Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RSHO 4.55%
2 UTRN 4.16%
3 PPA 3.76%
4 PRN 3.74%
5 BCUS 3.31%
6 MADE 2.91%
7 BIBL 2.59%
8 WBIE 2.39%
9 BOUT 2.37%
10 DYNF 2.34%
11 UPGR 2.23%
12 CAML 2.17%
13 FTIF 2.17%
14 CVSE 2.15%
15 BDIV 2.10%
16 JHAC 2.01%
17 XLI 2.00%
18 SAMM 1.98%
19 RUNN 1.74%
20 FTLS 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.85M (8.53%) 111.41K
Increased by +1.03%
Dec 31, 24
2 State Street Corp 9.81M (7.70%) 3.61M
Increased by +36.77%
Dec 31, 24
3 BlackRock Inc 9.22M (7.24%) 673.30K
Increased by +7.30%
Dec 31, 24
4 State Street Corporation 5.45M (4.28%) 21.69K
Increased by +0.40%
Mar 31, 24
5 Bank of America Corp 3.85M (3.02%) -318.75K
Decreased by -8.28%
Dec 31, 24
6 FMR Inc 3.53M (2.77%) -590.44K
Decreased by -16.75%
Dec 31, 24
7 Aristotle Capital Management LLC 3.19M (2.51%) -54.79K
Decreased by -1.72%
Dec 31, 24
8 Geode Capital Management, LLC 2.68M (2.10%) 99.26K
Increased by +3.71%
Dec 31, 24
9 Amvescap Plc. 2.50M (1.97%) 198.29K
Increased by +7.92%
Dec 31, 24
10 Royal Bank of Canada 2.28M (1.79%) 1.14M
Increased by +49.96%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.27M (1.78%) 107.44K
Increased by +4.74%
Dec 31, 24
12 Ameriprise Financial Inc 2.17M (1.71%) -61.48K
Decreased by -2.83%
Dec 31, 24
13 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.02M (1.58%) 172.06K
Increased by +8.53%
Dec 31, 24
14 JPMorgan Chase & Co 1.89M (1.48%) -2.45M
Decreased by -129.80%
Dec 31, 24
15 Wellington Management Company LLP 1.80M (1.41%) -177.17K
Decreased by -9.84%
Dec 31, 24
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 T. Rowe Price Associates, Inc. 1.60M (1.26%) 237.63K
Increased by +14.84%
Dec 31, 24
19 Charles Schwab Investment Management Inc 1.58M (1.24%) -11.44K
Decreased by -0.72%
Dec 31, 24
20 Northern Trust Corp 1.35M (1.06%) 182.13K
Increased by +13.54%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.07M (3.20%) 3.00K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.07M (3.20%) 8.03K
Increased by +0.20%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 3.58M (2.81%) 7.92K
Increased by +0.22%
Mar 31, 25
4 Fidelity 500 Index 1.62M (1.27%) 3.35K
Increased by +0.21%
Mar 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 1.56M (1.23%) 1.29K
Increased by +0.08%
Apr 30, 25
7 SPDR® S&P 500® ETF Trust 1.56M (1.22%) -8.21K
Decreased by -0.53%
Mar 31, 25
8 iShares Core S&P 500 ETF 1.53M (1.20%) -1.60K
Decreased by -0.10%
Apr 30, 25
9 SPDR® S&P 500 ETF Trust 1.52M (1.19%) 3.42K
Increased by +0.23%
Apr 30, 24
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 Income Inst 1.15M (0.90%) -5.62K
Decreased by -0.49%
Mar 31, 25
13 Columbia Dividend Value 1.15M (0.90%) -8.30K
Decreased by -0.72%
Mar 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%) 18.13K
Increased by +1.60%
Mar 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 792.52K (0.62%) -5.32K
Decreased by -0.67%
Mar 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%
Mar 31, 25
20 T. Rowe Price U.S. Value Equity Tr-Z 705.43K (0.55%) 350.54K
Increased by +49.69%
Mar 31, 25