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 ULTY 3.13%
11 MDPL 3.07%
12 CAMX 2.92%
13 XLP 2.72%
14 STNC 2.68%
15 RHS 2.57%
16 RSPS 2.57%
17 RULE 2.56%
18 VSDA 2.48%
19 NXTV 2.36%
20 ESNG 2.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 51.44M (11.36%) 6.61M
Increased by +12.84%
Jun 30, 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 16.25M (3.59%) 277.18K
Increased by +1.71%
Jun 30, 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 8.59M (1.90%) -251.13K
Decreased by -2.92%
Mar 31, 25
9 Bank of America Corp 7.54M (1.66%) -2.31M
Decreased by -30.63%
Mar 31, 25
10 Franklin Resources Inc 7.40M (1.63%) -938.01K
Decreased by -12.68%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 7.32M (1.61%) 255.64K
Increased by +3.49%
Mar 31, 25
12 UBS Group AG 6.20M (1.37%) 1.06M
Increased by +17.15%
Mar 31, 25
13 Massachusetts Financial Services Company 5.99M (1.32%) -630.10K
Decreased by -10.52%
Jun 30, 25
14 NORGES BANK 5.86M (1.29%) 252.65K
Increased by +4.31%
Jun 30, 25
15 Northern Trust Corp 5.33M (1.18%) -44.02K
Decreased by -0.83%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 4.93M (1.09%) -265.38K
Decreased by -5.38%
Jun 30, 25
17 UBS Asset Mgmt Americas Inc 4.73M (1.04%) 702.99K
Increased by +14.86%
Jun 30, 25
18 T. Rowe Price Associates, Inc. 4.61M (1.02%) 118.91K
Increased by +2.58%
Jun 30, 24
19 Capital World Investors 4.58M (1.01%) -877.65K
Decreased by -19.17%
Jun 30, 25
20 Goldman Sachs Group Inc 4.39M (0.97%) 494.38K
Increased by +11.25%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 14.66M (3.24%) 57.23K
Increased by +0.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 14.62M (3.23%) -91.79K
Decreased by -0.63%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 13.03M (2.88%) 90.92K
Increased by +0.70%
May 31, 25
4 Schwab US Dividend Equity ETF™ 12.91M (2.85%) -2.22K
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 12.89M (2.85%) -139.74K
Decreased by -1.08%
Jun 30, 25
6 American Funds American Balanced A 7.60M (1.68%) 0.00
Increased by 0.00%
Dec 31, 24
7 Fidelity 500 Index 5.76M (1.27%) -23.70K
Decreased by -0.41%
Jun 30, 25
8 SPDR® S&P 500 ETF 5.70M (1.26%) -118.14K
Decreased by -2.07%
Mar 31, 25
9 SPDR® S&P 500® ETF 5.57M (1.23%) 23.76K
Increased by +0.43%
Jul 31, 25
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 Trust 5.46M (1.20%) 12.33K
Increased by +0.23%
Apr 30, 24
12 iShares Core S&P 500 ETF 5.43M (1.20%) 24.66K
Increased by +0.45%
Jul 31, 25
13 Fidelity® 500 Index 5.38M (1.19%) 34.23K
Increased by +0.64%
Nov 30, 23
14 Vanguard Mid Cap Index Institutional 5.01M (1.11%) 5.01M
Increased by +100.00%
Jun 30, 25
15 The Consumer Staples Sel SectSPDR® ETF 4.58M (1.01%) -8.10K
Decreased by -0.18%
Jul 31, 25
16 Vanguard Value Index Inv 4.03M (0.89%) 3.71K
Increased by +0.09%
Jun 30, 25
17 SPDR® S&P Dividend ETF 3.84M (0.85%) 162.10K
Increased by +4.23%
Jul 31, 25
18 MFS Large Cap Value Equity 3.46M (0.76%) -763.71K
Decreased by -22.05%
Jun 30, 25
19 MFS Value A 3.46M (0.76%) -39.09K
Decreased by -1.13%
Jun 30, 25
20 Templeton Growth A 3.33M (0.74%) 0.00
Increased by 0.00%
Apr 30, 24