Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 WBIG 3.74%
3 TPMN 3.57%
4 STNC 3.32%
5 RHS 2.86%
6 RSPS 2.86%
7 FTXG 2.83%
8 MDPL 2.67%
9 FXG 2.62%
10 PBJ 2.52%
11 BVAL 2.06%
12 UPGD 1.82%
13 RYJ 1.80%
14 SPHD 1.71%
15 SNPD 1.61%
16 SZNE 1.42%
17 DSMC 1.39%
18 PEY 1.35%
19 SPYD 1.33%
20 PXLV 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.04M (12.69%) -305.63K
Decreased by -2.34%
Mar 31, 25
2 BlackRock Inc 8.49M (8.26%) 116.65K
Increased by +1.37%
Mar 31, 25
3 State Street Corp 7.47M (7.27%) 130.65K
Increased by +1.75%
Mar 31, 25
4 State Street Corporation 6.61M (6.43%) -312.02K
Decreased by -4.72%
Mar 31, 24
5 FMR Inc 4.45M (4.33%) 716.56K
Increased by +16.10%
Mar 31, 25
6 Citadel Advisors Llc 3.04M (2.96%) 1.24M
Increased by +40.62%
Mar 31, 25
7 Geode Capital Management, LLC 2.73M (2.65%) 117.59K
Increased by +4.31%
Mar 31, 25
8 Amvescap Plc. 2.62M (2.55%) 208.23K
Increased by +7.94%
Mar 31, 25
9 Dimensional Fund Advisors, Inc. 2.26M (2.20%) 248.11K
Increased by +10.99%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 1.98M (1.93%) 604.93K
Increased by +30.54%
Mar 31, 25
11 Nordea Investment Mgmt Bank Demark A/s 1.97M (1.92%) 611.11K
Increased by +30.97%
Mar 31, 25
12 Ariel Investments, LLC 1.88M (1.83%) 48.72K
Increased by +2.59%
Mar 31, 25
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 (1.38%) -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 (1.28%) 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%) 2.10K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 3.21M (3.12%) 2.32K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.03M (2.94%) 19.20K
Increased by +0.63%
May 31, 25
4 Vanguard Small Cap Index 2.55M (2.48%) 11.83K
Increased by +0.46%
May 31, 25
5 Vanguard Small Cap Value Index Inv 1.64M (1.60%) -1.43K
Decreased by -0.09%
May 31, 25
6 ProShares S&P 500 Dividend Aristocrats 1.37M (1.33%) 3.00K
Increased by +0.22%
May 30, 25
7 Fidelity 500 Index 1.34M (1.30%) 1.65K
Increased by +0.12%
Apr 30, 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 (1.24%) -5.64K
Decreased by -0.44%
May 31, 25
11 Invesco S&P 500® Equal Weight ETF 1.24M (1.21%) 4.22K
Increased by +0.34%
May 30, 25
12 Fidelity® 500 Index 1.24M (1.20%) 54.05K
Increased by +4.37%
Nov 30, 23
13 iShares Core S&P 500 ETF 1.23M (1.20%) 0.00
Increased by 0.00%
May 31, 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%) -405.00
Decreased by -0.03%
May 31, 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 1.06M (1.03%) 15.31K
Increased by +1.45%
May 31, 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 (0.86%) -18.92K
Decreased by -2.13%
Mar 31, 25
20 SPDR® Portfolio S&P 500® High Div ETF 878.41K (0.85%) 0.00
Increased by 0.00%
May 30, 25