Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 6.00%
2 FTXO 4.01%
3 KBWB 3.92%
4 DIVY 3.42%
5 GABF 3.23%
6 ZIG 3.10%
7 PJFV 2.79%
8 JPEF 2.56%
9 FOVL 2.53%
10 SDEI 2.51%
11 BDVG 2.48%
12 KRE 2.47%
13 FTDS 2.22%
14 EQRR 2.20%
15 KRU 2.16%
16 TUSA 1.91%
17 GDIV 1.73%
18 DPST 1.67%
19 SAEF 1.67%
20 DFNL 1.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.48M (12.20%) -16.85K
Decreased by -0.09%
Mar 31, 25
2 BlackRock Inc 13.28M (8.32%) 134.55K
Increased by +1.01%
Mar 31, 25
3 FMR Inc 12.02M (7.53%) -2.09M
Decreased by -17.43%
Mar 31, 25
4 Wellington Management Company LLP 9.89M (6.20%) 2.46M
Increased by +24.87%
Mar 31, 25
5 State Street Corporation 8.42M (5.27%) -725.54K
Decreased by -8.62%
Mar 31, 24
6 State Street Corp 8.06M (5.05%) -968.89K
Decreased by -12.02%
Mar 31, 25
7 JPMorgan Chase & Co 5.79M (3.63%) -279.84K
Decreased by -4.83%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 5.78M (3.62%) 346.10K
Increased by +5.98%
Mar 31, 25
9 Charles Schwab Investment Management Inc 5.29M (3.31%) 252.58K
Increased by +4.77%
Dec 31, 24
10 Geode Capital Management, LLC 4.44M (2.78%) 72.46K
Increased by +1.63%
Mar 31, 25
11 State Farm Mutual Automobile Ins Co 4.12M (2.58%) 0.00
Increased by 0.00%
Mar 31, 25
12 Amvescap Plc. 3.55M (2.22%) 468.76K
Increased by +13.19%
Mar 31, 25
13 Northern Trust Corp 1.72M (1.08%) 38.08K
Increased by +2.21%
Mar 31, 25
14 NORGES BANK 1.69M (1.06%) 91.11K
Increased by +5.39%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.61M (1.01%) 12.58K
Increased by +0.78%
Mar 31, 25
16 Nuveen Asset Management, LLC 1.57M (0.98%) 286.05K
Increased by +18.25%
Dec 31, 24
17 Massachusetts Financial Services Company 1.51M (0.94%) -183.42K
Decreased by -12.19%
Mar 31, 25
18 M&T Bank Corp 1.49M (0.93%) -1.79K
Decreased by -0.12%
Mar 31, 25
19 Bank of New York Mellon Corp 1.44M (0.90%) 30.64K
Increased by +2.12%
Mar 31, 25
20 First Trust Advisors L.P. 1.40M (0.88%) -203.94K
Decreased by -14.55%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.28M (3.31%) 3.51K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.27M (3.30%) 2.80K
Increased by +0.05%
May 31, 25
3 Vanguard Institutional 500 Index Trust 4.72M (2.95%) 32.70K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 4.39M (2.75%) 3.65K
Increased by +0.08%
Feb 28, 25
5 Vanguard Mid Cap Index Institutional 3.61M (2.26%) 34.05K
Increased by +0.94%
May 31, 25
6 Vanguard Equity-Income Inv 3.40M (2.13%) 1.15M
Increased by +33.85%
Mar 31, 25
7 Fidelity 500 Index 2.09M (1.31%) 9.04K
Increased by +0.43%
May 31, 25
8 SPDR® S&P 500 ETF 2.07M (1.29%) -30.38K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 2.01M (1.26%) -10.58K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 2.00M (1.25%) -15.64K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF 1.94M (1.21%) -6.77K
Decreased by -0.35%
Jun 30, 25
12 Fidelity® 500 Index 1.92M (1.20%) 15.30K
Increased by +0.80%
Oct 31, 23
13 iShares Core S&P 500 ETF 1.90M (1.19%) 3.04K
Increased by +0.16%
Jun 30, 25
14 Vanguard Wellesley® Income Inv 1.61M (1.01%) 492.46K
Increased by +30.53%
Mar 31, 25
15 Strategic Advisers Fidelity US TtlStk 1.56M (0.98%) 20.72K
Increased by +1.33%
May 31, 25
16 Loomis Sayles Core Disc Alpha Trust Cl B 1.46M (0.91%) -375.00K
Decreased by -25.76%
Mar 31, 25
17 Vanguard Value Index Inv 1.44M (0.90%) 1.60K
Increased by +0.11%
May 31, 25
18 JPM US Mid Cap Value-Composite 1.40M (0.88%) -15.35K
Decreased by -1.10%
Jun 30, 24
19 JPM US Mid Cap Value-MA 1.40M (0.88%) -15.35K
Decreased by -1.10%
Jun 30, 24
20 JPMorgan Mid Cap Value L 1.40M (0.88%) -15.35K
Decreased by -1.10%
May 31, 24