Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 7.08%
2 DEMZ 4.09%
3 KSEA 4.05%
4 BCIL 3.99%
5 UTRN 3.90%
6 DFNL 3.21%
7 JPEF 3.11%
8 FICS 2.11%
9 KIE 2.02%
10 IAK 1.93%
11 EQRR 1.59%
12 CZAR 1.59%
13 RYF 1.39%
14 RSPF 1.37%
15 PXLV 1.31%
16 SPVM 1.31%
17 FXO 1.30%
18 RPV 1.28%
19 SPGP 1.27%
20 HUSV 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.62M (11.53%) 19.25K
Increased by +0.10%
Jun 30, 25
2 BlackRock Inc 14.87M (8.74%) -59.05K
Decreased by -0.40%
Mar 31, 25
3 JPMorgan Chase & Co 11.43M (6.72%) -900.56K
Decreased by -7.88%
Mar 31, 25
4 State Street Corp 8.15M (4.79%) -30.07K
Decreased by -0.37%
Mar 31, 25
5 State Street Corporation 8.02M (4.71%) -224.69K
Decreased by -2.80%
Mar 31, 24
6 NORGES BANK 7.26M (4.27%) -99.81K
Decreased by -1.37%
Jun 30, 25
7 Geode Capital Management, LLC 4.58M (2.69%) 104.47K
Increased by +2.28%
Mar 31, 25
8 Amvescap Plc. 4.01M (2.36%) -453.20K
Decreased by -11.30%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 3.66M (2.15%) -485.58K
Decreased by -13.29%
Jun 30, 25
10 Allspring Global Investments Holdings, LLC 3.06M (1.80%) -133.01K
Decreased by -4.35%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 2.49M (1.46%) -73.87K
Decreased by -2.97%
Jun 30, 25
12 Northern Trust Corp 2.25M (1.32%) 151.43K
Increased by +6.73%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 2.03M (1.19%) -10.63K
Decreased by -0.52%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 1.63M (0.96%) 131.33K
Increased by +8.07%
Jun 30, 25
15 Charles Schwab Investment Management Inc 1.60M (0.94%) -2.05K
Decreased by -0.13%
Jun 30, 25
16 Boston Partners Global Investors, Inc 1.49M (0.88%) -5.84K
Decreased by -0.39%
Mar 31, 25
17 Davis Selected Advisers 1.45M (0.85%) -64.49K
Decreased by -4.45%
Dec 31, 23
18 Legal & General Group PLC 1.34M (0.79%) -128.03K
Decreased by -9.58%
Jun 30, 25
19 Bank of New York Mellon Corp 1.28M (0.75%) -8.86K
Decreased by -0.69%
Mar 31, 25
20 Prudential Financial Inc 939.61K (0.55%) 596.42K
Increased by +63.48%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.94M (3.49%) 2.77K
Increased by +0.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.24M (3.08%) -144.38K
Decreased by -2.76%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 5.03M (2.95%) 37.48K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 4.31M (2.53%) -631.40K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 3.74M (2.20%) 40.33K
Increased by +1.08%
Jul 31, 25
6 JPM America Equity A (dist) USD 2.88M (1.70%) -55.02K
Decreased by -1.91%
Jun 30, 25
7 JPM US Mid Cap Value-MA 2.77M (1.63%) -392.07K
Decreased by -14.16%
Mar 31, 25
8 JPM US Mid Cap Value-Composite 2.62M (1.54%) -144.36K
Decreased by -5.50%
Jun 30, 25
9 JPMorgan Mid Cap Value L 2.62M (1.54%) 15.41K
Increased by +0.59%
Jun 30, 25
10 JPM US Value Advantage-MA 2.55M (1.50%) 2.44M
Increased by +95.82%
Sep 30, 23
11 Allspring Mid Value SMA 2.41M (1.41%) 2.41M
Increased by +99.99%
Jun 30, 25
12 Allspring Special US Mid Cap Value Eq 2.41M (1.41%) -111.70K
Decreased by -4.64%
Jun 30, 25
13 Allspring Special Mid Cap Value Inst 2.33M (1.37%) -76.20K
Decreased by -3.27%
Jul 31, 25
14 Fidelity 500 Index 2.21M (1.30%) -23.77K
Decreased by -1.08%
Jun 30, 25
15 SPDR® S&P 500 ETF 2.20M (1.29%) -84.59K
Decreased by -3.85%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 2.16M (1.27%) 4.86K
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 2.15M (1.27%) 13.72K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF Trust 2.14M (1.26%) -11.23K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 2.13M (1.25%) 9.08K
Increased by +0.43%
Jul 31, 25
20 iShares Core S&P 500 ETF 2.08M (1.22%) 9.48K
Increased by +0.46%
Jul 31, 25