Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUSA 1000.00%
2 ESGU 1000.00%
3 IAT 4.21%
4 PEX 4.17%
5 UTRN 4.04%
6 YALL 3.78%
7 FMTM 3.54%
8 GPZ 3.23%
9 PSP 3.22%
10 ACSI 3.17%
11 ADPV 3.13%
12 KBWB 3.08%
13 FTXO 2.71%
14 BOUT 2.62%
15 FOVL 2.40%
16 KRU 2.30%
17 SDOG 2.17%
18 FTDS 2.07%
19 UDI 1.98%
20 KRE 1.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 107.90M (12.36%) -2.47M
Decreased by -2.29%
Jun 30, 25
2 BlackRock Inc 85.81M (9.83%) -901.79K
Decreased by -1.05%
Jun 30, 25
3 State Street Corp 49.95M (5.72%) -2.62M
Decreased by -5.25%
Jun 30, 25
4 State Street Corporation 49.33M (5.65%) -8.18M
Decreased by -16.59%
Mar 31, 24
5 Wellington Management Company LLP 46.00M (5.27%) 1.79M
Increased by +3.89%
Jun 30, 25
6 Charles Schwab Investment Management Inc 31.48M (3.61%) 391.57K
Increased by +1.24%
Jun 30, 25
7 JPMorgan Chase & Co 25.87M (2.96%) 1.00M
Increased by +3.87%
Jun 30, 25
8 Geode Capital Management, LLC 23.79M (2.73%) 109.55K
Increased by +0.46%
Jun 30, 25
9 Amvescap Plc. 20.10M (2.30%) -895.21K
Decreased by -4.45%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 19.12M (2.19%) 466.10K
Increased by +2.44%
Jun 30, 25
11 Goldman Sachs Group Inc 14.69M (1.68%) 5.39M
Increased by +36.72%
Dec 31, 23
12 NORGES BANK 10.49M (1.20%) -1.37M
Decreased by -13.09%
Jun 30, 25
13 UBS Asset Mgmt Americas Inc 10.45M (1.20%) 1.35M
Increased by +12.96%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 10.45M (1.20%) 273.44K
Increased by +2.62%
Jun 30, 25
15 Amundi 10.01M (1.15%) 1.70M
Increased by +16.95%
Mar 31, 25
16 LSV Asset Management 9.27M (1.06%) -301.84K
Decreased by -3.25%
Jun 30, 25
17 Northern Trust Corp 9.00M (1.03%) -379.43K
Decreased by -4.21%
Jun 30, 25
18 Allspring Global Investments Holdings, LLC 8.97M (1.03%) 325.38K
Increased by +3.63%
Jun 30, 25
19 Victory Capital Management Inc. 8.84M (1.01%) 7.45M
Increased by +84.19%
Jun 30, 25
20 Massachusetts Financial Services Company 8.25M (0.94%) 393.06K
Increased by +4.77%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 28.97M (3.32%) 17.32K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 28.17M (3.23%) -606.10K
Decreased by -2.15%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 25.86M (2.96%) 185.11K
Increased by +0.72%
May 31, 25
4 Schwab US Dividend Equity ETF™ 25.54M (2.93%) 5.40K
Increased by +0.02%
Aug 30, 25
5 Vanguard Equity-Income Inv 23.61M (2.70%) -2.76M
Decreased by -11.70%
Jun 30, 25
6 Vanguard 500 Index Investor 22.26M (2.55%) -3.26M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 20.05M (2.30%) 215.24K
Increased by +1.07%
Jul 31, 25
8 iShares Select Dividend ETF 12.13M (1.39%) 0.00
Increased by 0.00%
Aug 31, 25
9 First Trust Rising Dividend Achiev ETF 11.44M (1.31%) 20.38K
Increased by +0.18%
Feb 27, 25
10 Fidelity 500 Index 11.39M (1.31%) 4.83K
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 11.31M (1.30%) -165.54K
Decreased by -1.46%
Mar 31, 25
12 Vanguard Wellesley® Income Inv 11.03M (1.26%) 84.26K
Increased by +0.76%
Jun 30, 25
13 SPDR® S&P 500® ETF Trust 11.01M (1.26%) -57.67K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 11.00M (1.26%) 24.70K
Increased by +0.22%
Apr 30, 24
15 Fidelity® 500 Index 10.93M (1.25%) 69.56K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF 10.88M (1.25%) 133.58K
Increased by +1.23%
Aug 31, 25
17 iShares Core S&P 500 ETF 10.82M (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
18 JPM US Mid Cap Value-Composite 9.26M (1.06%) -101.67K
Decreased by -1.10%
Jun 30, 24
19 Vanguard Value Index Inv 7.97M (0.91%) -9.59K
Decreased by -0.12%
Jul 31, 25
20 Thornburg Investment Income Builder A 7.85M (0.90%) -2.47M
Decreased by -31.43%
Mar 31, 24