Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 5.06%
2 RSHO 4.38%
3 UTRN 4.16%
4 BWTG 4.15%
5 BCUS 4.05%
6 SAMM 3.87%
7 PPA 3.18%
8 PAVE 3.10%
9 PRN 3.08%
10 MADE 2.89%
11 RULE 2.80%
12 BIBL 2.64%
13 AFOS 2.60%
14 WBIE 2.39%
15 BOUT 2.37%
16 CVSE 2.21%
17 FTIF 2.15%
18 CAML 2.14%
19 BDIV 2.13%
20 XLI 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.13M (8.81%) 101.48K
Increased by +0.91%
Jun 30, 25
2 BlackRock Inc 9.79M (7.75%) 60.69K
Increased by +0.62%
Jun 30, 25
3 State Street Corp 9.59M (7.60%) -106.47K
Decreased by -1.11%
Jun 30, 25
4 State Street Corporation 5.45M (4.32%) 21.69K
Increased by +0.40%
Mar 31, 24
5 Bank of America Corp 3.88M (3.07%) -138.51K
Decreased by -3.57%
Jun 30, 25
6 Aristotle Capital Management LLC 3.04M (2.41%) -54.00K
Decreased by -1.78%
Jun 30, 25
7 FMR Inc 3.02M (2.39%) -271.34K
Decreased by -8.98%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 2.86M (2.27%) 421.63K
Increased by +14.72%
Jun 30, 25
9 Geode Capital Management, LLC 2.77M (2.20%) -11.84K
Decreased by -0.43%
Jun 30, 25
10 Wellington Management Company LLP 2.47M (1.95%) 457.08K
Increased by +18.53%
Jun 30, 25
11 Capital World Investors 2.42M (1.91%) 788.59K
Increased by +32.65%
Jun 30, 25
12 Amvescap Plc. 2.35M (1.86%) 41.22K
Increased by +1.76%
Jun 30, 25
13 Ameriprise Financial Inc 2.19M (1.74%) 92.91K
Increased by +4.23%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 2.13M (1.69%) -57.54K
Decreased by -2.70%
Jun 30, 25
15 JPMorgan Chase & Co 2.08M (1.64%) 14.53K
Increased by +0.70%
Jun 30, 25
16 NORGES BANK 1.94M (1.53%) 197.27K
Increased by +10.19%
Jun 30, 25
17 GAMMA Investing LLC 1.74M (1.37%) 1.73M
Increased by +99.85%
Mar 31, 25
18 UBS Group AG 1.69M (1.34%) 715.83K
Increased by +42.40%
Mar 31, 25
19 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.64M (1.30%) 136.36K
Increased by +8.32%
Jun 30, 25
20 Charles Schwab Investment Management Inc 1.59M (1.26%) -1.07K
Decreased by -0.07%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.07M (3.22%) 3.00K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.01M (3.18%) -93.47K
Decreased by -2.33%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.66M (2.90%) 25.47K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 3.16M (2.51%) -463.16K
Decreased by -14.64%
Jul 31, 25
5 Fidelity 500 Index 1.62M (1.28%) 694.00
Increased by +0.04%
Jul 31, 25
6 SPDR® S&P 500 ETF 1.60M (1.27%) -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 1.54M (1.22%) 18.98K
Increased by +1.23%
Aug 31, 25
9 iShares Core S&P 500 ETF 1.54M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 1.52M (1.20%) 3.42K
Increased by +0.23%
Apr 30, 24
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 Value 1.14M (0.91%) -6.28K
Decreased by -0.55%
Jun 30, 25
14 Columbia Dividend Income Inst 1.14M (0.90%) -1.90K
Decreased by -0.17%
Jul 31, 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 (0.90%) -1.26K
Decreased by -0.11%
Jul 31, 25
17 Vanguard Windsor™ II Inv 854.00K (0.68%) 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 772.52K (0.61%) -8.64K
Decreased by -1.12%
Jul 31, 25
20 T. Rowe Price U.S. Value Equity Tr-D 729.38K (0.58%) 23.95K
Increased by +3.28%
Jun 30, 25