Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 5.39%
2 FTXO 3.78%
3 KBWB 3.77%
4 GEND 3.71%
5 DIVY 3.42%
6 ZIG 3.10%
7 GABF 3.06%
8 BDVG 2.62%
9 PJFV 2.56%
10 SDEI 2.51%
11 FOVL 2.38%
12 JPEF 2.26%
13 FTDS 2.22%
14 EQRR 2.20%
15 KRU 2.16%
16 KRE 1.92%
17 TUSA 1.91%
18 GDIV 1.54%
19 SAEF 1.40%
20 SPYD 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.28M (12.40%) -201.59K
Decreased by -1.05%
Jun 30, 25
2 BlackRock Inc 12.68M (8.16%) -600.03K
Decreased by -4.73%
Jun 30, 25
3 FMR Inc 11.71M (7.53%) -301.33K
Decreased by -2.57%
Jun 30, 25
4 Wellington Management Company LLP 9.96M (6.41%) 65.55K
Increased by +0.66%
Jun 30, 25
5 State Street Corporation 8.42M (5.41%) -725.54K
Decreased by -8.62%
Mar 31, 24
6 State Street Corp 7.63M (4.91%) -429.95K
Decreased by -5.64%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 5.86M (3.77%) 74.52K
Increased by +1.27%
Jun 30, 25
8 JPMorgan Chase & Co 5.76M (3.70%) -32.18K
Decreased by -0.56%
Jun 30, 25
9 Charles Schwab Investment Management Inc 5.29M (3.40%) 252.58K
Increased by +4.77%
Dec 31, 24
10 Geode Capital Management, LLC 4.37M (2.81%) -72.86K
Decreased by -1.67%
Jun 30, 25
11 State Farm Mutual Automobile Ins Co 4.12M (2.65%) 0.00
Increased by 0.00%
Jun 30, 25
12 Amvescap Plc. 3.63M (2.34%) 79.24K
Increased by +2.18%
Jun 30, 25
13 NORGES BANK 2.24M (1.44%) 547.63K
Increased by +24.48%
Jun 30, 25
14 Northern Trust Corp 1.66M (1.07%) -60.95K
Decreased by -3.67%
Jun 30, 25
15 Dimensional Fund Advisors, Inc. 1.60M (1.03%) -6.25K
Decreased by -0.39%
Jun 30, 25
16 Nuveen Asset Management, LLC 1.57M (1.01%) 286.05K
Increased by +18.25%
Dec 31, 24
17 Massachusetts Financial Services Company 1.53M (0.98%) 20.84K
Increased by +1.37%
Jun 30, 25
18 M&T Bank Corp 1.49M (0.96%) -495.00
Decreased by -0.03%
Jun 30, 25
19 First Trust Advisors L.P. 1.40M (0.90%) -203.94K
Decreased by -14.55%
Mar 31, 25
20 Nuveen, LLC 1.38M (0.89%) 18.72K
Increased by +1.36%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.28M (3.40%) 3.51K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.04M (3.24%) -121.09K
Decreased by -2.40%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 4.72M (3.03%) 32.70K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 4.39M (2.82%) 3.65K
Increased by +0.08%
Feb 28, 25
5 Vanguard 500 Index Investor 3.97M (2.56%) -582.32K
Decreased by -14.66%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 3.58M (2.30%) 38.56K
Increased by +1.08%
Jul 31, 25
7 Vanguard Equity-Income Inv 3.44M (2.21%) 42.00K
Increased by +1.22%
Jun 30, 25
8 SPDR® S&P 500 ETF 2.07M (1.33%) -30.38K
Decreased by -1.47%
Mar 31, 25
9 Fidelity 500 Index 2.03M (1.31%) 871.00
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 2.01M (1.29%) -10.58K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 2.00M (1.29%) -15.64K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF 1.94M (1.25%) 23.78K
Increased by +1.22%
Aug 31, 25
13 Loomis Sayles Core Disc Alpha Trust Cl B 1.94M (1.25%) 485.00K
Increased by +24.99%
Jun 30, 25
14 iShares Core S&P 500 ETF 1.93M (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
15 Fidelity® 500 Index 1.92M (1.24%) 15.30K
Increased by +0.80%
Oct 31, 23
16 Strategic Advisers Fidelity US TtlStk 1.80M (1.16%) 232.74K
Increased by +12.96%
Jul 31, 25
17 Vanguard Wellesley® Income Inv 1.62M (1.04%) 8.34K
Increased by +0.51%
Jun 30, 25
18 Vanguard Value Index Inv 1.42M (0.92%) -1.91K
Decreased by -0.13%
Jul 31, 25
19 JPM US Mid Cap Value-Composite 1.40M (0.90%) -15.35K
Decreased by -1.10%
Jun 30, 24
20 JPM US Mid Cap Value-MA 1.40M (0.90%) -15.35K
Decreased by -1.10%
Jun 30, 24