Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 5.50%
2 PEJ 5.07%
3 UTRN 3.96%
4 DIVP 3.22%
5 STNC 3.18%
6 RHS 2.73%
7 RSPS 2.73%
8 EQRR 2.66%
9 EATZ 2.45%
10 ESN 2.42%
11 XLP 2.38%
12 SWP 2.14%
13 RTH 2.12%
14 ABEQ 2.11%
15 DEF 2.08%
16 POWA 2.08%
17 WBIL 2.07%
18 EVSTC_old 2.05%
19 PSL 1.99%
20 ACTX_old 1.98%

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 38.50M (8.07%) 515.16K
Increased by +1.34%
Mar 31, 25
3 State Street Corp 26.51M (5.56%) -758.93K
Decreased by -2.86%
Mar 31, 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. 17.07M (3.58%) 162.96K
Increased by +0.95%
Mar 31, 25
7 Boston Partners Global Investors, Inc 15.20M (3.19%) 3.02M
Increased by +19.84%
Mar 31, 25
8 Geode Capital Management, LLC 12.37M (2.59%) 499.73K
Increased by +4.04%
Mar 31, 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 FMR Inc 6.59M (1.38%) -1.00M
Decreased by -15.19%
Mar 31, 25
18 Longview Partners 6.56M (1.38%) 61.14K
Increased by +0.93%
Sep 30, 24
19 Longview Partners (Guernsey) Ltd. 6.56M (1.38%) 61.14K
Increased by +0.93%
Sep 30, 24
20 NORGES BANK 6.52M (1.37%) 626.97K
Increased by +9.62%
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%) -29.87K
Decreased by -0.49%
Jun 30, 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 5.94M (1.25%) 25.36K
Increased by +0.43%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 5.92M (1.24%) -31.10K
Decreased by -0.53%
Mar 31, 25
14 Fidelity® 500 Index 5.89M (1.23%) 37.46K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 5.79M (1.21%) 26.31K
Increased by +0.45%
Jul 31, 25
16 Vanguard Windsor™ II Inv 5.67M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
17 Diamond Hill Large Cap Equity 5.17M (1.09%) -176.34K
Decreased by -3.41%
Jul 31, 25
18 Parnassus Core Equity Investor 5.12M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
19 The Consumer Staples Sel SectSPDR® ETF 4.89M (1.03%) -8.64K
Decreased by -0.18%
Jul 31, 25
20 JPM US Equity Income-Composite 4.79M (1.00%) -446.14K
Decreased by -9.32%
Jun 30, 24