Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QUSA 4.96%
2 FDIQ 4.89%
3 KBWR 4.80%
4 HDV 4.36%
5 IAI 4.26%
6 GENZ 4.16%
7 BJK 4.00%
8 BKC 3.97%
9 CAMX 3.94%
10 UTRN 3.90%
11 CZAR 3.79%
12 NEWZ 3.67%
13 DIVZ 3.66%
14 DIVL 3.61%
15 BCGD 3.47%
16 CCOR 3.47%
17 DIVO 3.47%
18 NLSI 3.28%
19 DDIV 3.13%
20 TEKX 3.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.90M (10.64%) 588.51K
Increased by +1.64%
Dec 30, 25
2 BlackRock Inc 31.45M (9.32%) 370.38K
Increased by +1.18%
Mar 30, 26
3 Vanguard Capital Management, LLC 23.37M (6.93%) 23.37M
Increased by +100.00%
Mar 30, 26
4 State Street Corp 16.06M (4.76%) -89.24K
Decreased by -0.56%
Mar 30, 26
5 State Street Corporation 15.71M (4.66%) -194.75K
Decreased by -1.24%
Mar 30, 24
6 JPMorgan Chase & Co 12.21M (3.62%) 1.11M
Increased by +9.08%
Mar 30, 26
7 Morgan Stanley - Brokerage Accounts 9.41M (2.79%) 1.04M
Increased by +11.10%
Mar 30, 26
8 Geode Capital Management, LLC 9.15M (2.71%) -180.70K
Decreased by -1.98%
Mar 30, 26
9 Vanguard Portfolio Management, LLC 9.03M (2.68%) 9.03M
Increased by +100.00%
Mar 30, 26
10 Capital World Investors 6.94M (2.06%) -341.55K
Decreased by -4.92%
Mar 30, 26
11 Parnassus Investments, LLC 5.64M (1.67%) -32.88K
Decreased by -0.58%
Sep 29, 23
12 NORGES BANK 5.58M (1.65%) -123.50K
Decreased by -2.21%
Dec 30, 25
13 Parnassus Investments LLC 5.08M (1.51%) -363.08K
Decreased by -7.14%
Jun 29, 24
14 Bank of New York Mellon Corp 4.83M (1.43%) -91.88K
Decreased by -1.90%
Mar 30, 26
15 T. Rowe Price Associates, Inc. 4.81M (1.43%) -2.07M
Decreased by -43.11%
Mar 30, 26
16 GQG Partners LLC 4.21M (1.25%) -315.19K
Decreased by -7.49%
Dec 30, 25
17 Sanders Capital, LLC 4.16M (1.23%) -16.32K
Decreased by -0.39%
Mar 30, 26
18 Bank of America Corp 4.02M (1.19%) 1.13M
Increased by +28.12%
Mar 30, 26
19 Neuberger Berman Group LLC 3.79M (1.12%) 148.99K
Increased by +3.93%
Sep 29, 23
20 FMR Inc 3.76M (1.11%) -256.44K
Decreased by -6.82%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Morn Total Stk Mkt Idx Investor 11.51M (3.41%) 91.13K
Increased by +0.79%
Jun 29, 26
2 Vanguard Total Stock Mkt Idx Inv 11.51M (3.41%) 91.13K
Increased by +0.79%
Jun 29, 26
3 Vanguard US Total Market Shares ETF 11.41M (3.38%) 11.41M
Increased by +100.00%
Sep 29, 24
4 Vanguard 500 Index Investor 9.41M (2.79%) -27.11K
Decreased by -0.29%
Jun 29, 26
5 iShares Core S&P 500 ETF 4.90M (1.45%) -11.39K
Decreased by -0.23%
Jul 27, 26
6 Fidelity 500 Index 4.65M (1.38%) 33.84K
Increased by +0.73%
Jun 29, 26
7 SPDR® S&P 500 ETF 4.48M (1.33%) -65.72K
Decreased by -1.47%
Mar 30, 25
8 State Street® SPDR® S&P 500® ETF 4.48M (1.33%) 12.81K
Increased by +0.29%
Jul 27, 26
9 SPDR® S&P 500® ETF Trust 4.36M (1.29%) -22.90K
Decreased by -0.52%
Mar 30, 25
10 SPDR® S&P 500® ETF 4.35M (1.29%) 53.64K
Increased by +1.23%
Aug 30, 25
11 JPM US Equity Income-MA 4.34M (1.29%) 4.33M
Increased by +99.91%
Sep 29, 23
12 SPDR® S&P 500 ETF Trust 4.26M (1.26%) 9.63K
Increased by +0.23%
Apr 29, 24
13 Fidelity® 500 Index 4.19M (1.24%) 26.68K
Increased by +0.64%
Nov 29, 23
14 American Funds Income Fund of Amer A 4.14M (1.23%) -561.62K
Decreased by -13.57%
Mar 30, 26
15 American Funds Income Fd of Amer A 4.01M (1.19%) -127.16K
Decreased by -3.17%
Jun 29, 26
16 Parnassus Core Equity Investor 3.80M (1.13%) 0.00
Increased by 0.00%
Jun 29, 24
17 Vanguard Morn Value Index Investor 3.45M (1.02%) 99.78K
Increased by +2.90%
Jun 29, 26
18 Vanguard Value Index Inv 3.45M (1.02%) 99.78K
Increased by +2.90%
Jun 29, 26
19 American Funds Capital Income Bldr A 3.29M (0.97%) -472.36K
Decreased by -14.36%
Jun 29, 24
20 State Street®FinSelSectSPDR®ETF 2.61M (0.77%) 75.90K
Increased by +2.91%
Jul 27, 26