2.10M (1.23%) 53.63K
Increased by +2.56%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 2.03M (1.18%) -10.63K
Decreased by -0.52%
Mar 31, 25
14 Goldman Sachs Group Inc 1.81M (1.06%) 900.63K
Increased by +49.80%
Dec 31, 23
15 Charles Schwab Investment Management Inc 1.60M (0.93%) -24.07K
Decreased by -1.51%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 1.50M (0.87%) 73.20K
Increased by +4.89%
Mar 31, 25
17 Boston Partners Global Investors, Inc 1.49M (0.87%) -5.84K
Decreased by -0.39%
Mar 31, 25
18 Legal & General Group PLC 1.46M (0.86%) 5.42K
Increased by +0.37%
Mar 31, 25
19 Davis Selected Advisers 1.45M (0.85%) -64.49K
Decreased by -4.45%
Dec 31, 23
20 Bank of New York Mellon Corp 1.28M (0.75%) -8.86K
Decreased by -0.69%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.94M (3.47%) 2.77K
Increased by +0.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.47M (3.19%) 117.54K
Increased by +2.15%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 4.99M (2.91%) 80.11K
Increased by +1.61%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 3.70M (2.16%) 36.07K
Increased by +0.97%
Apr 30, 25
5 JPM US Mid Cap Value-Composite 3.16M (1.85%) -34.69K
Decreased by -1.10%
Jun 30, 24
6 JPM America Equity A (dist) USD 2.94M (1.72%) -40.29K
Decreased by -1.37%
Apr 30, 25
7 JPM US Mid Cap Value-MA 2.77M (1.62%) -392.07K
Decreased by -14.16%
Mar 31, 25
8 JPMorgan Mid Cap Value L 2.77M (1.62%) 52.20K
Increased by +1.89%
Mar 31, 25
9 Allspring Mid Value SMA 2.62M (1.53%) 2.62M
Increased by +99.99%
Dec 31, 24
10 JPM US Value Advantage-MA 2.55M (1.49%) 2.44M
Increased by +95.82%
Sep 30, 23
11 Allspring Special US Mid Cap Value Eq 2.52M (1.47%) -98.30K
Decreased by -3.90%
Mar 31, 25
12 Allspring Special Mid Cap Value Inst 2.41M (1.41%) -111.70K
Decreased by -4.64%
Apr 30, 25
13 Fidelity 500 Index 2.22M (1.29%) -47.28K
Decreased by -2.13%
Mar 31, 25
14 SPDR® S&P 500 ETF 2.20M (1.28%) -84.59K
Decreased by -3.85%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 2.16M (1.26%) 4.86K
Increased by +0.22%
Apr 30, 24
16 Fidelity® 500 Index 2.15M (1.26%) 13.72K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF Trust 2.14M (1.25%) -11.23K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.13M (1.24%) -12.79K
Decreased by -0.60%
Apr 30, 25
19 iShares Core S&P 500 ETF 2.09M (1.22%) -2.18K
Decreased by -0.10%
Apr 30, 25
20 T. Rowe Price Equity Income 2.00M (1.17%) -80.00K
Decreased by -4.01%
Mar 31, 25