Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFNL 9.95%
2 SGRT 8.15%
3 DUSA 7.39%
4 FDFF 5.51%
5 IPAY 5.46%
6 STRN 4.87%
7 DHLX 4.30%
8 BPAY 4.08%
9 MBCC 3.98%
10 NLSI 3.95%
11 UTRN 3.92%
12 KBWB 3.67%
13 EAGL 3.50%
14 DIVE 3.39%
15 DWLD 3.30%
16 RSMV 3.26%
17 ASLV 3.26%
18 FNTC 3.19%
19 TFNS 2.97%
20 GVLE 2.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.90M (9.43%) 360.07K
Increased by +0.63%
Dec 31, 25
2 BlackRock Inc 49.95M (8.28%) -1.00M
Decreased by -2.01%
Sep 30, 25
3 JPMorgan Chase & Co 34.55M (5.73%) 19.23M
Increased by +55.66%
Sep 30, 25
4 State Street Corp 27.82M (4.61%) 43.05K
Increased by +0.15%
Sep 30, 25
5 Capital World Investors 24.74M (4.10%) -315.15K
Decreased by -1.27%
Dec 31, 25
6 FMR Inc 18.75M (3.11%) 2.03M
Increased by +10.81%
Dec 31, 25
7 State Street Corporation 16.69M (2.77%) 341.86K
Increased by +2.05%
Mar 31, 24
8 Geode Capital Management, LLC 14.07M (2.33%) -31.91K
Decreased by -0.23%
Dec 31, 25
9 Franklin Resources Inc 11.84M (1.96%) 1.34M
Increased by +11.31%
Sep 30, 25
10 Harris Associates L.P. 10.83M (1.79%) 1.80M
Increased by +16.63%
Dec 31, 25
11 Dodge & Cox 9.16M (1.52%) -2.94M
Decreased by -32.14%
Dec 31, 25
12 NORGES BANK 8.62M (1.43%) 625.40K
Increased by +7.25%
Dec 31, 25
13 Davis Selected Advisers 8.61M (1.43%) 234.65K
Increased by +2.72%
Dec 31, 25
14 Capital Research Global Investors 8.43M (1.40%) 302.73K
Increased by +3.59%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 8.35M (1.38%) 252.64K
Increased by +3.02%
Sep 30, 25
16 The Goldman Sachs Group Inc 7.60M (1.26%) -195.53K
Decreased by -2.57%
Dec 31, 25
17 Berkshire Hathaway Inc 7.15M (1.18%) 0.00
Increased by 0.00%
Sep 30, 25
18 Northern Trust Corp 7.07M (1.17%) -186.11K
Decreased by -2.63%
Sep 30, 25
19 Bank of New York Mellon Corp 7.01M (1.16%) 416.81K
Increased by +5.95%
Jun 30, 25
20 Aristotle Capital Management LLC 7.01M (1.16%) -353.55K
Decreased by -5.04%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 19.75M (3.27%) -349.73K
Decreased by -1.77%
Mar 31, 26
2 Vanguard Institutional 500 Index Trust 18.12M (3.00%) 124.91K
Increased by +0.69%
May 31, 25
3 Vanguard 500 Index Investor 15.91M (2.64%) -438.55K
Decreased by -2.76%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 11.48M (1.90%) 8.16K
Increased by +0.07%
Sep 30, 24
5 Capital Group Wash Mutual Invtrs Comp 8.90M (1.47%) -529.79K
Decreased by -5.95%
Dec 31, 25
6 Fidelity 500 Index 8.09M (1.34%) 13.34K
Increased by +0.16%
Feb 28, 26
7 iShares Core S&P 500 ETF 8.03M (1.33%) -4.37K
Decreased by -0.05%
Mar 31, 26
8 SPDR® S&P 500® ETF 7.73M (1.28%) 95.13K
Increased by +1.23%
Aug 31, 25
9 State Street® SPDR® S&P 500® ETF 7.24M (1.20%) -17.84K
Decreased by -0.25%
Mar 31, 26
10 American Funds Washington Mutual A 6.72M (1.11%) -2.18M
Decreased by -32.35%
Mar 31, 26
11 Dodge & Cox Stock I 6.60M (1.09%) -2.30M
Decreased by -34.86%
Dec 31, 25
12 Vanguard Value Index Inv 5.75M (0.95%) -177.96K
Decreased by -3.10%
Mar 31, 26
13 Capital Group Growth Fnd of Amer Comp 5.66M (0.94%) 0.00
Increased by 0.00%
Dec 31, 25
14 SPDR® S&P 500 ETF 4.74M (0.79%) -69.44K
Decreased by -1.46%
Mar 31, 25
15 Putnam Large Cap Value A 4.73M (0.78%) 98.00K
Increased by +2.07%
Mar 31, 26
16 SPDR® S&P 500® ETF Trust 4.62M (0.77%) -24.19K
Decreased by -0.52%
Mar 31, 25
17 The Financial Select Sector SPDR® ETF 4.55M (0.75%) -14.46K
Decreased by -0.32%
Aug 31, 25
18 SPDR® S&P 500 ETF Trust 4.48M (0.74%) -9.72K
Decreased by -0.22%
Apr 30, 24
19 Putnam US Large Cap Value Equity 4.48M (0.74%) 0.00
Increased by 0.00%
Dec 31, 25
20 Fidelity® 500 Index 4.44M (0.74%) 28.29K
Increased by +0.64%
Nov 30, 23