Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 14.30%
2 HDLV 9.90%
3 HDLB 8.79%
4 WBIY 6.78%
5 NXTV 5.37%
6 GBLO 5.26%
7 SIXA 5.09%
8 SIXH 4.93%
9 RDIV 4.73%
10 WBIF 4.57%
11 EWCO 4.38%
12 TEXN 4.35%
13 VOX 4.30%
14 RSPC 4.23%
15 MDLV 4.21%
16 XLC 4.20%
17 DIVZ 4.18%
18 IXP 4.18%
19 UTRN 4.05%
20 FCOM 4.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 651.04M (9.12%) 8.19M
Increased by +1.26%
Mar 31, 25
2 BlackRock Inc 555.91M (7.79%) 9.01M
Increased by +1.62%
Mar 31, 25
3 State Street Corp 313.67M (4.40%) -9.25M
Decreased by -2.95%
Mar 31, 25
4 State Street Corporation 311.13M (4.36%) 5.30M
Increased by +1.70%
Mar 31, 24
5 Newport Trust Co. 189.76M (2.66%) -2.46M
Decreased by -1.30%
Mar 31, 25
6 Geode Capital Management, LLC 169.97M (2.38%) 6.21M
Increased by +3.66%
Mar 31, 25
7 GQG Partners LLC 113.96M (1.60%) 17.18M
Increased by +15.07%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 105.78M (1.48%) 9.04M
Increased by +8.55%
Mar 31, 25
9 Bank of America Corp 97.86M (1.37%) 45.41M
Increased by +46.40%
Mar 31, 25
10 Bank of New York Mellon Corp 81.91M (1.15%) -3.69M
Decreased by -4.50%
Mar 31, 25
11 NORGES BANK 81.62M (1.14%) 9.77M
Increased by +11.97%
Dec 31, 24
12 Northern Trust Corp 77.73M (1.09%) -420.61K
Decreased by -0.54%
Mar 31, 25
13 FMR Inc 73.50M (1.03%) 28.13M
Increased by +38.27%
Mar 31, 25
14 JPMorgan Chase & Co 65.15M (0.91%) 16.95M
Increased by +26.02%
Mar 31, 25
15 Arrowstreet Capital Limited Partnership 58.48M (0.82%) -24.36M
Decreased by -41.65%
Dec 31, 24
16 Capital World Investors 58.20M (0.82%) 771.32K
Increased by +1.33%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 55.22M (0.77%) 1.78M
Increased by +3.23%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 53.34M (0.75%) 1.31M
Increased by +2.45%
Mar 31, 25
19 Charles Schwab Investment Management Inc 52.37M (0.73%) -683.76K
Decreased by -1.31%
Mar 31, 25
20 Ameriprise Financial Inc 50.84M (0.71%) -983.36K
Decreased by -1.93%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 230.62M (3.23%) 265.58K
Increased by +0.12%
May 31, 25
2 Vanguard US Total Market Shares ETF 227.26M (3.18%) 218.40K
Increased by +0.10%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 204.16M (2.86%) 1.41M
Increased by +0.69%
May 31, 25
4 Fidelity 500 Index 90.56M (1.27%) 393.81K
Increased by +0.43%
May 31, 25
5 SPDR® S&P 500 ETF 89.30M (1.25%) -1.31M
Decreased by -1.46%
Mar 31, 25
6 SPDR® S&P 500® ETF Trust 86.93M (1.22%) -455.54K
Decreased by -0.52%
Mar 31, 25
7 SPDR® S&P 500® ETF 86.82M (1.22%) -304.89K
Decreased by -0.35%
Jun 30, 25
8 iShares Core S&P 500 ETF 85.32M (1.20%) 135.90K
Increased by +0.16%
Jun 30, 25
9 SPDR® S&P 500 ETF Trust 84.54M (1.18%) 191.03K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 82.78M (1.16%) 659.43K
Increased by +0.80%
Oct 31, 23
11 Performer (AFRIS) 69.21M (0.97%) 69.21M
Increased by +100.00%
Feb 29, 24
12 Vanguard Value Index Inv 63.09M (0.88%) 104.33K
Increased by +0.17%
May 31, 25
13 Communication Services Sel Sect SPDR®ETF 45.85M (0.64%) -31.51K
Decreased by -0.07%
Apr 30, 24
14 Vanguard Institutional Index I 44.07M (0.62%) 1.01K
Increased by +0.00%
May 31, 25
15 State St S&P 500® Indx SL Cl III 38.40M (0.54%) 256.30K
Increased by +0.67%
Jun 30, 25
16 American Funds Income Fund of Amer A 38.00M (0.53%) 442.97K
Increased by +1.17%
Jun 30, 25
17 The Comm Svcs Sel Sect SPDR® ETF 36.66M (0.51%) -249.00K
Decreased by -0.68%
Jun 30, 25
18 Columbia Dividend Income Inst 28.78M (0.40%) 0.00
Increased by 0.00%
Jun 30, 25
19 Columbia Dividend Value 28.78M (0.40%) -158.15K
Decreased by -0.55%
Jun 30, 25
20 Vanguard High Dividend Yield ETF 27.36M (0.38%) 59.01K
Increased by +0.22%
May 31, 25