Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUSA 1000.00%
2 ESGU 1000.00%
3 UTRN 4.04%
4 IAT 4.02%
5 PSP 3.92%
6 KBWB 3.28%
7 YALL 3.26%
8 FTXO 3.25%
9 ADPV 3.13%
10 KRE 2.90%
11 KRU 2.30%
12 STNC 2.28%
13 FOVL 2.23%
14 FTDS 2.22%
15 SDOG 2.17%
16 DPST 1.99%
17 TUSA 1.92%
18 LQAI 1.83%
19 SPDV 1.69%
20 PEY 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 112.42M (12.56%) -654.70K
Decreased by -0.58%
Dec 31, 24
2 BlackRock Inc 87.71M (9.80%) 4.66M
Increased by +5.31%
Dec 31, 24
3 State Street Corp 58.47M (6.53%) 2.99M
Increased by +5.11%
Dec 31, 24
4 State Street Corporation 49.33M (5.51%) -8.18M
Decreased by -16.59%
Mar 31, 24
5 Wellington Management Company LLP 42.65M (4.77%) -207.70K
Decreased by -0.49%
Dec 31, 24
6 Charles Schwab Investment Management Inc 29.18M (3.26%) 1.40M
Increased by +4.79%
Dec 31, 24
7 Geode Capital Management, LLC 23.03M (2.57%) 403.28K
Increased by +1.75%
Dec 31, 24
8 JPMorgan Chase & Co 20.93M (2.34%) -20.56M
Decreased by -98.27%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 18.95M (2.12%) 1.02M
Increased by +5.38%
Dec 31, 24
10 First Trust Advisors L.P. 17.05M (1.91%) 1.22M
Increased by +7.18%
Dec 31, 24
11 Amvescap Plc. 15.47M (1.73%) 1.96M
Increased by +12.70%
Dec 31, 24
12 Goldman Sachs Group Inc 14.69M (1.64%) 5.39M
Increased by +36.72%
Dec 31, 23
13 Dimensional Fund Advisors, Inc. 11.96M (1.34%) -805.56K
Decreased by -6.74%
Dec 31, 24
14 NORGES BANK 11.87M (1.33%) 470.36K
Increased by +3.96%
Dec 31, 24
15 LSV Asset Management 10.02M (1.12%) -640.40K
Decreased by -6.39%
Dec 31, 24
16 Northern Trust Corp 9.66M (1.08%) 1.25M
Increased by +12.92%
Dec 31, 24
17 UBS Asset Mgmt Americas Inc 9.37M (1.05%) 931.88K
Increased by +9.95%
Dec 31, 24
18 Allspring Global Investments Holdings, LLC 8.74M (0.98%) 112.89K
Increased by +1.29%
Dec 31, 24
19 Amundi 8.31M (0.93%) -3.67M
Decreased by -44.09%
Dec 31, 24
20 Wells Fargo & Co 8.14M (0.91%) 1.56M
Increased by +19.11%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 28.97M (3.24%) 17.32K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 28.60M (3.20%) 97.37K
Increased by +0.34%
Feb 28, 25
3 Vanguard Equity-Income Inv 26.21M (2.93%) -2.22M
Decreased by -8.48%
Dec 31, 24
4 Vanguard Institutional 500 Index Trust 25.20M (2.82%) 153.76K
Increased by +0.61%
Feb 28, 25
5 Schwab US Dividend Equity ETF™ 25.11M (2.81%) 19.80K
Increased by +0.08%
Mar 29, 25
6 Vanguard Mid Cap Index Institutional 19.63M (2.19%) 83.34K
Increased by +0.42%
Feb 28, 25
7 iShares Select Dividend ETF 12.45M (1.39%) 0.00
Increased by 0.00%
Mar 31, 25
8 First Trust Rising Dividend Achiev ETF 11.44M (1.28%) 20.38K
Increased by +0.18%
Feb 27, 25
9 Fidelity 500 Index 11.38M (1.27%) 50.68K
Increased by +0.45%
Feb 28, 25
10 SPDR® S&P 500 ETF 11.31M (1.26%) -165.54K
Decreased by -1.46%
Mar 31, 25
11 iShares Core S&P 500 ETF 11.09M (1.24%) 32.16K
Increased by +0.29%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 11.01M (1.23%) -57.67K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 11.00M (1.23%) 24.70K
Increased by +0.22%
Apr 30, 24
14 Fidelity® 500 Index 10.93M (1.22%) 69.56K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF 10.89M (1.22%) -182.63K
Decreased by -1.68%
Mar 31, 25
16 Vanguard Wellesley® Income Inv 10.71M (1.20%) -850.61K
Decreased by -7.95%
Dec 31, 24
17 JPM US Mid Cap Value-Composite 9.26M (1.04%) -101.67K
Decreased by -1.10%
Jun 30, 24
18 Thornburg Investment Income Builder A 7.85M (0.88%) -2.47M
Decreased by -31.43%
Mar 31, 24
19 Thornburg Investment Income Builder Sep 7.85M (0.88%) -2.47M
Decreased by -31.43%
Mar 31, 24
20 Vanguard Value Index Inv 7.84M (0.88%) 33.65K
Increased by +0.43%
Feb 28, 25