Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 5.15%
2 XUDV 5.12%
3 UTRN 3.96%
4 RDIV 3.95%
5 PEY 2.71%
6 FKU 2.43%
7 RSPD 2.41%
8 FEMA 2.39%
9 FIXT 2.39%
10 JHMC 2.29%
11 POWA 2.26%
12 SNPD 2.24%
13 QFHD 2.16%
14 SDOG 2.16%
15 RCD 2.14%
16 UPGD 2.08%
17 DEF 2.05%
18 RYJ 2.03%
19 SPDV 1.98%
20 CALF 1.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.41M (12.90%) -641.95K
Decreased by -2.53%
Mar 31, 26
2 Vanguard Group Inc 24.26M (12.31%) 307.90K
Increased by +1.27%
Dec 31, 25
3 State Street Corporation 13.79M (7.00%) 3.27M
Increased by +23.70%
Mar 31, 24
4 State Street Corp 13.16M (6.68%) -88.89K
Decreased by -0.68%
Mar 31, 26
5 Geode Capital Management, LLC 7.69M (3.90%) 2.49M
Increased by +32.38%
Mar 31, 26
6 Charles Schwab Investment Management Inc 6.17M (3.13%) -1.29M
Decreased by -20.84%
Mar 31, 26
7 AQR Capital Management LLC 6.15M (3.12%) -3.01M
Decreased by -49.01%
Mar 31, 26
8 Amvescap Plc. 5.50M (2.79%) 764.92K
Increased by +13.92%
Mar 31, 26
9 JPMorgan Chase & Co 5.13M (2.60%) -1.16M
Decreased by -22.70%
Mar 31, 26
10 Schroder Investment Management Group 4.15M (2.10%) 1.05M
Increased by +25.33%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 4.12M (2.09%) 337.63K
Increased by +8.20%
Mar 31, 26
12 The Goldman Sachs Group Inc 4.11M (2.08%) 164.77K
Increased by +4.01%
Mar 31, 26
13 Raymond James & Associates 3.44M (1.75%) 62.45K
Increased by +1.82%
Sep 30, 24
14 Northern Trust Corp 3.14M (1.59%) 294.12K
Increased by +9.37%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 2.96M (1.50%) -2.75M
Decreased by -92.98%
Dec 31, 23
16 Dimensional Fund Advisors, Inc. 2.89M (1.47%) -216.37K
Decreased by -7.49%
Mar 31, 26
17 UBS Group AG 2.77M (1.41%) -1.26M
Decreased by -45.33%
Mar 31, 26
18 D. E. Shaw & Co LP 2.76M (1.40%) -174.50K
Decreased by -6.32%
Jun 30, 25
19 NORGES BANK 2.61M (1.32%) 50.00K
Increased by +1.92%
Dec 31, 25
20 UBS Asset Mgmt Americas Inc 2.61M (1.32%) -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 6.33M (3.21%) 14.45K
Increased by +0.23%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 6.15M (3.12%) 4.44K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.53M (2.81%) 35.09K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 5.05M (2.56%) 90.53K
Increased by +1.79%
Apr 30, 26
5 Vanguard Small Cap Index 4.59M (2.33%) -10.55K
Decreased by -0.23%
Apr 30, 26
6 Schwab US Dividend Equity ETF™ 4.51M (2.29%) 3.87K
Increased by +0.09%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 4.25M (2.16%) 45.79K
Increased by +1.08%
Jul 31, 25
8 JPM US Equity Income-MA 3.91M (1.98%) 3.90M
Increased by +99.90%
Sep 30, 23
9 iShares Select Dividend ETF 3.70M (1.88%) 0.00
Increased by 0.00%
Apr 30, 26
10 JPM US Equity Income-Composite 3.50M (1.78%) -251.88K
Decreased by -7.20%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 2.95M (1.50%) 22.02K
Increased by +0.75%
Apr 30, 26
12 Invesco S&P 500® Equal Weight ETF 2.67M (1.36%) -806.00
Decreased by -0.03%
Apr 30, 26
13 iShares Core S&P 500 ETF 2.52M (1.28%) 7.41K
Increased by +0.29%
Apr 30, 26
14 Fidelity 500 Index 2.49M (1.26%) 1.98K
Increased by +0.08%
Mar 31, 26
15 SPDR® S&P 500 ETF 2.43M (1.23%) -36.11K
Decreased by -1.49%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 2.37M (1.20%) -12.31K
Decreased by -0.52%
Mar 31, 25
17 State Street® SPDR® S&P 500® ETF 2.34M (1.19%) 7.57K
Increased by +0.32%
Apr 30, 26
18 SPDR® S&P 500® ETF 2.33M (1.18%) 28.59K
Increased by +1.23%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 2.32M (1.18%) 15.96K
Increased by +0.69%
May 30, 24
20 Fidelity® 500 Index 2.26M (1.15%) 14.40K
Increased by +0.64%
Nov 30, 23