Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 4.85%
2 FTXG 4.11%
3 UTRN 3.96%
4 WBIF 3.94%
5 WBIG 3.53%
6 STNC 3.52%
7 ERNZ 3.30%
8 CWS 3.27%
9 BAMD 3.21%
10 BCUS 3.17%
11 ABEQ 3.12%
12 BRNY 3.03%
13 RSPS 2.66%
14 RHS 2.66%
15 DIVZ 2.59%
16 KAT 2.55%
17 CBLS 2.49%
18 EQRR 2.20%
19 FTCS 2.15%
20 POWA 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.84M (12.97%) 210.13K
Increased by +1.12%
Jun 30, 25
2 BlackRock Inc 12.25M (8.44%) -7.85K
Decreased by -0.06%
Jun 30, 25
3 Capital Research & Mgmt Co - Division 3 10.66M (7.34%) -944.91K
Decreased by -8.86%
Jun 30, 25
4 State Street Corp 7.12M (4.90%) 14.91K
Increased by +0.21%
Jun 30, 25
5 State Street Corporation 6.93M (4.77%) -251.84K
Decreased by -3.64%
Mar 31, 24
6 Charles Schwab Investment Management Inc 5.12M (3.52%) 125.10K
Increased by +2.44%
Jun 30, 25
7 Geode Capital Management, LLC 4.57M (3.14%) 126.52K
Increased by +2.77%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 3.50M (2.41%) 292.32K
Increased by +8.36%
Jun 30, 25
9 JPMorgan Chase & Co 3.28M (2.26%) 150.24K
Increased by +4.59%
Jun 30, 25
10 Royal Bank of Canada 3.08M (2.12%) 330.84K
Increased by +10.73%
Jun 30, 25
11 Nordea Investment Mgmt Bank Demark A/s 2.29M (1.58%) -61.46K
Decreased by -2.68%
Mar 31, 24
12 Hershey Trust Co 2.07M (1.42%) 0.00
Increased by 0.00%
Jun 30, 25
13 T. Rowe Price Associates, Inc. 1.97M (1.36%) 561.92K
Increased by +28.53%
Sep 30, 23
14 Renaissance Technologies Corp 1.92M (1.32%) -584.37K
Decreased by -30.44%
Dec 31, 23
15 Northern Trust Corp 1.58M (1.09%) -6.38K
Decreased by -0.40%
Jun 30, 25
16 UBS Group AG 1.57M (1.08%) 236.93K
Increased by +15.05%
Jun 30, 25
17 HHG PLC 1.54M (1.06%) 51.27K
Increased by +3.33%
Jun 30, 24
18 Capital Research Global Investors 1.50M (1.04%) 1.50M
Increased by +99.88%
Jun 30, 25
19 Qube Research & Technologies 1.50M (1.03%) 384.32K
Increased by +25.61%
Dec 31, 23
20 Bank of America Corp 1.42M (0.98%) -33.54K
Decreased by -2.36%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.68M (3.22%) 3.34K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.65M (3.20%) -107.50K
Decreased by -2.31%
Jul 31, 25
3 Schwab US Dividend Equity ETF™ 4.20M (2.89%) 880.00
Increased by +0.02%
Aug 30, 25
4 Vanguard Institutional 500 Index Trust 4.20M (2.89%) 29.39K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 3.66M (2.52%) -536.44K
Decreased by -14.65%
Jul 31, 25
6 American Funds American Mutual A 3.33M (2.30%) -444.90K
Decreased by -13.34%
Jun 30, 25
7 Capital Group American Mutual Comp 3.33M (2.30%) -444.90K
Decreased by -13.34%
Jun 30, 25
8 Vanguard Mid Cap Index Institutional 3.30M (2.27%) 35.58K
Increased by +1.08%
Jul 31, 25
9 American Funds American Balanced A 2.53M (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
10 American Funds Growth Fund of Amer A 2.14M (1.47%) 2.14M
Increased by +100.00%
Jun 30, 25
11 Capital Group Growth Fnd of Amer Comp 2.14M (1.47%) 2.14M
Increased by +100.00%
Jun 30, 25
12 American Funds Washington Mutual A 2.05M (1.41%) -2.02M
Decreased by -98.80%
Jun 30, 25
13 Capital Group Wash Mutual Invtrs Comp 2.05M (1.41%) -2.02M
Decreased by -98.80%
Jun 30, 25
14 Fidelity 500 Index 1.88M (1.29%) 805.00
Increased by +0.04%
Jul 31, 25
15 SPDR® S&P 500 ETF 1.84M (1.27%) -26.97K
Decreased by -1.47%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 1.79M (1.23%) -9.40K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.79M (1.23%) 22.01K
Increased by +1.23%
Aug 31, 25
18 iShares Core S&P 500 ETF 1.78M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 1.77M (1.22%) -3.83K
Decreased by -0.22%
Apr 30, 24
20 Fidelity® 500 Index 1.75M (1.20%) 11.11K
Increased by +0.64%
Nov 30, 23