Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUSA 1000.00%
2 ESGU 1000.00%
3 IAT 4.31%
4 PEX 4.12%
5 UTRN 4.04%
6 YALL 3.60%
7 FTXO 3.48%
8 KBWB 3.47%
9 ACSI 3.32%
10 ADPV 3.13%
11 PSP 3.11%
12 GPZ 2.90%
13 KRE 2.65%
14 BOUT 2.62%
15 FOVL 2.40%
16 KRU 2.30%
17 SDOG 2.17%
18 PEY 2.10%
19 XUDV 2.04%
20 DIVG 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 107.90M (12.15%) -2.47M
Decreased by -2.29%
Jun 30, 25
2 BlackRock Inc 86.71M (9.76%) -998.88K
Decreased by -1.15%
Mar 31, 25
3 State Street Corp 52.57M (5.92%) -5.90M
Decreased by -11.22%
Mar 31, 25
4 State Street Corporation 49.33M (5.55%) -8.18M
Decreased by -16.59%
Mar 31, 24
5 Wellington Management Company LLP 46.00M (5.18%) 1.79M
Increased by +3.89%
Jun 30, 25
6 Charles Schwab Investment Management Inc 31.48M (3.55%) 391.57K
Increased by +1.24%
Jun 30, 25
7 JPMorgan Chase & Co 24.87M (2.80%) 3.94M
Increased by +15.85%
Mar 31, 25
8 Geode Capital Management, LLC 23.69M (2.67%) 656.63K
Increased by +2.77%
Mar 31, 25
9 Amvescap Plc. 20.99M (2.36%) 5.52M
Increased by +26.31%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 18.65M (2.10%) -298.61K
Decreased by -1.60%
Mar 31, 25
11 Goldman Sachs Group Inc 14.69M (1.65%) 5.39M
Increased by +36.72%
Dec 31, 23
12 NORGES BANK 10.49M (1.18%) -1.37M
Decreased by -13.09%
Jun 30, 25
13 UBS Asset Mgmt Americas Inc 10.45M (1.18%) 1.35M
Increased by +12.96%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 10.45M (1.18%) 273.44K
Increased by +2.62%
Jun 30, 25
15 Amundi 10.01M (1.13%) 1.70M
Increased by +16.95%
Mar 31, 25
16 Northern Trust Corp 9.38M (1.06%) -275.35K
Decreased by -2.93%
Mar 31, 25
17 LSV Asset Management 9.27M (1.04%) -301.84K
Decreased by -3.25%
Jun 30, 25
18 Allspring Global Investments Holdings, LLC 8.65M (0.97%) -91.47K
Decreased by -1.06%
Mar 31, 25
19 Massachusetts Financial Services Company 8.25M (0.93%) 393.06K
Increased by +4.77%
Jun 30, 25
20 Wells Fargo & Co 8.14M (0.92%) 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 (3.26%) 17.32K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 28.78M (3.24%) -279.56K
Decreased by -0.97%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 25.86M (2.91%) 185.11K
Increased by +0.72%
May 31, 25
4 Schwab US Dividend Equity ETF™ 25.55M (2.88%) -4.40K
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 25.52M (2.87%) -343.19K
Decreased by -1.34%
Jun 30, 25
6 Vanguard Equity-Income Inv 23.61M (2.66%) -2.76M
Decreased by -11.70%
Jun 30, 25
7 Vanguard Mid Cap Index Institutional 19.84M (2.23%) -38.05K
Decreased by -0.19%
Jun 30, 25
8 iShares Select Dividend ETF 12.26M (1.38%) -8.37K
Decreased by -0.07%
Jul 31, 25
9 First Trust Rising Dividend Achiev ETF 11.44M (1.29%) 20.38K
Increased by +0.18%
Feb 27, 25
10 Fidelity 500 Index 11.39M (1.28%) -77.69K
Decreased by -0.68%
Jun 30, 25
11 SPDR® S&P 500 ETF 11.31M (1.27%) -165.54K
Decreased by -1.46%
Mar 31, 25
12 Vanguard Wellesley® Income Inv 11.03M (1.24%) 84.26K
Increased by +0.76%
Jun 30, 25
13 SPDR® S&P 500® ETF 11.02M (1.24%) 46.99K
Increased by +0.43%
Jul 31, 25
14 SPDR® S&P 500® ETF Trust 11.01M (1.24%) -57.67K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 11.00M (1.24%) 24.70K
Increased by +0.22%
Apr 30, 24
16 Fidelity® 500 Index 10.93M (1.23%) 69.56K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 10.74M (1.21%) 48.85K
Increased by +0.45%
Jul 31, 25
18 JPM US Mid Cap Value-Composite 9.26M (1.04%) -101.67K
Decreased by -1.10%
Jun 30, 24
19 Vanguard Value Index Inv 7.98M (0.90%) 32.33K
Increased by +0.41%
Jun 30, 25
20 Thornburg Investment Income Builder A 7.85M (0.88%) -2.47M
Decreased by -31.43%
Mar 31, 24