Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 5.06%
2 RSHO 4.59%
3 BCUS 4.42%
4 SAMM 4.39%
5 BWTG 4.29%
6 UTRN 4.16%
7 PRN 3.78%
8 PPA 3.41%
9 PAVE 3.13%
10 MADE 2.98%
11 AFOS 2.96%
12 RULE 2.76%
13 BIBL 2.60%
14 UPGR 2.45%
15 WBIE 2.39%
16 BOUT 2.37%
17 DYNF 2.30%
18 CVSE 2.23%
19 BDIV 2.21%
20 FTIF 2.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.02M (8.70%) 168.99K
Increased by +1.53%
Mar 31, 25
2 BlackRock Inc 9.72M (7.67%) 507.70K
Increased by +5.22%
Mar 31, 25
3 State Street Corp 9.70M (7.65%) -107.70K
Decreased by -1.11%
Mar 31, 25
4 State Street Corporation 5.45M (4.30%) 21.69K
Increased by +0.40%
Mar 31, 24
5 Bank of America Corp 4.02M (3.17%) 169.76K
Increased by +4.22%
Mar 31, 25
6 FMR Inc 3.29M (2.60%) -234.06K
Decreased by -7.11%
Mar 31, 25
7 Aristotle Capital Management LLC 3.09M (2.44%) -99.46K
Decreased by -3.22%
Mar 31, 25
8 Geode Capital Management, LLC 2.79M (2.20%) 109.44K
Increased by +3.93%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 2.44M (1.93%) 842.26K
Increased by +34.48%
Mar 31, 25
10 Amvescap Plc. 2.30M (1.82%) -198.03K
Decreased by -8.59%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 2.18M (1.72%) -83.52K
Decreased by -3.82%
Mar 31, 25
12 Ameriprise Financial Inc 2.10M (1.66%) -72.67K
Decreased by -3.46%
Mar 31, 25
13 JPMorgan Chase & Co 2.06M (1.63%) 173.57K
Increased by +8.42%
Mar 31, 25
14 Wellington Management Company LLP 2.01M (1.59%) 208.57K
Increased by +10.38%
Mar 31, 25
15 Royal Bank of Canada 1.88M (1.48%) -397.25K
Decreased by -21.13%
Mar 31, 25
16 NORGES BANK 1.74M (1.37%) 30.37K
Increased by +1.75%
Dec 31, 24
17 GAMMA Investing LLC 1.74M (1.37%) 1.73M
Increased by +99.85%
Mar 31, 25
18 UBS Group AG 1.69M (1.33%) 715.83K
Increased by +42.40%
Mar 31, 25
19 Capital World Investors 1.63M (1.28%) 969.01K
Increased by +59.58%
Mar 31, 25
20 Charles Schwab Investment Management Inc 1.59M (1.26%) 11.81K
Increased by +0.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.11M (3.24%) -27.43K
Decreased by -0.67%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 4.07M (3.21%) 3.00K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.66M (2.89%) 25.47K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 3.63M (2.86%) -35.50K
Decreased by -0.98%
Jun 30, 25
5 Fidelity 500 Index 1.62M (1.28%) -5.50K
Decreased by -0.34%
Jun 30, 25
6 SPDR® S&P 500 ETF 1.60M (1.26%) -23.56K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 1.56M (1.23%) -8.21K
Decreased by -0.53%
Mar 31, 25
8 SPDR® S&P 500® ETF 1.55M (1.22%) -6.45K
Decreased by -0.42%
Jul 31, 25
9 SPDR® S&P 500 ETF Trust 1.52M (1.20%) 3.42K
Increased by +0.23%
Apr 30, 24
10 iShares Core S&P 500 ETF 1.52M (1.20%) -150.00
Decreased by -0.01%
Jul 30, 25
11 Fidelity® 500 Index 1.50M (1.18%) 9.52K
Increased by +0.64%
Nov 30, 23
12 Vanguard Wellington™ Inv 1.38M (1.09%) -50.98K
Decreased by -3.69%
Jun 30, 25
13 Columbia Dividend Income Inst 1.14M (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
14 Columbia Dividend Value 1.14M (0.90%) -6.28K
Decreased by -0.55%
Jun 30, 25
15 JPM US Equity Income-MA 1.14M (0.90%) 1.14M
Increased by +99.90%
Sep 30, 23
16 Vanguard Value Index Inv 1.13M (0.89%) 2.41K
Increased by +0.21%
Jun 30, 25
17 Vanguard Windsor™ II Inv 854.00K (0.67%) 0.00
Increased by 0.00%
Jun 30, 25
18 American Funds American Balanced A 808.46K (0.64%) 432.30K
Increased by +53.47%
Jun 30, 25
19 Vanguard Institutional Index I 781.16K (0.62%) -9.21K
Decreased by -1.18%
Jun 30, 25
20 T. Rowe Price U.S. Value Equity Tr-D 729.38K (0.58%) 23.95K
Increased by +3.28%
Jun 30, 25