Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 8.15%
2 IAK 6.85%
3 CTIF 5.08%
4 UTRN 3.92%
5 ABEQ 3.78%
6 DJIA 3.71%
7 DYLG 3.71%
8 NDJI 3.67%
9 DIA 3.66%
10 FMK 3.60%
11 EDOW 3.29%
12 BGIG 3.23%
13 STNC 3.13%
14 DVLU 2.95%
15 RJMG 2.94%
16 DJD 2.85%
17 FFLV 2.80%
18 DDM 2.64%
19 UDOW 2.62%
20 YLDE 2.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.73M (9.70%) 115.81K
Increased by +0.53%
Mar 31, 25
2 BlackRock Inc 20.78M (9.28%) 958.85K
Increased by +4.61%
Mar 31, 25
3 State Street Corp 15.69M (7.00%) -77.15K
Decreased by -0.49%
Mar 31, 25
4 State Street Corporation 15.64M (6.99%) -156.58K
Decreased by -1.00%
Mar 31, 24
5 FMR Inc 15.12M (6.75%) 838.09K
Increased by +5.54%
Mar 31, 25
6 JPMorgan Chase & Co 6.88M (3.07%) -534.05K
Decreased by -7.77%
Mar 31, 25
7 Massachusetts Financial Services Company 5.85M (2.61%) -183.75K
Decreased by -3.14%
Mar 31, 25
8 Geode Capital Management, LLC 5.49M (2.45%) 228.97K
Increased by +4.17%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 4.44M (1.98%) -9.19K
Decreased by -0.21%
Mar 31, 25
10 ClearBridge Advisors, LLC 4.15M (1.85%) 34.53K
Increased by +0.83%
Mar 31, 25
11 Bank of America Corp 3.57M (1.60%) 65.16K
Increased by +1.82%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 3.40M (1.52%) 25.57K
Increased by +0.75%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 3.33M (1.48%) -426.90K
Decreased by -12.84%
Mar 31, 25
14 Northern Trust Corp 3.30M (1.47%) -27.12K
Decreased by -0.82%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 2.71M (1.21%) 291.51K
Increased by +10.75%
Dec 31, 24
16 NORGES BANK 2.33M (1.04%) 176.55K
Increased by +7.58%
Dec 31, 24
17 GAMMA Investing LLC 2.20M (0.98%) 2.20M
Increased by +99.68%
Mar 31, 25
18 Barclays PLC 2.06M (0.92%) 928.28K
Increased by +45.00%
Mar 31, 24
19 Goldman Sachs Group Inc 1.93M (0.86%) 390.10K
Increased by +20.16%
Mar 31, 25
20 Legal & General Group PLC 1.79M (0.80%) 35.24K
Increased by +1.97%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.28M (3.25%) 7.27K
Increased by +0.10%
May 31, 25
2 Vanguard US Total Market Shares ETF 7.23M (3.23%) -16.10K
Decreased by -0.22%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.45M (2.88%) 44.51K
Increased by +0.69%
May 31, 25
4 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (2.38%) 6.14K
Increased by +0.12%
Jun 30, 25
5 MFS Large Cap Value (SMA) 5.27M (2.35%) 5.27M
Increased by +100.00%
Jun 30, 23
6 MFS Value A 3.91M (1.74%) -24.19K
Decreased by -0.62%
May 31, 25
7 MFS Large Cap Value Equity 3.86M (1.72%) -131.91K
Decreased by -3.42%
Jun 30, 25
8 Fidelity 500 Index 2.86M (1.28%) 12.47K
Increased by +0.44%
May 31, 25
9 SPDR® S&P 500 ETF 2.82M (1.26%) -46.63K
Decreased by -1.65%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 2.75M (1.23%) -14.36K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.73M (1.22%) -9.58K
Decreased by -0.35%
Jun 30, 25
12 SPDR® S&P 500 ETF Trust 2.69M (1.20%) -5.80K
Decreased by -0.22%
Apr 30, 24
13 iShares Core S&P 500 ETF 2.69M (1.20%) 4.29K
Increased by +0.16%
Jun 30, 25
14 Fidelity® 500 Index 2.67M (1.19%) 16.98K
Increased by +0.64%
Nov 30, 23
15 Vanguard Value Index Inv 2.00M (0.89%) 7.72K
Increased by +0.39%
May 31, 25
16 T. Rowe Price U.S. Value Equity Tr-D 1.82M (0.81%) 570.18K
Increased by +31.29%
Jun 30, 25
17 Strategic Advisers Fidelity US TtlStk 1.75M (0.78%) 0.00
Increased by 0.00%
May 31, 25
18 Fidelity Contrafund 1.59M (0.71%) 54.50K
Increased by +3.42%
May 31, 25
19 Financial Select Sector SPDR® ETF 1.54M (0.69%) 1.16K
Increased by +0.08%
Apr 30, 24
20 The Financial Select Sector SPDR® ETF 1.53M (0.68%) -2.92K
Decreased by -0.19%
Jun 30, 25