Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DJD 8.80%
2 MNA 4.94%
3 PEY 4.86%
4 GBDV 4.48%
5 GBLO 4.30%
6 IVFVC 4.13%
7 FMK 3.62%
8 ICAN 3.25%
9 EDOW 2.93%
10 RHS 2.59%
11 RSPS 2.59%
12 SDEI 2.48%
13 MARB 2.48%
14 SDOG 2.15%
15 STNC 2.15%
16 DIVG 2.15%
17 SPHD 2.14%
18 LSEQ 2.09%
19 CPAI 2.00%
20 SHRT 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 83.37M (11.67%) -2.96M
Decreased by -3.55%
Mar 31, 25
2 BlackRock Inc 60.76M (8.51%) -12.07M
Decreased by -19.87%
Mar 31, 25
3 State Street Corporation 36.19M (5.07%) -17.99M
Decreased by -49.69%
Mar 31, 24
4 State Street Corp 35.57M (4.98%) -7.48M
Decreased by -21.02%
Mar 31, 25
5 Amvescap Plc. 32.57M (4.56%) 2.63M
Increased by +8.08%
Dec 31, 24
6 Geode Capital Management, LLC 18.98M (2.66%) -1.80M
Decreased by -9.48%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 16.24M (2.27%) 1.56M
Increased by +9.61%
Mar 31, 25
8 Charles Schwab Investment Management Inc 14.58M (2.04%) 1.43M
Increased by +9.78%
Mar 31, 25
9 UBS Group AG 13.61M (1.91%) 10.75M
Increased by +78.95%
Dec 31, 24
10 FMR Inc 12.17M (1.70%) 9.56M
Increased by +78.60%
Mar 31, 25
11 Northern Trust Corp 8.90M (1.25%) 1.41M
Increased by +15.83%
Dec 31, 24
12 ProShare Advisors LLC 8.32M (1.16%) 1.38M
Increased by +16.57%
Dec 31, 23
13 Goldman Sachs Group Inc 7.81M (1.09%) -3.87M
Decreased by -49.48%
Mar 31, 25
14 Two Sigma Advisers, LLC 7.74M (1.08%) 5.04M
Increased by +65.07%
Dec 31, 24
15 Candlestick Capital Management LP 7.72M (1.08%) 7.72M
Increased by +100.00%
Mar 31, 25
16 Deutsche Bank AG 7.57M (1.06%) 1.44M
Increased by +19.05%
Mar 31, 25
17 Camber Capital Management LLC 7.00M (0.98%) -800.00K
Decreased by -11.43%
Jun 30, 24
18 Thompson, Siegel & Walmsley LLC 6.63M (0.93%) -322.73K
Decreased by -4.87%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 6.61M (0.93%) -1.37M
Decreased by -20.67%
Mar 31, 25
20 JPMorgan Chase & Co 6.29M (0.88%) 4.32M
Increased by +68.73%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.20M (3.11%) 366.01K
Increased by +1.65%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 21.84M (3.06%) 19.49K
Increased by +0.09%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 20.28M (2.84%) 323.86K
Increased by +1.60%
Apr 30, 25
4 Vanguard Small Cap Index 17.36M (2.43%) 100.14K
Increased by +0.58%
Apr 30, 25
5 Invesco QQQ Trust 16.57M (2.32%) 13.85K
Increased by +0.08%
May 31, 24
6 Invesco S&P 500® Equal Weight ETF 12.57M (1.76%) -41.04K
Decreased by -0.33%
Apr 30, 25
7 American Funds Income Fund of Amer A 12.49M (1.75%) 0.00
Increased by 0.00%
Jun 30, 24
8 Vanguard Small Cap Value Index Inv 11.22M (1.57%) 35.23K
Increased by +0.31%
Apr 30, 25
9 iShares Select Dividend ETF 10.95M (1.53%) 30.59K
Increased by +0.28%
Dec 31, 24
10 SPDR® S&P Dividend ETF 10.58M (1.48%) 0.00
Increased by 0.00%
Dec 31, 23
11 American Funds New Perspective A 10.45M (1.46%) -18.06K
Decreased by -0.17%
Jun 30, 24
12 Capital Group New Perspective Comp 10.45M (1.46%) -18.06K
Decreased by -0.17%
Jun 30, 24
13 Fidelity 500 Index 9.00M (1.26%) 10.71K
Increased by +0.12%
Mar 31, 25
14 SPDR® S&P 500 ETF 8.94M (1.25%) -130.84K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 8.70M (1.22%) -45.58K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 8.66M (1.21%) -51.91K
Decreased by -0.60%
Apr 30, 25
17 iShares Core S&P 500 ETF 8.49M (1.19%) -8.86K
Decreased by -0.10%
Apr 30, 25
18 SPDR® S&P 500 ETF Trust 8.47M (1.19%) -18.27K
Decreased by -0.22%
Apr 30, 24
19 Fidelity® 500 Index 8.35M (1.17%) 53.13K
Increased by +0.64%
Nov 30, 23
20 Vanguard Mid Cap Index Institutional 7.36M (1.03%) 31.37K
Increased by +0.43%
Nov 30, 24