Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SBM 8.28%
2 SMN 8.28%
3 GCIG 7.64%
4 FCTE 4.93%
5 IBAT 4.85%
6 IYM 4.76%
7 XLB 4.69%
8 HJEN 4.63%
9 LDRX 4.31%
10 FMAT 4.29%
11 HDRO 4.10%
12 VAW 4.10%
13 RTM 4.08%
14 RSPM 4.08%
15 UTRN 4.01%
16 BEEZ 3.96%
17 PWER 3.91%
18 UYM 3.62%
19 CCOR 3.57%
20 MGNR 3.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.30M (10.03%) 303.94K
Increased by +1.36%
Dec 31, 25
2 BlackRock Inc 18.10M (8.14%) 590.37K
Increased by +3.26%
Dec 31, 25
3 State Farm Mutual Automobile Ins Co 11.84M (5.33%) 0.00
Increased by 0.00%
Mar 31, 26
4 Capital Research Global Investors 10.41M (4.68%) -1.49M
Decreased by -14.35%
Mar 31, 26
5 Capital Research & Mgmt Co - Division 3 9.94M (4.47%) -2.86M
Decreased by -28.75%
Mar 31, 26
6 State Street Corp 9.91M (4.46%) 352.01K
Increased by +3.55%
Dec 31, 25
7 State Street Corporation 9.62M (4.32%) -25.20K
Decreased by -0.26%
Mar 31, 24
8 Dodge & Cox 9.23M (4.15%) -5.04K
Decreased by -0.05%
Mar 31, 26
9 JPMorgan Chase & Co 6.05M (2.72%) -187.85K
Decreased by -3.11%
Mar 31, 26
10 Geode Capital Management, LLC 4.95M (2.23%) -167.22K
Decreased by -3.38%
Dec 31, 25
11 Viking Global Investors LP 4.78M (2.15%) 1.12M
Increased by +23.32%
Dec 31, 25
12 NORGES BANK 4.31M (1.94%) 690.43K
Increased by +16.03%
Dec 31, 25
13 Mantle Ridge LP 4.11M (1.85%) 0.00
Increased by 0.00%
Dec 31, 25
14 Bank of America Corp 3.89M (1.75%) -1.03M
Decreased by -26.37%
Dec 31, 25
15 Franklin Resources Inc 3.49M (1.57%) -127.22K
Decreased by -3.65%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 3.16M (1.42%) -745.39K
Decreased by -23.57%
Dec 31, 25
17 Northern Trust Corp 3.07M (1.38%) -1.39K
Decreased by -0.05%
Mar 31, 26
18 Massachusetts Financial Services Company 2.74M (1.23%) -55.49K
Decreased by -2.03%
Sep 30, 24
19 Aristotle Capital Management LLC 2.67M (1.20%) -307.03K
Decreased by -11.50%
Dec 31, 25
20 ClearBridge Advisors, LLC 2.61M (1.17%) -82.96K
Decreased by -3.18%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.07M (3.18%) 36.53K
Increased by +0.52%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 7.04M (3.17%) 5.07K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.33M (2.85%) 43.74K
Increased by +0.69%
May 31, 25
4 Dodge & Cox Stock I 6.14M (2.76%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard 500 Index Investor 5.67M (2.55%) -55.48K
Decreased by -0.98%
Mar 31, 26
6 American Funds Washington Mutual A 5.46M (2.46%) 0.00
Increased by 0.00%
Mar 31, 26
7 Capital Group Wash Mutual Invtrs Comp 5.46M (2.46%) 0.00
Increased by 0.00%
Mar 31, 26
8 American Funds Invmt Co of Amer A 3.53M (1.59%) 0.00
Increased by 0.00%
Dec 31, 25
9 Capital Group Investment Co of Amer Comp 3.53M (1.59%) 0.00
Increased by 0.00%
Dec 31, 25
10 American Funds American Mutual A 3.21M (1.45%) -246.83K
Decreased by -7.68%
Mar 31, 26
11 Capital Group American Mutual Comp 3.21M (1.45%) -246.83K
Decreased by -7.68%
Mar 31, 26
12 JPM US Equity Income-MA 3.03M (1.36%) 0.00
Increased by 0.00%
Dec 31, 25
13 American Funds Capital Income Bldr A 2.92M (1.31%) 694.30K
Increased by +23.81%
Mar 31, 26
14 iShares Core S&P 500 ETF 2.88M (1.30%) 8.45K
Increased by +0.29%
Apr 30, 26
15 Fidelity 500 Index 2.84M (1.28%) 11.21K
Increased by +0.39%
Mar 31, 26
16 SPDR® S&P 500 ETF 2.77M (1.24%) -40.61K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 2.69M (1.21%) -14.15K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.68M (1.21%) 33.14K
Increased by +1.24%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 2.68M (1.21%) -20.86K
Decreased by -0.78%
Mar 31, 24
20 State Street® SPDR® S&P 500® ETF 2.67M (1.20%) 8.64K
Increased by +0.32%
Apr 30, 26