Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 UTRN 3.96%
4 TPMN 3.78%
5 PUI 3.62%
6 RYU 3.14%
7 RSPU 3.10%
8 SDP 2.98%
9 GREI 2.85%
10 XLU 2.71%
11 VPU 2.59%
12 FCUS 2.46%
13 FUTY 2.44%
14 FDV 2.37%
15 IQRA 2.32%
16 IDU 2.31%
17 LBAY 2.25%
18 SPDV 2.20%
19 RYJ 2.12%
20 UPGD 2.12%

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 Amvescap Plc. 4.21M (1.32%) 309.70K
Increased by +7.35%
Dec 31, 24
15 Nuveen Asset Management, LLC 3.94M (1.24%) 526.01K
Increased by +13.36%
Dec 31, 24
16 Northern Trust Corp 3.82M (1.20%) 141.39K
Increased by +3.71%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 3.75M (1.18%) 235.25K
Increased by +6.27%
Mar 31, 25
18 Goldman Sachs Group Inc 3.04M (0.96%) 1.72M
Increased by +56.55%
Dec 31, 23
19 American Century Companies Inc 2.47M (0.78%) -99.40K
Decreased by -4.03%
Sep 30, 24
20 Legal & General Group PLC 2.45M (0.77%) 60.91K
Increased by +2.49%
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 4.72M (1.48%) -2.07K
Decreased by -0.04%
Apr 30, 25
6 DWS Top Dividende LD 4.14M (1.30%) 6.00
Increased by +0.00%
Mar 31, 25
7 Fidelity 500 Index 3.99M (1.25%) 23.50K
Increased by +0.59%
Mar 31, 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 3.81M (1.20%) -23.00K
Decreased by -0.60%
Apr 30, 25
12 SPDR® S&P 500 ETF Trust 3.81M (1.20%) -29.55K
Decreased by -0.78%
Mar 31, 24
13 iShares Core S&P 500 ETF 3.76M (1.18%) -3.93K
Decreased by -0.10%
Apr 30, 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 2.40M (0.76%) -845.80K
Decreased by -35.18%
Apr 30, 25