Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDIQ 5.45%
2 QUSA 4.96%
3 HDV 4.36%
4 GENZ 4.31%
5 BJK 4.27%
6 DIVZ 4.05%
7 KBWR 4.05%
8 DIVL 4.02%
9 DIVO 4.01%
10 IAI 3.99%
11 BKC 3.97%
12 UTRN 3.90%
13 NEWZ 3.67%
14 LOGO 3.50%
15 CCOR 3.45%
16 CZAR 3.38%
17 BCFN 3.23%
18 DDIV 3.13%
19 DVOL 2.94%
20 MDLV 2.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.90M (10.05%) 588.51K
Increased by +1.64%
Dec 31, 25
2 BlackRock Inc 31.08M (8.70%) -179.23K
Decreased by -0.58%
Dec 31, 25
3 State Street Corp 16.14M (4.52%) 56.73K
Increased by +0.35%
Dec 31, 25
4 State Street Corporation 15.71M (4.40%) -194.75K
Decreased by -1.24%
Mar 31, 24
5 JPMorgan Chase & Co 11.10M (3.11%) -7.98M
Decreased by -71.90%
Dec 31, 25
6 Geode Capital Management, LLC 9.33M (2.61%) -50.80K
Decreased by -0.54%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 8.36M (2.34%) -539.29K
Decreased by -6.45%
Dec 31, 25
8 Capital World Investors 7.28M (2.04%) -993.12K
Decreased by -13.65%
Dec 31, 25
9 T. Rowe Price Associates, Inc. 6.89M (1.93%) -474.69K
Decreased by -6.89%
Dec 31, 25
10 Parnassus Investments, LLC 5.64M (1.58%) -32.88K
Decreased by -0.58%
Sep 30, 23
11 NORGES BANK 5.58M (1.56%) -123.50K
Decreased by -2.21%
Dec 31, 25
12 Parnassus Investments LLC 5.08M (1.42%) -363.08K
Decreased by -7.14%
Jun 30, 24
13 Bank of New York Mellon Corp 4.92M (1.38%) 134.24K
Increased by +2.73%
Dec 31, 25
14 GQG Partners LLC 4.21M (1.18%) -315.19K
Decreased by -7.49%
Dec 31, 25
15 Capital Research & Mgmt Co - Division 3 4.20M (1.17%) 87.41K
Increased by +2.08%
Dec 31, 25
16 Sanders Capital, LLC 4.18M (1.17%) 450.76K
Increased by +10.79%
Dec 31, 25
17 FMR Inc 4.02M (1.12%) 210.10K
Increased by +5.23%
Dec 31, 25
18 Neuberger Berman Group LLC 3.79M (1.06%) 148.99K
Increased by +3.93%
Sep 30, 23
19 Ameriprise Financial Inc 3.71M (1.04%) -1.10M
Decreased by -29.56%
Dec 31, 25
20 Capital Research Global Investors 3.64M (1.02%) -2.95M
Decreased by -81.07%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 11.41M (3.19%) 11.41M
Increased by +100.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.39M (3.19%) -12.12K
Decreased by -0.11%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 10.25M (2.87%) 72.35K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 9.18M (2.57%) -93.76K
Decreased by -1.02%
Mar 31, 26
5 iShares Core S&P 500 ETF 4.65M (1.30%) 7.23K
Increased by +0.16%
Apr 29, 26
6 Fidelity 500 Index 4.61M (1.29%) 16.05K
Increased by +0.35%
Mar 31, 26
7 SPDR® S&P 500 ETF 4.48M (1.25%) -65.72K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 4.36M (1.22%) -22.90K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 4.35M (1.22%) 53.64K
Increased by +1.23%
Aug 31, 25
10 JPM US Equity Income-MA 4.34M (1.21%) 4.33M
Increased by +99.91%
Sep 30, 23
11 State Street® SPDR® S&P 500® ETF 4.29M (1.20%) -4.62K
Decreased by -0.11%
Apr 30, 26
12 SPDR® S&P 500 ETF Trust 4.26M (1.19%) 9.63K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 4.19M (1.17%) 26.68K
Increased by +0.64%
Nov 30, 23
14 American Funds Income Fund of Amer A 4.14M (1.16%) -561.62K
Decreased by -13.57%
Mar 31, 26
15 Parnassus Core Equity Investor 3.80M (1.06%) 0.00
Increased by 0.00%
Jun 30, 24
16 Vanguard Value Index Inv 3.31M (0.93%) -42.35K
Decreased by -1.28%
Mar 31, 26
17 American Funds Capital Income Bldr A 3.29M (0.92%) -472.36K
Decreased by -14.36%
Jun 30, 24
18 American Funds Washington Mutual A 3.03M (0.85%) 717.55K
Increased by +23.66%
Mar 31, 26
19 Capital Group Wash Mutual Invtrs Comp 3.03M (0.85%) 717.55K
Increased by +23.66%
Mar 31, 26
20 The Financial Select Sector SPDR® ETF 2.57M (0.72%) -8.13K
Decreased by -0.32%
Aug 31, 25