Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 5.15%
2 TPMN 4.44%
3 UTRN 3.84%
4 MVAL 3.66%
5 FXG 3.46%
6 RHS 2.77%
7 RSPS 2.77%
8 FTXG 2.52%
9 HEJD 2.33%
10 QFHD 2.30%
11 BVAL 2.28%
12 MOTE 2.20%
13 BSMC 2.17%
14 EQRR 2.06%
15 SPHD 2.01%
16 GHTA 1.83%
17 RYJ 1.82%
18 UPGD 1.79%
19 QQQN 1.37%
20 SPYD 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.52M (12.23%) -130.00K
Decreased by -0.55%
Dec 31, 25
2 BlackRock Inc 17.11M (8.90%) -7.79M
Decreased by -45.53%
Mar 31, 26
3 Amvescap Plc. 13.50M (7.02%) 3.78M
Increased by +27.98%
Mar 31, 26
4 Vanguard Capital Management, LLC 13.16M (6.84%) 13.16M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 12.51M (6.51%) 1.47M
Increased by +11.78%
Mar 31, 26
6 State Street Corporation 10.53M (5.48%) -147.80K
Decreased by -1.40%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 10.24M (5.32%) 1.93M
Increased by +18.89%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 10.01M (5.20%) 10.01M
Increased by +100.00%
Mar 31, 26
9 Two Sigma Investments LLC 7.95M (4.14%) 2.32M
Increased by +29.14%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 6.42M (3.34%) 1.87M
Increased by +29.09%
Mar 31, 26
11 Beutel, Goodman & Company Ltd. 6.27M (3.26%) -474.08K
Decreased by -7.56%
Dec 31, 25
12 Geode Capital Management, LLC 5.93M (3.08%) 412.54K
Increased by +6.96%
Mar 31, 26
13 UBS Group AG 5.70M (2.96%) 3.22M
Increased by +56.52%
Mar 31, 26
14 Two Sigma Advisers, LLC 5.40M (2.81%) 1.14M
Increased by +21.02%
Dec 31, 25
15 LSV Asset Management 4.64M (2.41%) 860.50K
Increased by +18.56%
Mar 31, 26
16 Van Eck Associates Corporation 4.43M (2.30%) -5.16M
Decreased by -116.54%
Jun 30, 25
17 Citadel Advisors Llc 4.06M (2.11%) 2.48M
Increased by +61.06%
Mar 31, 26
18 Brandywine Managers LLC 3.33M (1.73%) 0.00
Increased by 0.00%
Mar 31, 26
19 JPMorgan Chase & Co 3.10M (1.61%) 2.08M
Increased by +67.13%
Sep 30, 25
20 Bank of New York Mellon Corp 3.09M (1.61%) 40.31K
Increased by +1.31%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco S&P 500® Equal Weight ETF 7.32M (3.81%) 14.02K
Increased by +0.19%
May 29, 26
2 Vanguard Total Stock Mkt Idx Inv 6.65M (3.46%) 15.82K
Increased by +0.24%
Apr 30, 26
3 Vanguard US Total Market Shares ETF 6.16M (3.20%) 4.48K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 5.60M (2.91%) 49.20K
Increased by +0.88%
May 31, 25
5 Vanguard 500 Index Investor 5.11M (2.66%) 92.05K
Increased by +1.80%
Apr 30, 26
6 Vanguard Small Cap Index 4.81M (2.50%) -14.67K
Decreased by -0.31%
Apr 30, 26
7 iShares Select Dividend ETF 4.19M (2.18%) 31.11K
Increased by +0.74%
May 29, 26
8 VanEck Morningstar Wide Moat 3.83M (1.99%) -4.94M
Decreased by -128.80%
Jun 30, 25
9 VanEck Morningstar Wide Moat ETF 3.69M (1.92%) -2.85K
Decreased by -0.08%
Aug 30, 25
10 State Street SPDR Port S&P 500 HiDivETF 3.29M (1.71%) 0.00
Increased by 0.00%
May 29, 26
11 Vanguard Small Cap Value Index Inv 3.09M (1.61%) 27.71K
Increased by +0.90%
Apr 30, 26
12 Invesco S&P 500® High Div Low Vol ETF 2.94M (1.53%) 0.00
Increased by 0.00%
May 29, 26
13 SPDR® Portfolio S&P 500® High Div ETF 2.74M (1.43%) 6.78K
Increased by +0.25%
Aug 29, 25
14 iShares Core S&P 500 ETF 2.59M (1.35%) 7.93K
Increased by +0.31%
May 29, 26
15 Fidelity 500 Index 2.52M (1.31%) 8.75K
Increased by +0.35%
Apr 30, 26
16 SPDR® S&P 500 ETF 2.45M (1.27%) -35.19K
Decreased by -1.44%
Mar 31, 25
17 State Street® SPDR® S&P 500® ETF 2.40M (1.25%) 2.51K
Increased by +0.10%
May 31, 26
18 SPDR® S&P 500® ETF Trust 2.38M (1.24%) -12.53K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 2.38M (1.24%) 29.35K
Increased by +1.24%
Aug 31, 25
20 SPDR® S&P 500 ETF Trust 2.36M (1.23%) 16.38K
Increased by +0.70%
May 30, 24