Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 4.56%
2 DIP 4.39%
3 UTRN 4.04%
4 LBAY 3.89%
5 FTXH 3.88%
6 WBIY 3.87%
7 XPH 3.72%
8 ADPV 3.13%
9 XUDV 3.06%
10 DUSA 2.80%
11 PJP 2.77%
12 PILL 2.63%
13 RDIV 2.54%
14 STNC 2.26%
15 WBIG 2.08%
16 SDOG 1.99%
17 CALF 1.97%
18 WBIF 1.88%
19 DWLD 1.85%
20 FXH 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 144.63M (12.41%) 2.50M
Increased by +1.73%
Mar 31, 25
2 BlackRock Inc 97.02M (8.32%) 2.89M
Increased by +2.98%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 74.46M (6.39%) 15.78M
Increased by +21.19%
Mar 31, 25
4 Davis Selected Advisers 64.95M (5.57%) 2.37M
Increased by +3.66%
Mar 31, 25
5 State Street Corporation 62.76M (5.38%) 837.69K
Increased by +1.33%
Mar 31, 24
6 State Street Corp 61.46M (5.27%) -2.29M
Decreased by -3.73%
Mar 31, 25
7 Geode Capital Management, LLC 31.17M (2.67%) 1.11M
Increased by +3.55%
Mar 31, 25
8 Amvescap Plc. 26.77M (2.30%) -2.56M
Decreased by -9.55%
Mar 31, 25
9 Deerfield Management Co 23.99M (2.06%) -4.44K
Decreased by -0.02%
Mar 31, 25
10 Ameriprise Financial Inc 22.07M (1.89%) 717.30K
Increased by +3.25%
Mar 31, 25
11 Dimensional Fund Advisors, Inc. 21.26M (1.82%) 5.84M
Increased by +27.48%
Mar 31, 25
12 Rubric Capital Management LP 20.14M (1.73%) 0.00
Increased by 0.00%
Dec 31, 24
13 Camber Capital Management LLC 15.00M (1.29%) 0.00
Increased by 0.00%
Dec 31, 24
14 JPMorgan Chase & Co 14.67M (1.26%) 4.50M
Increased by +30.67%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 14.37M (1.23%) -387.09K
Decreased by -2.69%
Mar 31, 25
16 AQR Capital Management LLC 12.75M (1.09%) -481.10K
Decreased by -3.77%
Sep 30, 23
17 Charles Schwab Investment Management Inc 12.15M (1.04%) 258.58K
Increased by +2.13%
Mar 31, 25
18 Northern Trust Corp 12.11M (1.04%) -170.89K
Decreased by -1.41%
Mar 31, 25
19 AustralianSuper Pty Ltd 11.62M (1.00%) 0.00
Increased by 0.00%
Mar 31, 25
20 NORGES BANK 11.45M (0.98%) -1.19M
Decreased by -10.42%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 38.27M (3.28%) 562.00K
Increased by +1.47%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 37.62M (3.23%) 29.20K
Increased by +0.08%
Sep 30, 24
3 Pacer US Cash Cows 100 ETF 34.84M (2.99%) 51.49K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 33.73M (2.89%) 537.95K
Increased by +1.59%
Apr 30, 25
5 Davis NY Venture A 20.34M (1.75%) 0.00
Increased by 0.00%
Jan 31, 25
6 Fidelity 500 Index 14.99M (1.29%) 18.49K
Increased by +0.12%
Apr 30, 25
7 Vanguard Small Cap Index 14.98M (1.29%) 81.75K
Increased by +0.55%
Apr 30, 25
8 Invesco S&P 500® Equal Weight ETF 14.93M (1.28%) 50.18K
Increased by +0.34%
May 30, 25
9 SPDR® S&P 500 ETF 14.89M (1.28%) -218.08K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 14.50M (1.24%) -75.71K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 14.33M (1.23%) -63.70K
Decreased by -0.44%
May 31, 25
12 SPDR® S&P 500 ETF Trust 14.15M (1.21%) -30.62K
Decreased by -0.22%
Apr 30, 24
13 Fidelity® 500 Index 13.98M (1.20%) 88.94K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 13.83M (1.19%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Mid Cap Index Institutional 12.98M (1.11%) 122.78K
Increased by +0.95%
Apr 30, 25
16 T. Rowe Price Equity Income 12.36M (1.06%) 165.63K
Increased by +1.34%
Mar 31, 25
17 T. Rowe Price US Lg-Cp Equity Inc Comp 12.36M (1.06%) 1.40M
Increased by +11.31%
Mar 31, 25
18 T. Rowe Price Mid-Cap Value 11.94M (1.02%) 3.68M
Increased by +30.86%
Mar 31, 25
19 T. Rowe Price US Mid-Cap Value Equity 11.94M (1.02%) 3.68M
Increased by +30.81%
Mar 31, 25
20 Vanguard Value Index Inv 10.30M (0.88%) 44.37K
Increased by +0.43%
Feb 28, 25