Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ICAP 4.80%
2 IAT 4.54%
3 FTXO 3.90%
4 DIVY 3.85%
5 KBWB 3.31%
6 FMKT 3.26%
7 PFI 2.67%
8 KOOL 2.59%
9 CSTK 2.48%
10 RDIV 2.44%
11 AIEQ 2.28%
12 KRU 2.19%
13 SDOG 2.18%
14 LYLD 2.09%
15 BSMC 2.06%
16 HELS 2.05%
17 SPDV 1.95%
18 SEIV 1.89%
19 RDVY 1.87%
20 BOUT 1.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 51.30M (12.16%) 115.72K
Increased by +0.23%
Dec 31, 25
2 BlackRock Inc 43.85M (10.40%) -3.07M
Decreased by -7.00%
Sep 30, 25
3 Capital World Investors 36.89M (8.75%) -403.00K
Decreased by -1.09%
Dec 31, 25
4 State Street Corporation 24.71M (5.86%) -3.66M
Decreased by -14.81%
Mar 31, 24
5 Amvescap Plc. 24.06M (5.71%) 393.16K
Increased by +1.63%
Sep 30, 25
6 State Street Corp 22.97M (5.45%) -298.72K
Decreased by -1.30%
Sep 30, 25
7 Geode Capital Management, LLC 11.36M (2.69%) 32.26K
Increased by +0.28%
Dec 31, 25
8 Amundi 11.09M (2.63%) -2.90M
Decreased by -26.15%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 10.92M (2.59%) 125.67K
Increased by +1.15%
Sep 30, 25
10 Capital Research & Mgmt Co - Division 3 8.00M (1.90%) 1.95M
Increased by +24.41%
Dec 31, 25
11 AQR Capital Management LLC 7.72M (1.83%) 2.80M
Increased by +36.25%
Dec 31, 25
12 First Trust Advisors L.P. 7.34M (1.74%) -607.75K
Decreased by -8.28%
Dec 31, 23
13 Nordea Investment Mgmt Bank Demark A/s 7.22M (1.71%) 505.61K
Increased by +7.00%
Dec 31, 25
14 Fuller & Thaler Asset Management Inc 6.80M (1.61%) -3.99M
Decreased by -58.75%
Sep 30, 25
15 Charles Schwab Investment Management Inc 6.75M (1.60%) -91.51K
Decreased by -1.36%
Dec 31, 25
16 Hotchkis & Wiley Capital Management LLC 6.68M (1.58%) -731.70K
Decreased by -10.96%
Dec 31, 25
17 Millennium Management LLC 6.58M (1.56%) 1.60M
Increased by +24.26%
Jun 30, 24
18 Ninety One UK Limited 6.57M (1.56%) -5.05M
Decreased by -76.79%
Dec 31, 25
19 LSV Asset Management 6.20M (1.47%) -171.88K
Decreased by -2.77%
Dec 31, 25
20 NORGES BANK 6.09M (1.44%) 430.19K
Increased by +7.06%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Capital Group Wash Mutual Invtrs Comp 23.95M (5.68%) 1.26M
Increased by +5.25%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 13.49M (3.20%) -160.35K
Decreased by -1.19%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 12.78M (3.03%) -60.63K
Decreased by -0.47%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 12.44M (2.95%) 90.15K
Increased by +0.72%
May 31, 25
5 American Funds Washington Mutual A 11.85M (2.81%) -12.10M
Decreased by -102.09%
Mar 31, 26
6 Vanguard 500 Index Investor 10.82M (2.57%) -223.02K
Decreased by -2.06%
Mar 31, 26
7 Fuller & Thaler Behavrl Small-Cap Value 10.56M (2.50%) 852.12K
Increased by +8.07%
Nov 30, 23
8 American Funds Income Fund of Amer A 10.06M (2.39%) -2.07M
Decreased by -20.56%
Mar 31, 26
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 8.72M (2.07%) -146.92K
Decreased by -1.68%
Mar 31, 26
11 Undiscovered Managers Behavioral Val L 8.45M (2.00%) -325.84K
Decreased by -3.85%
Jul 31, 25
12 American Funds Capital Income Bldr A 6.71M (1.59%) -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 (1.30%) 35.01K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500 ETF Trust 5.49M (1.30%) -11.91K
Decreased by -0.22%
Apr 30, 24
16 Fidelity 500 Index 5.47M (1.30%) 9.02K
Increased by +0.17%
Feb 28, 26
17 iShares Core S&P 500 ETF 5.46M (1.30%) -2.98K
Decreased by -0.05%
Mar 31, 26
18 SPDR® S&P 500 ETF 5.44M (1.29%) -127.72K
Decreased by -2.35%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 5.29M (1.25%) -27.76K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 5.22M (1.24%) 64.52K
Increased by +1.24%
Aug 31, 25