Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.75%
2 QUSA 4.24%
3 UDI 4.17%
4 UTRN 4.09%
5 WBIF 3.98%
6 QQLV 3.43%
7 STNC 3.42%
8 NEWZ 2.93%
9 CCOR 2.92%
10 DIVS 2.55%
11 GFGF 2.36%
12 LVHD 2.07%
13 FTGS 2.02%
14 SMRI 2.01%
15 SPDV 1.96%
16 TMFM 1.95%
17 FTIF 1.95%
18 DEMZ 1.92%
19 FTCS 1.88%
20 VFLO 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.22M (10.01%) 408.11K
Increased by +1.27%
Jun 30, 25
2 BlackRock Inc 27.13M (8.43%) 331.20K
Increased by +1.22%
Mar 31, 25
3 Capital Research & Mgmt Co - Division 3 22.51M (6.99%) -3.15M
Decreased by -13.97%
Jun 30, 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 11.03M (3.43%) 251.14K
Increased by +2.28%
Jun 30, 25
7 Geode Capital Management, LLC 9.91M (3.08%) 367.89K
Increased by +3.71%
Mar 31, 25
8 Wells Fargo & Co 9.34M (2.90%) -42.57K
Decreased by -0.46%
Mar 31, 25
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 4.99M (1.55%) 181.63K
Increased by +3.64%
Mar 31, 25
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. 4.14M (1.28%) 30.67K
Increased by +0.74%
Mar 31, 25
16 UBS Asset Mgmt Americas Inc 3.80M (1.18%) 477.33K
Increased by +12.55%
Jun 30, 25
17 JPMorgan Chase & Co 3.73M (1.16%) 1.45M
Increased by +38.85%
Sep 30, 24
18 Select Equity Group LP 3.49M (1.09%) 1.74M
Increased by +49.75%
Mar 31, 25
19 UBS Group AG 3.35M (1.04%) 179.55K
Increased by +5.36%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 2.77M (0.86%) -11.63K
Decreased by -0.42%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.42M (3.24%) 12.95K
Increased by +0.12%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 10.25M (3.19%) 7.33K
Increased by +0.07%
Sep 30, 24
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%) -1.57K
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 9.10M (2.83%) -16.18K
Decreased by -0.18%
Jun 30, 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 7.39M (2.30%) -4.63K
Decreased by -0.06%
Jul 31, 25
9 Fidelity 500 Index 4.06M (1.26%) 19.97K
Increased by +0.49%
Jun 30, 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 3.92M (1.22%) 16.73K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 3.88M (1.21%) -20.30K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 3.83M (1.19%) 17.39K
Increased by +0.45%
Jul 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 3.61M (1.12%) -76.42K
Decreased by -2.12%
Jun 30, 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