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 MADE 3.93%
6 FTXR 3.51%
7 STNC 3.27%
8 DIVP 3.17%
9 DIP 3.15%
10 RISN 3.12%
11 EQTY 2.95%
12 TUSA 2.21%
13 RYJ 2.16%
14 PWC 2.04%
15 BOUT 2.03%
16 DIV 1.94%
17 QQXT 1.93%
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 (12.17%) -370.16K
Decreased by -0.59%
Jun 30, 25
2 BlackRock Inc 35.50M (6.90%) -1.13M
Decreased by -3.17%
Mar 31, 25
3 State Street Corp 22.32M (4.34%) -314.06K
Decreased by -1.41%
Mar 31, 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 13.86M (2.69%) 1.36M
Increased by +9.79%
Mar 31, 25
7 Geode Capital Management, LLC 12.30M (2.39%) 53.53K
Increased by +0.44%
Mar 31, 25
8 Massachusetts Financial Services Company 11.54M (2.24%) -211.78K
Decreased by -1.83%
Jun 30, 25
9 FMR Inc 7.91M (1.54%) -885.97K
Decreased by -11.21%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 7.37M (1.43%) -202.42K
Decreased by -2.75%
Mar 31, 25
11 Northern Trust Corp 7.24M (1.41%) 37.61K
Increased by +0.52%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 5.95M (1.16%) -149.63K
Decreased by -2.51%
Jun 30, 25
13 Kovitz Investment Group Partners, LLC 5.36M (1.04%) 4.22M
Increased by +78.74%
Dec 31, 24
14 Fisher Asset Management, LLC 5.15M (1.00%) -45.29K
Decreased by -0.88%
Jun 30, 25
15 NORGES BANK 4.97M (0.97%) -94.83K
Decreased by -1.91%
Jun 30, 25
16 Amvescap Plc. 4.97M (0.96%) 210.82K
Increased by +4.25%
Mar 31, 25
17 Capital Research Global Investors 4.96M (0.96%) 1.32M
Increased by +26.57%
Jun 30, 25
18 JPMorgan Chase & Co 4.63M (0.90%) 691.50K
Increased by +14.93%
Mar 31, 25
19 UBS Group AG 4.62M (0.90%) 771.37K
Increased by +16.69%
Mar 31, 25
20 Legal & General Group PLC 4.32M (0.84%) -9.80K
Decreased by -0.23%
Sep 30, 24

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 10.77M (2.09%) -6.75K
Decreased by -0.06%
Jul 31, 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%) 35.60K
Increased by +0.54%
Jun 30, 25
9 MFS Large Cap Value Equity 6.54M (1.27%) -223.33K
Decreased by -3.42%
Jun 30, 25
10 MFS Value A 6.54M (1.27%) -73.78K
Decreased by -1.13%
Jun 30, 25
11 SPDR® S&P 500 ETF 6.52M (1.27%) -95.48K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500® ETF 6.44M (1.25%) 27.41K
Increased by +0.43%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 6.35M (1.23%) -33.26K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 6.31M (1.23%) -49.14K
Decreased by -0.78%
Mar 31, 24
15 iShares Core S&P 500 ETF 6.27M (1.22%) 28.52K
Increased by +0.45%
Jul 31, 25
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