Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XKFF 5.87%
2 SHLD 4.46%
3 ROKT 4.16%
4 PPA 4.12%
5 UTRN 4.01%
6 MISL 3.89%
7 OCFS 3.83%
8 XAR 3.81%
9 LBAY 3.57%
10 DFEN 2.88%
11 BLCV 2.56%
12 GCAD 2.52%
13 UFO 2.49%
14 NATO 2.46%
15 SAMT 2.27%
16 BKDV 2.19%
17 XKFS 2.01%
18 FITE 1.70%
19 TEQI 1.68%
20 QDIV 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.05M (12.38%) -232.60K
Decreased by -1.01%
Mar 31, 25
2 BlackRock Inc 18.04M (9.69%) 410.05K
Increased by +2.27%
Mar 31, 25
3 Capital World Investors 11.05M (5.94%) 399.54K
Increased by +3.62%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 9.83M (5.28%) 181.55K
Increased by +1.85%
Mar 31, 25
5 State Street Corp 8.77M (4.71%) -103.06K
Decreased by -1.18%
Mar 31, 25
6 State Street Corporation 8.69M (4.67%) -531.42K
Decreased by -6.11%
Mar 31, 24
7 Wellington Management Company LLP 5.13M (2.76%) 557.61K
Increased by +10.87%
Mar 31, 25
8 Wells Fargo & Co 5.11M (2.75%) -45.43K
Decreased by -0.89%
Dec 31, 24
9 Geode Capital Management, LLC 4.91M (2.64%) 121.54K
Increased by +2.48%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 3.10M (1.66%) -477.42K
Decreased by -15.42%
Mar 31, 25
11 Bank of New York Mellon Corp 2.70M (1.45%) -511.18K
Decreased by -18.91%
Mar 31, 25
12 Allspring Global Investments Holdings, LLC 2.32M (1.25%) 311.89K
Increased by +13.44%
Mar 31, 25
13 Amvescap Plc. 2.24M (1.20%) 522.86K
Increased by +23.39%
Dec 31, 24
14 MIZUHO MARKETS AMERICAS LLC 2.20M (1.18%) 2.00M
Increased by +90.83%
Dec 31, 23
15 Ameriprise Financial Inc 2.14M (1.15%) 349.40K
Increased by +16.32%
Sep 30, 24
16 ClearBridge Advisors, LLC 2.04M (1.10%) 57.33K
Increased by +2.81%
Mar 31, 25
17 FMR Inc 1.96M (1.05%) -300.10K
Decreased by -15.30%
Mar 31, 25
18 HHG PLC 1.71M (0.92%) -273.71K
Decreased by -16.04%
Sep 30, 24
19 Bank of America Corp 1.68M (0.90%) -131.31K
Decreased by -7.84%
Mar 31, 25
20 Northern Trust Corp 1.63M (0.88%) 116.27K
Increased by +7.13%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.04M (3.24%) 91.56K
Increased by +1.52%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 6.01M (3.23%) 4.20K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.32M (2.86%) 85.13K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 4.09M (2.20%) 39.41K
Increased by +0.96%
Apr 30, 25
5 American Funds Washington Mutual A 3.89M (2.09%) 58.47K
Increased by +1.50%
Mar 31, 25
6 Capital Group Wash Mutual Invtrs Comp 3.89M (2.09%) 58.47K
Increased by +1.50%
Mar 31, 25
7 American Funds American Balanced A 2.46M (1.32%) 285.55K
Increased by +11.60%
Mar 31, 25
8 Vanguard Equity-Income Inv 2.41M (1.29%) -34.58K
Decreased by -1.44%
Mar 31, 25
9 Fidelity 500 Index 2.36M (1.27%) -12.88K
Decreased by -0.55%
Mar 31, 25
10 SPDR® S&P 500 ETF 2.34M (1.26%) -52.41K
Decreased by -2.24%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 2.28M (1.23%) -11.99K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.27M (1.22%) -13.65K
Decreased by -0.60%
Apr 30, 25
13 SPDR® S&P 500 ETF Trust 2.23M (1.20%) -4.86K
Decreased by -0.22%
Apr 30, 24
14 iShares Core S&P 500 ETF 2.23M (1.20%) -2.33K
Decreased by -0.10%
Apr 30, 25
15 Fidelity® 500 Index 2.20M (1.18%) 14.03K
Increased by +0.64%
Nov 30, 23
16 Allspring Special Mid Cap Value Inst 1.82M (0.98%) 19.00K
Increased by +1.04%
Apr 30, 25
17 Allspring Special US Mid Cap Value Eq 1.80M (0.97%) 278.80K
Increased by +15.48%
Mar 31, 25
18 Vanguard Value Index Inv 1.65M (0.89%) 2.58K
Increased by +0.16%
Apr 30, 25
19 BlackRock Equity Dividend Instl 1.53M (0.82%) -222.04K
Decreased by -14.51%
Apr 30, 25
20 Allspring Mid Value SMA 1.52M (0.82%) 1.52M
Increased by +99.99%
Dec 31, 24