Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 SMN 4.81%
4 SBM 4.81%
5 TINT 4.05%
6 UTRN 3.83%
7 RTM 3.63%
8 RSPM 3.63%
9 JHMA 3.57%
10 XLB 3.40%
11 STNC 3.36%
12 CAMX 3.21%
13 DIVP 2.55%
14 UYM 2.53%
15 FTCS 2.21%
16 BLCV 2.12%
17 VAW 1.96%
18 TUSA 1.94%
19 BMVP 1.91%
20 FTDS 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.07M (12.92%) -296.88K
Decreased by -1.02%
Mar 31, 25
2 BlackRock Inc 22.90M (10.18%) 1.39M
Increased by +6.08%
Mar 31, 25
3 State Street Corp 11.88M (5.28%) -25.93K
Decreased by -0.22%
Mar 31, 25
4 Wellington Management Company LLP 11.16M (4.96%) 592.15K
Increased by +5.31%
Mar 31, 25
5 State Street Corporation 10.92M (4.85%) -441.36K
Decreased by -4.04%
Mar 31, 24
6 Geode Capital Management, LLC 5.77M (2.57%) 225.56K
Increased by +3.91%
Mar 31, 25
7 JPMorgan Chase & Co 5.22M (2.32%) -5.05M
Decreased by -96.65%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 4.80M (2.13%) 1.77M
Increased by +36.82%
Mar 31, 25
9 Arnhold & S. Bleichroeder Advisers, LLC 4.59M (2.04%) 1.39M
Increased by +30.33%
Mar 31, 25
10 Kovitz Investment Group Partners, LLC 4.34M (1.93%) 3.59M
Increased by +82.82%
Dec 31, 24
11 Viking Global Investors LP 4.04M (1.80%) 3.14M
Increased by +77.75%
Sep 30, 23
12 NORGES BANK 3.94M (1.75%) 698.07K
Increased by +17.72%
Dec 31, 24
13 Beutel, Goodman & Company Ltd. 3.78M (1.68%) 446.28K
Increased by +11.79%
Mar 31, 25
14 Wells Fargo & Co 3.64M (1.62%) 88.89K
Increased by +2.44%
Mar 31, 25
15 Amvescap Plc. 3.57M (1.59%) -1.15M
Decreased by -32.26%
Mar 31, 25
16 Franklin Resources Inc 3.39M (1.51%) 35.46K
Increased by +1.05%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 3.16M (1.41%) -129.68K
Decreased by -4.10%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 2.94M (1.31%) 105.97K
Increased by +3.61%
Mar 31, 25
19 Massachusetts Financial Services Company 2.78M (1.24%) -2.71M
Decreased by -97.38%
Mar 31, 25
20 Charles Schwab Investment Management Inc 2.73M (1.22%) 85.89K
Increased by +3.14%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.39M (3.28%) -58.31K
Decreased by -0.79%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.28M (3.24%) 17.31K
Increased by +0.24%
May 31, 25
3 Vanguard Institutional 500 Index Trust 6.60M (2.93%) 46.51K
Increased by +0.70%
May 31, 25
4 JPM US Equity Income-MA 5.65M (2.51%) 5.64M
Increased by +99.90%
Sep 30, 23
5 Vanguard Mid Cap Index Institutional 4.98M (2.21%) 46.99K
Increased by +0.94%
May 31, 25
6 Vanguard Equity-Income Inv 4.70M (2.09%) 244.79K
Increased by +5.21%
Mar 31, 25
7 First Eagle Global A 4.11M (1.83%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fidelity 500 Index 2.93M (1.30%) 12.44K
Increased by +0.43%
May 31, 25
9 SPDR® S&P 500 ETF 2.89M (1.28%) -42.16K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 2.81M (1.25%) -14.69K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 2.78M (1.23%) 6.30K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 2.74M (1.22%) 17.47K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF 2.74M (1.22%) -9.65K
Decreased by -0.35%
Jun 30, 25
14 iShares Core S&P 500 ETF 2.69M (1.20%) 4.29K
Increased by +0.16%
Jun 30, 25
15 Vanguard Windsor Investor Shares 2.22M (0.99%) 880.37K
Increased by +39.67%
Mar 31, 25
16 JPMorgan US Equity L 2.14M (0.95%) 0.00
Increased by 0.00%
Mar 31, 24
17 Putnam Large Cap Value A 2.12M (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
18 Putnam US Large Cap Value Equity 2.12M (0.94%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Value Index Inv 2.00M (0.89%) 7.18K
Increased by +0.36%
May 31, 25
20 T. Rowe Price U.S. Value Equity Tr-Z 1.94M (0.86%) 716.67K
Increased by +37.00%
Mar 31, 25