Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 UTRN 3.96%
4 PUI 3.90%
5 MDLV 3.72%
6 BAMD 3.42%
7 TPMN 3.40%
8 RSPU 3.20%
9 RYU 3.14%
10 NEWZ 3.05%
11 SDP 2.98%
12 GREI 2.85%
13 ERNZ 2.71%
14 XLU 2.66%
15 IQRA 2.65%
16 FCUS 2.46%
17 BDIV 2.45%
18 VPU 2.44%
19 ECLN 2.41%
20 FUTY 2.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.95M (12.31%) 816.24K
Increased by +2.04%
Jun 30, 25
2 BlackRock Inc 29.83M (9.20%) 396.84K
Increased by +1.33%
Jun 30, 25
3 Mizuho Securities USA Inc 26.02M (8.02%) 26.00M
Increased by +99.91%
Sep 30, 24
4 State Street Corporation 22.33M (6.88%) 4.52M
Increased by +20.26%
Mar 31, 24
5 State Street Corp 20.48M (6.32%) -542.76K
Decreased by -2.65%
Jun 30, 25
6 Wellington Management Company LLP 10.57M (3.26%) 434.17K
Increased by +4.11%
Jun 30, 25
7 Geode Capital Management, LLC 8.59M (2.65%) 235.65K
Increased by +2.74%
Jun 30, 25
8 Wells Fargo & Co 8.06M (2.49%) 293.89K
Increased by +3.64%
Jun 30, 25
9 Bank of America Corp 7.25M (2.24%) 140.25K
Increased by +1.93%
Jun 30, 25
10 Deutsche Bank AG 5.58M (1.72%) 116.85K
Increased by +2.09%
Jun 30, 25
11 JPMorgan Chase & Co 5.30M (1.63%) 193.78K
Increased by +3.66%
Jun 30, 25
12 Charles Schwab Investment Management Inc 5.22M (1.61%) 8.17K
Increased by +0.16%
Jun 30, 25
13 Ameriprise Financial Inc 4.44M (1.37%) 169.27K
Increased by +3.81%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 4.26M (1.31%) 506.14K
Increased by +11.89%
Jun 30, 25
15 Nuveen Asset Management, LLC 3.94M (1.21%) 526.01K
Increased by +13.36%
Dec 31, 24
16 Northern Trust Corp 3.73M (1.15%) -276.71K
Decreased by -7.43%
Jun 30, 25
17 Nuveen, LLC 3.67M (1.13%) -26.68K
Decreased by -0.73%
Jun 30, 25
18 Amvescap Plc. 3.19M (0.98%) 123.69K
Increased by +3.87%
Jun 30, 25
19 Goldman Sachs Group Inc 3.04M (0.94%) 1.72M
Increased by +56.55%
Dec 31, 23
20 Envestnet Asset Management Inc 2.71M (0.84%) 189.89K
Increased by +7.01%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.03M (3.09%) -240.84K
Decreased by -2.40%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 10.01M (3.09%) 7.59K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 9.04M (2.79%) 61.65K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 7.90M (2.44%) -1.16M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 7.12M (2.19%) 76.94K
Increased by +1.08%
Jul 31, 25
6 The Utilities Select Sector SPDR® ETF 5.17M (1.59%) -4.17K
Decreased by -0.08%
Aug 31, 25
7 DWS Top Dividende LD 4.14M (1.28%) -1.00
Decreased by -0.00%
Jul 31, 25
8 Fidelity 500 Index 4.05M (1.25%) 1.72K
Increased by +0.04%
Jul 31, 25
9 Utilities Select Sector SPDR® ETF 3.99M (1.23%) -11.74K
Decreased by -0.29%
Mar 31, 24
10 SPDR® S&P 500 ETF 3.94M (1.21%) -57.20K
Decreased by -1.45%
Mar 31, 25
11 SPDR® S&P 500® ETF 3.86M (1.19%) 47.31K
Increased by +1.22%
Aug 31, 25
12 iShares Core S&P 500 ETF 3.84M (1.18%) 0.00
Increased by 0.00%
Aug 31, 25
13 SPDR® S&P 500® ETF Trust 3.83M (1.18%) -20.20K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 3.81M (1.17%) -29.55K
Decreased by -0.78%
Mar 31, 24
15 Vanguard Equity-Income Inv 3.77M (1.16%) 199.33K
Increased by +5.28%
Jun 30, 25
16 Fidelity® 500 Index 3.68M (1.13%) 23.39K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price Capital Appreciation 3.00M (0.93%) 3.00M
Increased by +100.00%
Sep 30, 23
18 Vanguard Value Index Inv 2.83M (0.87%) -3.98K
Decreased by -0.14%
Jul 31, 25
19 SPDR® S&P Dividend ETF 2.73M (0.84%) 0.00
Increased by 0.00%
Aug 31, 25
20 Columbia Dividend Value 2.42M (0.75%) -13.32K
Decreased by -0.55%
Jun 30, 25