Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PMR 4.55%
2 SIXA 4.34%
3 SIXH 4.19%
4 WBIL 3.99%
5 NVQ 3.97%
6 NVQ_old 3.97%
7 UTRN 3.92%
8 KNGS 3.36%
9 JHMC 3.27%
10 CAMX 2.95%
11 STNC 2.68%
12 XLP 2.55%
13 RTH 2.40%
14 ESNG 2.32%
15 VSDA 2.30%
16 BVAL 2.28%
17 RSPS 2.26%
18 RHS 2.26%
19 AIEQ 2.21%
20 SYV 2.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 44.84M (9.90%) -122.01K
Decreased by -0.27%
Mar 31, 25
2 State Street Corp 35.21M (7.77%) -226.15K
Decreased by -0.64%
Mar 31, 25
3 BlackRock Inc 35.04M (7.74%) 2.32M
Increased by +6.63%
Mar 31, 25
4 State Street Corporation 34.10M (7.53%) -1.88M
Decreased by -5.52%
Mar 31, 24
5 Charles Schwab Investment Management Inc 15.97M (3.53%) 12.83M
Increased by +80.31%
Mar 31, 25
6 FMR Inc 12.64M (2.79%) 1.30M
Increased by +10.32%
Mar 31, 25
7 Geode Capital Management, LLC 10.18M (2.25%) 298.72K
Increased by +2.93%
Mar 31, 25
8 Wells Fargo & Co 8.84M (1.95%) -356.16K
Decreased by -4.03%
Dec 31, 24
9 Franklin Resources Inc 8.33M (1.84%) 247.57K
Increased by +2.97%
Mar 31, 25
10 Bank of America Corp 7.54M (1.66%) -2.31M
Decreased by -30.63%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 7.32M (1.62%) 255.64K
Increased by +3.49%
Mar 31, 25
12 Massachusetts Financial Services Company 6.62M (1.46%) -489.94K
Decreased by -7.40%
Mar 31, 25
13 NORGES BANK 5.61M (1.24%) -231.48K
Decreased by -4.13%
Dec 31, 24
14 Capital World Investors 5.46M (1.20%) -16.47M
Decreased by -301.91%
Mar 31, 25
15 Northern Trust Corp 5.38M (1.19%) 754.88K
Increased by +14.04%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 5.19M (1.15%) 370.97K
Increased by +7.14%
Mar 31, 25
17 UBS Group AG 5.14M (1.13%) 1.31M
Increased by +25.51%
Dec 31, 24
18 T. Rowe Price Associates, Inc. 4.61M (1.02%) 118.91K
Increased by +2.58%
Jun 30, 24
19 Victory Capital Management Inc. 4.32M (0.95%) 5.91K
Increased by +0.14%
Sep 30, 24
20 JPMorgan Chase & Co 4.32M (0.95%) 2.82M
Increased by +65.35%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.70M (3.25%) 219.97K
Increased by +1.50%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 14.66M (3.24%) 57.23K
Increased by +0.39%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 13.06M (2.88%) 2.27K
Increased by +0.02%
Apr 30, 25
4 Vanguard Institutional 500 Index Trust 12.94M (2.86%) 207.00K
Increased by +1.60%
Apr 30, 25
5 American Funds American Balanced A 7.60M (1.68%) 0.00
Increased by 0.00%
Dec 31, 24
6 Fidelity 500 Index 5.75M (1.27%) -20.93K
Decreased by -0.36%
Mar 31, 25
7 SPDR® S&P 500 ETF 5.70M (1.26%) -118.14K
Decreased by -2.07%
Mar 31, 25
8 American Funds Washington Mutual A 5.64M (1.24%) 1.65M
Increased by +29.29%
Dec 31, 24
9 Capital Group Wash Mutual Invtrs Comp 5.64M (1.24%) 1.65M
Increased by +29.29%
Dec 31, 24
10 SPDR® S&P 500® ETF Trust 5.55M (1.22%) -29.05K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 5.52M (1.22%) -33.09K
Decreased by -0.60%
Apr 30, 25
12 SPDR® S&P 500 ETF Trust 5.46M (1.20%) 12.33K
Increased by +0.23%
Apr 30, 24
13 iShares Core S&P 500 ETF 5.43M (1.20%) -5.67K
Decreased by -0.10%
Apr 30, 25
14 Fidelity® 500 Index 5.38M (1.19%) 34.23K
Increased by +0.64%
Nov 30, 23
15 The Consumer Staples Sel SectSPDR® ETF 4.42M (0.98%) -44.50K
Decreased by -1.01%
Apr 30, 25
16 MFS Large Cap Value Equity 4.23M (0.93%) -145.98K
Decreased by -3.45%
Mar 31, 25
17 Vanguard Value Index Inv 4.02M (0.89%) -546.00
Decreased by -0.01%
Apr 30, 25
18 SPDR® S&P Dividend ETF 3.72M (0.82%) 1.70M
Increased by +45.77%
Apr 30, 25
19 MFS Value A 3.53M (0.78%) -702.93K
Decreased by -19.94%
Apr 30, 25
20 Templeton Growth A 3.33M (0.74%) 0.00
Increased by 0.00%
Apr 30, 24