Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.12%
2 NFRX 3.99%
3 PUI 3.92%
4 BIGY 3.74%
5 TPYP 3.61%
6 RYU 3.38%
7 RSPU 3.04%
8 BOUT 2.45%
9 DIVZ 2.39%
10 XLU 2.04%
11 SPDV 2.01%
12 UPGD 1.99%
13 RYJ 1.98%
14 VPU 1.82%
15 FUTY 1.82%
16 EPAI 1.75%
17 IDU 1.75%
18 FLV 1.72%
19 IQRA 1.67%
20 SMIG 1.66%

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 17.45M (10.50%) 428.48K
Increased by +2.46%
Mar 31, 26
3 State Street Corp 11.37M (6.84%) 586.39K
Increased by +5.16%
Mar 31, 26
4 Vanguard Capital Management, LLC 10.74M (6.46%) 10.74M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 10.47M (6.30%) -613.35K
Decreased by -5.86%
Mar 31, 24
6 Wellington Management Company LLP 9.65M (5.81%) -359.04K
Decreased by -3.72%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 9.29M (5.59%) 9.29M
Increased by +100.00%
Mar 31, 26
8 Capital Research & Mgmt Co - Division 3 7.33M (4.41%) -4.57M
Decreased by -62.33%
Mar 31, 26
9 Aristotle Capital Management LLC 4.87M (2.93%) -1.50M
Decreased by -30.90%
Mar 31, 26
10 Geode Capital Management, LLC 4.34M (2.61%) 122.01K
Increased by +2.81%
Mar 31, 26
11 Bank of America Corp 4.20M (2.53%) 416.93K
Increased by +9.93%
Mar 31, 26
12 Capital Research Global Investors 4.01M (2.41%) 4.01M
Increased by +100.00%
Mar 31, 26
13 Amvescap Plc. 3.01M (1.81%) -6.47K
Decreased by -0.22%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 3.00M (1.81%) 245.27K
Increased by +8.17%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 2.72M (1.63%) -3.88M
Decreased by -142.98%
Mar 31, 26
16 Deutsche Bank AG 2.55M (1.53%) -340.33K
Decreased by -13.36%
Mar 31, 26
17 NORGES BANK 1.98M (1.19%) 144.11K
Increased by +7.29%
Dec 31, 25
18 The Goldman Sachs Group Inc 1.94M (1.16%) 688.61K
Increased by +35.58%
Mar 31, 26
19 Massachusetts Financial Services Company 1.77M (1.07%) -202.86K
Decreased by -11.44%
Mar 31, 26
20 HSBC Holdings PLC 1.63M (0.98%) 1.10M
Increased by +67.54%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.27M (3.17%) 11.13K
Increased by +0.21%
Apr 30, 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 4.29M (2.58%) 76.65K
Increased by +1.79%
Apr 30, 26
5 Vanguard Small Cap Index 3.81M (2.29%) -7.63K
Decreased by -0.20%
Apr 30, 26
6 American Funds Fundamental Invs A 3.05M (1.84%) 2.85M
Increased by +93.42%
Mar 31, 26
7 Capital Group Fundamental Invtrs Comp 3.05M (1.84%) 2.85M
Increased by +93.42%
Mar 31, 26
8 State Street®UtilSelSectSPDR®ETF 2.69M (1.62%) 3.75K
Increased by +0.14%
May 31, 26
9 The Utilities Select Sector SPDR® ETF 2.57M (1.55%) -2.08K
Decreased by -0.08%
Aug 31, 25
10 Vanguard Small Cap Value Index Inv 2.45M (1.47%) 17.32K
Increased by +0.71%
Apr 30, 26
11 Vanguard Equity-Income Inv 2.43M (1.46%) 40.74K
Increased by +1.67%
Mar 31, 26
12 American Funds American Mutual A 2.37M (1.42%) -3.05M
Decreased by -128.88%
Mar 31, 26
13 Capital Group American Mutual Comp 2.37M (1.42%) -3.05M
Decreased by -128.88%
Mar 31, 26
14 Vanguard Windsor™ II Inv 2.21M (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
15 iShares Core S&P 500 ETF 2.18M (1.31%) 6.69K
Increased by +0.31%
May 29, 26
16 Fidelity 500 Index 2.12M (1.28%) 7.26K
Increased by +0.34%
Apr 30, 26
17 State Street® SPDR® S&P 500® ETF 2.00M (1.20%) 2.11K
Increased by +0.11%
May 31, 26
18 SPDR® S&P 500 ETF 1.97M (1.19%) 14.22K
Increased by +0.72%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 1.92M (1.16%) -10.04K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.92M (1.15%) 23.53K
Increased by +1.23%
Aug 31, 25