Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYM 22.71%
2 XLB 20.99%
3 XLB 18.22%
4 SMN 18.22%
5 SBM 18.22%
6 VAW 17.06%
7 FMAT 16.91%
8 FMAT 16.26%
9 VAW 15.96%
10 UYM 15.74%
11 UYM 13.35%
12 MXI 9.45%
13 NBCT 5.89%
14 MCSE 5.65%
15 DCPE 5.41%
16 CAPE 5.41%
17 DCPE 5.37%
18 QQLV 5.22%
19 BOUT 5.01%
20 JHMA 4.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.35M (9.45%) -47.60K
Decreased by -0.11%
Mar 31, 25
2 BlackRock Inc 35.97M (7.66%) 181.99K
Increased by +0.51%
Mar 31, 25
3 State Street Corporation 19.59M (4.17%) 257.56K
Increased by +1.32%
Dec 31, 23
4 State Street Corp 19.34M (4.12%) -619.90K
Decreased by -3.21%
Mar 31, 25
5 JPMorgan Chase & Co 13.25M (2.82%) 3.65M
Increased by +27.52%
Mar 31, 25
6 FMR Inc 12.22M (2.60%) -664.67K
Decreased by -5.44%
Mar 31, 25
7 Geode Capital Management, LLC 11.28M (2.40%) 274.51K
Increased by +2.43%
Mar 31, 25
8 Capital World Investors 10.79M (2.30%) -753.81K
Decreased by -6.98%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 9.60M (2.04%) 453.11K
Increased by +4.72%
Mar 31, 25
10 Capital Research Global Investors 9.22M (1.96%) 2.16K
Increased by +0.02%
Mar 31, 25
11 Wellington Management Company LLP 7.54M (1.61%) 1.18M
Increased by +15.67%
Mar 31, 25
12 Goldman Sachs Group Inc 7.38M (1.57%) 3.51M
Increased by +47.54%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 7.20M (1.53%) -699.97K
Decreased by -9.72%
Mar 31, 25
14 Massachusetts Financial Services Company 7.13M (1.52%) -173.72K
Decreased by -2.44%
Mar 31, 25
15 NORGES BANK 6.93M (1.48%) -282.27K
Decreased by -4.07%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 6.71M (1.43%) -2.69M
Decreased by -40.13%
Mar 31, 25
17 Bank of New York Mellon Corp 6.32M (1.35%) -373.06K
Decreased by -5.91%
Mar 31, 25
18 Freemont Capital Pte Ltd 5.08M (1.08%) 0.00
Increased by 0.00%
Mar 31, 25
19 Winder Investment Pte Ltd 5.08M (1.08%) 0.00
Increased by 0.00%
Jun 30, 23
20 Winder Pte Ltd 5.08M (1.08%) 0.00
Increased by 0.00%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Sandhill Concentrated Equity Alpha 31.11M (6.63%) 31.08M
Increased by +99.89%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 15.18M (3.23%) 222.74K
Increased by +1.47%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 15.13M (3.22%) -111.30K
Decreased by -0.74%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 13.45M (2.86%) 215.33K
Increased by +1.60%
Apr 30, 25
5 Invesco QQQ Trust 9.65M (2.06%) -9.98K
Decreased by -0.10%
Apr 30, 25
6 Fidelity 500 Index 5.97M (1.27%) 10.31K
Increased by +0.17%
Mar 31, 25
7 SPDR® S&P 500 ETF 5.92M (1.26%) -86.80K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 5.85M (1.25%) -45.50K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 5.77M (1.23%) -30.24K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 5.74M (1.22%) -34.44K
Decreased by -0.60%
Apr 30, 25
11 Fidelity® 500 Index 5.69M (1.21%) 36.18K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 5.64M (1.20%) -5.88K
Decreased by -0.10%
Apr 30, 25
13 American Funds Invmt Co of Amer A 4.30M (0.92%) 63.77K
Increased by +1.48%
Mar 31, 25
14 Capital Group Investment Co of Amer Comp 4.30M (0.92%) 63.77K
Increased by +1.48%
Mar 31, 25
15 Vanguard Value Index Inv 4.15M (0.88%) -1.73K
Decreased by -0.04%
Apr 30, 25
16 American Funds Washington Mutual A 3.21M (0.68%) -948.37K
Decreased by -29.53%
Mar 31, 25
17 Capital Group Wash Mutual Invtrs Comp 3.21M (0.68%) -948.37K
Decreased by -29.53%
Mar 31, 25
18 Vanguard Dividend Growth Inv 2.99M (0.64%) -304.80K
Decreased by -10.18%
Mar 31, 25
19 Vanguard Institutional Index I 2.92M (0.62%) -7.35K
Decreased by -0.25%
Apr 30, 25
20 Materials Select Sector SPDR® ETF 2.70M (0.58%) 20.39K
Increased by +0.75%
Mar 31, 24