Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 10.36%
2 NDJI 5.08%
3 PBJ 5.03%
4 PEJ 4.48%
5 XLY 4.29%
6 ICAP 4.26%
7 UTRN 3.96%
8 DJIA 3.95%
9 DOGG 3.93%
10 DYLG 3.93%
11 DIVO 3.90%
12 DIA 3.90%
13 DJD 3.89%
14 MBCC 3.87%
15 QINC 3.83%
16 OUSA 3.65%
17 NBCC 3.54%
18 VCR 3.36%
19 RXI 3.32%
20 IYC 3.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.33M (10.01%) 921.94K
Increased by +1.29%
Jun 30, 25
2 BlackRock Inc 51.86M (7.28%) -723.95K
Decreased by -1.40%
Jun 30, 25
3 State Street Corp 34.83M (4.89%) 272.14K
Increased by +0.78%
Jun 30, 25
4 State Street Corporation 34.60M (4.86%) -172.89K
Decreased by -0.50%
Mar 31, 24
5 JPMorgan Chase & Co 34.11M (4.79%) -3.42M
Decreased by -10.04%
Jun 30, 25
6 Geode Capital Management, LLC 16.83M (2.36%) 276.06K
Increased by +1.64%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 16.08M (2.26%) -1.48M
Decreased by -9.23%
Jun 30, 25
8 Bank of America Corp 12.68M (1.78%) -2.17M
Decreased by -17.12%
Jun 30, 25
9 NORGES BANK 9.52M (1.34%) 116.67K
Increased by +1.23%
Jun 30, 25
10 Wellington Management Company LLP 8.99M (1.26%) -2.86M
Decreased by -31.87%
Jun 30, 25
11 Northern Trust Corp 8.74M (1.23%) -221.28K
Decreased by -2.53%
Jun 30, 25
12 Wells Fargo & Co 8.17M (1.15%) 46.59K
Increased by +0.57%
Jun 30, 25
13 T. Rowe Price Associates, Inc. 7.76M (1.09%) -1.58M
Decreased by -20.36%
Jun 30, 25
14 Royal Bank of Canada 7.25M (1.02%) 427.31K
Increased by +5.90%
Jun 30, 25
15 UBS Asset Mgmt Americas Inc 6.92M (0.97%) 1.78M
Increased by +25.68%
Jun 30, 25
16 Capital Research Global Investors 6.87M (0.96%) -1.87M
Decreased by -27.31%
Jun 30, 25
17 Legal & General Group PLC 5.90M (0.83%) -251.34K
Decreased by -4.26%
Sep 30, 24
18 Laurel Wealth Advisors, LLC 5.74M (0.81%) 5.72M
Increased by +99.66%
Jun 30, 25
19 FMR Inc 5.43M (0.76%) -40.32K
Decreased by -0.74%
Dec 31, 23
20 Charles Schwab Investment Management Inc 5.40M (0.76%) -292.41K
Decreased by -5.41%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 22.72M (3.19%) -103.29K
Decreased by -0.45%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 22.46M (3.15%) -520.65K
Decreased by -2.32%
Jul 31, 25
3 Vanguard 500 Index Investor 17.70M (2.48%) -2.59M
Decreased by -14.65%
Jul 31, 25
4 Fidelity 500 Index 9.06M (1.27%) 3.89K
Increased by +0.04%
Jul 31, 25
5 SPDR® S&P 500 ETF 8.92M (1.25%) -130.51K
Decreased by -1.46%
Mar 31, 25
6 SPDR® S&P 500® ETF Trust 8.68M (1.22%) -45.47K
Decreased by -0.52%
Mar 31, 25
7 SPDR® S&P 500® ETF 8.63M (1.21%) 106.26K
Increased by +1.23%
Aug 31, 25
8 iShares Core S&P 500 ETF 8.60M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
9 SPDR® S&P 500 ETF Trust 8.58M (1.20%) 19.39K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 8.49M (1.19%) 54.04K
Increased by +0.64%
Nov 30, 23
11 Vanguard Growth Index Investor 7.50M (1.05%) 27.53K
Increased by +0.37%
Jul 31, 25
12 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (0.75%) -9.22K
Decreased by -0.17%
Aug 31, 25
13 Vanguard Institutional Index I 4.32M (0.61%) -48.50K
Decreased by -1.12%
Jul 31, 25
14 Vanguard Dividend Growth Inv 4.11M (0.58%) -1.24M
Decreased by -30.27%
Jun 30, 25
15 Vanguard Dividend Appreciation ETF 3.84M (0.54%) 7.47K
Increased by +0.19%
Jul 31, 25
16 State St S&P 500® Indx SL Cl III 3.82M (0.54%) -5.88K
Decreased by -0.15%
Aug 31, 25
17 The Consumer Discret Sel SectSPDR® ETF 3.21M (0.45%) 2.01K
Increased by +0.06%
Aug 31, 25
18 JPMorgan Large Cap Growth I 3.16M (0.44%) -766.95K
Decreased by -24.29%
Jun 30, 25
19 Consumer Discret Sel Sect SPDR® ETF 3.00M (0.42%) -15.25K
Decreased by -0.51%
Apr 30, 24
20 Vanguard High Dividend Yield ETF 2.75M (0.39%) 9.09K
Increased by +0.33%
Jul 31, 25