Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYM 22.28%
2 XLB 20.99%
3 SBM 18.22%
4 SMN 18.22%
5 VAW 16.89%
6 FMAT 16.76%
7 XLB 16.33%
8 FMAT 16.26%
9 VAW 15.96%
10 UYM 15.74%
11 UYM 12.31%
12 MXI 9.34%
13 NBCT 5.89%
14 MCSE 5.62%
15 CAPE 5.41%
16 DCPE 5.37%
17 QQLV 5.25%
18 BOUT 5.01%
19 JHMA 4.97%
20 OSEA 4.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.35M (9.49%) -47.60K
Decreased by -0.11%
Mar 31, 25
2 BlackRock Inc 35.97M (7.70%) 181.99K
Increased by +0.51%
Mar 31, 25
3 State Street Corporation 19.59M (4.19%) 257.56K
Increased by +1.32%
Dec 31, 23
4 State Street Corp 19.34M (4.14%) -619.90K
Decreased by -3.21%
Mar 31, 25
5 JPMorgan Chase & Co 13.25M (2.84%) 3.65M
Increased by +27.52%
Mar 31, 25
6 FMR Inc 12.22M (2.62%) -664.67K
Decreased by -5.44%
Mar 31, 25
7 Geode Capital Management, LLC 11.28M (2.41%) 274.51K
Increased by +2.43%
Mar 31, 25
8 Capital World Investors 10.79M (2.31%) -753.81K
Decreased by -6.98%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 9.60M (2.06%) 453.11K
Increased by +4.72%
Mar 31, 25
10 Capital Research Global Investors 9.22M (1.97%) 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 (1.58%) 3.51M
Increased by +47.54%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 7.20M (1.54%) -699.97K
Decreased by -9.72%
Mar 31, 25
14 Massachusetts Financial Services Company 7.13M (1.53%) -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 (1.44%) -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 (1.09%) 0.00
Increased by 0.00%
Mar 31, 25
19 Winder Investment Pte Ltd 5.08M (1.09%) 0.00
Increased by 0.00%
Jun 30, 23
20 Winder Pte Ltd 5.08M (1.09%) 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 (6.66%) 31.08M
Increased by +99.89%
Mar 31, 24
2 Vanguard Total Stock Mkt Idx Inv 15.20M (3.25%) 22.44K
Increased by +0.15%
May 31, 25
3 Vanguard US Total Market Shares ETF 15.13M (3.24%) -111.30K
Decreased by -0.74%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 13.54M (2.90%) 93.32K
Increased by +0.69%
May 31, 25
5 Invesco QQQ Trust 9.71M (2.08%) -47.12K
Decreased by -0.49%
Jun 30, 25
6 Fidelity 500 Index 6.01M (1.29%) 26.20K
Increased by +0.44%
May 31, 25
7 SPDR® S&P 500 ETF 5.92M (1.27%) -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 Fidelity® 500 Index 5.69M (1.22%) 36.18K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF 5.68M (1.22%) -19.94K
Decreased by -0.35%
Jun 30, 25
12 iShares Core S&P 500 ETF 5.58M (1.19%) 8.90K
Increased by +0.16%
Jun 30, 25
13 American Funds Invmt Co of Amer A 4.40M (0.94%) 99.17K
Increased by +2.26%
Jun 30, 25
14 Capital Group Investment Co of Amer Comp 4.40M (0.94%) 99.17K
Increased by +2.26%
Jun 30, 25
15 Vanguard Value Index Inv 4.16M (0.89%) 6.43K
Increased by +0.15%
May 31, 25
16 American Funds Washington Mutual A 3.21M (0.69%) 0.00
Increased by 0.00%
Jun 30, 25
17 Capital Group Wash Mutual Invtrs Comp 3.21M (0.69%) 0.00
Increased by 0.00%
Jun 30, 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 (0.63%) 30.00
Increased by +0.00%
May 31, 25
20 Materials Select Sector SPDR® ETF 2.70M (0.58%) 20.39K
Increased by +0.75%
Mar 31, 24