Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXR 5.45%
2 VNSE 4.90%
3 GRBIC 4.17%
4 HWAY 4.16%
5 UTRN 3.90%
6 PAVE 3.22%
7 PPI 3.08%
8 JHAC 2.72%
9 INNO 2.71%
10 NUMV 2.67%
11 PRN 2.64%
12 BAFE 2.60%
13 AMID 2.55%
14 UPGD 2.45%
15 RYJ 2.45%
16 LCLG 2.40%
17 NSCR 1.98%
18 VETS 1.92%
19 AVMV 1.89%
20 VTRN 1.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.42M (11.60%) 29.50K
Increased by +0.40%
Mar 31, 25
2 BlackRock Inc 5.13M (8.02%) 9.36K
Increased by +0.18%
Mar 31, 25
3 Capital Research Global Investors 3.17M (4.96%) 295.67K
Increased by +9.32%
Mar 31, 25
4 State Street Corp 3.10M (4.84%) -11.87K
Decreased by -0.38%
Mar 31, 25
5 State Street Corporation 3.08M (4.81%) -101.21K
Decreased by -3.29%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 2.49M (3.90%) 1.44M
Increased by +57.82%
Mar 31, 25
7 Capital World Investors 2.30M (3.59%) 78.58K
Increased by +3.42%
Mar 31, 25
8 Bank of America Corp 1.68M (2.63%) 40.31K
Increased by +2.39%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 1.68M (2.63%) 189.94K
Increased by +11.29%
Mar 31, 25
10 Geode Capital Management, LLC 1.64M (2.56%) 52.61K
Increased by +3.21%
Mar 31, 25
11 International Assets Investment Management, LLC 1.61M (2.51%) 1.60M
Increased by +99.88%
Sep 30, 24
12 Putnam Investments LLC 1.38M (2.16%) -10.61K
Decreased by -0.77%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 1.38M (2.16%) -10.61K
Decreased by -0.77%
Dec 31, 23
14 Franklin Resources Inc 1.16M (1.81%) 66.89K
Increased by +5.77%
Mar 31, 25
15 JPMorgan Chase & Co 1.09M (1.71%) 541.58K
Increased by +49.51%
Mar 31, 25
16 AllianceBernstein L.P. 993.24K (1.55%) -257.08K
Decreased by -25.88%
Mar 31, 25
17 NORGES BANK 987.62K (1.54%) -377.19K
Decreased by -38.19%
Dec 31, 24
18 Amvescap Plc. 922.45K (1.44%) 63.66K
Increased by +6.90%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 906.47K (1.42%) -7.54K
Decreased by -0.83%
Mar 31, 25
20 GAMMA Investing LLC 887.41K (1.39%) 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 2.10M (3.28%) 2.89K
Increased by +0.14%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.09M (3.27%) -11.93K
Decreased by -0.57%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.86M (2.90%) 12.91K
Increased by +0.70%
May 31, 25
4 American Funds Growth Fund of Amer A 1.70M (2.65%) 195.61K
Increased by +11.52%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 1.70M (2.65%) 195.61K
Increased by +11.52%
Jun 30, 25
6 American Funds Fundamental Invs A 1.63M (2.55%) 38.06K
Increased by +2.33%
Jun 30, 25
7 Capital Group Fundamental Invtrs Comp 1.63M (2.55%) 38.06K
Increased by +2.33%
Jun 30, 25
8 American Funds Invmt Co of Amer A 1.49M (2.32%) 192.84K
Increased by +12.98%
Jun 30, 25
9 Capital Group Investment Co of Amer Comp 1.49M (2.32%) 192.84K
Increased by +12.98%
Jun 30, 25
10 Vanguard Mid Cap Index Institutional 1.43M (2.24%) 13.49K
Increased by +0.94%
May 31, 25
11 American Funds American Balanced A 1.04M (1.62%) 38.47K
Increased by +3.70%
Jun 30, 25
12 American Funds AMCAP A 912.54K (1.43%) 48.33K
Increased by +5.30%
Jun 30, 25
13 Capital Group AMCAP Composite 912.54K (1.43%) 48.33K
Increased by +5.30%
Jun 30, 25
14 Fidelity 500 Index 823.84K (1.29%) 3.48K
Increased by +0.42%
May 31, 25
15 SPDR® S&P 500 ETF 812.15K (1.27%) -16.95K
Decreased by -2.09%
Mar 31, 25
16 SPDR® S&P 500 ETF Trust 797.79K (1.25%) -1.72K
Decreased by -0.22%
Apr 30, 24
17 Fidelity® 500 Index 795.69K (1.24%) 5.06K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF Trust 790.83K (1.24%) -4.10K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 784.25K (1.23%) -5.14K
Decreased by -0.65%
Jun 30, 25
20 iShares Core S&P 500 ETF 770.35K (1.20%) 1.22K
Increased by +0.16%
Jun 30, 25