Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 7.87%
2 FTXG 7.38%
3 JHMS 5.96%
4 PBJ 4.92%
5 VDC 4.73%
6 XLP 4.53%
7 FSTA 4.46%
8 QQLV 4.20%
9 KXI 4.13%
10 SCHD 4.06%
11 UTRN 4.03%
12 SIXA 3.98%
13 DHS 3.91%
14 SIXH 3.74%
15 HDV 3.42%
16 TBG 3.29%
17 DIVZ 3.21%
18 ESGS 3.21%
19 SDGA 3.21%
20 EQIN 3.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 133.37M (9.75%) 1.38M
Increased by +1.03%
Dec 31, 24
2 BlackRock Inc 112.51M (8.23%) 2.25M
Increased by +2.00%
Dec 31, 24
3 State Street Corp 57.76M (4.22%) 487.06K
Increased by +0.84%
Dec 31, 24
4 State Street Corporation 54.43M (3.98%) -4.55M
Decreased by -8.37%
Mar 31, 24
5 Geode Capital Management, LLC 31.08M (2.27%) 582.25K
Increased by +1.87%
Dec 31, 24
6 JPMorgan Chase & Co 30.81M (2.25%) -19.31M
Decreased by -62.69%
Dec 31, 24
7 Morgan Stanley - Brokerage Accounts 27.20M (1.99%) -693.35K
Decreased by -2.55%
Dec 31, 24
8 Charles Schwab Investment Management Inc 25.22M (1.84%) 3.86M
Increased by +15.29%
Dec 31, 24
9 Bank of America Corp 23.64M (1.73%) -3.40M
Decreased by -14.37%
Dec 31, 24
10 NORGES BANK 17.95M (1.31%) 459.36K
Increased by +2.56%
Dec 31, 24
11 Northern Trust Corp 16.40M (1.20%) 1.31M
Increased by +7.97%
Dec 31, 24
12 Bank of New York Mellon Corp 14.01M (1.02%) 689.38K
Increased by +4.92%
Dec 31, 24
13 Franklin Resources Inc 13.75M (1.01%) 727.09K
Increased by +5.29%
Dec 31, 24
14 Capital Research Global Investors 12.05M (0.88%) 831.15K
Increased by +6.90%
Dec 31, 24
15 Wellington Management Company LLP 11.77M (0.86%) -330.21K
Decreased by -2.81%
Dec 31, 24
16 Wells Fargo & Co 11.50M (0.84%) -762.24K
Decreased by -6.63%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 11.32M (0.83%) 416.54K
Increased by +3.68%
Dec 31, 24
18 Amvescap Plc. 10.84M (0.79%) 130.91K
Increased by +1.21%
Dec 31, 24
19 FMR Inc 10.26M (0.75%) -1.56M
Decreased by -15.16%
Sep 30, 23
20 California Public Employees Retrmnt Sys 10.26M (0.75%) 594.18K
Increased by +5.79%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 43.53M (3.18%) -10.14K
Decreased by -0.02%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 43.36M (3.17%) 69.85K
Increased by +0.16%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 38.12M (2.79%) 68.39K
Increased by +0.18%
Mar 31, 25
4 Invesco QQQ Trust 28.25M (2.07%) -24.52K
Decreased by -0.09%
Mar 31, 25
5 Schwab US Dividend Equity ETF™ 18.14M (1.33%) 14.32K
Increased by +0.08%
Mar 29, 25
6 Fidelity 500 Index 17.18M (1.26%) 76.53K
Increased by +0.45%
Feb 28, 25
7 SPDR® S&P 500 ETF 17.07M (1.25%) -249.86K
Decreased by -1.46%
Mar 31, 25
8 iShares Core S&P 500 ETF 16.73M (1.22%) 48.48K
Increased by +0.29%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 16.62M (1.21%) -87.05K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 16.58M (1.21%) -128.93K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF 16.43M (1.20%) -275.65K
Decreased by -1.68%
Mar 31, 25
12 Fidelity® 500 Index 16.04M (1.17%) 102.08K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 12.03M (0.88%) 179.80K
Increased by +1.49%
Mar 31, 25
14 Performer (AFRIS) 8.99M (0.66%) 8.99M
Increased by +100.00%
Feb 29, 24
15 Vanguard Institutional Index I 8.44M (0.62%) -64.63K
Decreased by -0.77%
Mar 31, 25
16 Vanguard Dividend Growth Inv 7.92M (0.58%) -1.12K
Decreased by -0.01%
Dec 31, 24
17 Vanguard Dividend Appreciation ETF 7.26M (0.53%) -308.82K
Decreased by -4.26%
Mar 31, 25
18 State St S&P 500® Indx SL Cl III 7.07M (0.52%) 439.00K
Increased by +6.21%
Mar 31, 25
19 Fundsmith Equity I Acc 5.66M (0.41%) 0.00
Increased by 0.00%
Dec 31, 24
20 Franklin Income A1 5.50M (0.40%) 0.00
Increased by 0.00%
Mar 31, 25