Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 6.45%
2 FDFF 6.11%
3 WCAP 5.00%
4 LBO 4.65%
5 BLCN 4.17%
6 UTRN 3.99%
7 SCHD 3.80%
8 GAUD 3.58%
9 CZAR 3.56%
10 FMTM 3.34%
11 IBLN 3.31%
12 FLV 3.19%
13 BCFN 3.16%
14 BKCG 3.11%
15 CVRD 3.05%
16 GEND 2.85%
17 FDRS 2.83%
18 SAMT 2.80%
19 DIVS 2.79%
20 ESNG 2.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.06M (9.76%) 221.12K
Increased by +1.57%
Dec 31, 25
2 BlackRock Inc 10.09M (7.00%) 18.23K
Increased by +0.18%
Dec 31, 25
3 State Street Corp 6.26M (4.35%) 33.75K
Increased by +0.54%
Dec 31, 25
4 State Street Corporation 5.93M (4.11%) 72.95K
Increased by +1.23%
Mar 31, 24
5 CI Private Wealth LLC 5.61M (3.89%) 5.50M
Increased by +98.15%
Dec 31, 25
6 Bank of America Corp 5.20M (3.61%) 139.40K
Increased by +2.68%
Dec 31, 25
7 Temasek Holdings Ltd. 5.09M (3.53%) 0.00
Increased by 0.00%
Dec 31, 25
8 Capital Research Global Investors 3.84M (2.66%) 12.02K
Increased by +0.31%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 3.51M (2.43%) 1.79K
Increased by +0.05%
Dec 31, 25
10 GAMMA Investing LLC 3.50M (2.43%) 3.50M
Increased by +99.90%
Mar 31, 25
11 Capital World Investors 3.46M (2.40%) -91.31K
Decreased by -2.64%
Sep 30, 25
12 Geode Capital Management, LLC 3.17M (2.20%) 27.64K
Increased by +0.87%
Dec 31, 25
13 NORGES BANK 2.56M (1.78%) 42.54K
Increased by +1.66%
Dec 31, 25
14 Wells Fargo & Co 2.50M (1.73%) -25.79K
Decreased by -1.03%
Dec 31, 25
15 Rockefeller Capital Management L.P. 2.32M (1.61%) 2.16M
Increased by +92.97%
Dec 31, 25
16 Franklin Resources Inc 2.07M (1.44%) 253.31K
Increased by +12.23%
Dec 31, 25
17 JPMorgan Chase & Co 2.04M (1.42%) 838.53K
Increased by +41.02%
Sep 30, 25
18 FMR Inc 1.99M (1.38%) -68.64K
Decreased by -3.44%
Dec 31, 25
19 Capital Research & Mgmt Co - Division 3 1.98M (1.37%) 135.67K
Increased by +6.86%
Dec 31, 25
20 Fisher Asset Management, LLC 1.82M (1.27%) -77.81K
Decreased by -4.26%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.46M (3.09%) -9.88K
Decreased by -0.22%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.45M (3.09%) 29.91K
Increased by +0.67%
Mar 31, 26
3 Vanguard 500 Index Investor 3.67M (2.55%) -38.65K
Decreased by -1.05%
Mar 31, 26
4 Schwab US Dividend Equity ETF™ 2.74M (1.90%) 2.25K
Increased by +0.08%
Feb 28, 25
5 iShares Core S&P 500 ETF 1.86M (1.29%) 2.93K
Increased by +0.16%
Apr 29, 26
6 Fidelity 500 Index 1.84M (1.27%) 3.03K
Increased by +0.16%
Feb 28, 26
7 SPDR® S&P 500 ETF 1.81M (1.26%) -26.66K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 1.76M (1.22%) -9.29K
Decreased by -0.53%
Mar 31, 25
9 SPDR® S&P 500® ETF 1.76M (1.22%) 21.76K
Increased by +1.24%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 1.72M (1.19%) 10.33K
Increased by +0.60%
Apr 29, 26
11 SPDR® S&P 500 ETF Trust 1.65M (1.15%) 3.73K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 1.64M (1.13%) 10.41K
Increased by +0.64%
Nov 30, 23
13 American Funds Washington Mutual A 1.55M (1.07%) -256.01K
Decreased by -16.56%
Mar 31, 26
14 Capital Group Wash Mutual Invtrs Comp 1.55M (1.07%) -256.01K
Decreased by -16.56%
Mar 31, 26
15 Vanguard Value Index Inv 1.29M (0.90%) -7.45K
Decreased by -0.58%
Mar 31, 26
16 JPM US Equity Income-MA 1.26M (0.88%) 1.26M
Increased by +99.90%
Sep 30, 23
17 Vanguard Wellington Inv 1.25M (0.87%) 472.07K
Increased by +37.76%
Mar 31, 26
18 Vanguard Wellington™ Inv 1.16M (0.81%) 0.00
Increased by 0.00%
Dec 31, 23
19 American Funds Invmt Co of Amer A 1.04M (0.72%) 445.81K
Increased by +42.66%
Mar 31, 26
20 Capital Group Investment Co of Amer Comp 1.04M (0.72%) 445.81K
Increased by +42.66%
Mar 31, 26