Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 15.36%
2 VDC 11.36%
3 FSTA 11.02%
4 XLP 9.06%
5 KXI 8.67%
6 JHMS 6.24%
7 UGE 5.74%
8 INAU 5.17%
9 SPHQ 4.57%
10 SXQG 4.50%
11 HDV 4.46%
12 HKND 4.42%
13 DJD 4.39%
14 MPCT 4.37%
15 QMJ 4.31%
16 DIVO 4.22%
17 BGIG 4.09%
18 USMC 4.06%
19 UTRN 3.96%
20 VSMV 3.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 229.79M (9.81%) 1.59M
Increased by +0.69%
Dec 31, 24
2 BlackRock Inc 176.18M (7.52%) 12.75M
Increased by +7.24%
Dec 31, 24
3 State Street Corporation 102.37M (4.37%) -737.61K
Decreased by -0.72%
Mar 31, 24
4 State Street Corp 100.99M (4.31%) 442.32K
Increased by +0.44%
Dec 31, 24
5 Geode Capital Management, LLC 56.47M (2.41%) 1.27M
Increased by +2.24%
Dec 31, 24
6 Morgan Stanley - Brokerage Accounts 51.33M (2.19%) 2.29M
Increased by +4.46%
Dec 31, 24
7 NORGES BANK 31.28M (1.34%) 833.13K
Increased by +2.66%
Dec 31, 24
8 Bank of America Corp 30.48M (1.30%) -506.13K
Decreased by -1.66%
Dec 31, 24
9 Northern Trust Corp 29.40M (1.26%) 2.70M
Increased by +9.20%
Dec 31, 24
10 FMR Inc 24.32M (1.04%) -2.23M
Decreased by -9.18%
Dec 31, 24
11 Wellington Management Company LLP 24.23M (1.03%) -2.84M
Decreased by -11.72%
Dec 31, 24
12 JPMorgan Chase & Co 24.19M (1.03%) -24.79M
Decreased by -102.49%
Dec 31, 24
13 Franklin Resources Inc 20.20M (0.86%) 1.21M
Increased by +5.99%
Dec 31, 24
14 Bank of New York Mellon Corp 19.27M (0.82%) -706.13K
Decreased by -3.66%
Dec 31, 24
15 T. Rowe Price Associates, Inc. 19.01M (0.81%) -3.01M
Decreased by -15.85%
Dec 31, 24
16 Fisher Asset Management, LLC 18.69M (0.80%) 312.20K
Increased by +1.67%
Dec 31, 24
17 Royal Bank of Canada 17.16M (0.73%) -119.99K
Decreased by -0.70%
Dec 31, 24
18 Goldman Sachs Group Inc 16.89M (0.72%) 887.89K
Increased by +5.26%
Dec 31, 24
19 Charles Schwab Investment Management Inc 16.88M (0.72%) 459.44K
Increased by +2.72%
Dec 31, 24
20 Ameriprise Financial Inc 16.43M (0.70%) 322.41K
Increased by +1.96%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 74.45M (3.18%) -306.36K
Decreased by -0.41%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 74.13M (3.17%) -157.83K
Decreased by -0.21%
Mar 31, 25
3 Performer (AFRIS) 70.26M (3.00%) 70.26M
Increased by +100.00%
Feb 29, 24
4 Vanguard Institutional 500 Index Trust 65.17M (2.78%) -142.79K
Decreased by -0.22%
Mar 31, 25
5 Fidelity 500 Index 29.50M (1.26%) 131.34K
Increased by +0.45%
Feb 28, 25
6 SPDR® S&P 500 ETF 29.17M (1.25%) -566.72K
Decreased by -1.94%
Mar 31, 25
7 iShares Core S&P 500 ETF 28.61M (1.22%) 82.86K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 28.39M (1.21%) -148.82K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 28.12M (1.20%) 195.44K
Increased by +0.70%
May 30, 24
10 SPDR® S&P 500® ETF 28.07M (1.20%) -471.28K
Decreased by -1.68%
Mar 31, 25
11 Fidelity® 500 Index 27.47M (1.17%) 174.81K
Increased by +0.64%
Nov 30, 23
12 Vanguard Value Index Inv 20.58M (0.88%) 251.60K
Increased by +1.22%
Mar 31, 25
13 Vanguard Institutional Index I 14.43M (0.62%) -170.51K
Decreased by -1.18%
Mar 31, 25
14 Consumer Staples Select Sector SPDR® ETF 13.64M (0.58%) 34.25K
Increased by +0.25%
May 30, 24
15 Vanguard Dividend Appreciation ETF 12.45M (0.53%) -547.85K
Decreased by -4.40%
Mar 31, 25
16 State St S&P 500® Indx SL Cl III 12.09M (0.52%) 705.29K
Increased by +5.83%
Mar 31, 25
17 The Consumer Staples Sel SectSPDR® ETF 9.10M (0.39%) 28.90K
Increased by +0.32%
Mar 31, 25
18 Vanguard Wellington™ Inv 9.02M (0.39%) -629.00K
Decreased by -6.97%
Jun 30, 24
19 Vanguard High Dividend Yield ETF 8.98M (0.38%) -760.53K
Decreased by -8.47%
Mar 31, 25
20 Blackrock Eq Idx Fund CF 8.77M (0.37%) -67.29K
Decreased by -0.77%
Mar 31, 25