Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XLB 20.99%
2 IYM 19.59%
3 SMN 18.22%
4 SBM 18.22%
5 FMAT 16.26%
6 XLB 16.15%
7 VAW 15.96%
8 UYM 15.74%
9 FMAT 15.19%
10 VAW 15.07%
11 UYM 12.38%
12 MXI 7.99%
13 NBCT 5.89%
14 DCPE 5.37%
15 MCSE 5.14%
16 BOUT 5.01%
17 JHMA 4.97%
18 HDRO 4.62%
19 HJEN 4.39%
20 QQLV 4.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.64M (9.59%) 292.49K
Increased by +0.66%
Jun 30, 25
2 BlackRock Inc 36.71M (7.89%) 742.46K
Increased by +2.02%
Jun 30, 25
3 State Street Corporation 19.59M (4.21%) 257.56K
Increased by +1.32%
Dec 31, 23
4 State Street Corp 19.15M (4.12%) -194.06K
Decreased by -1.01%
Jun 30, 25
5 FMR Inc 11.92M (2.56%) -301.76K
Decreased by -2.53%
Jun 30, 25
6 Geode Capital Management, LLC 11.26M (2.42%) -17.61K
Decreased by -0.16%
Jun 30, 25
7 Capital World Investors 11.06M (2.38%) 265.09K
Increased by +2.40%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 9.65M (2.07%) 45.92K
Increased by +0.48%
Jun 30, 25
9 Capital Research Global Investors 9.25M (1.99%) 30.04K
Increased by +0.32%
Jun 30, 25
10 JPMorgan Chase & Co 9.02M (1.94%) -4.23M
Decreased by -46.89%
Jun 30, 25
11 Wellington Management Company LLP 7.54M (1.62%) -6.20K
Decreased by -0.08%
Jun 30, 25
12 Goldman Sachs Group Inc 7.38M (1.59%) 3.51M
Increased by +47.54%
Dec 31, 23
13 Morgan Stanley - Brokerage Accounts 7.28M (1.56%) 77.81K
Increased by +1.07%
Jun 30, 25
14 NORGES BANK 6.60M (1.42%) -326.47K
Decreased by -4.94%
Jun 30, 25
15 Massachusetts Financial Services Company 6.58M (1.41%) -553.13K
Decreased by -8.41%
Jun 30, 25
16 Capital Research & Mgmt Co - Division 3 6.53M (1.40%) -185.00K
Decreased by -2.83%
Jun 30, 25
17 Bank of New York Mellon Corp 5.98M (1.29%) -335.44K
Decreased by -5.61%
Jun 30, 25
18 Freemont Capital Pte Ltd 5.08M (1.09%) 0.00
Increased by 0.00%
Jun 30, 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 (6.69%) 31.08M
Increased by +99.89%
Mar 31, 24
2 Vanguard US Total Market Shares ETF 15.13M (3.25%) -111.30K
Decreased by -0.74%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 14.79M (3.18%) -342.15K
Decreased by -2.31%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 13.54M (2.91%) 93.32K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 11.65M (2.50%) -1.71M
Decreased by -14.65%
Jul 31, 25
6 Invesco QQQ Trust 9.70M (2.09%) 67.37K
Increased by +0.69%
Aug 29, 25
7 Fidelity 500 Index 5.97M (1.28%) 2.56K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 5.92M (1.27%) -86.80K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 5.85M (1.26%) -45.50K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 5.77M (1.24%) -30.24K
Decreased by -0.52%
Mar 31, 25
11 Fidelity® 500 Index 5.69M (1.22%) 36.18K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500® ETF 5.68M (1.22%) 69.83K
Increased by +1.23%
Aug 31, 25
13 iShares Core S&P 500 ETF 5.66M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
14 American Funds Invmt Co of Amer A 4.40M (0.94%) 99.17K
Increased by +2.26%
Jun 30, 25
15 Capital Group Investment Co of Amer Comp 4.40M (0.94%) 99.17K
Increased by +2.26%
Jun 30, 25
16 Vanguard Value Index Inv 4.17M (0.90%) -5.18K
Decreased by -0.12%
Jul 31, 25
17 American Funds Washington Mutual A 3.21M (0.69%) 0.00
Increased by 0.00%
Jun 30, 25
18 Capital Group Wash Mutual Invtrs Comp 3.21M (0.69%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Dividend Growth Inv 2.97M (0.64%) -22.23K
Decreased by -0.75%
Jun 30, 25
20 Vanguard Institutional Index I 2.85M (0.61%) -31.84K
Decreased by -1.12%
Jul 31, 25