Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.48%
2 BCUS 4.39%
3 BWTG 4.22%
4 UTRN 4.16%
5 PRN 3.79%
6 SAMM 3.54%
7 PPA 3.36%
8 PAVE 3.10%
9 MADE 2.92%
10 BIBL 2.53%
11 WBIE 2.39%
12 BOUT 2.37%
13 DYNF 2.31%
14 CVSE 2.18%
15 CAML 2.18%
16 BDIV 2.17%
17 UPGR 2.16%
18 FTIF 2.09%
19 JHAC 2.01%
20 XLI 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.02M (8.66%) 168.99K
Increased by +1.53%
Mar 31, 25
2 BlackRock Inc 9.72M (7.64%) 507.70K
Increased by +5.22%
Mar 31, 25
3 State Street Corp 9.70M (7.62%) -107.70K
Decreased by -1.11%
Mar 31, 25
4 State Street Corporation 5.45M (4.28%) 21.69K
Increased by +0.40%
Mar 31, 24
5 Bank of America Corp 4.02M (3.16%) 169.76K
Increased by +4.22%
Mar 31, 25
6 FMR Inc 3.29M (2.59%) -234.06K
Decreased by -7.11%
Mar 31, 25
7 Aristotle Capital Management LLC 3.09M (2.43%) -99.46K
Decreased by -3.22%
Mar 31, 25
8 Geode Capital Management, LLC 2.79M (2.19%) 109.44K
Increased by +3.93%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 2.44M (1.92%) 842.26K
Increased by +34.48%
Mar 31, 25
10 Amvescap Plc. 2.30M (1.81%) -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 (1.65%) -72.67K
Decreased by -3.46%
Mar 31, 25
13 JPMorgan Chase & Co 2.06M (1.62%) 173.57K
Increased by +8.42%
Mar 31, 25
14 Wellington Management Company LLP 2.01M (1.58%) 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 (1.36%) 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 (1.25%) 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 4.14M (3.25%) 3.77K
Increased by +0.09%
May 31, 25
2 Vanguard US Total Market Shares ETF 4.07M (3.20%) 3.00K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.66M (2.88%) 25.47K
Increased by +0.70%
May 31, 25
4 Fidelity 500 Index 1.62M (1.28%) 7.04K
Increased by +0.43%
May 31, 25
5 SPDR® S&P 500 ETF 1.60M (1.26%) -23.56K
Decreased by -1.47%
Mar 31, 25
6 SPDR® S&P 500® ETF Trust 1.56M (1.22%) -8.21K
Decreased by -0.53%
Mar 31, 25
7 SPDR® S&P 500® ETF 1.54M (1.21%) -5.40K
Decreased by -0.35%
Jun 30, 25
8 SPDR® S&P 500 ETF Trust 1.52M (1.19%) 3.42K
Increased by +0.23%
Apr 30, 24
9 iShares Core S&P 500 ETF 1.51M (1.19%) 2.40K
Increased by +0.16%
Jun 30, 25
10 Fidelity® 500 Index 1.50M (1.17%) 9.52K
Increased by +0.64%
Nov 30, 23
11 Vanguard Wellington™ Inv 1.43M (1.12%) 25.60K
Increased by +1.79%
Mar 31, 25
12 Columbia Dividend Value 1.15M (0.90%) -8.30K
Decreased by -0.72%
Mar 31, 25
13 Columbia Dividend Income Inst 1.14M (0.90%) -3.36K
Decreased by -0.29%
May 31, 25
14 JPM US Equity Income-MA 1.14M (0.89%) 1.14M
Increased by +99.90%
Sep 30, 23
15 Vanguard Value Index Inv 1.13M (0.89%) 2.65K
Increased by +0.23%
May 31, 25
16 Vanguard Windsor™ II Inv 854.00K (0.67%) 0.00
Increased by 0.00%
Mar 31, 25
17 Vanguard Institutional Index I 790.37K (0.62%) -95.00
Decreased by -0.01%
May 31, 25
18 JPM US Equity Income-Composite 707.58K (0.56%) -66.22K
Decreased by -9.36%
Mar 31, 25
19 JPMorgan Equity Income I 707.58K (0.56%) 0.00
Increased by 0.00%
May 31, 25
20 T. Rowe Price U.S. Value Equity Tr-D 705.43K (0.55%) 350.54K
Increased by +49.69%
Mar 31, 25