Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEJ 5.65%
2 PBJ 5.11%
3 UTRN 3.96%
4 WBIL 3.75%
5 STNC 3.18%
6 DIVP 3.02%
7 VLLU 2.79%
8 EATZ 2.69%
9 EQRR 2.66%
10 RHS 2.61%
11 RSPS 2.61%
12 ESN 2.47%
13 XLP 2.23%
14 POWA 2.20%
15 RTH 2.13%
16 DEF 2.08%
17 SWP 2.06%
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 61.52M (12.61%) 429.71K
Increased by +0.70%
Dec 31, 24
2 BlackRock Inc 37.98M (7.79%) 484.53K
Increased by +1.28%
Dec 31, 24
3 State Street Corp 27.27M (5.59%) -24.82K
Decreased by -0.09%
Dec 31, 24
4 State Street Corporation 24.84M (5.09%) -1.76M
Decreased by -7.08%
Mar 31, 24
5 Amvescap Plc. 16.91M (3.47%) 851.44K
Increased by +5.04%
Dec 31, 24
6 Capital World Investors 12.33M (2.53%) -1.17M
Decreased by -9.46%
Dec 31, 24
7 Boston Partners Global Investors, Inc 12.18M (2.50%) 7.18M
Increased by +58.97%
Dec 31, 24
8 Geode Capital Management, LLC 11.87M (2.43%) 233.88K
Increased by +1.97%
Dec 31, 24
9 Parnassus Investments, LLC 10.95M (2.25%) -2.38M
Decreased by -21.74%
Dec 31, 23
10 Aristotle Capital Management LLC 10.57M (2.17%) -589.36K
Decreased by -5.58%
Dec 31, 23
11 JPMorgan Chase & Co 9.73M (2.00%) -786.34K
Decreased by -8.08%
Jun 30, 24
12 Capital Research Global Investors 8.99M (1.84%) 1.93M
Increased by +21.44%
Dec 31, 24
13 Parnassus Investments LLC 8.39M (1.72%) -206.65K
Decreased by -2.46%
Sep 30, 24
14 FMR Inc 7.59M (1.56%) 60.06K
Increased by +0.79%
Dec 31, 24
15 Diamond Hill Capital Management Inc 7.21M (1.48%) 521.43K
Increased by +7.24%
Dec 31, 24
16 Ameriprise Financial Inc 6.61M (1.35%) -583.60K
Decreased by -8.83%
Dec 31, 24
17 Longview Partners 6.56M (1.35%) 61.14K
Increased by +0.93%
Sep 30, 24
18 Longview Partners (Guernsey) Ltd. 6.56M (1.35%) 61.14K
Increased by +0.93%
Sep 30, 24
19 Longview Partners (Guernsey) Limited 6.29M (1.29%) -265.33K
Decreased by -4.22%
Dec 31, 24
20 NORGES BANK 5.89M (1.21%) -749.45K
Decreased by -12.72%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 15.49M (3.18%) 54.19K
Increased by +0.35%
Feb 28, 25
2 Vanguard Institutional 500 Index Trust 13.63M (2.79%) 97.13K
Increased by +0.71%
Feb 28, 25
3 Vanguard Mid Cap Index Institutional 10.61M (2.18%) 45.13K
Increased by +0.43%
Feb 28, 25
4 American Funds Income Fund of Amer A 9.28M (1.90%) 2.17M
Increased by +23.36%
Dec 31, 24
5 Vanguard Wellington™ Inv 8.75M (1.79%) -458.69K
Decreased by -5.24%
Mar 31, 24
6 JPM US Equity Income-MA 7.99M (1.64%) 7.98M
Increased by +99.89%
Sep 30, 23
7 Fidelity 500 Index 6.12M (1.26%) 27.03K
Increased by +0.44%
Jan 31, 25
8 SPDR® S&P 500® ETF Trust 6.07M (1.25%) -45.08K
Decreased by -0.74%
Feb 28, 25
9 SPDR® S&P 500 ETF Trust 5.96M (1.22%) 13.32K
Increased by +0.22%
Apr 30, 24
10 Fidelity® 500 Index 5.89M (1.21%) 37.46K
Increased by +0.64%
Nov 30, 23
11 iShares Core S&P 500 ETF 5.77M (1.18%) -290.00
Decreased by -0.01%
Feb 28, 25
12 Vanguard Windsor™ II Inv 5.67M (1.16%) 0.00
Increased by 0.00%
Dec 31, 23
13 Diamond Hill Large Cap Equity 5.57M (1.14%) -53.17K
Decreased by -0.95%
Feb 28, 25
14 Parnassus Core Equity Investor 5.12M (1.05%) 0.00
Increased by 0.00%
Sep 30, 24
15 The Consumer Staples Sel SectSPDR® ETF 4.79M (0.98%) -3.55K
Decreased by -0.07%
Feb 28, 25
16 JPM US Equity Income-Composite 4.79M (0.98%) -446.14K
Decreased by -9.32%
Jun 30, 24
17 Vanguard Value Index Inv 4.24M (0.87%) 31.97K
Increased by +0.75%
Feb 28, 25
18 American Funds Washington Mutual A 4.05M (0.83%) -1.10M
Decreased by -27.10%
Dec 31, 24
19 Capital Group Wash Mutual Invtrs Comp 4.05M (0.83%) -1.10M
Decreased by -27.10%
Dec 31, 24
20 JHancock Disciplined Value I 3.74M (0.77%) 0.00
Increased by 0.00%
Jan 31, 25