Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYM 21.81%
2 XLB 20.99%
3 SMN 18.22%
4 SBM 18.22%
5 FMAT 16.61%
6 VAW 16.58%
7 XLB 16.43%
8 FMAT 16.26%
9 VAW 15.96%
10 UYM 15.74%
11 UYM 11.72%
12 MXI 9.16%
13 NBCT 5.89%
14 MCSE 5.68%
15 DCPE 5.37%
16 BOUT 5.01%
17 JHMA 4.97%
18 QQLV 4.84%
19 OSEA 4.83%
20 HDRO 4.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.64M (9.55%) 292.49K
Increased by +0.66%
Jun 30, 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 11.06M (2.37%) 265.09K
Increased by +2.40%
Jun 30, 25
9 T. Rowe Price Associates, Inc. 9.65M (2.06%) 45.92K
Increased by +0.48%
Jun 30, 25
10 Capital Research Global Investors 9.25M (1.98%) 30.04K
Increased by +0.32%
Jun 30, 25
11 Wellington Management Company LLP 7.54M (1.61%) -6.20K
Decreased by -0.08%
Jun 30, 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 NORGES BANK 6.60M (1.41%) -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 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%
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 (6.66%) 31.08M
Increased by +99.89%
Mar 31, 24
2 Vanguard US Total Market Shares ETF 15.13M (3.24%) -111.30K
Decreased by -0.74%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 14.79M (3.16%) -342.15K
Decreased by -2.31%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 13.54M (2.90%) 93.32K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 11.65M (2.49%) -1.71M
Decreased by -14.65%
Jul 31, 25
6 Invesco QQQ Trust 9.66M (2.07%) -6.06K
Decreased by -0.06%
Jul 31, 25
7 Fidelity 500 Index 5.96M (1.28%) -43.13K
Decreased by -0.72%
Jun 30, 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 (1.25%) -45.50K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF Trust 5.77M (1.23%) -30.24K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 5.76M (1.23%) 24.65K
Increased by +0.43%
Jul 31, 25
12 Fidelity® 500 Index 5.69M (1.22%) 36.18K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 5.62M (1.20%) 25.58K
Increased by +0.45%
Jul 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 (0.89%) -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