Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UDI 4.99%
2 UTRN 4.09%
3 WBIF 3.98%
4 STNC 3.42%
5 CCOR 3.15%
6 NEWZ 3.03%
7 DIVS 2.85%
8 GFGF 2.77%
9 LVHD 2.40%
10 EMOT 2.19%
11 SDOG 2.19%
12 SCHD 2.11%
13 QDIV 2.09%
14 FTCS 2.07%
15 JMID 2.07%
16 FTGS 2.02%
17 QQQG 2.01%
18 SMRI 2.01%
19 BGIG 2.00%
20 DEMZ 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.81M (9.88%) 286.82K
Increased by +0.90%
Mar 31, 25
2 BlackRock Inc 27.13M (8.43%) 331.20K
Increased by +1.22%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 25.66M (7.97%) -1.25M
Decreased by -4.85%
Mar 31, 25
4 State Street Corp 13.71M (4.26%) 98.51K
Increased by +0.72%
Mar 31, 25
5 State Street Corporation 13.04M (4.05%) -42.71K
Decreased by -0.33%
Mar 31, 24
6 Charles Schwab Investment Management Inc 10.78M (3.35%) 737.54K
Increased by +6.84%
Mar 31, 25
7 Geode Capital Management, LLC 9.91M (3.08%) 367.89K
Increased by +3.71%
Mar 31, 25
8 Wells Fargo & Co 9.38M (2.91%) -195.72K
Decreased by -2.09%
Dec 31, 24
9 Bank of New York Mellon Corp 9.07M (2.82%) -394.53K
Decreased by -4.35%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 5.98M (1.86%) -1.53M
Decreased by -25.62%
Mar 31, 25
11 Bank of America Corp 5.88M (1.83%) 505.03K
Increased by +8.60%
Mar 31, 25
12 Northern Trust Corp 4.81M (1.49%) 694.65K
Increased by +14.45%
Dec 31, 24
13 Fidelity Management and Research Company 4.44M (1.38%) 4.44M
Increased by +100.00%
Dec 31, 23
14 FMR Inc 4.32M (1.34%) -150.44K
Decreased by -3.48%
Sep 30, 23
15 Amvescap Plc. 4.10M (1.28%) 208.13K
Increased by +5.07%
Dec 31, 24
16 JPMorgan Chase & Co 3.73M (1.16%) 1.45M
Increased by +38.85%
Sep 30, 24
17 Select Equity Group LP 3.49M (1.09%) 1.74M
Increased by +49.75%
Mar 31, 25
18 UBS Asset Mgmt Americas Inc 3.33M (1.03%) 195.75K
Increased by +5.88%
Mar 31, 25
19 UBS Group AG 3.17M (0.98%) 1.24M
Increased by +39.22%
Dec 31, 24
20 Goldman Sachs Group Inc 2.84M (0.88%) 129.91K
Increased by +4.57%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.39M (3.23%) 146.87K
Increased by +1.41%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 10.25M (3.19%) 7.33K
Increased by +0.07%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 9.08M (2.82%) 1.57K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 9.05M (2.81%) 145.21K
Increased by +1.60%
Apr 30, 25
5 American Funds Washington Mutual A 8.70M (2.70%) -17.41K
Decreased by -0.20%
Mar 31, 25
6 Capital Group Wash Mutual Invtrs Comp 8.70M (2.70%) -17.41K
Decreased by -0.20%
Mar 31, 25
7 Invesco QQQ Trust 7.35M (2.28%) -7.61K
Decreased by -0.10%
Apr 30, 25
8 American Funds American Mutual A 4.20M (1.30%) -1.59M
Decreased by -37.87%
Mar 31, 25
9 Capital Group American Mutual Comp 4.20M (1.30%) -1.59M
Decreased by -37.87%
Mar 31, 25
10 Fidelity 500 Index 4.02M (1.25%) 8.78K
Increased by +0.22%
Mar 31, 25
11 SPDR® S&P 500 ETF 3.99M (1.24%) -58.28K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 3.88M (1.21%) -20.30K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 3.86M (1.20%) -23.12K
Decreased by -0.60%
Apr 30, 25
14 iShares Core S&P 500 ETF 3.80M (1.18%) -3.97K
Decreased by -0.10%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 3.77M (1.17%) 23.68K
Increased by +0.63%
Feb 29, 24
16 Fidelity® 500 Index 3.74M (1.16%) 23.80K
Increased by +0.64%
Nov 30, 23
17 Vanguard Growth Index Investor 3.68M (1.14%) 34.02K
Increased by +0.93%
Apr 30, 25
18 American Funds Capital Income Bldr A 2.90M (0.90%) -202.99K
Decreased by -7.01%
Mar 31, 25
19 American Funds American Balanced A 2.82M (0.88%) 0.00
Increased by 0.00%
Mar 31, 25
20 American Funds Income Fund of Amer A 2.76M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24