Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 5.28%
2 PEJ 5.08%
3 UTRN 3.96%
4 DIVP 3.27%
5 STNC 3.18%
6 RHS 2.74%
7 RSPS 2.74%
8 EQRR 2.66%
9 XLP 2.63%
10 FXG 2.48%
11 EATZ 2.45%
12 DIVL 2.43%
13 ESN 2.27%
14 SWP 2.14%
15 DEF 2.08%
16 RTH 2.07%
17 EVSTC_old 2.05%
18 ABEQ 2.04%
19 ACTX_old 1.98%
20 POWA 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.69M (13.15%) 1.23M
Increased by +1.96%
Jun 30, 25
2 BlackRock Inc 38.37M (8.05%) -127.28K
Decreased by -0.33%
Jun 30, 25
3 State Street Corp 26.42M (5.54%) -87.82K
Decreased by -0.33%
Jun 30, 25
4 State Street Corporation 24.84M (5.21%) -1.76M
Decreased by -7.08%
Mar 31, 24
5 Capital Research Global Investors 18.31M (3.84%) 4.19M
Increased by +22.90%
Jun 30, 25
6 Amvescap Plc. 17.10M (3.59%) 28.21K
Increased by +0.16%
Jun 30, 25
7 Boston Partners Global Investors, Inc 12.93M (2.71%) -2.27M
Decreased by -17.54%
Jun 30, 25
8 Geode Capital Management, LLC 12.55M (2.63%) 183.18K
Increased by +1.46%
Jun 30, 25
9 Capital World Investors 12.33M (2.59%) -1.17M
Decreased by -9.46%
Dec 31, 24
10 Parnassus Investments, LLC 10.95M (2.30%) -2.38M
Decreased by -21.74%
Dec 31, 23
11 Aristotle Capital Management LLC 10.57M (2.22%) -589.36K
Decreased by -5.58%
Dec 31, 23
12 JPMorgan Chase & Co 9.73M (2.04%) -786.34K
Decreased by -8.08%
Jun 30, 24
13 Harris Associates L.P. 8.73M (1.83%) 164.64K
Increased by +1.89%
Jun 30, 25
14 Parnassus Investments LLC 8.39M (1.76%) -206.65K
Decreased by -2.46%
Sep 30, 24
15 Diamond Hill Capital Management Inc 7.02M (1.47%) -329.56K
Decreased by -4.69%
Jun 30, 25
16 Ameriprise Financial Inc 6.61M (1.39%) -583.60K
Decreased by -8.83%
Dec 31, 24
17 Longview Partners 6.56M (1.38%) 61.14K
Increased by +0.93%
Sep 30, 24
18 Longview Partners (Guernsey) Ltd. 6.56M (1.38%) 61.14K
Increased by +0.93%
Sep 30, 24
19 NORGES BANK 6.52M (1.37%) 626.97K
Increased by +9.62%
Jun 30, 25
20 FMR Inc 6.42M (1.35%) -164.88K
Decreased by -2.57%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 15.57M (3.27%) -193.17K
Decreased by -1.24%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 15.23M (3.19%) -363.29K
Decreased by -2.39%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 13.92M (2.92%) 101.32K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 12.00M (2.52%) -1.76M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 10.81M (2.27%) 116.52K
Increased by +1.08%
Jul 31, 25
6 American Funds Income Fund of Amer A 8.95M (1.88%) 1.46M
Increased by +16.28%
Jun 30, 25
7 Vanguard Wellington™ Inv 8.75M (1.83%) -458.69K
Decreased by -5.24%
Mar 31, 24
8 JPM US Equity Income-MA 7.99M (1.68%) 7.98M
Increased by +99.89%
Sep 30, 23
9 Fidelity 500 Index 6.14M (1.29%) 2.63K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 6.09M (1.28%) -117.78K
Decreased by -1.94%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 5.96M (1.25%) 13.32K
Increased by +0.22%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 5.92M (1.24%) -31.10K
Decreased by -0.53%
Mar 31, 25
13 Fidelity® 500 Index 5.89M (1.23%) 37.46K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF 5.87M (1.23%) 72.11K
Increased by +1.23%
Aug 31, 25
15 iShares Core S&P 500 ETF 5.83M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
16 Vanguard Windsor™ II Inv 5.67M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
17 Parnassus Core Equity Investor 5.12M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
18 Diamond Hill Large Cap Equity 4.98M (1.04%) -194.22K
Decreased by -3.90%
Aug 31, 25
19 The Consumer Staples Sel SectSPDR® ETF 4.87M (1.02%) 17.42K
Increased by +0.36%
Aug 31, 25
20 JPM US Equity Income-Composite 4.79M (1.00%) -446.14K
Decreased by -9.32%
Jun 30, 24