Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 WBIG 3.74%
3 TPMN 2.98%
4 FTXG 2.97%
5 PBJ 2.62%
6 FXG 2.62%
7 RSPS 2.62%
8 RHS 2.62%
9 UPGD 2.10%
10 RYJ 2.10%
11 BVAL 2.06%
12 SPHD 1.88%
13 PEY 1.87%
14 SPYD 1.46%
15 DSMC 1.39%
16 SZNE 1.31%
17 PXLV 1.29%
18 SAEF 1.21%
19 EQUL 1.21%
20 VSMV 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.04M (12.71%) -305.63K
Decreased by -2.34%
Mar 31, 25
2 BlackRock Inc 8.49M (8.28%) 116.65K
Increased by +1.37%
Mar 31, 25
3 State Street Corp 7.47M (7.28%) 130.65K
Increased by +1.75%
Mar 31, 25
4 State Street Corporation 6.61M (6.45%) -312.02K
Decreased by -4.72%
Mar 31, 24
5 FMR Inc 4.45M (4.34%) 716.56K
Increased by +16.10%
Mar 31, 25
6 Geode Capital Management, LLC 2.73M (2.66%) 117.59K
Increased by +4.31%
Mar 31, 25
7 Amvescap Plc. 2.42M (2.35%) 418.88K
Increased by +17.34%
Dec 31, 24
8 Dimensional Fund Advisors, Inc. 2.26M (2.20%) 248.11K
Increased by +10.99%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 1.98M (1.93%) 604.93K
Increased by +30.54%
Mar 31, 25
10 Nordea Investment Mgmt Bank Demark A/s 1.97M (1.92%) 611.11K
Increased by +30.97%
Mar 31, 25
11 Ariel Investments, LLC 1.88M (1.83%) 48.72K
Increased by +2.59%
Mar 31, 25
12 Citadel Advisors Llc 1.81M (1.76%) 744.71K
Increased by +41.25%
Dec 31, 24
13 ProShare Advisors LLC 1.66M (1.62%) 33.96K
Increased by +2.04%
Mar 31, 25
14 Ilex Capital Partners (Uk) LLP 1.55M (1.51%) 592.75K
Increased by +38.19%
Mar 31, 25
15 Balyasny Asset Management LLC 1.55M (1.51%) 1.55M
Increased by +100.00%
Mar 31, 25
16 Massachusetts Financial Services Company 1.42M (1.39%) -409.81K
Decreased by -28.84%
Sep 30, 23
17 JPMorgan Chase & Co 1.41M (1.37%) 106.26K
Increased by +7.55%
Sep 30, 24
18 LSV Asset Management 1.38M (1.34%) 449.92K
Increased by +32.62%
Mar 31, 25
19 Point72 Asset Management, L.P. 1.32M (1.29%) 1.32M
Increased by +99.76%
Mar 31, 24
20 Champlain Investment Partners, LLC 1.31M (1.28%) -104.24K
Decreased by -7.94%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.24M (3.16%) 37.46K
Increased by +1.16%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.21M (3.13%) 2.32K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.01M (2.93%) 48.39K
Increased by +1.61%
Apr 30, 25
4 Vanguard Small Cap Index 2.54M (2.47%) 14.57K
Increased by +0.57%
Apr 30, 25
5 Vanguard Small Cap Value Index Inv 1.64M (1.60%) 5.16K
Increased by +0.31%
Apr 30, 25
6 ProShares S&P 500 Dividend Aristocrats 1.36M (1.33%) -599.00
Decreased by -0.04%
May 29, 25
7 Fidelity 500 Index 1.34M (1.30%) 2.43K
Increased by +0.18%
Mar 31, 25
8 SPDR® S&P 500 ETF 1.33M (1.29%) -19.53K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 1.29M (1.26%) -6.80K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 1.28M (1.25%) 4.77K
Increased by +0.37%
May 29, 25
11 Invesco S&P 500® Equal Weight ETF 1.24M (1.21%) -4.34K
Decreased by -0.35%
May 29, 25
12 Fidelity® 500 Index 1.24M (1.21%) 54.05K
Increased by +4.37%
Nov 30, 23
13 iShares Core S&P 500 ETF 1.23M (1.20%) -567.00
Decreased by -0.05%
May 28, 25
14 SPDR® S&P 500 ETF Trust 1.23M (1.19%) 8.82K
Increased by +0.72%
May 30, 24
15 SPDR® S&P Dividend ETF 1.19M (1.16%) -810.00
Decreased by -0.07%
May 29, 25
16 Vanguard Mid Cap Index Institutional 1.08M (1.05%) -750.00
Decreased by -0.07%
Aug 31, 24
17 The Consumer Staples Sel SectSPDR® ETF 1.05M (1.02%) -3.43K
Decreased by -0.33%
May 28, 25
18 JHancock Disciplined Value I 1.01M (0.98%) 0.00
Increased by 0.00%
Sep 30, 24
19 Ariel Fund Investor 887.71K (0.87%) -18.92K
Decreased by -2.13%
Mar 31, 25
20 SPDR® Portfolio S&P 500® High Div ETF 878.41K (0.86%) 0.00
Increased by 0.00%
May 29, 25