Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXR 4.52%
2 GRBIC 4.17%
3 UTRN 3.90%
4 HWAY 3.58%
5 VNSE 3.12%
6 JHAC 2.72%
7 PPI 2.71%
8 INNO 2.71%
9 PRN 2.64%
10 BAFE 2.17%
11 AMID 2.16%
12 LCLG 2.05%
13 RYJ 2.03%
14 UPGD 2.03%
15 VETS 1.92%
16 AVMV 1.89%
17 VTRN 1.82%
18 AIEQ 1.79%
19 NSCR 1.67%
20 LST 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.42M (11.48%) 29.50K
Increased by +0.40%
Mar 31, 25
2 BlackRock Inc 5.13M (7.94%) 9.36K
Increased by +0.18%
Mar 31, 25
3 Capital Research Global Investors 3.17M (4.91%) 295.67K
Increased by +9.32%
Mar 31, 25
4 State Street Corp 3.10M (4.79%) -11.87K
Decreased by -0.38%
Mar 31, 25
5 State Street Corporation 3.08M (4.76%) -101.21K
Decreased by -3.29%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 2.49M (3.86%) 1.44M
Increased by +57.82%
Mar 31, 25
7 Capital World Investors 2.30M (3.56%) 78.58K
Increased by +3.42%
Mar 31, 25
8 Bank of America Corp 1.68M (2.60%) 40.31K
Increased by +2.39%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 1.68M (2.60%) 189.94K
Increased by +11.29%
Mar 31, 25
10 Geode Capital Management, LLC 1.64M (2.54%) 52.61K
Increased by +3.21%
Mar 31, 25
11 International Assets Investment Management, LLC 1.61M (2.49%) 1.60M
Increased by +99.88%
Sep 30, 24
12 Putnam Investments LLC 1.38M (2.13%) -10.61K
Decreased by -0.77%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 1.38M (2.13%) -10.61K
Decreased by -0.77%
Dec 31, 23
14 AllianceBernstein L.P. 1.25M (1.93%) 172.34K
Increased by +13.78%
Dec 31, 24
15 Franklin Resources Inc 1.16M (1.79%) 66.89K
Increased by +5.77%
Mar 31, 25
16 JPMorgan Chase & Co 1.09M (1.69%) 541.58K
Increased by +49.51%
Mar 31, 25
17 NORGES BANK 987.62K (1.53%) -377.19K
Decreased by -38.19%
Dec 31, 24
18 Amvescap Plc. 922.45K (1.43%) 63.66K
Increased by +6.90%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 906.47K (1.40%) -7.54K
Decreased by -0.83%
Mar 31, 25
20 GAMMA Investing LLC 887.41K (1.37%) 886.27K
Increased by +99.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.09M (3.24%) 32.60K
Increased by +1.56%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 2.09M (3.24%) -11.93K
Decreased by -0.57%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.84M (2.85%) 30.01K
Increased by +1.63%
Apr 30, 25
4 American Funds Fundamental Invs A 1.59M (2.47%) 636.63K
Increased by +39.95%
Mar 31, 25
5 Capital Group Fundamental Invtrs Comp 1.59M (2.47%) 636.63K
Increased by +39.95%
Mar 31, 25
6 American Funds Growth Fund of Amer A 1.50M (2.32%) 232.33K
Increased by +15.46%
Mar 31, 25
7 Capital Group Growth Fnd of Amer Comp 1.50M (2.32%) 232.33K
Increased by +15.46%
Mar 31, 25
8 Vanguard Mid Cap Index Institutional 1.42M (2.20%) 13.55K
Increased by +0.95%
Apr 30, 25
9 American Funds Invmt Co of Amer A 1.29M (2.00%) 199.27K
Increased by +15.41%
Mar 31, 25
10 Capital Group Investment Co of Amer Comp 1.29M (2.00%) 199.27K
Increased by +15.41%
Mar 31, 25
11 American Funds American Balanced A 1.00M (1.55%) 403.91K
Increased by +40.37%
Mar 31, 25
12 American Funds AMCAP A 864.21K (1.34%) 96.12K
Increased by +11.12%
Mar 31, 25
13 Capital Group AMCAP Composite 864.21K (1.34%) 96.12K
Increased by +11.12%
Mar 31, 25
14 Fidelity 500 Index 819.34K (1.27%) -2.53K
Decreased by -0.31%
Mar 31, 25
15 SPDR® S&P 500 ETF 812.15K (1.26%) -16.95K
Decreased by -2.09%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 797.79K (1.23%) -1.72K
Decreased by -0.22%
Apr 30, 24
17 Fidelity® 500 Index 795.69K (1.23%) 5.06K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF Trust 790.83K (1.22%) -4.10K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 786.73K (1.22%) -4.67K
Decreased by -0.59%
Apr 30, 25
20 iShares Core S&P 500 ETF 773.47K (1.20%) -798.00
Decreased by -0.10%
Apr 30, 25