Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NFRX 4.17%
2 UTRN 4.12%
3 PUI 3.97%
4 BIGY 3.74%
5 TPYP 3.65%
6 RYU 3.38%
7 RSPU 3.14%
8 DIVZ 2.48%
9 BOUT 2.45%
10 XLU 2.10%
11 SPDV 2.01%
12 UPGD 1.99%
13 RYJ 1.98%
14 VPU 1.91%
15 EPAI 1.87%
16 FUTY 1.85%
17 KNOW 1.76%
18 IDU 1.76%
19 SMIG 1.74%
20 IQRA 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.03M (12.66%) 276.49K
Increased by +1.31%
Dec 31, 25
2 BlackRock Inc 17.02M (10.24%) 2.46M
Increased by +14.47%
Dec 31, 25
3 State Street Corp 10.79M (6.49%) 155.84K
Increased by +1.44%
Dec 31, 25
4 State Street Corporation 10.47M (6.30%) -613.35K
Decreased by -5.86%
Mar 31, 24
5 Wellington Management Company LLP 10.01M (6.02%) -457.32K
Decreased by -4.57%
Dec 31, 25
6 Capital Research & Mgmt Co - Division 3 7.33M (4.41%) -4.57M
Decreased by -62.33%
Mar 31, 26
7 T. Rowe Price Associates, Inc. 6.60M (3.97%) -1.22M
Decreased by -18.50%
Dec 31, 25
8 Aristotle Capital Management LLC 6.37M (3.83%) -864.60K
Decreased by -13.57%
Dec 31, 25
9 Geode Capital Management, LLC 4.21M (2.54%) 78.44K
Increased by +1.86%
Dec 31, 25
10 Capital Research Global Investors 4.01M (2.41%) 4.01M
Increased by +100.00%
Mar 31, 26
11 Bank of America Corp 3.78M (2.28%) 45.45K
Increased by +1.20%
Dec 31, 25
12 Amvescap Plc. 3.01M (1.81%) -6.47K
Decreased by -0.22%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 2.76M (1.66%) -152.18K
Decreased by -5.52%
Dec 31, 25
14 Deutsche Bank AG 2.55M (1.53%) -340.33K
Decreased by -13.36%
Mar 31, 26
15 NORGES BANK 1.98M (1.19%) 144.11K
Increased by +7.29%
Dec 31, 25
16 Massachusetts Financial Services Company 1.77M (1.07%) -202.86K
Decreased by -11.44%
Mar 31, 26
17 HSBC Holdings PLC 1.63M (0.98%) 1.10M
Increased by +67.54%
Dec 31, 25
18 Legal & General Group PLC 1.62M (0.97%) 35.81K
Increased by +2.22%
Mar 31, 26
19 Northern Trust Corp 1.55M (0.93%) 38.35K
Increased by +2.48%
Mar 31, 26
20 BNP Paribas Arbitrage, SA 1.53M (0.92%) 1.29M
Increased by +84.41%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.25M (3.16%) 146.81K
Increased by +2.79%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 4.90M (2.95%) 99.50K
Increased by +2.03%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 4.51M (2.72%) 28.47K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 4.21M (2.54%) 85.75K
Increased by +2.03%
Mar 31, 26
5 Vanguard Small Cap Index 3.82M (2.30%) 147.13K
Increased by +3.85%
Mar 31, 26
6 iShares MSCI USA Quality Factor ETF 3.18M (1.91%) 0.00
Increased by 0.00%
Apr 30, 26
7 American Funds Fundamental Invs A 3.05M (1.84%) 2.85M
Increased by +93.42%
Mar 31, 26
8 Capital Group Fundamental Invtrs Comp 3.05M (1.84%) 2.85M
Increased by +93.42%
Mar 31, 26
9 State Street®UtilSelSectSPDR®ETF 2.75M (1.65%) 7.74K
Increased by +0.28%
Apr 30, 26
10 The Utilities Select Sector SPDR® ETF 2.57M (1.55%) -2.08K
Decreased by -0.08%
Aug 31, 25
11 Vanguard Equity-Income Inv 2.43M (1.46%) 40.74K
Increased by +1.67%
Mar 31, 26
12 Vanguard Small Cap Value Index Inv 2.43M (1.46%) 72.44K
Increased by +2.98%
Mar 31, 26
13 American Funds American Mutual A 2.37M (1.42%) -3.05M
Decreased by -128.88%
Mar 31, 26
14 Capital Group American Mutual Comp 2.37M (1.42%) -3.05M
Decreased by -128.88%
Mar 31, 26
15 Vanguard Windsor™ II Inv 2.21M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
16 iShares Core S&P 500 ETF 2.14M (1.29%) 6.30K
Increased by +0.29%
Apr 30, 26
17 Fidelity 500 Index 2.11M (1.27%) 69.94K
Increased by +3.31%
Mar 31, 26
18 State Street® SPDR® S&P 500® ETF 1.98M (1.19%) 6.43K
Increased by +0.33%
Apr 30, 26
19 SPDR® S&P 500 ETF 1.97M (1.19%) 14.22K
Increased by +0.72%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 1.92M (1.16%) -10.04K
Decreased by -0.52%
Mar 31, 25