Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ZIG 4.29%
2 EATZ 4.16%
3 UTRN 4.06%
4 STNC 3.19%
5 DVOL 2.96%
6 MGRO 2.91%
7 BCUS 2.63%
8 SEIQ 2.31%
9 RSPD 2.29%
10 RCD 2.27%
11 CGMM 2.21%
12 SAGP 2.06%
13 EMOT 2.05%
14 TCAF 1.97%
15 POWA 1.93%
16 WBIF 1.53%
17 DVND 1.48%
18 MOTE 1.47%
19 MPAY 1.44%
20 JEPI 1.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.56M (12.48%) 448.39K
Increased by +1.30%
Jun 30, 25
2 BlackRock Inc 27.32M (9.87%) 1.05M
Increased by +3.84%
Jun 30, 25
3 JPMorgan Chase & Co 18.82M (6.80%) -1.33M
Decreased by -7.08%
Jun 30, 25
4 Capital Research & Mgmt Co - Division 3 15.69M (5.67%) 181.77K
Increased by +1.16%
Jun 30, 25
5 State Street Corp 13.13M (4.74%) 297.64K
Increased by +2.27%
Jun 30, 25
6 State Street Corporation 12.81M (4.63%) 1.01M
Increased by +7.90%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 10.78M (3.89%) 1.51M
Increased by +13.96%
Jun 30, 25
8 Geode Capital Management, LLC 8.22M (2.97%) 218.05K
Increased by +2.65%
Jun 30, 25
9 Bank of America Corp 4.49M (1.62%) 76.19K
Increased by +1.70%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 4.28M (1.54%) 435.17K
Increased by +10.17%
Jun 30, 25
11 NORGES BANK 4.07M (1.47%) 945.51K
Increased by +23.25%
Jun 30, 25
12 Loomis, Sayles & Company LP 3.84M (1.39%) 40.76K
Increased by +1.06%
Jun 30, 25
13 Goldman Sachs Group Inc 3.52M (1.27%) 2.15M
Increased by +61.01%
Dec 31, 23
14 Capital World Investors 3.41M (1.23%) -2.18M
Decreased by -63.81%
Jun 30, 25
15 Northern Trust Corp 3.17M (1.15%) -154.04K
Decreased by -4.86%
Jun 30, 25
16 FMR Inc 2.98M (1.07%) 57.22K
Increased by +1.92%
Jun 30, 25
17 Amvescap Plc. 2.79M (1.01%) 713.17K
Increased by +25.56%
Jun 30, 25
18 Sustainable Growth Advisers, LP 2.63M (0.95%) -903.48K
Decreased by -34.34%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 2.54M (0.92%) 438.70K
Increased by +17.29%
Jun 30, 25
20 Citadel Advisors Llc 2.48M (0.90%) 1.91M
Increased by +76.76%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 9.08M (3.28%) -2.09M
Decreased by -23.00%
Jun 30, 25
2 Capital Group Wash Mutual Invtrs Comp 9.08M (3.28%) -2.09M
Decreased by -23.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 8.88M (3.21%) -54.76K
Decreased by -0.62%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 8.73M (3.15%) -203.64K
Decreased by -2.33%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 7.94M (2.87%) 56.68K
Increased by +0.71%
May 31, 25
6 Vanguard 500 Index Investor 6.88M (2.48%) -1.01M
Decreased by -14.65%
Jul 31, 25
7 Vanguard Mid Cap Index Institutional 6.20M (2.24%) 66.80K
Increased by +1.08%
Jul 31, 25
8 T. Rowe Price Capital Appreciation 5.10M (1.84%) 2.34M
Increased by +45.87%
Jul 31, 25
9 JPMorgan Equity Premium Income ETF 3.69M (1.33%) -2.16K
Decreased by -0.06%
Aug 29, 25
10 Fidelity 500 Index 3.52M (1.27%) 1.51K
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 3.47M (1.25%) -50.84K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 3.39M (1.22%) -26.39K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 3.38M (1.22%) -17.71K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.35M (1.21%) 41.24K
Increased by +1.23%
Aug 31, 25
15 iShares Core S&P 500 ETF 3.35M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
16 Fidelity® 500 Index 3.27M (1.18%) 20.78K
Increased by +0.64%
Nov 30, 23
17 Vanguard Growth Index Investor 3.17M (1.15%) 10.73K
Increased by +0.34%
Jul 31, 25
18 T. Rowe Price US Mid-Cap Growth Equity 3.00M (1.08%) 103.50K
Increased by +3.45%
Jun 30, 25
19 T. Rowe Price Mid-Cap Growth 2.99M (1.08%) -5.50K
Decreased by -0.18%
Jul 31, 25
20 American Funds Capital Income Bldr A 2.52M (0.91%) 374.06K
Increased by +14.82%
Jun 30, 25