Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ICAP 4.63%
2 IAT 4.43%
3 FTXO 4.39%
4 DIVY 3.70%
5 KBWB 3.54%
6 FMKT 2.92%
7 PFI 2.50%
8 RDIV 2.44%
9 AIEQ 2.28%
10 KRU 2.19%
11 SDOG 2.18%
12 KRE 1.96%
13 SPDV 1.95%
14 SEIV 1.89%
15 BSMC 1.88%
16 RDVY 1.87%
17 LYLD 1.86%
18 FEMD 1.66%
19 WLTG 1.65%
20 SPYD 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 51.30M (12.19%) 115.72K
Increased by +0.23%
Dec 31, 25
2 BlackRock Inc 43.85M (10.42%) -3.07M
Decreased by -7.00%
Sep 30, 25
3 Capital World Investors 37.29M (8.86%) 614.18K
Increased by +1.65%
Sep 30, 25
4 State Street Corporation 24.71M (5.87%) -3.66M
Decreased by -14.81%
Mar 31, 24
5 Amvescap Plc. 24.06M (5.72%) 393.16K
Increased by +1.63%
Sep 30, 25
6 State Street Corp 22.97M (5.46%) -298.72K
Decreased by -1.30%
Sep 30, 25
7 Geode Capital Management, LLC 11.33M (2.69%) 67.36K
Increased by +0.59%
Sep 30, 25
8 Amundi 11.09M (2.64%) -2.90M
Decreased by -26.15%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 10.92M (2.60%) 125.67K
Increased by +1.15%
Sep 30, 25
10 First Trust Advisors L.P. 7.34M (1.74%) -607.75K
Decreased by -8.28%
Dec 31, 23
11 Nordea Investment Mgmt Bank Demark A/s 7.22M (1.72%) 505.61K
Increased by +7.00%
Dec 31, 25
12 Fuller & Thaler Asset Management Inc 6.80M (1.62%) -3.99M
Decreased by -58.75%
Sep 30, 25
13 Charles Schwab Investment Management Inc 6.75M (1.60%) -91.51K
Decreased by -1.36%
Dec 31, 25
14 Hotchkis & Wiley Capital Management LLC 6.68M (1.59%) -731.70K
Decreased by -10.96%
Dec 31, 25
15 Millennium Management LLC 6.58M (1.56%) 1.60M
Increased by +24.26%
Jun 30, 24
16 Ninety One UK Limited 6.57M (1.56%) -5.05M
Decreased by -76.79%
Dec 31, 25
17 LSV Asset Management 6.20M (1.47%) -171.88K
Decreased by -2.77%
Dec 31, 25
18 NORGES BANK 6.09M (1.45%) 430.19K
Increased by +7.06%
Dec 31, 25
19 Capital Research & Mgmt Co - Division 3 6.05M (1.44%) 138.69K
Increased by +2.29%
Sep 30, 25
20 UBS Group AG 5.81M (1.38%) 4.41M
Increased by +75.85%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 23.95M (5.69%) 1.26M
Increased by +5.25%
Dec 31, 25
2 Capital Group Wash Mutual Invtrs Comp 23.95M (5.69%) 1.26M
Increased by +5.25%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 13.49M (3.21%) -160.35K
Decreased by -1.19%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 12.79M (3.04%) 23.59K
Increased by +0.18%
Jan 31, 26
5 Vanguard Institutional 500 Index Trust 12.44M (2.96%) 90.15K
Increased by +0.72%
May 31, 25
6 American Funds Income Fund of Amer A 12.13M (2.88%) 0.00
Increased by 0.00%
Dec 31, 25
7 Vanguard 500 Index Investor 10.94M (2.60%) 68.08K
Increased by +0.62%
Jan 31, 26
8 Fuller & Thaler Behavrl Small-Cap Value 10.56M (2.51%) 852.12K
Increased by +8.07%
Nov 30, 23
9 FullerThaler Behavioral Small-Cap Value 9.13M (2.17%) -82.42K
Decreased by -0.90%
Jun 30, 25
10 Vanguard Mid Cap Index Institutional 8.84M (2.10%) -45.74K
Decreased by -0.52%
Jan 31, 26
11 Undiscovered Managers Behavioral Val L 8.45M (2.01%) -325.84K
Decreased by -3.85%
Jul 31, 25
12 American Funds Capital Income Bldr A 6.71M (1.60%) -4.64M
Decreased by -69.12%
Jun 30, 24
13 First Trust Rising Dividend Achiev ETF 5.53M (1.31%) 7.60K
Increased by +0.14%
Jan 31, 24
14 Fidelity® 500 Index 5.50M (1.31%) 35.01K
Increased by +0.64%
Nov 30, 23
15 iShares Select Dividend ETF 5.50M (1.31%) 0.00
Increased by 0.00%
Feb 28, 26
16 SPDR® S&P 500 ETF Trust 5.49M (1.30%) -11.91K
Decreased by -0.22%
Apr 30, 24
17 iShares Core S&P 500 ETF 5.48M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity 500 Index 5.46M (1.30%) 25.30K
Increased by +0.46%
Jan 31, 26
19 SPDR® S&P 500 ETF 5.44M (1.29%) -127.72K
Decreased by -2.35%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 5.29M (1.26%) -27.76K
Decreased by -0.52%
Mar 31, 25