Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDIQ 5.45%
2 QUSA 4.96%
3 DIVO 4.90%
4 HDV 4.36%
5 GENZ 4.11%
6 BJK 4.00%
7 KBWR 3.98%
8 BKC 3.97%
9 UTRN 3.90%
10 DIVZ 3.76%
11 CAMX 3.73%
12 DECO 3.73%
13 HECO 3.69%
14 DIVL 3.69%
15 NEWZ 3.67%
16 NLSI 3.49%
17 CCOR 3.47%
18 CZAR 3.38%
19 DDIV 3.13%
20 LOGO 3.12%

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 31.45M (8.80%) 370.38K
Increased by +1.18%
Mar 31, 26
3 Vanguard Capital Management, LLC 23.37M (6.54%) 23.37M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 16.06M (4.49%) -89.24K
Decreased by -0.56%
Mar 31, 26
5 State Street Corporation 15.71M (4.40%) -194.75K
Decreased by -1.24%
Mar 31, 24
6 JPMorgan Chase & Co 12.21M (3.42%) 1.11M
Increased by +9.08%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 9.41M (2.63%) 1.04M
Increased by +11.10%
Mar 31, 26
8 Geode Capital Management, LLC 9.15M (2.56%) -180.70K
Decreased by -1.98%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 9.03M (2.53%) 9.03M
Increased by +100.00%
Mar 31, 26
10 Capital World Investors 6.94M (1.94%) -341.55K
Decreased by -4.92%
Mar 31, 26
11 Parnassus Investments, LLC 5.64M (1.58%) -32.88K
Decreased by -0.58%
Sep 30, 23
12 NORGES BANK 5.58M (1.56%) -123.50K
Decreased by -2.21%
Dec 31, 25
13 Parnassus Investments LLC 5.08M (1.42%) -363.08K
Decreased by -7.14%
Jun 30, 24
14 Bank of New York Mellon Corp 4.83M (1.35%) -91.88K
Decreased by -1.90%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 4.81M (1.35%) -2.07M
Decreased by -43.11%
Mar 31, 26
16 GQG Partners LLC 4.21M (1.18%) -315.19K
Decreased by -7.49%
Dec 31, 25
17 Sanders Capital, LLC 4.16M (1.16%) -16.32K
Decreased by -0.39%
Mar 31, 26
18 Bank of America Corp 4.02M (1.13%) 1.13M
Increased by +28.12%
Mar 31, 26
19 Neuberger Berman Group LLC 3.79M (1.06%) 148.99K
Increased by +3.93%
Sep 30, 23
20 FMR Inc 3.76M (1.05%) -256.44K
Decreased by -6.82%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 11.43M (3.20%) 34.90K
Increased by +0.31%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 11.41M (3.19%) 11.41M
Increased by +100.00%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 10.25M (2.87%) 72.35K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 9.35M (2.62%) 167.21K
Increased by +1.79%
Apr 30, 26
5 iShares Core S&P 500 ETF 4.75M (1.33%) 14.49K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 4.62M (1.29%) 15.89K
Increased by +0.34%
Apr 30, 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 State Street® SPDR® S&P 500® ETF 4.35M (1.22%) 4.62K
Increased by +0.11%
May 31, 26
11 JPM US Equity Income-MA 4.34M (1.21%) 4.33M
Increased by +99.91%
Sep 30, 23
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 3.32M (0.93%) 9.49K
Increased by +0.29%
Apr 30, 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