Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XUDV 4.36%
2 WBIY 4.36%
3 UTRN 3.96%
4 RDIV 3.95%
5 FKU 2.47%
6 FIXT 2.39%
7 FEMA 2.39%
8 JHMC 2.29%
9 PEY 2.27%
10 RSPD 2.11%
11 DEF 2.05%
12 RCD 2.04%
13 QVAL 1.96%
14 POWA 1.91%
15 SNPD 1.90%
16 RNDV 1.84%
17 SDOG 1.84%
18 UPGD 1.83%
19 RYJ 1.78%
20 BSMC 1.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 26.05M (13.41%) 1.15M
Increased by +4.42%
Dec 31, 25
2 Vanguard Group Inc 24.26M (12.48%) 307.90K
Increased by +1.27%
Dec 31, 25
3 State Street Corporation 13.79M (7.10%) 3.27M
Increased by +23.70%
Mar 31, 24
4 State Street Corp 13.25M (6.82%) -91.14K
Decreased by -0.69%
Dec 31, 25
5 AQR Capital Management LLC 9.16M (4.71%) 2.16M
Increased by +23.59%
Dec 31, 25
6 Charles Schwab Investment Management Inc 7.45M (3.84%) 160.71K
Increased by +2.16%
Dec 31, 25
7 Amvescap Plc. 5.50M (2.83%) 764.92K
Increased by +13.92%
Mar 31, 26
8 Geode Capital Management, LLC 5.20M (2.68%) -8.40K
Decreased by -0.16%
Dec 31, 25
9 JPMorgan Chase & Co 5.13M (2.64%) -1.16M
Decreased by -22.70%
Mar 31, 26
10 Schroder Investment Management Group 4.15M (2.13%) 1.05M
Increased by +25.33%
Mar 31, 26
11 The Goldman Sachs Group Inc 3.94M (2.03%) 975.28K
Increased by +24.73%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 3.78M (1.94%) 605.91K
Increased by +16.04%
Dec 31, 25
13 Raymond James & Associates 3.44M (1.77%) 62.45K
Increased by +1.82%
Sep 30, 24
14 Northern Trust Corp 3.14M (1.61%) 294.12K
Increased by +9.37%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 2.96M (1.52%) -2.75M
Decreased by -92.98%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 2.89M (1.49%) -216.37K
Decreased by -7.49%
Mar 31, 26
17 UBS Group AG 2.77M (1.43%) -1.26M
Decreased by -45.33%
Mar 31, 26
18 D. E. Shaw & Co LP 2.76M (1.42%) -174.50K
Decreased by -6.32%
Jun 30, 25
19 NORGES BANK 2.61M (1.34%) 50.00K
Increased by +1.92%
Dec 31, 25
20 UBS Asset Mgmt Americas Inc 2.61M (1.34%) -527.77K
Decreased by -20.25%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.31M (3.25%) 8.70K
Increased by +0.14%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 6.15M (3.16%) 4.44K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.53M (2.85%) 35.09K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 4.96M (2.55%) -60.91K
Decreased by -1.23%
Mar 31, 26
5 Vanguard Small Cap Index 4.60M (2.37%) 63.62K
Increased by +1.38%
Mar 31, 26
6 Schwab US Dividend Equity ETF™ 4.51M (2.32%) 3.87K
Increased by +0.09%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 4.25M (2.19%) 45.79K
Increased by +1.08%
Jul 31, 25
8 JPM US Equity Income-MA 3.91M (2.01%) 3.90M
Increased by +99.90%
Sep 30, 23
9 iShares Select Dividend ETF 3.70M (1.91%) 0.00
Increased by 0.00%
Apr 30, 26
10 JPM US Equity Income-Composite 3.50M (1.80%) -251.88K
Decreased by -7.20%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 2.92M (1.51%) 13.53K
Increased by +0.46%
Mar 31, 26
12 Invesco S&P 500® Equal Weight ETF 2.67M (1.37%) -806.00
Decreased by -0.03%
Apr 30, 26
13 iShares Core S&P 500 ETF 2.52M (1.30%) 7.41K
Increased by +0.29%
Apr 30, 26
14 Fidelity 500 Index 2.49M (1.28%) 1.98K
Increased by +0.08%
Mar 31, 26
15 SPDR® S&P 500 ETF 2.43M (1.25%) -36.11K
Decreased by -1.49%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 2.37M (1.22%) -12.31K
Decreased by -0.52%
Mar 31, 25
17 State Street® SPDR® S&P 500® ETF 2.34M (1.20%) 7.57K
Increased by +0.32%
Apr 30, 26
18 SPDR® S&P 500® ETF 2.33M (1.20%) 28.59K
Increased by +1.23%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 2.32M (1.19%) 15.96K
Increased by +0.69%
May 30, 24
20 Fidelity® 500 Index 2.26M (1.16%) 14.40K
Increased by +0.64%
Nov 30, 23