Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PP 10.36%
2 NDJI 5.08%
3 DJIA 4.77%
4 DYLG 4.67%
5 DIA 4.52%
6 XLY 4.35%
7 DJD 4.31%
8 VCR 4.05%
9 NBCC 3.97%
10 UTRN 3.96%
11 DIVO 3.92%
12 QINC 3.83%
13 FDIS 3.63%
14 DDM 3.50%
15 RXI 3.42%
16 IYC 3.38%
17 EDOW 3.36%
18 BGIG 3.10%
19 UDOW 3.08%
20 LVHD 2.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.17M (9.83%) 526.47K
Increased by +0.75%
Dec 31, 24
2 BlackRock Inc 52.36M (7.34%) 2.14M
Increased by +4.09%
Dec 31, 24
3 State Street Corp 35.49M (4.97%) 918.19K
Increased by +2.59%
Dec 31, 24
4 State Street Corporation 34.60M (4.85%) -172.89K
Decreased by -0.50%
Mar 31, 24
5 JPMorgan Chase & Co 32.76M (4.59%) -19.97M
Decreased by -60.95%
Dec 31, 24
6 Geode Capital Management, LLC 16.07M (2.25%) 157.46K
Increased by +0.98%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 15.49M (2.17%) 132.86K
Increased by +0.86%
Dec 31, 24
8 Wellington Management Company LLP 14.02M (1.96%) -1.07M
Decreased by -7.61%
Dec 31, 24
9 Bank of America Corp 13.05M (1.83%) -147.66K
Decreased by -1.13%
Dec 31, 24
10 Capital Research Global Investors 10.65M (1.49%) 531.07K
Increased by +4.99%
Dec 31, 24
11 NORGES BANK 9.40M (1.32%) 256.92K
Increased by +2.73%
Dec 31, 24
12 Goldman Sachs Group Inc 9.02M (1.26%) 4.62M
Increased by +51.20%
Dec 31, 23
13 Northern Trust Corp 8.87M (1.24%) 895.90K
Increased by +10.10%
Dec 31, 24
14 Wells Fargo & Co 8.29M (1.16%) -103.39K
Decreased by -1.25%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 8.00M (1.12%) -110.13K
Decreased by -1.38%
Dec 31, 24
16 Royal Bank of Canada 7.33M (1.03%) 183.08K
Increased by +2.50%
Dec 31, 24
17 UBS Group AG 6.38M (0.89%) 640.79K
Increased by +10.05%
Dec 31, 24
18 Legal & General Group PLC 5.90M (0.83%) -251.34K
Decreased by -4.26%
Sep 30, 24
19 Bank of New York Mellon Corp 5.80M (0.81%) 52.20K
Increased by +0.90%
Dec 31, 24
20 Charles Schwab Investment Management Inc 5.69M (0.80%) 129.84K
Increased by +2.28%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 22.72M (3.18%) -103.29K
Decreased by -0.45%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 22.59M (3.16%) -20.39K
Decreased by -0.09%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 19.92M (2.79%) 42.35K
Increased by +0.21%
Mar 31, 25
4 Fidelity 500 Index 8.99M (1.26%) 15.51K
Increased by +0.17%
Mar 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 8.69M (1.22%) 7.16K
Increased by +0.08%
Apr 30, 25
7 SPDR® S&P 500® ETF Trust 8.68M (1.22%) -45.47K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 8.58M (1.20%) 19.39K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 8.49M (1.19%) 54.04K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 8.49M (1.19%) -8.86K
Decreased by -0.10%
Apr 30, 25
11 Vanguard Growth Index Investor 7.40M (1.04%) 64.50K
Increased by +0.87%
Mar 31, 25
12 SPDR® Dow Jones Industrial Avrg ETF Tr 5.52M (0.77%) -3.07K
Decreased by -0.06%
Apr 30, 25
13 Vanguard Dividend Growth Inv 5.36M (0.75%) -1.19M
Decreased by -22.16%
Mar 31, 25
14 Vanguard Institutional Index I 4.41M (0.62%) -32.42K
Decreased by -0.74%
Mar 31, 25
15 JPMorgan Large Cap Growth I 3.92M (0.55%) 0.00
Increased by 0.00%
Mar 31, 25
16 Vanguard Dividend Appreciation ETF 3.79M (0.53%) -160.13K
Decreased by -4.23%
Mar 31, 25
17 State St S&P 500® Indx SL Cl III 3.70M (0.52%) 230.62K
Increased by +6.24%
Mar 31, 25
18 American Funds Capital Income Bldr A 3.32M (0.47%) -168.37K
Decreased by -5.07%
Mar 31, 25
19 Vanguard Wellington™ Inv 3.03M (0.42%) -339.65K
Decreased by -11.22%
Mar 31, 25
20 Consumer Discret Sel Sect SPDR® ETF 3.00M (0.42%) -15.25K
Decreased by -0.51%
Apr 30, 24