Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 UTRN 3.96%
4 TPMN 3.76%
5 PUI 3.57%
6 MDLV 3.53%
7 BAMD 3.50%
8 RSPU 3.18%
9 RYU 3.14%
10 NEWZ 3.09%
11 SDP 2.98%
12 GREI 2.85%
13 XLU 2.65%
14 VPU 2.48%
15 FCUS 2.46%
16 FUTY 2.41%
17 FDV 2.31%
18 IDU 2.28%
19 IQRA 2.20%
20 LBAY 2.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.13M (12.30%) -554.48K
Decreased by -1.42%
Mar 31, 25
2 BlackRock Inc 29.44M (9.25%) -744.72K
Decreased by -2.53%
Mar 31, 25
3 Mizuho Securities USA Inc 26.02M (8.18%) 26.00M
Increased by +99.91%
Sep 30, 24
4 State Street Corporation 22.33M (7.02%) 4.52M
Increased by +20.26%
Mar 31, 24
5 State Street Corp 21.03M (6.61%) -388.80K
Decreased by -1.85%
Mar 31, 25
6 Wellington Management Company LLP 10.14M (3.19%) -909.86K
Decreased by -8.97%
Mar 31, 25
7 Geode Capital Management, LLC 8.36M (2.63%) 295.30K
Increased by +3.53%
Mar 31, 25
8 Wells Fargo & Co 7.81M (2.46%) -107.73K
Decreased by -1.38%
Dec 31, 24
9 Bank of America Corp 7.11M (2.23%) 785.07K
Increased by +11.04%
Mar 31, 25
10 Deutsche Bank AG 5.47M (1.72%) -256.63K
Decreased by -4.70%
Mar 31, 25
11 Charles Schwab Investment Management Inc 5.21M (1.64%) 1.35M
Increased by +25.89%
Mar 31, 25
12 JPMorgan Chase & Co 5.10M (1.60%) 726.27K
Increased by +14.23%
Mar 31, 25
13 Ameriprise Financial Inc 4.27M (1.34%) 33.81K
Increased by +0.79%
Mar 31, 25
14 Northern Trust Corp 4.00M (1.26%) 188.06K
Increased by +4.70%
Mar 31, 25
15 Nuveen Asset Management, LLC 3.94M (1.24%) 526.01K
Increased by +13.36%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 3.75M (1.18%) 235.25K
Increased by +6.27%
Mar 31, 25
17 Nuveen, LLC 3.70M (1.16%) 3.70M
Increased by +100.00%
Mar 31, 25
18 Amvescap Plc. 3.07M (0.96%) -1.14M
Decreased by -37.18%
Mar 31, 25
19 Goldman Sachs Group Inc 3.04M (0.96%) 1.72M
Increased by +56.55%
Dec 31, 23
20 Envestnet Asset Management Inc 2.52M (0.79%) 430.27K
Increased by +17.08%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.20M (3.21%) 168.18K
Increased by +1.65%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 10.01M (3.14%) 7.59K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 8.97M (2.82%) 143.56K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 6.91M (2.17%) 66.12K
Increased by +0.96%
Apr 30, 25
5 The Utilities Select Sector SPDR® ETF 4.76M (1.50%) 19.80K
Increased by +0.42%
May 31, 25
6 DWS Top Dividende LD 4.14M (1.30%) 1.00
Increased by +0.00%
Apr 30, 25
7 Fidelity 500 Index 3.99M (1.25%) 4.93K
Increased by +0.12%
Apr 30, 25
8 Utilities Select Sector SPDR® ETF 3.99M (1.25%) -11.74K
Decreased by -0.29%
Mar 31, 24
9 SPDR® S&P 500 ETF 3.94M (1.24%) -57.20K
Decreased by -1.45%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 3.83M (1.20%) -20.20K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 3.81M (1.20%) -29.55K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF 3.79M (1.19%) -16.93K
Decreased by -0.45%
May 31, 25
13 iShares Core S&P 500 ETF 3.68M (1.16%) 0.00
Increased by 0.00%
May 31, 25
14 Fidelity® 500 Index 3.68M (1.16%) 23.39K
Increased by +0.64%
Nov 30, 23
15 Vanguard Equity-Income Inv 3.57M (1.12%) -1.34M
Decreased by -37.53%
Mar 31, 25
16 T. Rowe Price Capital Appreciation 3.00M (0.94%) 3.00M
Increased by +100.00%
Sep 30, 23
17 Vanguard Value Index Inv 2.79M (0.88%) 1.67K
Increased by +0.06%
Apr 30, 25
18 Columbia Dividend Value 2.44M (0.77%) -17.59K
Decreased by -0.72%
Mar 31, 25
19 Columbia Dividend Income Inst 2.43M (0.76%) -6.19K
Decreased by -0.25%
Apr 30, 25
20 SPDR® S&P Dividend ETF 2.39M (0.75%) -816.00
Decreased by -0.03%
May 31, 25