Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 5.66%
2 FTXO 3.87%
3 KBWB 3.71%
4 DIVY 3.42%
5 ZIG 3.10%
6 GABF 3.06%
7 BDVG 2.62%
8 PJFV 2.62%
9 SDEI 2.51%
10 KRE 2.44%
11 FOVL 2.40%
12 JPEF 2.37%
13 FTDS 2.22%
14 EQRR 2.20%
15 KRU 2.16%
16 TUSA 1.91%
17 DPST 1.58%
18 GDIV 1.58%
19 DFNL 1.45%
20 SAEF 1.40%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.48M (12.53%) -16.85K
Decreased by -0.09%
Mar 31, 25
2 BlackRock Inc 13.28M (8.55%) 134.55K
Increased by +1.01%
Mar 31, 25
3 FMR Inc 12.02M (7.73%) -2.09M
Decreased by -17.43%
Mar 31, 25
4 Wellington Management Company LLP 9.89M (6.37%) 2.46M
Increased by +24.87%
Mar 31, 25
5 State Street Corporation 8.42M (5.41%) -725.54K
Decreased by -8.62%
Mar 31, 24
6 State Street Corp 8.06M (5.18%) -968.89K
Decreased by -12.02%
Mar 31, 25
7 JPMorgan Chase & Co 5.79M (3.72%) -279.84K
Decreased by -4.83%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 5.78M (3.72%) 346.10K
Increased by +5.98%
Mar 31, 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 4.44M (2.86%) 72.46K
Increased by +1.63%
Mar 31, 25
11 State Farm Mutual Automobile Ins Co 4.12M (2.65%) 0.00
Increased by 0.00%
Mar 31, 25
12 Amvescap Plc. 3.55M (2.29%) 468.76K
Increased by +13.19%
Mar 31, 25
13 Northern Trust Corp 1.72M (1.11%) 38.08K
Increased by +2.21%
Mar 31, 25
14 NORGES BANK 1.69M (1.09%) 91.11K
Increased by +5.39%
Dec 31, 24
15 Dimensional Fund Advisors, Inc. 1.61M (1.04%) 12.58K
Increased by +0.78%
Mar 31, 25
16 Nuveen Asset Management, LLC 1.57M (1.01%) 286.05K
Increased by +18.25%
Dec 31, 24
17 Massachusetts Financial Services Company 1.51M (0.97%) -183.42K
Decreased by -12.19%
Mar 31, 25
18 M&T Bank Corp 1.49M (0.96%) -1.79K
Decreased by -0.12%
Mar 31, 25
19 Bank of New York Mellon Corp 1.44M (0.93%) 30.64K
Increased by +2.12%
Mar 31, 25
20 First Trust Advisors L.P. 1.40M (0.90%) -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 (3.40%) 3.51K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.16M (3.32%) -115.07K
Decreased by -2.23%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 4.72M (3.04%) 32.70K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 4.56M (2.93%) -162.97K
Decreased by -3.58%
Jun 30, 25
5 Schwab US Dividend Equity ETF™ 4.39M (2.82%) 3.65K
Increased by +0.08%
Feb 28, 25
6 Vanguard Mid Cap Index Institutional 3.54M (2.28%) -65.17K
Decreased by -1.84%
Jun 30, 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%) -59.43K
Decreased by -2.92%
Jun 30, 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 1.95M (1.26%) -8.08K
Decreased by -0.41%
Jul 31, 25
13 Fidelity® 500 Index 1.92M (1.24%) 15.30K
Increased by +0.80%
Oct 31, 23
14 iShares Core S&P 500 ETF 1.91M (1.23%) -190.00
Decreased by -0.01%
Jul 30, 25
15 Vanguard Wellesley® Income Inv 1.62M (1.04%) 8.34K
Increased by +0.51%
Jun 30, 25
16 Strategic Advisers Fidelity US TtlStk 1.56M (1.01%) 6.55K
Increased by +0.42%
Jun 30, 25
17 Loomis Sayles Core Disc Alpha Trust Cl B 1.46M (0.94%) -375.00K
Decreased by -25.76%
Mar 31, 25
18 Vanguard Value Index Inv 1.42M (0.92%) -18.73K
Decreased by -1.31%
Jun 30, 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