Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 10.52%
2 HDLV 9.58%
3 FDL 7.26%
4 ORFN 5.97%
5 NBCC 5.94%
6 XLP 5.89%
7 DHS 5.84%
8 DIVZ 5.55%
9 FCTE 5.04%
10 VDC 4.80%
11 EQTY 4.59%
12 RDIV 4.57%
13 VICE 4.50%
14 FSTA 4.37%
15 TOKE 4.31%
16 KXI 4.08%
17 UTRN 3.99%
18 UGE 3.97%
19 PWV 3.92%
20 PINK 3.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 140.62M (9.06%) 1.19M
Increased by +0.85%
Mar 31, 25
2 Capital World Investors 129.10M (8.32%) 6.52M
Increased by +5.05%
Mar 31, 25
3 BlackRock Inc 101.58M (6.54%) -3.33M
Decreased by -3.28%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 92.50M (5.96%) -167.00K
Decreased by -0.18%
Mar 31, 25
5 State Street Corporation 57.95M (3.73%) -205.62K
Decreased by -0.35%
Mar 31, 24
6 State Street Corp 54.96M (3.54%) 201.16K
Increased by +0.37%
Mar 31, 25
7 GQG Partners LLC 48.52M (3.12%) -230.78K
Decreased by -0.48%
Mar 31, 25
8 Capital Research Global Investors 44.89M (2.89%) -5.96M
Decreased by -13.27%
Mar 31, 25
9 JPMorgan Chase & Co 36.85M (2.37%) 12.13M
Increased by +32.91%
Mar 31, 25
10 Geode Capital Management, LLC 36.51M (2.35%) 1.22M
Increased by +3.35%
Mar 31, 25
11 FMR Inc 28.67M (1.85%) 6.62M
Increased by +23.09%
Mar 31, 25
12 Wellington Management Company LLP 21.84M (1.41%) 4.56M
Increased by +20.90%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 21.35M (1.37%) -14.55K
Decreased by -0.07%
Mar 31, 25
14 Amvescap Plc. 16.36M (1.05%) -859.20K
Decreased by -5.25%
Mar 31, 25
15 Franklin Resources Inc 16.14M (1.04%) 1.89M
Increased by +11.73%
Mar 31, 25
16 Bank of New York Mellon Corp 15.04M (0.97%) -1.03M
Decreased by -6.83%
Mar 31, 25
17 Bank of America Corp 14.99M (0.97%) 35.82K
Increased by +0.24%
Mar 31, 25
18 Northern Trust Corp 13.57M (0.87%) -60.47K
Decreased by -0.45%
Mar 31, 25
19 Charles Schwab Investment Management Inc 13.40M (0.86%) -20.86K
Decreased by -0.16%
Mar 31, 25
20 Viking Global Investors LP 13.02M (0.84%) 3.39M
Increased by +26.07%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 49.94M (3.22%) 50.13K
Increased by +0.10%
May 31, 25
2 Vanguard US Total Market Shares ETF 49.24M (3.17%) 51.42K
Increased by +0.10%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 44.22M (2.85%) 306.86K
Increased by +0.69%
May 31, 25
4 American Funds Washington Mutual A 41.62M (2.68%) -1.64M
Decreased by -3.93%
Jun 30, 25
5 Capital Group Wash Mutual Invtrs Comp 41.62M (2.68%) -1.64M
Decreased by -3.93%
Jun 30, 25
6 American Funds American Balanced A 34.43M (2.22%) -843.76K
Decreased by -2.45%
Jun 30, 25
7 American Funds Fundamental Invs A 34.33M (2.21%) -1.14M
Decreased by -3.33%
Jun 30, 25
8 Capital Group Fundamental Invtrs Comp 34.33M (2.21%) -1.14M
Decreased by -3.33%
Jun 30, 25
9 American Funds Income Fund of Amer A 24.72M (1.59%) -1.03M
Decreased by -4.17%
Jun 30, 25
10 Goldman Sachs GQG Ptnrs Intl Opps Instl 21.59M (1.39%) 353.84K
Increased by +1.64%
May 31, 25
11 Fidelity 500 Index 19.62M (1.26%) 85.00K
Increased by +0.43%
May 31, 25
12 SPDR® S&P 500 ETF 19.34M (1.25%) -283.34K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 18.83M (1.21%) -98.71K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 18.78M (1.21%) -65.95K
Decreased by -0.35%
Jun 30, 25
15 SPDR® S&P 500 ETF Trust 18.72M (1.21%) -145.68K
Decreased by -0.78%
Mar 31, 24
16 iShares Core S&P 500 ETF 18.46M (1.19%) 29.41K
Increased by +0.16%
Jun 30, 25
17 American Funds Capital World Gr&Inc A 18.33M (1.18%) 121.60K
Increased by +0.66%
Jun 30, 25
18 Capital Group World Growth & Inc Cmp 18.33M (1.18%) 121.60K
Increased by +0.66%
Jun 30, 25
19 Fidelity® 500 Index 18.09M (1.17%) 115.11K
Increased by +0.64%
Nov 30, 23
20 American Funds Capital Income Bldr A 17.31M (1.12%) -3.29M
Decreased by -19.00%
Jun 30, 25