Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 4.45%
2 ICAP 4.16%
3 DIVY 3.87%
4 FTXO 3.87%
5 FMKT 3.36%
6 KBWB 3.24%
7 PFI 2.66%
8 KOOL 2.65%
9 CSTK 2.45%
10 RDIV 2.44%
11 HELS 2.35%
12 AIEQ 2.28%
13 KRU 2.19%
14 SDOG 2.18%
15 LYLD 2.10%
16 BSMC 2.07%
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 (12.25%) 115.72K
Increased by +0.23%
Dec 31, 25
2 BlackRock Inc 46.70M (11.15%) 1.12M
Increased by +2.40%
Mar 31, 26
3 Capital World Investors 27.90M (6.66%) -8.98M
Decreased by -32.19%
Mar 31, 26
4 Vanguard Capital Management, LLC 26.86M (6.42%) 26.86M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 24.71M (5.90%) -3.66M
Decreased by -14.81%
Mar 31, 24
6 Amvescap Plc. 22.93M (5.48%) 192.65K
Increased by +0.84%
Mar 31, 26
7 State Street Corp 20.26M (4.84%) -2.49M
Decreased by -12.31%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 19.93M (4.76%) 19.93M
Increased by +100.00%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 12.71M (3.04%) 1.49M
Increased by +11.76%
Mar 31, 26
10 Geode Capital Management, LLC 11.81M (2.82%) 449.33K
Increased by +3.80%
Mar 31, 26
11 Capital Research & Mgmt Co - Division 3 8.00M (1.91%) 1.95M
Increased by +24.41%
Dec 31, 25
12 AQR Capital Management LLC 7.34M (1.75%) -381.91K
Decreased by -5.20%
Mar 31, 26
13 First Trust Advisors L.P. 7.34M (1.75%) -607.75K
Decreased by -8.28%
Dec 31, 23
14 Nordea Investment Mgmt Bank Demark A/s 7.32M (1.75%) 102.20K
Increased by +1.40%
Mar 31, 26
15 Fuller & Thaler Asset Management Inc 6.80M (1.62%) -3.99M
Decreased by -58.75%
Sep 30, 25
16 Ninety One UK Limited 6.77M (1.62%) 193.51K
Increased by +2.86%
Mar 31, 26
17 Charles Schwab Investment Management Inc 6.68M (1.60%) -69.91K
Decreased by -1.05%
Mar 31, 26
18 Hotchkis & Wiley Capital Management LLC 6.68M (1.59%) -731.70K
Decreased by -10.96%
Dec 31, 25
19 Millennium Management LLC 6.58M (1.57%) 1.60M
Increased by +24.26%
Jun 30, 24
20 NORGES BANK 6.09M (1.46%) 430.19K
Increased by +7.06%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 13.49M (3.22%) -160.35K
Decreased by -1.19%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.81M (3.06%) 26.91K
Increased by +0.21%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 12.44M (2.97%) 90.15K
Increased by +0.72%
May 31, 25
4 American Funds Washington Mutual A 11.85M (2.83%) -12.10M
Decreased by -102.09%
Mar 31, 26
5 Capital Group Wash Mutual Invtrs Comp 11.85M (2.83%) -12.10M
Decreased by -102.09%
Mar 31, 26
6 Vanguard 500 Index Investor 11.02M (2.63%) 198.27K
Increased by +1.80%
Apr 30, 26
7 Fuller & Thaler Behavrl Small-Cap Value 10.56M (2.52%) 852.12K
Increased by +8.07%
Nov 30, 23
8 American Funds Income Fund of Amer A 10.06M (2.40%) -2.07M
Decreased by -20.56%
Mar 31, 26
9 FullerThaler Behavioral Small-Cap Value 9.13M (2.18%) -82.42K
Decreased by -0.90%
Jun 30, 25
10 Vanguard Mid Cap Index Institutional 8.74M (2.09%) 18.54K
Increased by +0.21%
Apr 30, 26
11 Undiscovered Managers Behavioral Val L 8.45M (2.02%) -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 iShares Core S&P 500 ETF 5.60M (1.34%) 17.11K
Increased by +0.31%
May 29, 26
14 First Trust Rising Dividend Achiev ETF 5.53M (1.32%) 7.60K
Increased by +0.14%
Jan 31, 24
15 Fidelity® 500 Index 5.50M (1.31%) 35.01K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500 ETF Trust 5.49M (1.31%) -11.91K
Decreased by -0.22%
Apr 30, 24
17 Fidelity 500 Index 5.45M (1.30%) 18.74K
Increased by +0.34%
Apr 30, 26
18 SPDR® S&P 500 ETF 5.44M (1.30%) -127.72K
Decreased by -2.35%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 5.29M (1.26%) -27.76K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 5.22M (1.25%) 64.52K
Increased by +1.24%
Aug 31, 25