Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 5.38%
2 QQQA 5.37%
3 UTRN 4.07%
4 TADS 4.06%
5 FTXR 3.91%
6 MADE 3.54%
7 DIVP 3.47%
8 STNC 3.27%
9 DIP 3.15%
10 RISN 3.12%
11 EQTY 3.07%
12 TUSA 2.21%
13 UPGD 2.13%
14 RYJ 2.13%
15 PWC 2.04%
16 BOUT 2.03%
17 DIV 1.94%
18 FTCS 1.88%
19 SMRI 1.86%
20 KVLE 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.63M (12.16%) -370.16K
Decreased by -0.59%
Jun 30, 25
2 BlackRock Inc 35.26M (6.85%) -238.02K
Decreased by -0.68%
Jun 30, 25
3 State Street Corp 22.53M (4.38%) 218.19K
Increased by +0.97%
Jun 30, 25
4 Wellington Management Company LLP 22.00M (4.27%) 1.82M
Increased by +8.26%
Jun 30, 25
5 State Street Corporation 21.89M (4.25%) 248.61K
Increased by +1.14%
Mar 31, 24
6 Bank of America Corp 14.22M (2.76%) 358.17K
Increased by +2.52%
Jun 30, 25
7 Geode Capital Management, LLC 12.46M (2.42%) 159.63K
Increased by +1.28%
Jun 30, 25
8 Massachusetts Financial Services Company 11.54M (2.24%) -211.78K
Decreased by -1.83%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 7.77M (1.51%) 398.28K
Increased by +5.13%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 5.95M (1.16%) -149.63K
Decreased by -2.51%
Jun 30, 25
11 JPMorgan Chase & Co 5.80M (1.13%) 1.17M
Increased by +20.10%
Jun 30, 25
12 Kovitz Investment Group Partners, LLC 5.36M (1.04%) 4.22M
Increased by +78.74%
Dec 31, 24
13 Northern Trust Corp 5.35M (1.04%) -1.89M
Decreased by -35.22%
Jun 30, 25
14 Amvescap Plc. 5.21M (1.01%) 246.41K
Increased by +4.73%
Jun 30, 25
15 Fisher Asset Management, LLC 5.15M (1.00%) -45.29K
Decreased by -0.88%
Jun 30, 25
16 FMR Inc 5.05M (0.98%) -2.85M
Decreased by -56.47%
Jun 30, 25
17 NORGES BANK 4.97M (0.97%) -94.83K
Decreased by -1.91%
Jun 30, 25
18 Capital Research Global Investors 4.96M (0.96%) 1.32M
Increased by +26.57%
Jun 30, 25
19 UBS Group AG 4.62M (0.90%) 771.37K
Increased by +16.69%
Mar 31, 25
20 First Trust Advisors L.P. 4.33M (0.84%) 502.92K
Increased by +11.63%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 16.61M (3.23%) 11.60K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 16.50M (3.20%) -102.27K
Decreased by -0.62%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 14.92M (2.90%) 104.73K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 12.99M (2.52%) -1.65M
Decreased by -12.73%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 11.71M (2.27%) 316.19K
Increased by +2.70%
Jul 31, 25
6 Invesco QQQ Trust 10.82M (2.10%) 75.12K
Increased by +0.69%
Aug 29, 25
7 Vanguard Equity-Income Inv 8.27M (1.61%) 346.48K
Increased by +4.19%
Jun 30, 25
8 Fidelity 500 Index 6.65M (1.29%) 2.86K
Increased by +0.04%
Jul 31, 25
9 MFS Large Cap Value Equity 6.54M (1.27%) -223.33K
Decreased by -3.42%
Jun 30, 25
10 SPDR® S&P 500 ETF 6.52M (1.27%) -95.48K
Decreased by -1.46%
Mar 31, 25
11 MFS Value A 6.50M (1.26%) -38.01K
Decreased by -0.58%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 6.35M (1.23%) -33.26K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 6.33M (1.23%) 77.92K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 6.32M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 6.31M (1.23%) -49.14K
Decreased by -0.78%
Mar 31, 24
16 Fidelity® 500 Index 6.09M (1.18%) 38.77K
Increased by +0.64%
Nov 30, 23
17 Vanguard Value Index Inv 4.65M (0.90%) -4.25K
Decreased by -0.09%
Jul 31, 25
18 Fidelity® Contrafund® 4.08M (0.79%) 228.97K
Increased by +5.62%
Nov 30, 23
19 Vanguard Wellesley® Income Inv 3.74M (0.73%) 412.63K
Increased by +11.04%
Jun 30, 25
20 American Funds Washington Mutual A 3.60M (0.70%) -1.46M
Decreased by -40.53%
Jun 30, 25