Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 7.74%
2 BCIL 4.58%
3 DEMZ 4.34%
4 KSEA 4.05%
5 UTRN 3.90%
6 DFNL 3.44%
7 JPEF 3.30%
8 FICS 2.15%
9 IAK 2.07%
10 KIE 2.07%
11 EQRR 1.59%
12 CZAR 1.59%
13 RSPF 1.54%
14 RPV 1.42%
15 SPVM 1.41%
16 PXLV 1.41%
17 RYF 1.39%
18 HUSV 1.36%
19 SPGP 1.27%
20 ULVM 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.62M (11.59%) 19.25K
Increased by +0.10%
Jun 30, 25
2 BlackRock Inc 14.59M (8.61%) -284.46K
Decreased by -1.95%
Jun 30, 25
3 JPMorgan Chase & Co 11.33M (6.69%) -98.15K
Decreased by -0.87%
Jun 30, 25
4 State Street Corp 8.06M (4.76%) -90.59K
Decreased by -1.12%
Jun 30, 25
5 State Street Corporation 8.02M (4.74%) -224.69K
Decreased by -2.80%
Mar 31, 24
6 NORGES BANK 7.26M (4.29%) -99.81K
Decreased by -1.37%
Jun 30, 25
7 Geode Capital Management, LLC 4.61M (2.72%) 28.55K
Increased by +0.62%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 3.66M (2.16%) -485.58K
Decreased by -13.29%
Jun 30, 25
9 Amvescap Plc. 3.35M (1.98%) -657.63K
Decreased by -19.62%
Jun 30, 25
10 Allspring Global Investments Holdings, LLC 2.96M (1.75%) -98.07K
Decreased by -3.31%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 2.49M (1.47%) -73.87K
Decreased by -2.97%
Jun 30, 25
12 Northern Trust Corp 2.13M (1.26%) -121.45K
Decreased by -5.71%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 2.01M (1.19%) -16.48K
Decreased by -0.82%
Jun 30, 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 1.48M (0.87%) -17.63K
Decreased by -1.19%
Jun 30, 25
17 Davis Selected Advisers 1.45M (0.86%) -64.49K
Decreased by -4.45%
Dec 31, 23
18 Citadel Advisors Llc 1.39M (0.82%) 1.17M
Increased by +83.95%
Jun 30, 25
19 Legal & General Group PLC 1.34M (0.79%) -128.03K
Decreased by -9.58%
Jun 30, 25
20 Bank of New York Mellon Corp 1.16M (0.69%) -116.05K
Decreased by -9.98%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.94M (3.51%) 2.77K
Increased by +0.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.24M (3.09%) -144.38K
Decreased by -2.76%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 5.03M (2.97%) 37.48K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 4.31M (2.54%) -631.40K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 3.74M (2.21%) 40.33K
Increased by +1.08%
Jul 31, 25
6 JPM America Equity A (dist) USD 2.80M (1.65%) -83.42K
Decreased by -2.98%
Jul 31, 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 (1.55%) -144.36K
Decreased by -5.50%
Jun 30, 25
9 JPM US Value Advantage-MA 2.55M (1.51%) 2.44M
Increased by +95.82%
Sep 30, 23
10 Allspring Mid Value SMA 2.41M (1.42%) 2.41M
Increased by +99.99%
Jun 30, 25
11 Allspring Special US Mid Cap Value Eq 2.41M (1.42%) -111.70K
Decreased by -4.64%
Jun 30, 25
12 Allspring Special Mid Cap Value Inst 2.33M (1.38%) -76.20K
Decreased by -3.27%
Jul 31, 25
13 Fidelity 500 Index 2.21M (1.30%) 958.00
Increased by +0.04%
Jul 31, 25
14 SPDR® S&P 500 ETF 2.20M (1.30%) -84.59K
Decreased by -3.85%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 2.16M (1.28%) 4.86K
Increased by +0.22%
Apr 30, 24
16 Fidelity® 500 Index 2.15M (1.27%) 13.72K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF Trust 2.14M (1.26%) -11.23K
Decreased by -0.53%
Mar 31, 25
18 JPMorgan Mid Cap Value L 2.11M (1.24%) -516.49K
Decreased by -24.51%
Jul 31, 25
19 SPDR® S&P 500® ETF 2.11M (1.24%) 25.81K
Increased by +1.22%
Aug 31, 25
20 iShares Core S&P 500 ETF 2.09M (1.24%) 0.00
Increased by 0.00%
Aug 31, 25