Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 10.13%
2 GXF 5.75%
3 FPAG 5.49%
4 NORW 5.44%
5 ENOR 5.28%
6 EPHE 4.69%
7 UTRN 4.03%
8 DIVL 4.03%
9 MADE 3.98%
10 MOTO 3.88%
11 KLDW 3.84%
12 VSMV 3.71%
13 OAKM 3.42%
14 SHRY 3.35%
15 AGQI 3.26%
16 NEWZ 3.21%
17 TDV 3.00%
18 VLLU 2.96%
19 VCLN 2.59%
20 PSI 2.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 37.88M (12.84%) 5.50M
Increased by +14.53%
Mar 31, 25
2 BlackRock Inc 22.67M (7.68%) -557.00K
Decreased by -2.46%
Mar 31, 25
3 Dodge & Cox 16.02M (5.43%) 56.87K
Increased by +0.35%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 16.00M (5.43%) -2.72M
Decreased by -16.98%
Mar 31, 25
5 State Street Corp 12.83M (4.35%) 12.59K
Increased by +0.10%
Mar 31, 25
6 State Street Corporation 12.53M (4.25%) 152.58K
Increased by +1.22%
Mar 31, 24
7 Wellington Management Company LLP 7.46M (2.53%) 1.10M
Increased by +14.71%
Mar 31, 25
8 Ameriprise Financial Inc 6.56M (2.23%) 960.28K
Increased by +14.63%
Mar 31, 25
9 Geode Capital Management, LLC 6.26M (2.12%) 240.14K
Increased by +3.84%
Mar 31, 25
10 Capital World Investors 5.56M (1.88%) -3.97M
Decreased by -71.41%
Jun 30, 24
11 Bank of America Corp 4.92M (1.67%) 128.75K
Increased by +2.62%
Mar 31, 25
12 ClearBridge Advisors, LLC 4.91M (1.66%) 840.75K
Increased by +17.14%
Mar 31, 25
13 Harris Associates L.P. 4.88M (1.65%) 461.13K
Increased by +9.45%
Mar 31, 25
14 Massachusetts Financial Services Company 4.64M (1.57%) -82.22K
Decreased by -1.77%
Mar 31, 25
15 EdgePoint Investment Group, Inc. 4.11M (1.39%) 224.42K
Increased by +5.46%
Mar 31, 25
16 NORGES BANK 3.55M (1.21%) 14.07K
Increased by +0.40%
Dec 31, 24
17 Impax Asset Management Group PLC 3.48M (1.18%) 3.48M
Increased by +100.00%
Sep 30, 24
18 Bank of New York Mellon Corp 3.40M (1.15%) -352.63K
Decreased by -10.38%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 3.35M (1.14%) -74.61K
Decreased by -2.23%
Mar 31, 25
20 Goldman Sachs Group Inc 3.35M (1.13%) 1.77M
Increased by +52.98%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.60M (3.25%) -100.42K
Decreased by -1.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.58M (3.25%) 5.74K
Increased by +0.06%
May 31, 25
3 Vanguard Institutional 500 Index Trust 8.48M (2.88%) 58.03K
Increased by +0.68%
May 31, 25
4 Dodge & Cox Stock I 8.25M (2.80%) 228.00K
Increased by +2.77%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 6.55M (2.22%) 61.97K
Increased by +0.95%
May 31, 25
6 Dodge & Cox International Stock I 4.44M (1.51%) 394.00K
Increased by +8.87%
Jun 30, 25
7 American Funds American Balanced A 4.18M (1.42%) 0.00
Increased by 0.00%
Dec 31, 23
8 American Funds Washington Mutual A 3.83M (1.30%) -2.27M
Decreased by -59.43%
Dec 31, 23
9 Capital Group Wash Mutual Invtrs Comp 3.83M (1.30%) -2.27M
Decreased by -59.43%
Dec 31, 23
10 Fidelity 500 Index 3.76M (1.28%) 16.27K
Increased by +0.43%
May 31, 25
11 SPDR® S&P 500 ETF Trust 3.75M (1.27%) -28.91K
Decreased by -0.77%
Mar 31, 24
12 Vanguard Equity-Income Inv 3.73M (1.27%) 670.70K
Increased by +17.97%
Mar 31, 25
13 SPDR® S&P 500 ETF 3.71M (1.26%) -67.02K
Decreased by -1.81%
Mar 31, 25
14 Fidelity® 500 Index 3.66M (1.24%) 23.28K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF Trust 3.61M (1.22%) -18.90K
Decreased by -0.52%
Mar 31, 25
16 Capital Group Fundamental Invtrs Comp 3.61M (1.22%) -2.78M
Decreased by -76.96%
Mar 31, 24
17 SPDR® S&P 500® ETF 3.58M (1.21%) -12.60K
Decreased by -0.35%
Jun 30, 25
18 iShares Core S&P 500 ETF 3.52M (1.19%) 5.60K
Increased by +0.16%
Jun 30, 25
19 Vanguard Value Index Inv 2.62M (0.89%) 1.05K
Increased by +0.04%
May 31, 25
20 American Funds New Perspective A 2.61M (0.88%) -1.99M
Decreased by -76.34%
Mar 31, 24