Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 8.08%
2 IAK 6.46%
3 DJIA 4.09%
4 DYLG 4.01%
5 UTRN 3.92%
6 DIA 3.88%
7 ABEQ 3.86%
8 NDJI 3.67%
9 FMK 3.60%
10 BGIG 3.48%
11 EDOW 3.43%
12 TIME 3.13%
13 STNC 3.13%
14 YLDE 3.03%
15 DJD 3.02%
16 DDM 3.00%
17 RJMG 2.94%
18 UDOW 2.65%
19 DVLU 2.64%
20 WBIF 2.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.62M (9.59%) 117.11K
Increased by +0.54%
Dec 31, 24
2 BlackRock Inc 19.82M (8.80%) 503.60K
Increased by +2.54%
Dec 31, 24
3 State Street Corp 15.76M (6.99%) 197.08K
Increased by +1.25%
Dec 31, 24
4 State Street Corporation 15.64M (6.94%) -156.58K
Decreased by -1.00%
Mar 31, 24
5 FMR Inc 14.28M (6.34%) 229.16K
Increased by +1.61%
Dec 31, 24
6 JPMorgan Chase & Co 7.41M (3.29%) -15.95M
Decreased by -215.25%
Dec 31, 24
7 Massachusetts Financial Services Company 5.85M (2.60%) -183.75K
Decreased by -3.14%
Mar 31, 25
8 Geode Capital Management, LLC 5.26M (2.33%) 182.27K
Increased by +3.47%
Dec 31, 24
9 Morgan Stanley - Brokerage Accounts 4.45M (1.97%) 264.23K
Increased by +5.94%
Dec 31, 24
10 ClearBridge Advisors, LLC 4.12M (1.83%) -98.35K
Decreased by -2.39%
Dec 31, 24
11 T. Rowe Price Associates, Inc. 3.75M (1.67%) 70.04K
Increased by +1.87%
Dec 31, 24
12 Bank of America Corp 3.51M (1.56%) -109.68K
Decreased by -3.13%
Dec 31, 24
13 Dimensional Fund Advisors, Inc. 3.38M (1.50%) 243.48K
Increased by +7.21%
Dec 31, 24
14 Northern Trust Corp 3.33M (1.48%) 364.38K
Increased by +10.94%
Dec 31, 24
15 UBS Asset Mgmt Americas Inc 2.71M (1.20%) 291.51K
Increased by +10.75%
Dec 31, 24
16 NORGES BANK 2.33M (1.03%) 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 Bank of New York Mellon Corp 1.77M (0.78%) -228.84K
Decreased by -12.95%
Dec 31, 24
20 Legal & General Group PLC 1.75M (0.78%) -78.30K
Decreased by -4.47%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.23M (3.21%) -16.10K
Decreased by -0.22%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.16M (3.18%) 2.84K
Increased by +0.04%
Mar 31, 25
3 Vanguard Institutional 500 Index Trust 6.30M (2.80%) 7.11K
Increased by +0.11%
Mar 31, 25
4 SPDR® Dow Jones Industrial Avrg ETF Tr 5.52M (2.45%) -3.07K
Decreased by -0.06%
Apr 30, 25
5 MFS Large Cap Value (SMA) 5.27M (2.34%) 5.27M
Increased by +100.00%
Jun 30, 23
6 MFS Large Cap Value Equity 3.99M (1.77%) -137.92K
Decreased by -3.45%
Mar 31, 25
7 MFS Value A 3.99M (1.77%) -22.48K
Decreased by -0.56%
Mar 31, 25
8 Fidelity 500 Index 2.84M (1.26%) 1.25K
Increased by +0.04%
Mar 31, 25
9 SPDR® S&P 500 ETF 2.82M (1.25%) -46.63K
Decreased by -1.65%
Mar 31, 25
10 SPDR® S&P 500® ETF 2.75M (1.22%) 2.26K
Increased by +0.08%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 2.75M (1.22%) -14.36K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.69M (1.19%) -5.80K
Decreased by -0.22%
Apr 30, 24
13 iShares Core S&P 500 ETF 2.69M (1.19%) -2.68K
Decreased by -0.10%
Apr 29, 25
14 Fidelity® 500 Index 2.67M (1.18%) 16.98K
Increased by +0.64%
Nov 30, 23
15 Vanguard Value Index Inv 1.99M (0.88%) 25.18K
Increased by +1.27%
Mar 31, 25
16 Strategic Advisers Fidelity US TtlStk 1.79M (0.80%) 133.05K
Increased by +7.41%
Mar 31, 25
17 The Financial Select Sector SPDR® ETF 1.65M (0.73%) 10.85K
Increased by +0.66%
Apr 30, 25
18 Financial Select Sector SPDR® ETF 1.54M (0.69%) 1.16K
Increased by +0.08%
Apr 30, 24
19 Fidelity Contrafund 1.48M (0.66%) 114.00K
Increased by +7.69%
Mar 31, 25
20 Fidelity Series Value Discovery 1.44M (0.64%) 0.00
Increased by 0.00%
Feb 28, 25