Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 SUSA 1000.00%
3 PEX 4.30%
4 UTRN 4.04%
5 IAT 3.91%
6 ACSI 3.48%
7 YALL 3.44%
8 PSP 3.38%
9 KBWB 3.29%
10 FTXO 3.27%
11 ADPV 3.13%
12 KRE 2.48%
13 FOVL 2.40%
14 KRU 2.30%
15 FTDS 2.22%
16 SDOG 2.17%
17 PEY 2.01%
18 TUSA 1.92%
19 SPDV 1.92%
20 DIVG 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 110.37M (12.34%) -2.05M
Decreased by -1.86%
Mar 31, 25
2 BlackRock Inc 86.71M (9.69%) -998.88K
Decreased by -1.15%
Mar 31, 25
3 State Street Corp 52.57M (5.88%) -5.90M
Decreased by -11.22%
Mar 31, 25
4 State Street Corporation 49.33M (5.51%) -8.18M
Decreased by -16.59%
Mar 31, 24
5 Wellington Management Company LLP 44.21M (4.94%) 1.56M
Increased by +3.53%
Mar 31, 25
6 Charles Schwab Investment Management Inc 31.09M (3.48%) 1.91M
Increased by +6.14%
Mar 31, 25
7 JPMorgan Chase & Co 24.87M (2.78%) 3.94M
Increased by +15.85%
Mar 31, 25
8 Geode Capital Management, LLC 23.69M (2.65%) 656.63K
Increased by +2.77%
Mar 31, 25
9 Amvescap Plc. 20.99M (2.35%) 5.52M
Increased by +26.31%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 18.65M (2.09%) -298.61K
Decreased by -1.60%
Mar 31, 25
11 Goldman Sachs Group Inc 14.69M (1.64%) 5.39M
Increased by +36.72%
Dec 31, 23
12 NORGES BANK 11.87M (1.33%) 470.36K
Increased by +3.96%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 10.17M (1.14%) -1.79M
Decreased by -17.55%
Mar 31, 25
14 Amundi 10.01M (1.12%) 1.70M
Increased by +16.95%
Mar 31, 25
15 LSV Asset Management 9.58M (1.07%) -447.30K
Decreased by -4.67%
Mar 31, 25
16 Northern Trust Corp 9.38M (1.05%) -275.35K
Decreased by -2.93%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 9.10M (1.02%) -274.18K
Decreased by -3.01%
Mar 31, 25
18 Allspring Global Investments Holdings, LLC 8.65M (0.97%) -91.47K
Decreased by -1.06%
Mar 31, 25
19 Wells Fargo & Co 8.14M (0.91%) 1.56M
Increased by +19.11%
Jun 30, 24
20 Thornburg Investment Management Inc 8.06M (0.90%) -3.12M
Decreased by -38.73%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.06M (3.25%) 13.28K
Increased by +0.05%
May 31, 25
2 Vanguard US Total Market Shares ETF 28.97M (3.24%) 17.32K
Increased by +0.06%
Sep 30, 24
3 Vanguard Equity-Income Inv 26.37M (2.95%) 155.71K
Increased by +0.59%
Mar 31, 25
4 Schwab US Dividend Equity ETF™ 25.97M (2.90%) 17.96K
Increased by +0.07%
May 31, 25
5 Vanguard Institutional 500 Index Trust 25.86M (2.89%) 185.11K
Increased by +0.72%
May 31, 25
6 Vanguard Mid Cap Index Institutional 19.88M (2.22%) 188.75K
Increased by +0.95%
May 31, 25
7 iShares Select Dividend ETF 12.34M (1.38%) 0.00
Increased by 0.00%
May 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 11.42M (1.28%) 14.09K
Increased by +0.12%
Apr 30, 25
10 SPDR® S&P 500 ETF 11.31M (1.26%) -165.54K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 11.01M (1.23%) -57.67K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 11.00M (1.23%) 24.70K
Increased by +0.22%
Apr 30, 24
13 Vanguard Wellesley® Income Inv 10.95M (1.22%) 241.32K
Increased by +2.20%
Mar 31, 25
14 Fidelity® 500 Index 10.93M (1.22%) 69.56K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF 10.88M (1.22%) -48.50K
Decreased by -0.45%
May 31, 25
16 iShares Core S&P 500 ETF 10.53M (1.18%) 0.00
Increased by 0.00%
May 31, 25
17 JPM US Mid Cap Value-Composite 9.26M (1.04%) -101.67K
Decreased by -1.10%
Jun 30, 24
18 Vanguard Value Index Inv 7.94M (0.89%) -3.44K
Decreased by -0.04%
May 31, 25
19 Thornburg Investment Income Builder A 7.85M (0.88%) -2.47M
Decreased by -31.43%
Mar 31, 24
20 Thornburg Investment Income Builder Sep 7.85M (0.88%) -2.47M
Decreased by -31.43%
Mar 31, 24