Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.04%
2 UTRN 4.09%
3 WBIF 3.98%
4 UDI 3.76%
5 QUSA 3.74%
6 STNC 3.42%
7 QQLV 3.38%
8 NEWZ 2.93%
9 CCOR 2.92%
10 FDV 2.28%
11 DIVS 2.27%
12 GFGF 2.03%
13 FTGS 2.02%
14 SMRI 2.01%
15 SPDV 1.96%
16 SDOG 1.87%
17 LVHD 1.87%
18 VFLO 1.86%
19 TMFM 1.86%
20 TPMN 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.22M (10.02%) 408.11K
Increased by +1.27%
Jun 30, 25
2 BlackRock Inc 27.37M (8.51%) 239.10K
Increased by +0.87%
Jun 30, 25
3 Capital Research & Mgmt Co - Division 3 22.51M (7.00%) -3.15M
Decreased by -13.97%
Jun 30, 25
4 State Street Corp 14.07M (4.37%) 355.29K
Increased by +2.53%
Jun 30, 25
5 State Street Corporation 13.04M (4.05%) -42.71K
Decreased by -0.33%
Mar 31, 24
6 Charles Schwab Investment Management Inc 11.03M (3.43%) 251.14K
Increased by +2.28%
Jun 30, 25
7 Geode Capital Management, LLC 10.18M (3.17%) 274.95K
Increased by +2.70%
Jun 30, 25
8 Wells Fargo & Co 8.97M (2.79%) -365.03K
Decreased by -4.07%
Jun 30, 25
9 Bank of New York Mellon Corp 8.69M (2.70%) -378.16K
Decreased by -4.35%
Jun 30, 25
10 Bank of America Corp 5.80M (1.80%) -70.75K
Decreased by -1.22%
Jun 30, 25
11 Northern Trust Corp 4.93M (1.53%) -56.97K
Decreased by -1.16%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 4.71M (1.47%) -1.26M
Decreased by -26.80%
Jun 30, 25
13 Fidelity Management and Research Company 4.44M (1.38%) 4.44M
Increased by +100.00%
Dec 31, 23
14 Amvescap Plc. 4.38M (1.36%) 249.55K
Increased by +5.69%
Jun 30, 25
15 FMR Inc 4.32M (1.34%) -150.44K
Decreased by -3.48%
Sep 30, 23
16 Select Equity Group LP 4.05M (1.26%) 557.10K
Increased by +13.75%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 3.80M (1.18%) 477.33K
Increased by +12.55%
Jun 30, 25
18 UBS Group AG 2.83M (0.88%) -514.71K
Decreased by -18.16%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 2.77M (0.86%) -11.63K
Decreased by -0.42%
Jun 30, 25
20 Capital World Investors 2.76M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.25M (3.19%) 7.33K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.19M (3.17%) -229.63K
Decreased by -2.25%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 9.11M (2.83%) 60.91K
Increased by +0.67%
May 31, 25
4 Schwab US Dividend Equity ETF™ 9.11M (2.83%) 1.93K
Increased by +0.02%
Aug 30, 25
5 Vanguard 500 Index Investor 7.93M (2.47%) -1.16M
Decreased by -14.65%
Jul 31, 25
6 American Funds Washington Mutual A 7.75M (2.41%) -955.83K
Decreased by -12.34%
Jun 30, 25
7 Capital Group Wash Mutual Invtrs Comp 7.75M (2.41%) -955.83K
Decreased by -12.34%
Jun 30, 25
8 Invesco QQQ Trust 7.42M (2.31%) 51.53K
Increased by +0.69%
Aug 29, 25
9 Fidelity 500 Index 4.06M (1.26%) 1.75K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 3.99M (1.24%) -58.28K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 3.88M (1.21%) -20.30K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.87M (1.20%) 47.56K
Increased by +1.23%
Aug 31, 25
13 iShares Core S&P 500 ETF 3.86M (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
14 SPDR® S&P 500 ETF Trust 3.77M (1.17%) 23.68K
Increased by +0.63%
Feb 29, 24
15 Fidelity® 500 Index 3.74M (1.16%) 23.80K
Increased by +0.64%
Nov 30, 23
16 Vanguard Growth Index Investor 3.62M (1.13%) 14.10K
Increased by +0.39%
Jul 31, 25
17 American Funds American Mutual A 3.24M (1.01%) -955.22K
Decreased by -29.47%
Jun 30, 25
18 Capital Group American Mutual Comp 3.24M (1.01%) -955.22K
Decreased by -29.47%
Jun 30, 25
19 American Funds Income Fund of Amer A 2.76M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
20 Fidelity Magellan 2.69M (0.84%) 84.60K
Increased by +3.14%
Dec 31, 23