Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHE 5.04%
2 DIP 4.39%
3 FTXH 4.29%
4 UTRN 4.04%
5 XPH 3.97%
6 WBIY 3.87%
7 LBAY 3.41%
8 DUSA 3.26%
9 ADPV 3.13%
10 XUDV 3.06%
11 PJP 2.92%
12 RDIV 2.78%
13 PILL 2.55%
14 STNC 2.28%
15 SDOG 2.24%
16 CALF 2.17%
17 WBIG 2.08%
18 DWLD 2.05%
19 SPDV 2.01%
20 RSPH 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 145.12M (12.53%) 487.58K
Increased by +0.34%
Jun 30, 25
2 BlackRock Inc 97.02M (8.38%) 2.89M
Increased by +2.98%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 78.77M (6.80%) 4.31M
Increased by +5.47%
Jun 30, 25
4 Davis Selected Advisers 66.38M (5.73%) 1.43M
Increased by +2.15%
Jun 30, 25
5 State Street Corporation 62.76M (5.42%) 837.69K
Increased by +1.33%
Mar 31, 24
6 State Street Corp 61.46M (5.31%) -2.29M
Decreased by -3.73%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 31.26M (2.70%) 10.00M
Increased by +32.00%
Jun 30, 25
8 Geode Capital Management, LLC 31.17M (2.69%) 1.11M
Increased by +3.55%
Mar 31, 25
9 Amvescap Plc. 26.77M (2.31%) -2.56M
Decreased by -9.55%
Mar 31, 25
10 Deerfield Management Co 23.99M (2.07%) -4.44K
Decreased by -0.02%
Mar 31, 25
11 Ameriprise Financial Inc 22.07M (1.91%) 717.30K
Increased by +3.25%
Mar 31, 25
12 Rubric Capital Management LP 20.14M (1.74%) 0.00
Increased by 0.00%
Dec 31, 24
13 Camber Capital Management LLC 15.00M (1.30%) 0.00
Increased by 0.00%
Dec 31, 24
14 JPMorgan Chase & Co 14.67M (1.27%) 4.50M
Increased by +30.67%
Sep 30, 24
15 Morgan Stanley - Brokerage Accounts 14.37M (1.24%) -387.09K
Decreased by -2.69%
Mar 31, 25
16 AQR Capital Management LLC 12.75M (1.10%) -481.10K
Decreased by -3.77%
Sep 30, 23
17 Charles Schwab Investment Management Inc 12.73M (1.10%) 577.83K
Increased by +4.54%
Jun 30, 25
18 Northern Trust Corp 12.11M (1.05%) -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 11.54M (1.00%) 91.56K
Increased by +0.79%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 37.62M (3.25%) 29.20K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 37.14M (3.21%) -870.02K
Decreased by -2.34%
Jul 31, 25
3 Pacer US Cash Cows 100 ETF 34.84M (3.01%) 51.49K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 33.94M (2.93%) 213.73K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 29.06M (2.51%) -4.26M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Small Cap Index 28.51M (2.46%) -181.45K
Decreased by -0.64%
Jul 31, 25
7 Davis NY Venture A 20.34M (1.76%) 0.00
Increased by 0.00%
Apr 30, 25
8 Vanguard Small Cap Value Index Inv 18.33M (1.58%) 35.65K
Increased by +0.19%
Jul 31, 25
9 Invesco S&P 500® Equal Weight ETF 15.73M (1.36%) 4.38K
Increased by +0.03%
Jul 31, 25
10 SPDR® S&P 500 ETF 14.89M (1.29%) -218.08K
Decreased by -1.46%
Mar 31, 25
11 Fidelity 500 Index 14.87M (1.28%) -184.36K
Decreased by -1.24%
Jun 30, 25
12 SPDR® S&P 500® ETF Trust 14.50M (1.25%) -75.71K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 14.39M (1.24%) 61.41K
Increased by +0.43%
Jul 31, 25
14 SPDR® S&P 500 ETF Trust 14.15M (1.22%) -30.62K
Decreased by -0.22%
Apr 30, 24
15 iShares Core S&P 500 ETF 14.02M (1.21%) 63.76K
Increased by +0.45%
Jul 31, 25
16 Fidelity® 500 Index 13.98M (1.21%) 88.94K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price Mid-Cap Value 13.14M (1.13%) -16.73K
Decreased by -0.13%
Jun 30, 25
18 T. Rowe Price US Mid-Cap Value Equity 13.14M (1.13%) 1.20M
Increased by +9.16%
Jun 30, 25
19 Vanguard Mid Cap Index Institutional 13.10M (1.13%) 124.23K
Increased by +0.95%
May 31, 25
20 T. Rowe Price Equity Income 12.35M (1.07%) 6.14K
Increased by +0.05%
Jun 30, 25