Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MOO 4.35%
2 WBIF 3.96%
3 UTRN 3.90%
4 FTRI 3.76%
5 FTXG 3.72%
6 WBIG 3.57%
7 STNC 3.26%
8 FXG 3.03%
9 PBJ 2.41%
10 RHS 2.40%
11 RSPS 2.40%
12 SYE 2.28%
13 RYJ 1.86%
14 SYV 1.85%
15 SGLC 1.75%
16 RPV 1.70%
17 GUNR 1.67%
18 SPHD 1.63%
19 SPVM 1.58%
20 GINX 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.96M (12.89%) 247.05K
Increased by +0.69%
Mar 31, 25
2 BlackRock Inc 29.74M (10.66%) 880.50K
Increased by +2.96%
Mar 31, 25
3 State Street Corp 13.55M (4.86%) 144.98K
Increased by +1.07%
Mar 31, 25
4 Pzena Investment Management, LLC 13.26M (4.75%) 1.27M
Increased by +9.59%
Mar 31, 25
5 State Street Corporation 12.89M (4.62%) -219.66K
Decreased by -1.70%
Mar 31, 24
6 Wellington Management Company LLP 7.35M (2.63%) -3.05M
Decreased by -41.51%
Mar 31, 25
7 Geode Capital Management, LLC 7.27M (2.60%) 271.89K
Increased by +3.74%
Mar 31, 25
8 T. Rowe Price Associates, Inc. 7.03M (2.52%) -2.95M
Decreased by -41.99%
Mar 31, 25
9 FMR Inc 5.85M (2.10%) -101.49K
Decreased by -1.74%
Mar 31, 25
10 Northern Trust Corp 4.70M (1.68%) 118.40K
Increased by +2.52%
Dec 31, 24
11 Davis Selected Advisers 4.68M (1.68%) 1.60M
Increased by +34.17%
Mar 31, 25
12 Amvescap Plc. 4.35M (1.56%) -777.97K
Decreased by -17.89%
Dec 31, 24
13 Capital Research Global Investors 3.72M (1.33%) 2.38M
Increased by +63.86%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 3.41M (1.22%) -263.26K
Decreased by -7.72%
Mar 31, 25
15 Bank of New York Mellon Corp 3.32M (1.19%) 427.58K
Increased by +12.90%
Dec 31, 24
16 NORGES BANK 3.05M (1.09%) 254.42K
Increased by +8.35%
Dec 31, 24
17 Amundi 2.86M (1.03%) 1.08M
Increased by +37.85%
Sep 30, 23
18 AQR Capital Management LLC 2.84M (1.02%) 2.52M
Increased by +88.59%
Mar 31, 25
19 Victory Capital Management Inc. 2.78M (1.00%) -2.21M
Decreased by -79.43%
Dec 31, 23
20 Dimensional Fund Advisors, Inc. 2.75M (0.98%) 52.30K
Increased by +1.90%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.18M (3.29%) 149.79K
Increased by +1.63%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 9.03M (3.24%) 6.58K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 8.08M (2.90%) 128.58K
Increased by +1.59%
Apr 30, 25
4 Vanguard Windsor Investor Shares 6.88M (2.46%) -101.68K
Decreased by -1.48%
Mar 31, 25
5 Vanguard Mid Cap Index Institutional 6.22M (2.23%) 59.95K
Increased by +0.96%
Apr 30, 25
6 Schwab US Dividend Equity ETF™ 4.51M (1.62%) -2.63K
Decreased by -0.06%
Jan 31, 24
7 Fidelity 500 Index 3.59M (1.29%) 10.33K
Increased by +0.29%
Mar 31, 25
8 SPDR® S&P 500 ETF 3.55M (1.27%) -52.08K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 3.45M (1.24%) -18.14K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.43M (1.23%) -20.66K
Decreased by -0.60%
Apr 30, 25
11 iShares Core S&P 500 ETF 3.39M (1.21%) -3.53K
Decreased by -0.10%
Apr 30, 25
12 SPDR® S&P 500 ETF Trust 3.38M (1.21%) 7.65K
Increased by +0.23%
Apr 30, 24
13 American Funds Income Fund of Amer A 3.34M (1.20%) -1.48M
Decreased by -44.41%
Mar 31, 24
14 Fidelity® 500 Index 3.33M (1.19%) 21.17K
Increased by +0.64%
Nov 30, 23
15 Victory Sycamore Established Value R 3.32M (1.19%) -155.00K
Decreased by -4.67%
Sep 30, 23
16 Pzena Large Cap Value 2.89M (1.04%) -110.07K
Decreased by -3.80%
Apr 30, 25
17 T. Rowe Price US Mid-Cap Value Equity 2.88M (1.03%) -8.82K
Decreased by -0.31%
Dec 31, 24
18 The Consumer Staples Sel SectSPDR® ETF 2.76M (0.99%) -27.77K
Decreased by -1.01%
Apr 30, 25
19 Hartford Dividend and Growth Y 2.62M (0.94%) -28.85K
Decreased by -1.10%
Dec 31, 24
20 iShares MSCI USA Min Vol Factor ETF 2.61M (0.94%) 6.08K
Increased by +0.23%
Apr 30, 25