Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 UTRN 3.96%
4 MDLV 3.51%
5 PUI 3.51%
6 TPMN 3.40%
7 BAMD 3.18%
8 RYU 3.14%
9 RSPU 3.08%
10 NEWZ 3.05%
11 SDP 2.98%
12 GREI 2.85%
13 ERNZ 2.79%
14 XLU 2.59%
15 FCUS 2.46%
16 VPU 2.38%
17 FUTY 2.34%
18 FDV 2.28%
19 IDU 2.25%
20 IQRA 2.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 39.13M (12.19%) -554.48K
Decreased by -1.42%
Mar 31, 25
2 BlackRock Inc 29.44M (9.17%) -744.72K
Decreased by -2.53%
Mar 31, 25
3 Mizuho Securities USA Inc 26.02M (8.11%) 26.00M
Increased by +99.91%
Sep 30, 24
4 State Street Corporation 22.33M (6.96%) 4.52M
Increased by +20.26%
Mar 31, 24
5 State Street Corp 21.03M (6.55%) -388.80K
Decreased by -1.85%
Mar 31, 25
6 Wellington Management Company LLP 10.14M (3.16%) -909.86K
Decreased by -8.97%
Mar 31, 25
7 Geode Capital Management, LLC 8.36M (2.60%) 295.30K
Increased by +3.53%
Mar 31, 25
8 Wells Fargo & Co 7.77M (2.42%) -45.72K
Decreased by -0.59%
Mar 31, 25
9 Bank of America Corp 7.11M (2.22%) 785.07K
Increased by +11.04%
Mar 31, 25
10 Deutsche Bank AG 5.47M (1.70%) -256.63K
Decreased by -4.70%
Mar 31, 25
11 Charles Schwab Investment Management Inc 5.21M (1.62%) 1.35M
Increased by +25.89%
Mar 31, 25
12 JPMorgan Chase & Co 5.10M (1.59%) 726.27K
Increased by +14.23%
Mar 31, 25
13 Ameriprise Financial Inc 4.27M (1.33%) 33.81K
Increased by +0.79%
Mar 31, 25
14 Northern Trust Corp 4.00M (1.25%) 188.06K
Increased by +4.70%
Mar 31, 25
15 Nuveen Asset Management, LLC 3.94M (1.23%) 526.01K
Increased by +13.36%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 3.75M (1.17%) 235.25K
Increased by +6.27%
Mar 31, 25
17 Nuveen, LLC 3.70M (1.15%) 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 (0.95%) 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 10.28M (3.20%) 67.22K
Increased by +0.65%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 10.01M (3.12%) 7.59K
Increased by +0.08%
Sep 30, 24
3 Vanguard 500 Index Investor 9.06M (2.82%) 23.06K
Increased by +0.25%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 9.04M (2.82%) 61.65K
Increased by +0.68%
May 31, 25
5 Vanguard Mid Cap Index Institutional 7.04M (2.19%) 67.16K
Increased by +0.95%
Jun 30, 25
6 The Utilities Select Sector SPDR® ETF 5.07M (1.58%) -33.18K
Decreased by -0.65%
Jul 31, 25
7 DWS Top Dividende LD 4.14M (1.29%) 2.00
Increased by +0.00%
Jun 30, 25
8 Fidelity 500 Index 4.04M (1.26%) 35.25K
Increased by +0.87%
Jun 30, 25
9 Utilities Select Sector SPDR® ETF 3.99M (1.24%) -11.74K
Decreased by -0.29%
Mar 31, 24
10 SPDR® S&P 500 ETF 3.94M (1.23%) -57.20K
Decreased by -1.45%
Mar 31, 25
11 SPDR® S&P 500® ETF 3.91M (1.22%) 16.64K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 3.83M (1.19%) -20.20K
Decreased by -0.53%
Mar 31, 25
13 iShares Core S&P 500 ETF 3.81M (1.19%) 17.30K
Increased by +0.45%
Jul 31, 25
14 SPDR® S&P 500 ETF Trust 3.81M (1.19%) -29.55K
Decreased by -0.78%
Mar 31, 24
15 Vanguard Equity-Income Inv 3.77M (1.18%) 199.33K
Increased by +5.28%
Jun 30, 25
16 Fidelity® 500 Index 3.68M (1.15%) 23.39K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price Capital Appreciation 3.00M (0.94%) 3.00M
Increased by +100.00%
Sep 30, 23
18 Vanguard Value Index Inv 2.83M (0.88%) 39.68K
Increased by +1.40%
Jun 30, 25
19 SPDR® S&P Dividend ETF 2.75M (0.86%) 371.30K
Increased by +13.52%
Jul 31, 25
20 Columbia Dividend Income Inst 2.42M (0.76%) 0.00
Increased by 0.00%
Jun 30, 25