Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEJ 5.01%
2 PBJ 4.74%
3 UTRN 3.96%
4 WBIL 3.75%
5 STNC 3.18%
6 DIVP 3.05%
7 VLLU 2.80%
8 EQRR 2.66%
9 RSPS 2.57%
10 RHS 2.57%
11 EATZ 2.46%
12 ESN 2.35%
13 SWP 2.14%
14 XLP 2.13%
15 POWA 2.08%
16 DEF 2.08%
17 EVSTC_old 2.05%
18 PSL 1.99%
19 ABEQ 1.99%
20 RTH 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 61.46M (12.72%) -54.63K
Decreased by -0.09%
Mar 31, 25
2 BlackRock Inc 38.50M (7.97%) 515.16K
Increased by +1.34%
Mar 31, 25
3 State Street Corp 26.51M (5.49%) -758.93K
Decreased by -2.86%
Mar 31, 25
4 State Street Corporation 24.84M (5.14%) -1.76M
Decreased by -7.08%
Mar 31, 24
5 Amvescap Plc. 16.91M (3.50%) 851.44K
Increased by +5.04%
Dec 31, 24
6 Boston Partners Global Investors, Inc 15.20M (3.15%) 3.02M
Increased by +19.84%
Mar 31, 25
7 Capital Research Global Investors 14.12M (2.92%) 5.13M
Increased by +36.32%
Mar 31, 25
8 Geode Capital Management, LLC 12.37M (2.56%) 499.73K
Increased by +4.04%
Mar 31, 25
9 Capital World Investors 12.33M (2.55%) -1.17M
Decreased by -9.46%
Dec 31, 24
10 Parnassus Investments, LLC 10.95M (2.27%) -2.38M
Decreased by -21.74%
Dec 31, 23
11 Aristotle Capital Management LLC 10.57M (2.19%) -589.36K
Decreased by -5.58%
Dec 31, 23
12 JPMorgan Chase & Co 9.73M (2.01%) -786.34K
Decreased by -8.08%
Jun 30, 24
13 Harris Associates L.P. 8.57M (1.77%) 4.22M
Increased by +49.25%
Mar 31, 25
14 Parnassus Investments LLC 8.39M (1.74%) -206.65K
Decreased by -2.46%
Sep 30, 24
15 Diamond Hill Capital Management Inc 7.35M (1.52%) 146.57K
Increased by +1.99%
Mar 31, 25
16 Ameriprise Financial Inc 6.61M (1.37%) -583.60K
Decreased by -8.83%
Dec 31, 24
17 FMR Inc 6.59M (1.36%) -1.00M
Decreased by -15.19%
Mar 31, 25
18 Longview Partners 6.56M (1.36%) 61.14K
Increased by +0.93%
Sep 30, 24
19 Longview Partners (Guernsey) Ltd. 6.56M (1.36%) 61.14K
Increased by +0.93%
Sep 30, 24
20 Bank of America Corp 5.97M (1.24%) 134.90K
Increased by +2.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.68M (3.25%) 232.43K
Increased by +1.48%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 15.57M (3.22%) -193.17K
Decreased by -1.24%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 13.82M (2.86%) 220.39K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 10.64M (2.20%) 101.74K
Increased by +0.96%
Apr 30, 25
5 Vanguard Wellington™ Inv 8.75M (1.81%) -458.69K
Decreased by -5.24%
Mar 31, 24
6 JPM US Equity Income-MA 7.99M (1.65%) 7.98M
Increased by +99.89%
Sep 30, 23
7 American Funds Income Fund of Amer A 7.49M (1.55%) -1.79M
Decreased by -23.95%
Mar 31, 25
8 Fidelity 500 Index 6.14M (1.27%) -14.41K
Decreased by -0.23%
Mar 31, 25
9 SPDR® S&P 500 ETF 6.09M (1.26%) -117.78K
Decreased by -1.94%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 5.96M (1.23%) 13.32K
Increased by +0.22%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 5.92M (1.23%) -31.10K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 5.89M (1.22%) -35.42K
Decreased by -0.60%
Apr 30, 25
13 Fidelity® 500 Index 5.89M (1.22%) 37.46K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 5.80M (1.20%) -6.05K
Decreased by -0.10%
Apr 30, 25
15 Vanguard Windsor™ II Inv 5.67M (1.17%) 0.00
Increased by 0.00%
Dec 31, 23
16 Diamond Hill Large Cap Equity 5.56M (1.15%) -98.14K
Decreased by -1.76%
Apr 30, 25
17 Parnassus Core Equity Investor 5.12M (1.06%) 0.00
Increased by 0.00%
Sep 30, 24
18 JPM US Equity Income-Composite 4.79M (0.99%) -446.14K
Decreased by -9.32%
Jun 30, 24
19 The Consumer Staples Sel SectSPDR® ETF 4.72M (0.98%) -47.50K
Decreased by -1.01%
Apr 30, 25
20 Vanguard Value Index Inv 4.30M (0.89%) 6.66K
Increased by +0.15%
Apr 30, 25