Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 9.71%
2 NETZ 7.25%
3 RNEW 6.55%
4 SGDJ 5.56%
5 LOPP 4.98%
6 FCTE 4.95%
7 USSE 3.94%
8 UTRN 3.89%
9 CCSO 3.76%
10 GAST 3.75%
11 RULE 3.56%
12 KSEA 3.46%
13 IDU 3.24%
14 VSMV 3.06%
15 DVOL 3.03%
16 EPMB 2.95%
17 LCAP 2.88%
18 MID 2.80%
19 BCUS 2.77%
20 SELV 2.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.76M (6.02%) 170.55K
Increased by +0.91%
Mar 31, 25
2 BlackRock Inc 17.69M (5.67%) 88.30K
Increased by +0.50%
Mar 31, 25
3 State Street Corp 9.52M (3.05%) -228.57K
Decreased by -2.40%
Mar 31, 25
4 State Street Corporation 9.49M (3.04%) 806.09K
Increased by +8.49%
Mar 31, 24
5 Capital World Investors 8.56M (2.75%) 702.51K
Increased by +8.20%
Mar 31, 25
6 Pictet Asset Manangement SA 6.06M (1.94%) -206.51K
Decreased by -3.41%
Mar 31, 25
7 Wellington Management Company LLP 5.94M (1.90%) 42.02K
Increased by +0.71%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 5.34M (1.71%) 17.71K
Increased by +0.33%
Mar 31, 25
9 Geode Capital Management, LLC 4.68M (1.50%) 112.25K
Increased by +2.40%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 4.12M (1.32%) -116.10K
Decreased by -2.82%
Mar 31, 25
11 Nordea Investment Mgmt Bank Demark A/s 3.70M (1.19%) 572.06K
Increased by +15.46%
Mar 31, 25
12 Goldman Sachs Group Inc 3.12M (1.00%) 1.30M
Increased by +41.63%
Dec 31, 23
13 JPMorgan Chase & Co 2.87M (0.92%) 119.16K
Increased by +4.15%
Mar 31, 25
14 NORGES BANK 2.75M (0.88%) 294.29K
Increased by +10.71%
Dec 31, 24
15 Northern Trust Corp 2.40M (0.77%) -30.77K
Decreased by -1.28%
Mar 31, 25
16 UBS Group AG 2.25M (0.72%) -24.51K
Decreased by -1.09%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 2.23M (0.72%) -452.00K
Decreased by -20.27%
Mar 31, 24
18 GAMMA Investing LLC 2.23M (0.71%) 2.22M
Increased by +99.74%
Mar 31, 25
19 Victory Capital Management Inc. 2.21M (0.71%) -237.84K
Decreased by -10.77%
Dec 31, 23
20 Franklin Resources Inc 2.16M (0.69%) 277.14K
Increased by +12.82%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.53M (2.09%) 11.65K
Increased by +0.18%
May 31, 25
2 Vanguard US Total Market Shares ETF 6.46M (2.07%) -60.28K
Decreased by -0.93%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.77M (1.85%) 39.02K
Increased by +0.68%
May 31, 25
4 Vanguard Wellington™ Inv 4.65M (1.49%) 83.17K
Increased by +1.79%
Mar 31, 25
5 American Funds Growth Fund of Amer A 4.52M (1.45%) 548.19K
Increased by +12.13%
Mar 31, 25
6 Capital Group Growth Fnd of Amer Comp 4.43M (1.42%) -92.14K
Decreased by -2.08%
Jun 30, 25
7 JPM US Equity Income-MA 3.23M (1.04%) 3.23M
Increased by +99.90%
Sep 30, 23
8 Fidelity 500 Index 2.56M (0.82%) 11.20K
Increased by +0.44%
May 31, 25
9 SPDR® S&P 500 ETF 2.52M (0.81%) -45.96K
Decreased by -1.82%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 2.46M (0.79%) -12.85K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.45M (0.78%) -8.64K
Decreased by -0.35%
Jun 30, 25
12 SPDR® S&P 500 ETF Trust 2.42M (0.78%) 5.45K
Increased by +0.23%
Apr 30, 24
13 iShares Core S&P 500 ETF 2.41M (0.77%) 3.84K
Increased by +0.16%
Jun 30, 25
14 Fidelity® 500 Index 2.40M (0.77%) 15.25K
Increased by +0.64%
Nov 30, 23
15 Pictet Water Segregated Accounts 2.26M (0.72%) 2.26M
Increased by +100.00%
Mar 31, 24
16 Allspring Mid Value SMA 1.87M (0.60%) 1.87M
Increased by +99.99%
Dec 31, 24
17 Vanguard Value Index Inv 1.78M (0.57%) 2.27K
Increased by +0.13%
May 31, 25
18 Fidelity Magellan 1.73M (0.55%) 1.73M
Increased by +100.00%
May 31, 25
19 Pictet-Water I EUR 1.67M (0.53%) -3.86K
Decreased by -0.23%
Jun 30, 25
20 Allspring Special US Mid Cap Value Eq 1.48M (0.48%) -390.50K
Decreased by -26.35%
Mar 31, 25