Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GPZ 12.59%
2 BAMD 5.41%
3 AVRY 5.38%
4 AAUM 5.33%
5 PSP 5.13%
6 TBG 4.79%
7 LBO 4.19%
8 GABF 3.79%
9 WBIG 3.66%
10 AFOS 3.61%
11 ACEP 3.39%
12 BKCG 3.16%
13 PFI 3.13%
14 XUDV 2.97%
15 CZAR 2.91%
16 FMKT 2.67%
17 FMTM 2.60%
18 AIEQ 2.59%
19 SCHD 2.55%
20 FDL 2.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.67M (9.80%) 840.26K
Increased by +1.17%
Dec 30, 25
2 BlackRock Inc 52.70M (7.21%) 1.27M
Increased by +2.42%
Mar 30, 26
3 Vanguard Capital Management, LLC 48.31M (6.61%) 48.31M
Increased by +100.00%
Mar 30, 26
4 Morgan Stanley - Brokerage Accounts 32.49M (4.45%) -367.73K
Decreased by -1.13%
Mar 30, 26
5 State Street Corp 32.03M (4.38%) 485.69K
Increased by +1.52%
Mar 30, 26
6 State Street Corporation 28.58M (3.91%) 393.26K
Increased by +1.38%
Mar 30, 24
7 Charles Schwab Investment Management Inc 21.36M (2.92%) 17.01M
Increased by +79.63%
Mar 30, 26
8 Geode Capital Management, LLC 18.32M (2.51%) 1.00M
Increased by +5.47%
Mar 30, 26
9 Vanguard Portfolio Management, LLC 16.04M (2.19%) 16.04M
Increased by +100.00%
Mar 30, 26
10 JPMorgan Chase & Co 15.93M (2.18%) -4.04M
Decreased by -25.34%
Mar 30, 26
11 Capital Research Global Investors 14.74M (2.02%) 8.36M
Increased by +56.71%
Mar 30, 26
12 Bank of America Corp 11.54M (1.58%) 384.26K
Increased by +3.33%
Mar 30, 26
13 NORGES BANK 8.28M (1.13%) 1.11M
Increased by +13.46%
Dec 30, 25
14 The Goldman Sachs Group Inc 7.51M (1.03%) 1.25M
Increased by +16.58%
Mar 30, 26
15 UBS Group AG 7.46M (1.02%) 1.66M
Increased by +22.21%
Mar 30, 26
16 Northern Trust Corp 7.14M (0.98%) -30.79K
Decreased by -0.43%
Mar 30, 26
17 Capital World Investors 6.93M (0.95%) -4.63M
Decreased by -66.86%
Mar 30, 26
18 Edgewood Management LLC 5.75M (0.79%) -2.11M
Decreased by -36.72%
Dec 30, 25
19 Wells Fargo & Co 5.57M (0.76%) 550.05K
Increased by +9.88%
Mar 30, 26
20 Goldman Sachs Group Inc 5.48M (0.75%) 467.31K
Increased by +8.53%
Jun 29, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Morn Total Stk Mkt Idx Investor 23.59M (3.23%) 82.74K
Increased by +0.35%
Jun 29, 26
2 Vanguard Total Stock Mkt Idx Inv 23.59M (3.23%) 82.74K
Increased by +0.35%
Jun 29, 26
3 Vanguard US Total Market Shares ETF 22.83M (3.12%) 213.76K
Increased by +0.94%
Sep 29, 24
4 Schwab US Dividend Equity ETF™ 19.45M (2.66%) 24.81K
Increased by +0.13%
Jul 28, 26
5 Vanguard 500 Index Investor 19.30M (2.64%) -306.56K
Decreased by -1.59%
Jun 29, 26
6 iShares Core S&P 500 ETF 10.05M (1.38%) -23.33K
Decreased by -0.23%
Jul 27, 26
7 Fidelity 500 Index 9.53M (1.30%) -51.08K
Decreased by -0.54%
Jun 29, 26
8 State Street® SPDR® S&P 500® ETF 9.18M (1.26%) 2.58K
Increased by +0.03%
Jul 28, 26
9 SPDR® S&P 500 ETF 9.10M (1.25%) -4.96K
Decreased by -0.05%
Mar 30, 25
10 SPDR® S&P 500® ETF Trust 8.86M (1.21%) -46.44K
Decreased by -0.52%
Mar 30, 25
11 SPDR® S&P 500® ETF 8.81M (1.20%) 108.54K
Increased by +1.23%
Aug 30, 25
12 SPDR® S&P 500 ETF Trust 8.51M (1.16%) 19.21K
Increased by +0.23%
Apr 29, 24
13 Fidelity® 500 Index 8.27M (1.13%) 52.63K
Increased by +0.64%
Nov 29, 23
14 American Funds Washington Mutual A 6.58M (0.90%) 0.00
Increased by 0.00%
Jun 29, 26
15 Capital Group Wash Mutual Invtrs Comp 6.58M (0.90%) 0.00
Increased by 0.00%
Jun 29, 26
16 State Street®FinSelSectSPDR®ETF 5.40M (0.74%) 46.29K
Increased by +0.86%
Jul 28, 26
17 American Funds American Mutual A 5.29M (0.72%) 0.00
Increased by 0.00%
Jun 29, 26
18 Capital Group American Mutual Comp 5.29M (0.72%) 0.00
Increased by 0.00%
Jun 29, 26
19 The Financial Select Sector SPDR® ETF 5.20M (0.71%) -16.45K
Decreased by -0.32%
Aug 30, 25
20 JPMorgan Large Cap Growth I 5.04M (0.69%) 0.00
Increased by 0.00%
Mar 30, 25