Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 4.72%
2 WBIL 4.49%
3 WBIF 4.31%
4 UTRN 4.11%
5 XHB 4.03%
6 PKB 3.87%
7 GRNR 3.83%
8 CGDV 3.27%
9 LBAY 3.26%
10 TGLR 2.85%
11 GGRW 2.70%
12 EQTY 2.61%
13 RULE 2.36%
14 SAMM 2.34%
15 FPX 2.34%
16 BASG 2.30%
17 MBOX 2.29%
18 BGDV 2.25%
19 PKW 2.14%
20 UPGR 2.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 116.39M (14.73%) 41.65M
Increased by +35.79%
Mar 31, 26
2 Vanguard Group Inc 92.67M (11.72%) -461.02K
Decreased by -0.50%
Dec 31, 25
3 BlackRock Inc 57.39M (7.26%) 3.45M
Increased by +6.01%
Dec 31, 25
4 JPMorgan Chase & Co 34.96M (4.42%) -2.76M
Decreased by -7.90%
Mar 31, 26
5 State Street Corp 33.73M (4.27%) 351.49K
Increased by +1.04%
Dec 31, 25
6 State Street Corporation 33.29M (4.21%) -48.04K
Decreased by -0.14%
Mar 31, 24
7 Dodge & Cox 26.62M (3.37%) 13.20M
Increased by +49.59%
Mar 31, 26
8 Capital World Investors 19.72M (2.49%) -2.94M
Decreased by -14.90%
Mar 31, 26
9 Geode Capital Management, LLC 17.31M (2.19%) -36.91K
Decreased by -0.21%
Dec 31, 25
10 Fisher Asset Management, LLC 13.03M (1.65%) -1.77M
Decreased by -13.55%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 11.76M (1.49%) 210.95K
Increased by +1.79%
Dec 31, 25
12 Capital Research & Mgmt Co - Division 3 10.72M (1.36%) -14.19M
Decreased by -132.38%
Mar 31, 26
13 Brown Advisory Holdings Inc 10.23M (1.29%) -395.38K
Decreased by -3.86%
Dec 31, 25
14 Nuveen Asset Management, LLC 9.82M (1.24%) -1.86M
Decreased by -18.96%
Dec 31, 24
15 Northern Trust Corp 8.05M (1.02%) 97.41K
Increased by +1.21%
Mar 31, 26
16 FMR Inc 7.88M (1.00%) -844.68K
Decreased by -10.71%
Dec 31, 24
17 NORGES BANK 7.20M (0.91%) 24.91K
Increased by +0.35%
Dec 31, 25
18 Fiera Capital Corporation 6.92M (0.88%) 348.81K
Increased by +5.04%
Dec 31, 25
19 Bank of New York Mellon Corp 6.74M (0.85%) 1.53M
Increased by +22.63%
Sep 30, 25
20 Schroder Investment Management Group 6.65M (0.84%) 134.78K
Increased by +2.03%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 31.68M (4.01%) 6.90M
Increased by +21.80%
Mar 31, 26
2 Capital Group Investment Co of Amer Comp 31.68M (4.01%) 6.90M
Increased by +21.80%
Mar 31, 26
3 American Funds American Mutual A 28.53M (3.61%) 16.52M
Increased by +57.91%
Mar 31, 26
4 Capital Group American Mutual Comp 28.53M (3.61%) 16.52M
Increased by +57.91%
Mar 31, 26
5 Vanguard US Total Market Shares ETF 27.18M (3.44%) 84.11K
Increased by +0.31%
Sep 30, 24
6 Vanguard Total Stock Mkt Idx Inv 25.22M (3.19%) -81.66K
Decreased by -0.32%
Mar 31, 26
7 Vanguard Institutional 500 Index Trust 22.97M (2.91%) 161.58K
Increased by +0.70%
May 31, 25
8 Dodge & Cox Stock I 20.38M (2.58%) 10.44M
Increased by +51.25%
Mar 31, 26
9 Vanguard 500 Index Investor 20.00M (2.53%) -361.55K
Decreased by -1.81%
Mar 31, 26
10 Vanguard Mid Cap Index Institutional 17.15M (2.17%) -236.53K
Decreased by -1.38%
Mar 31, 26
11 Capital Group Dividend Value ETF 16.00M (2.02%) -1.74M
Decreased by -10.85%
Apr 30, 26
12 VA CollegeAmerica Amcap 529A 14.53M (1.84%) -795.96K
Decreased by -5.48%
Dec 31, 24
13 American Funds American Balanced A 11.10M (1.40%) 0.00
Increased by 0.00%
Jun 30, 25
14 American Funds Washington Mutual A 10.60M (1.34%) 1.37M
Increased by +12.89%
Dec 31, 23
15 American Funds AMCAP A 10.58M (1.34%) -44.09K
Decreased by -0.42%
Jun 30, 25
16 Capital Group AMCAP Composite 10.58M (1.34%) -44.09K
Decreased by -0.42%
Jun 30, 25
17 American Funds Growth Fund of Amer A 10.35M (1.31%) -3.70M
Decreased by -35.72%
Mar 31, 26
18 Capital Group Growth Fnd of Amer Comp 10.35M (1.31%) -3.70M
Decreased by -35.72%
Mar 31, 26
19 SPDR® S&P 500 ETF Trust 10.34M (1.31%) -72.71K
Decreased by -0.70%
Dec 31, 23
20 SPDR® S&P 500® ETF Trust 10.32M (1.31%) -76.44K
Decreased by -0.74%
Feb 28, 25