Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 8.49%
2 SGRT 8.15%
3 DUSA 7.65%
4 FDFF 5.52%
5 STRN 4.87%
6 DHLX 4.35%
7 BPAY 4.01%
8 MBCC 3.99%
9 NLSI 3.95%
10 UTRN 3.92%
11 GVLE 3.59%
12 EAGL 3.52%
13 KBWB 3.39%
14 DWLD 3.32%
15 RSMV 3.26%
16 FNTC 3.19%
17 ASLV 3.13%
18 OAKM 2.86%
19 EQOP 2.83%
20 DIVE 2.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.90M (9.34%) 360.07K
Increased by +0.63%
Dec 31, 25
2 BlackRock Inc 49.95M (8.20%) -1.00M
Decreased by -2.01%
Sep 30, 25
3 JPMorgan Chase & Co 34.55M (5.67%) 19.23M
Increased by +55.66%
Sep 30, 25
4 State Street Corp 27.82M (4.57%) 43.05K
Increased by +0.15%
Sep 30, 25
5 Capital World Investors 25.05M (4.11%) -913.59K
Decreased by -3.65%
Sep 30, 25
6 FMR Inc 18.75M (3.08%) 2.03M
Increased by +10.81%
Dec 31, 25
7 State Street Corporation 16.69M (2.74%) 341.86K
Increased by +2.05%
Mar 31, 24
8 Geode Capital Management, LLC 14.10M (2.31%) 93.31K
Increased by +0.66%
Sep 30, 25
9 Franklin Resources Inc 11.84M (1.94%) 1.34M
Increased by +11.31%
Sep 30, 25
10 Harris Associates L.P. 10.83M (1.78%) 1.80M
Increased by +16.63%
Dec 31, 25
11 Dodge & Cox 9.16M (1.50%) -2.94M
Decreased by -32.14%
Dec 31, 25
12 NORGES BANK 8.62M (1.42%) 625.40K
Increased by +7.25%
Dec 31, 25
13 Davis Selected Advisers 8.61M (1.41%) 234.65K
Increased by +2.72%
Dec 31, 25
14 Capital Research Global Investors 8.43M (1.38%) 302.73K
Increased by +3.59%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 8.35M (1.37%) 252.64K
Increased by +3.02%
Sep 30, 25
16 The Goldman Sachs Group Inc 7.80M (1.28%) 1.20M
Increased by +15.35%
Sep 30, 25
17 Fisher Asset Management, LLC 7.30M (1.20%) -357.45K
Decreased by -4.90%
Sep 30, 25
18 Berkshire Hathaway Inc 7.15M (1.17%) 0.00
Increased by 0.00%
Sep 30, 25
19 Northern Trust Corp 7.07M (1.16%) -186.11K
Decreased by -2.63%
Sep 30, 25
20 Bank of New York Mellon Corp 7.01M (1.15%) 416.81K
Increased by +5.95%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 20.01M (3.28%) 42.54K
Increased by +0.21%
Jan 31, 26
2 Vanguard Institutional 500 Index Trust 18.12M (2.97%) 124.91K
Increased by +0.69%
May 31, 25
3 Vanguard 500 Index Investor 16.20M (2.66%) 101.23K
Increased by +0.63%
Jan 31, 26
4 Vanguard US Total Market Shares ETF 11.48M (1.88%) 8.16K
Increased by +0.07%
Sep 30, 24
5 American Funds Washington Mutual A 8.90M (1.46%) -529.79K
Decreased by -5.95%
Dec 31, 25
6 Capital Group Wash Mutual Invtrs Comp 8.90M (1.46%) -529.79K
Decreased by -5.95%
Dec 31, 25
7 iShares Core S&P 500 ETF 8.10M (1.33%) 1.50M
Increased by +18.48%
Feb 25, 26
8 Fidelity 500 Index 8.04M (1.32%) -36.53K
Decreased by -0.45%
Dec 31, 25
9 SPDR® S&P 500® ETF 7.73M (1.27%) 95.13K
Increased by +1.23%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 7.50M (1.23%) -13.32K
Decreased by -0.18%
Feb 26, 26
11 Dodge & Cox Stock I 6.60M (1.08%) -2.30M
Decreased by -34.86%
Dec 31, 25
12 Vanguard Value Index Inv 5.85M (0.96%) -2.00K
Decreased by -0.03%
Jan 31, 26
13 American Funds Growth Fund of Amer A 5.66M (0.93%) 0.00
Increased by 0.00%
Dec 31, 25
14 Capital Group Growth Fnd of Amer Comp 5.66M (0.93%) 0.00
Increased by 0.00%
Dec 31, 25
15 American Funds American Balanced A 5.55M (0.91%) 0.00
Increased by 0.00%
Dec 31, 25
16 SPDR® S&P 500 ETF 4.74M (0.78%) -69.44K
Decreased by -1.46%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 4.62M (0.76%) -24.19K
Decreased by -0.52%
Mar 31, 25
18 The Financial Select Sector SPDR® ETF 4.55M (0.75%) -14.46K
Decreased by -0.32%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 4.48M (0.74%) -9.72K
Decreased by -0.22%
Apr 30, 24
20 Putnam Large Cap Value A 4.48M (0.74%) 0.00
Increased by 0.00%
Jan 31, 26