Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 WBIG 3.74%
3 ERNZ 3.50%
4 STNC 3.45%
5 RHS 2.99%
6 FTXG 2.97%
7 RSPS 2.97%
8 MDPL 2.67%
9 PBJ 2.65%
10 FXG 2.62%
11 TPMN 2.58%
12 BVAL 2.06%
13 RYJ 1.91%
14 UPGD 1.91%
15 SPHD 1.78%
16 SNPD 1.58%
17 KNG 1.51%
18 SZNE 1.50%
19 NOBL 1.50%
20 PEY 1.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.04M (12.52%) -305.63K
Decreased by -2.34%
Mar 31, 25
2 BlackRock Inc 8.49M (8.15%) 116.65K
Increased by +1.37%
Mar 31, 25
3 State Street Corp 7.47M (7.17%) 130.65K
Increased by +1.75%
Mar 31, 25
4 State Street Corporation 6.61M (6.35%) -312.02K
Decreased by -4.72%
Mar 31, 24
5 FMR Inc 4.45M (4.27%) 716.56K
Increased by +16.10%
Mar 31, 25
6 Citadel Advisors Llc 3.04M (2.92%) 1.24M
Increased by +40.62%
Mar 31, 25
7 Geode Capital Management, LLC 2.73M (2.62%) 117.59K
Increased by +4.31%
Mar 31, 25
8 Amvescap Plc. 2.62M (2.52%) 208.23K
Increased by +7.94%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 2.26M (2.17%) 248.11K
Increased by +10.99%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 1.98M (1.90%) 604.93K
Increased by +30.54%
Mar 31, 25
11 Ariel Investments, LLC 1.88M (1.81%) 48.72K
Increased by +2.59%
Mar 31, 25
12 Nordea Investment Mgmt Bank Demark A/s 1.83M (1.76%) -143.25K
Decreased by -7.83%
Jun 30, 25
13 ProShare Advisors LLC 1.66M (1.59%) 33.96K
Increased by +2.04%
Mar 31, 25
14 Ilex Capital Partners (Uk) LLP 1.55M (1.49%) 592.75K
Increased by +38.19%
Mar 31, 25
15 Balyasny Asset Management LLC 1.55M (1.49%) 1.55M
Increased by +100.00%
Mar 31, 25
16 Massachusetts Financial Services Company 1.42M (1.36%) -409.81K
Decreased by -28.84%
Sep 30, 23
17 JPMorgan Chase & Co 1.41M (1.35%) 106.26K
Increased by +7.55%
Sep 30, 24
18 LSV Asset Management 1.38M (1.32%) 449.92K
Increased by +32.62%
Mar 31, 25
19 Point72 Asset Management, L.P. 1.32M (1.27%) 1.32M
Increased by +99.76%
Mar 31, 24
20 Champlain Investment Partners, LLC 1.31M (1.26%) -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 3.26M (3.13%) 12.51K
Increased by +0.38%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 3.21M (3.08%) 2.32K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.03M (2.90%) 19.20K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 3.02M (2.90%) -5.30K
Decreased by -0.18%
Jun 30, 25
5 Vanguard Small Cap Index 2.47M (2.37%) -78.88K
Decreased by -3.19%
Jun 30, 25
6 Vanguard Small Cap Value Index Inv 1.58M (1.51%) -63.08K
Decreased by -4.00%
Jun 30, 25
7 Invesco S&P 500® Equal Weight ETF 1.47M (1.42%) 407.00
Increased by +0.03%
Jul 31, 25
8 Fidelity 500 Index 1.35M (1.29%) 5.88K
Increased by +0.44%
Jun 30, 25
9 ProShares S&P 500 Dividend Aristocrats 1.33M (1.28%) 0.00
Increased by 0.00%
Jul 31, 25
10 SPDR® S&P 500 ETF 1.33M (1.27%) -19.53K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.30M (1.24%) -5.42K
Decreased by -0.42%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 1.29M (1.24%) -6.80K
Decreased by -0.53%
Mar 31, 25
13 iShares Core S&P 500 ETF 1.26M (1.21%) -126.00
Decreased by -0.01%
Jul 30, 25
14 Fidelity® 500 Index 1.24M (1.19%) 54.05K
Increased by +4.37%
Nov 30, 23
15 SPDR® S&P 500 ETF Trust 1.23M (1.18%) 8.82K
Increased by +0.72%
May 30, 24
16 SPDR® S&P Dividend ETF 1.18M (1.13%) 0.00
Increased by 0.00%
Jul 31, 25
17 Vanguard Mid Cap Index Institutional 1.08M (1.04%) -750.00
Decreased by -0.07%
Aug 31, 24
18 The Consumer Staples Sel SectSPDR® ETF 1.07M (1.03%) -1.90K
Decreased by -0.18%
Jul 31, 25
19 JHancock Disciplined Value I 1.01M (0.97%) 0.00
Increased by 0.00%
Sep 30, 24
20 SPDR® Portfolio S&P 500® High Div ETF 967.83K (0.93%) 0.00
Increased by 0.00%
Jul 31, 25