Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 8.18%
2 IAK 6.82%
3 CTIF 5.08%
4 UTRN 3.92%
5 ABEQ 3.84%
6 DJIA 3.79%
7 DIA 3.77%
8 DYLG 3.75%
9 NDJI 3.67%
10 FMK 3.60%
11 EDOW 3.35%
12 BGIG 3.32%
13 STNC 3.13%
14 DVLU 3.01%
15 RJMG 2.94%
16 DJD 2.92%
17 FFLV 2.84%
18 DDM 2.78%
19 WBIF 2.56%
20 DFND 2.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.05M (9.84%) 313.45K
Increased by +1.42%
Jun 30, 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 T. Rowe Price Associates, Inc. 5.52M (2.46%) 2.19M
Increased by +39.75%
Jun 30, 25
8 Geode Capital Management, LLC 5.49M (2.45%) 228.97K
Increased by +4.17%
Mar 31, 25
9 Massachusetts Financial Services Company 5.47M (2.44%) -378.78K
Decreased by -6.92%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 4.44M (1.98%) -9.19K
Decreased by -0.21%
Mar 31, 25
11 ClearBridge Advisors, LLC 4.15M (1.85%) 34.53K
Increased by +0.83%
Mar 31, 25
12 Bank of America Corp 3.57M (1.60%) 65.16K
Increased by +1.82%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 3.43M (1.53%) 28.08K
Increased by +0.82%
Jun 30, 25
14 Northern Trust Corp 3.30M (1.47%) -27.12K
Decreased by -0.82%
Mar 31, 25
15 NORGES BANK 3.05M (1.36%) 717.80K
Increased by +23.56%
Jun 30, 25
16 UBS Asset Mgmt Americas Inc 2.94M (1.31%) 2.34M
Increased by +79.59%
Jun 30, 25
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 UBS Group AG 1.77M (0.79%) 50.59K
Increased by +2.85%
Mar 31, 25
20 Goldman Sachs Group Inc 1.75M (0.78%) -183.66K
Decreased by -10.49%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.23M (3.23%) -16.10K
Decreased by -0.22%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.12M (3.18%) -168.06K
Decreased by -2.36%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 6.45M (2.88%) 44.51K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 5.61M (2.50%) -821.73K
Decreased by -14.65%
Jul 31, 25
5 MFS Large Cap Value (SMA) 5.27M (2.35%) 5.27M
Increased by +100.00%
Jun 30, 23
6 SPDR® Dow Jones Industrial Avrg ETF Tr 5.26M (2.35%) -15.36K
Decreased by -0.29%
Jul 31, 25
7 MFS Large Cap Value Equity 3.86M (1.72%) -131.91K
Decreased by -3.42%
Jun 30, 25
8 MFS Value A 3.86M (1.72%) -43.58K
Decreased by -1.13%
Jun 30, 25
9 Fidelity 500 Index 2.87M (1.28%) 10.25K
Increased by +0.36%
Jun 30, 25
10 SPDR® S&P 500 ETF 2.82M (1.26%) -46.63K
Decreased by -1.65%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.77M (1.24%) 11.84K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 2.75M (1.23%) -14.36K
Decreased by -0.52%
Mar 31, 25
13 iShares Core S&P 500 ETF 2.71M (1.21%) 12.33K
Increased by +0.46%
Jul 31, 25
14 SPDR® S&P 500 ETF Trust 2.69M (1.20%) -5.80K
Decreased by -0.22%
Apr 30, 24
15 Fidelity® 500 Index 2.67M (1.19%) 16.98K
Increased by +0.64%
Nov 30, 23
16 Vanguard Value Index Inv 2.01M (0.90%) -2.22K
Decreased by -0.11%
Jul 31, 25
17 T. Rowe Price U.S. Value Equity Tr-D 1.82M (0.81%) 570.18K
Increased by +31.29%
Jun 30, 25
18 The Financial Select Sector SPDR® ETF 1.62M (0.72%) 12.16K
Increased by +0.75%
Jul 31, 25
19 Financial Select Sector SPDR® ETF 1.54M (0.69%) 1.16K
Increased by +0.08%
Apr 30, 24
20 Fidelity Contrafund 1.53M (0.68%) -62.33K
Decreased by -4.08%
Jun 30, 25