Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 UTRN 3.96%
3 MAKX 3.93%
4 DFND 2.40%
5 HVAC 2.15%
6 FTIF 2.15%
7 DEF 2.11%
8 FTCS 2.00%
9 EPMB 1.86%
10 POWA 1.75%
11 KNG 1.69%
12 HWAY 1.69%
13 NOBL 1.68%
14 BEDY 1.61%
15 TMDV 1.60%
16 KLDW 1.52%
17 NSCR 1.52%
18 CZA 1.45%
19 MADE 1.37%
20 RGI 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.57M (12.25%) 231.15K
Increased by +1.39%
Jun 30, 25
2 BlackRock Inc 10.30M (7.61%) 430.44K
Increased by +4.18%
Jun 30, 25
3 JPMorgan Chase & Co 9.39M (6.94%) -25.96K
Decreased by -0.28%
Jun 30, 25
4 State Street Corp 6.45M (4.77%) 171.93K
Increased by +2.67%
Jun 30, 25
5 State Street Corporation 6.35M (4.69%) -245.09K
Decreased by -3.86%
Mar 31, 24
6 Geode Capital Management, LLC 3.45M (2.55%) 33.54K
Increased by +0.97%
Jun 30, 25
7 FMR Inc 3.43M (2.53%) -707.91K
Decreased by -20.65%
Jun 30, 25
8 Bank of America Corp 2.90M (2.15%) -90.80K
Decreased by -3.13%
Jun 30, 25
9 Nuveen Asset Management, LLC 2.74M (2.02%) -124.61K
Decreased by -4.55%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 2.63M (1.95%) 165.22K
Increased by +6.27%
Jun 30, 25
11 Nuveen, LLC 2.44M (1.80%) -553.72K
Decreased by -22.69%
Jun 30, 25
12 Adage Capital Partners Gp LLC 2.38M (1.76%) 227.65K
Increased by +9.58%
Jun 30, 25
13 Wells Fargo & Co 2.06M (1.52%) -8.01K
Decreased by -0.39%
Jun 30, 25
14 ING Investment Management LLC 1.96M (1.45%) 726.77K
Increased by +37.16%
Mar 31, 25
15 Wellington Management Company LLP 1.84M (1.36%) -16.04K
Decreased by -0.87%
Jun 30, 25
16 Citadel Advisors Llc 1.80M (1.33%) 581.72K
Increased by +32.39%
Dec 31, 24
17 First Trust Advisors L.P. 1.72M (1.27%) 1.51M
Increased by +87.77%
Jun 30, 25
18 Northern Trust Corp 1.71M (1.26%) -18.84K
Decreased by -1.10%
Jun 30, 25
19 Fisher Asset Management, LLC 1.57M (1.16%) -12.86K
Decreased by -0.82%
Jun 30, 25
20 Amvescap Plc. 1.55M (1.15%) 276.76K
Increased by +17.86%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 JPM US Equity Income-MA 5.05M (3.73%) 5.04M
Increased by +99.90%
Sep 30, 23
2 Vanguard US Total Market Shares ETF 4.35M (3.21%) 2.94K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.31M (3.18%) -96.06K
Decreased by -2.23%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 3.90M (2.89%) 27.21K
Increased by +0.70%
May 31, 25
5 JPM US Equity Income-Composite 3.51M (2.60%) -122.44K
Decreased by -3.48%
Jun 30, 25
6 JPMorgan Equity Income I 3.51M (2.60%) 0.00
Increased by 0.00%
Jul 31, 25
7 Vanguard 500 Index Investor 3.39M (2.51%) -497.37K
Decreased by -14.65%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 3.06M (2.26%) 33.03K
Increased by +1.08%
Jul 31, 25
9 Franklin Rising Dividends Fund A 1.76M (1.30%) 0.00
Increased by 0.00%
Nov 30, 24
10 Fidelity 500 Index 1.74M (1.28%) 745.00
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 1.71M (1.26%) -25.11K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 1.66M (1.23%) -8.75K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.66M (1.23%) 20.49K
Increased by +1.24%
Aug 31, 25
14 iShares Core S&P 500 ETF 1.65M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 1.65M (1.22%) -3.57K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 1.63M (1.20%) 10.37K
Increased by +0.64%
Nov 30, 23
17 Vanguard Windsor Investor Shares 1.27M (0.94%) -9.46K
Decreased by -0.74%
Jun 30, 25
18 Vanguard Value Index Inv 1.22M (0.90%) -1.64K
Decreased by -0.14%
Jul 31, 25
19 Franklin Rising Dividends A 1.09M (0.81%) -670.00K
Decreased by -61.47%
Dec 31, 24
20 JPMorgan Equity Premium Income ETF 1.01M (0.75%) -46.72K
Decreased by -4.62%
Apr 30, 24