Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VMAX 2.21%
2 IYF 1.61%
3 IYG 1.47%
4 SUSA 1.06%
5 LRGF 1.04%
6 IWS 0.83%
7 JKH 0.83%
8 IMCG 0.83%
9 ESMV 0.78%
10 EVUS 0.72%
11 IWR 0.70%
12 IMCB 0.69%
13 JKG 0.69%
14 IXG 0.67%
15 GLOF 0.66%
16 GLDM 0.60%
17 MTUM 0.59%
18 IMCV 0.55%
19 ESGU 0.43%
20 DIVB 0.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.32M (10.42%) 647.85K
Increased by +0.91%
Dec 31, 25
2 BlackRock Inc 61.61M (9.00%) -579.66K
Decreased by -0.94%
Mar 31, 26
3 Vanguard Capital Management, LLC 44.67M (6.53%) 44.67M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 31.76M (4.64%) -637.56K
Decreased by -2.01%
Mar 31, 26
5 FMR Inc 27.33M (3.99%) -5.78M
Decreased by -21.15%
Mar 31, 26
6 Dodge & Cox 23.40M (3.42%) -2.41M
Decreased by -10.30%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 18.90M (2.76%) 18.90M
Increased by +100.00%
Mar 31, 26
8 Geode Capital Management, LLC 18.70M (2.73%) 230.29K
Increased by +1.23%
Mar 31, 26
9 Bank of America Corp 16.66M (2.43%) -210.13K
Decreased by -1.26%
Mar 31, 26
10 Artisan Partners Limited Partnership 15.48M (2.26%) 716.04K
Increased by +4.63%
Mar 31, 26
11 JPMorgan Chase & Co 14.89M (2.18%) 695.94K
Increased by +4.67%
Mar 31, 26
12 Ameriprise Financial Inc 14.53M (2.12%) 168.69K
Increased by +1.16%
Mar 31, 26
13 NORGES BANK 12.05M (1.76%) 173.69K
Increased by +1.44%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 9.90M (1.45%) -1.29M
Decreased by -13.02%
Mar 31, 26
15 Arnhold & S. Bleichroeder Advisers, LLC 9.87M (1.44%) 122.44K
Increased by +1.24%
Mar 31, 26
16 Wells Fargo & Co 8.99M (1.31%) -4.04K
Decreased by -0.04%
Mar 31, 26
17 Northern Trust Corp 8.32M (1.22%) -84.03K
Decreased by -1.01%
Mar 31, 26
18 UBS Asset Mgmt Americas Inc 7.63M (1.11%) 586.57K
Increased by +7.69%
Mar 31, 26
19 Amvescap Plc. 7.34M (1.07%) -343.56K
Decreased by -4.68%
Mar 31, 26
20 The Goldman Sachs Group Inc 6.67M (0.97%) 290.16K
Increased by +4.35%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 21.88M (3.20%) 67.96K
Increased by +0.31%
Apr 30, 26
2 Vanguard 500 Index Investor 17.84M (2.61%) 320.23K
Increased by +1.79%
Apr 30, 26
3 Dodge & Cox Stock I 17.33M (2.53%) -1.67M
Decreased by -9.67%
Mar 31, 26
4 iShares Core S&P 500 ETF 9.07M (1.32%) 27.74K
Increased by +0.31%
May 29, 26
5 Fidelity 500 Index 8.82M (1.29%) 30.31K
Increased by +0.34%
Apr 30, 26
6 State Street® SPDR® S&P 500® ETF 8.29M (1.21%) 8.80K
Increased by +0.11%
May 31, 26
7 Columbia Dividend Value 7.25M (1.06%) -143.44K
Decreased by -1.98%
Mar 31, 26
8 Columbia Dividend Income Inst 7.23M (1.06%) -17.70K
Decreased by -0.24%
Apr 30, 26
9 First Eagle Global A 6.47M (0.94%) 0.00
Increased by 0.00%
May 31, 26
10 Vanguard Value Index Inv 6.37M (0.93%) 18.22K
Increased by +0.29%
Apr 30, 26
11 JPM US Equity Income-Composite 5.93M (0.87%) -507.68K
Decreased by -8.56%
Mar 31, 26
12 Fidelity Contrafund 5.85M (0.85%) -93.50K
Decreased by -1.60%
Apr 30, 26
13 JPMorgan Equity Income I 5.52M (0.81%) -414.08K
Decreased by -7.51%
Apr 30, 26
14 State Street®FinSelSectSPDR®ETF 4.63M (0.68%) -2.90K
Decreased by -0.06%
May 31, 26
15 Eaton Vance Multi-Asset Credit II CIT 4.52M (0.66%) 4.52M
Increased by +100.00%
Mar 31, 26
16 Vanguard Dividend Appreciation ETF 3.86M (0.56%) 6.73K
Increased by +0.17%
Apr 30, 26
17 Vanguard Institutional Index I 3.81M (0.56%) -66.94K
Decreased by -1.76%
Apr 30, 26
18 First Trust Rising Dividend Achiev ETF 3.74M (0.55%) 0.00
Increased by 0.00%
May 31, 26
19 State St S&P 500® Idx SL Cl I 3.69M (0.54%) -18.40K
Decreased by -0.50%
May 31, 26
20 Vanguard Institutional 500 Index Trust 3.11M (0.45%) -2.52K
Decreased by -0.08%
Apr 30, 26