Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 7.93%
2 IAK 6.59%
3 UTRN 3.92%
4 DJIA 3.90%
5 DYLG 3.83%
6 ABEQ 3.79%
7 DIA 3.79%
8 NDJI 3.67%
9 FMK 3.60%
10 EDOW 3.39%
11 BGIG 3.38%
12 STNC 3.13%
13 FBCV 2.98%
14 DJD 2.97%
15 RJMG 2.94%
16 DDM 2.94%
17 FFLV 2.84%
18 YLDE 2.67%
19 UDOW 2.60%
20 DVLU 2.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.73M (9.64%) 115.81K
Increased by +0.53%
Mar 31, 25
2 BlackRock Inc 20.78M (9.22%) 958.85K
Increased by +4.61%
Mar 31, 25
3 State Street Corp 15.69M (6.96%) -77.15K
Decreased by -0.49%
Mar 31, 25
4 State Street Corporation 15.64M (6.94%) -156.58K
Decreased by -1.00%
Mar 31, 24
5 FMR Inc 15.12M (6.71%) 838.09K
Increased by +5.54%
Mar 31, 25
6 JPMorgan Chase & Co 6.88M (3.05%) -534.05K
Decreased by -7.77%
Mar 31, 25
7 Massachusetts Financial Services Company 5.85M (2.60%) -183.75K
Decreased by -3.14%
Mar 31, 25
8 Geode Capital Management, LLC 5.49M (2.43%) 228.97K
Increased by +4.17%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 4.44M (1.97%) -9.19K
Decreased by -0.21%
Mar 31, 25
10 ClearBridge Advisors, LLC 4.15M (1.84%) 34.53K
Increased by +0.83%
Mar 31, 25
11 Bank of America Corp 3.57M (1.58%) 65.16K
Increased by +1.82%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 3.40M (1.51%) 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 (1.20%) 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 Goldman Sachs Group Inc 1.93M (0.86%) 390.10K
Increased by +20.16%
Mar 31, 25
20 Legal & General Group PLC 1.79M (0.79%) 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 (3.23%) 112.31K
Increased by +1.54%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 7.23M (3.21%) -16.10K
Decreased by -0.22%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.40M (2.84%) 101.86K
Increased by +1.59%
Apr 30, 25
4 SPDR® Dow Jones Industrial Avrg ETF Tr 5.56M (2.47%) -15.36K
Decreased by -0.28%
May 31, 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 3.93M (1.74%) -64.14K
Decreased by -1.63%
Apr 30, 25
8 Fidelity 500 Index 2.85M (1.26%) 3.52K
Increased by +0.12%
Apr 30, 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 Trust 2.75M (1.22%) -14.36K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.71M (1.20%) -12.10K
Decreased by -0.45%
May 31, 25
12 SPDR® S&P 500 ETF Trust 2.69M (1.19%) -5.80K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 2.67M (1.18%) 16.98K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.63M (1.17%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Value Index Inv 1.99M (0.88%) 1.75K
Increased by +0.09%
Apr 30, 25
16 Strategic Advisers Fidelity US TtlStk 1.75M (0.78%) -47.10K
Decreased by -2.70%
Apr 30, 25
17 The Financial Select Sector SPDR® ETF 1.56M (0.69%) -4.32K
Decreased by -0.28%
May 31, 25
18 Financial Select Sector SPDR® ETF 1.54M (0.69%) 1.16K
Increased by +0.08%
Apr 30, 24
19 Fidelity Contrafund 1.54M (0.68%) 54.30K
Increased by +3.53%
Apr 30, 25
20 JPMorgan Equity Premium Income ETF 1.39M (0.62%) 1.62K
Increased by +0.12%
Nov 29, 24