Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 5.51%
2 PEJ 5.12%
3 UTRN 3.96%
4 DIVP 3.29%
5 STNC 3.18%
6 RHS 2.80%
7 RSPS 2.80%
8 EQRR 2.66%
9 XLP 2.45%
10 EATZ 2.45%
11 ESN 2.38%
12 ABEQ 2.17%
13 RTH 2.16%
14 SWP 2.14%
15 POWA 2.13%
16 DEF 2.08%
17 EVSTC_old 2.05%
18 WBIL 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 61.46M (12.91%) -54.63K
Decreased by -0.09%
Mar 31, 25
2 BlackRock Inc 38.50M (8.09%) 515.16K
Increased by +1.34%
Mar 31, 25
3 State Street Corp 26.51M (5.57%) -758.93K
Decreased by -2.86%
Mar 31, 25
4 State Street Corporation 24.84M (5.22%) -1.76M
Decreased by -7.08%
Mar 31, 24
5 Amvescap Plc. 17.07M (3.59%) 162.96K
Increased by +0.95%
Mar 31, 25
6 Boston Partners Global Investors, Inc 15.20M (3.19%) 3.02M
Increased by +19.84%
Mar 31, 25
7 Capital Research Global Investors 14.12M (2.97%) 5.13M
Increased by +36.32%
Mar 31, 25
8 Geode Capital Management, LLC 12.37M (2.60%) 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. 8.57M (1.80%) 4.22M
Increased by +49.25%
Mar 31, 25
14 Parnassus Investments LLC 8.39M (1.76%) -206.65K
Decreased by -2.46%
Sep 30, 24
15 Diamond Hill Capital Management Inc 7.35M (1.54%) 146.57K
Increased by +1.99%
Mar 31, 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 Bank of America Corp 5.97M (1.25%) 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 15.71M (3.30%) 26.79K
Increased by +0.17%
May 31, 25
2 Vanguard US Total Market Shares ETF 15.57M (3.27%) -193.17K
Decreased by -1.24%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 13.92M (2.92%) 101.32K
Increased by +0.73%
May 31, 25
4 Vanguard Mid Cap Index Institutional 10.74M (2.26%) 101.53K
Increased by +0.95%
May 31, 25
5 American Funds Income Fund of Amer A 8.95M (1.88%) 1.46M
Increased by +16.28%
Jun 30, 25
6 Vanguard Wellington™ Inv 8.75M (1.84%) -458.69K
Decreased by -5.24%
Mar 31, 24
7 JPM US Equity Income-MA 7.99M (1.68%) 7.98M
Increased by +99.89%
Sep 30, 23
8 Fidelity 500 Index 6.17M (1.30%) 26.48K
Increased by +0.43%
May 31, 25
9 SPDR® S&P 500 ETF 6.09M (1.28%) -117.78K
Decreased by -1.94%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 5.96M (1.25%) 13.32K
Increased by +0.22%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 5.92M (1.24%) -31.10K
Decreased by -0.53%
Mar 31, 25
12 Fidelity® 500 Index 5.89M (1.24%) 37.46K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF 5.85M (1.23%) -20.52K
Decreased by -0.35%
Jun 30, 25
14 iShares Core S&P 500 ETF 5.75M (1.21%) 9.15K
Increased by +0.16%
Jun 30, 25
15 Vanguard Windsor™ II Inv 5.67M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
16 Diamond Hill Large Cap Equity 5.35M (1.12%) -88.70K
Decreased by -1.66%
Jun 30, 25
17 Parnassus Core Equity Investor 5.12M (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
18 The Consumer Staples Sel SectSPDR® ETF 4.84M (1.02%) -16.02K
Decreased by -0.33%
Jun 30, 25
19 JPM US Equity Income-Composite 4.79M (1.01%) -446.14K
Decreased by -9.32%
Jun 30, 24
20 American Funds Capital Income Bldr A 4.31M (0.90%) 724.32K
Increased by +16.82%
Jun 30, 25