Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBO 6.79%
2 AAUM 5.78%
3 GPZ 5.20%
4 USSE 4.15%
5 UTRN 4.07%
6 XUDV 3.77%
7 PFI 3.74%
8 BOUT 3.09%
9 MVFD 2.88%
10 BKIV 2.72%
11 EQRR 2.11%
12 FDIV 2.02%
13 BASG 2.00%
14 FFTY 1.96%
15 DIVG 1.90%
16 KCE 1.86%
17 WBIL 1.86%
18 DDIV 1.85%
19 NUMG 1.79%
20 TGLB 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.05M (12.07%) 4.37M
Increased by +16.79%
Dec 31, 25
2 BlackRock Inc 16.17M (7.49%) -40.32K
Decreased by -0.25%
Mar 31, 26
3 Vanguard Capital Management, LLC 13.49M (6.25%) 13.49M
Increased by +100.00%
Mar 31, 26
4 Sumitomo Mitsui Financial Group Inc 13.36M (6.19%) 0.00
Increased by 0.00%
Mar 31, 26
5 Capital World Investors 11.78M (5.46%) 1.65M
Increased by +14.04%
Mar 31, 26
6 Wellington Management Company LLP 11.16M (5.17%) 5.33M
Increased by +47.78%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 10.80M (5.00%) 10.80M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 8.60M (3.99%) 91.32K
Increased by +1.06%
Mar 31, 26
9 FMR Inc 8.14M (3.77%) 210.08K
Increased by +2.58%
Dec 31, 25
10 Canada Pension Plan Investment Board 7.61M (3.53%) 3.14M
Increased by +41.21%
Mar 31, 26
11 T. Rowe Price Associates, Inc. 5.99M (2.77%) -1.58M
Decreased by -26.43%
Dec 31, 25
12 Charles Schwab Investment Management Inc 5.96M (2.76%) 4.65M
Increased by +77.95%
Mar 31, 26
13 Geode Capital Management, LLC 5.62M (2.61%) 135.01K
Increased by +2.40%
Mar 31, 26
14 Franklin Resources Inc 5.12M (2.37%) -272.79K
Decreased by -5.33%
Mar 31, 26
15 JPMorgan Chase & Co 4.52M (2.10%) -2.49M
Decreased by -54.99%
Mar 31, 26
16 Bank of America Corp 4.20M (1.94%) -305.60K
Decreased by -7.28%
Mar 31, 26
17 Principal Financial Group Inc 4.01M (1.86%) 169.60K
Increased by +4.23%
Mar 31, 26
18 Massachusetts Financial Services Company 3.85M (1.78%) -1.86M
Decreased by -48.34%
Mar 31, 26
19 State Street Corporation 3.49M (1.62%) 155.39K
Increased by +4.45%
Mar 31, 24
20 Capital Research & Mgmt Co - Division 3 3.06M (1.42%) -1.20M
Decreased by -39.30%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.69M (3.10%) 16.34K
Increased by +0.24%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 5.61M (2.60%) -143.75K
Decreased by -2.56%
Sep 30, 24
3 Vanguard 500 Index Investor 5.34M (2.47%) 95.75K
Increased by +1.79%
Apr 30, 26
4 Vanguard Equity-Income Inv 4.98M (2.31%) 2.76M
Increased by +55.42%
Mar 31, 26
5 Schwab US Dividend Equity ETF™ 4.92M (2.28%) 9.58K
Increased by +0.19%
May 30, 26
6 FS MVP Private Markets I 4.68M (2.17%) 4.68M
Increased by +100.00%
Feb 28, 26
7 Vanguard Mid Cap Index Institutional 4.54M (2.11%) 11.14K
Increased by +0.25%
Apr 30, 26
8 American Funds SMALLCAP World A 4.19M (1.94%) -102.69K
Decreased by -2.45%
Sep 30, 24
9 American Funds Growth Fund of Amer A 4.09M (1.90%) 724.32K
Increased by +17.70%
Mar 31, 26
10 Capital Group Growth Fnd of Amer Comp 4.09M (1.90%) 724.32K
Increased by +17.70%
Mar 31, 26
11 American Funds Fundamental Invs A 3.67M (1.70%) 0.00
Increased by 0.00%
Dec 31, 25
12 Capital Group Fundamental Invtrs Comp 3.67M (1.70%) 0.00
Increased by 0.00%
Dec 31, 25
13 American Funds Income Fund of Amer A 3.67M (1.70%) -531.17K
Decreased by -14.49%
Mar 31, 26
14 Franklin Rising Dividends A 3.27M (1.51%) 0.00
Increased by 0.00%
Apr 30, 26
15 Franklin Rising Dividends Fund A 3.27M (1.51%) 0.00
Increased by 0.00%
Mar 31, 26
16 American Funds American Balanced A 2.96M (1.37%) 2.96M
Increased by +100.00%
Mar 31, 26
17 Fidelity Magellan 2.85M (1.32%) -60.80K
Decreased by -2.13%
Jan 31, 26
18 Principal Aligned MidCap Equity 2.81M (1.30%) 127.64K
Increased by +4.54%
Mar 31, 26
19 Principal MidCap R5 2.81M (1.30%) 0.00
Increased by 0.00%
Apr 30, 26
20 Fidelity® Magellan® 2.75M (1.27%) -1.80K
Decreased by -0.07%
Nov 30, 23