Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUSA 1000.00%
2 ESGU 1000.00%
3 IAT 4.32%
4 UTRN 4.04%
5 PEX 3.76%
6 YALL 3.55%
7 FTXO 3.48%
8 KBWB 3.42%
9 ACSI 3.32%
10 ADPV 3.13%
11 PSP 2.90%
12 KRE 2.70%
13 BOUT 2.62%
14 FOVL 2.40%
15 KRU 2.30%
16 SDOG 2.17%
17 PEY 2.11%
18 FTDS 1.93%
19 DIVG 1.93%
20 TUSA 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 110.37M (12.40%) -2.05M
Decreased by -1.86%
Mar 31, 25
2 BlackRock Inc 86.71M (9.75%) -998.88K
Decreased by -1.15%
Mar 31, 25
3 State Street Corp 52.57M (5.91%) -5.90M
Decreased by -11.22%
Mar 31, 25
4 State Street Corporation 49.33M (5.54%) -8.18M
Decreased by -16.59%
Mar 31, 24
5 Wellington Management Company LLP 44.21M (4.97%) 1.56M
Increased by +3.53%
Mar 31, 25
6 Charles Schwab Investment Management Inc 31.09M (3.49%) 1.91M
Increased by +6.14%
Mar 31, 25
7 JPMorgan Chase & Co 24.87M (2.79%) 3.94M
Increased by +15.85%
Mar 31, 25
8 Geode Capital Management, LLC 23.69M (2.66%) 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 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 (1.13%) 1.70M
Increased by +16.95%
Mar 31, 25
15 LSV Asset Management 9.58M (1.08%) -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 (0.91%) -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 (3.27%) 13.28K
Increased by +0.05%
May 31, 25
2 Vanguard US Total Market Shares ETF 28.97M (3.26%) 17.32K
Increased by +0.06%
Sep 30, 24
3 Vanguard Equity-Income Inv 26.37M (2.96%) 155.71K
Increased by +0.59%
Mar 31, 25
4 Vanguard Institutional 500 Index Trust 25.86M (2.91%) 185.11K
Increased by +0.72%
May 31, 25
5 Schwab US Dividend Equity ETF™ 25.45M (2.86%) 6.34K
Increased by +0.02%
Jun 28, 25
6 Vanguard Mid Cap Index Institutional 19.88M (2.23%) 188.75K
Increased by +0.95%
May 31, 25
7 iShares Select Dividend ETF 12.40M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
8 Fidelity 500 Index 11.47M (1.29%) 49.28K
Increased by +0.43%
May 31, 25
9 First Trust Rising Dividend Achiev ETF 11.44M (1.29%) 20.38K
Increased by +0.18%
Feb 27, 25
10 SPDR® S&P 500 ETF 11.31M (1.27%) -165.54K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 11.01M (1.24%) -57.67K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 11.00M (1.24%) 24.70K
Increased by +0.22%
Apr 30, 24
13 Vanguard Wellesley® Income Inv 10.95M (1.23%) 241.32K
Increased by +2.20%
Mar 31, 25
14 Fidelity® 500 Index 10.93M (1.23%) 69.56K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF 10.85M (1.22%) -38.09K
Decreased by -0.35%
Jun 30, 25
16 iShares Core S&P 500 ETF 10.66M (1.20%) 16.99K
Increased by +0.16%
Jun 30, 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