Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 4.68%
2 TPMN 4.44%
3 UTRN 3.84%
4 MVAL 3.35%
5 FXG 3.18%
6 RHS 2.53%
7 RSPS 2.53%
8 HEJD 2.33%
9 FTXG 2.31%
10 BVAL 2.28%
11 MOTE 2.20%
12 EQRR 2.06%
13 BSMC 1.95%
14 SPHD 1.84%
15 GHTA 1.83%
16 RYJ 1.82%
17 UPGD 1.79%
18 QQQN 1.37%
19 SPYD 1.31%
20 RDIV 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.90M (12.96%) -564.63K
Decreased by -2.27%
Dec 31, 25
2 Vanguard Group Inc 23.52M (12.24%) -130.00K
Decreased by -0.55%
Dec 31, 25
3 Amvescap Plc. 13.50M (7.02%) 3.78M
Increased by +27.98%
Mar 31, 26
4 State Street Corp 11.04M (5.74%) -77.34K
Decreased by -0.70%
Dec 31, 25
5 State Street Corporation 10.53M (5.48%) -147.80K
Decreased by -1.40%
Mar 31, 24
6 Dimensional Fund Advisors, Inc. 10.24M (5.33%) 1.93M
Increased by +18.89%
Mar 31, 26
7 Beutel, Goodman & Company Ltd. 6.27M (3.26%) -474.08K
Decreased by -7.56%
Dec 31, 25
8 UBS Group AG 5.70M (2.97%) 3.22M
Increased by +56.52%
Mar 31, 26
9 Two Sigma Investments LLC 5.63M (2.93%) 697.54K
Increased by +12.38%
Dec 31, 25
10 Geode Capital Management, LLC 5.52M (2.87%) -104.31K
Decreased by -1.89%
Dec 31, 25
11 Two Sigma Advisers, LLC 5.40M (2.81%) 1.14M
Increased by +21.02%
Dec 31, 25
12 LSV Asset Management 4.64M (2.41%) 860.50K
Increased by +18.56%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 4.55M (2.37%) -1.30M
Decreased by -28.59%
Dec 31, 25
14 Van Eck Associates Corporation 4.43M (2.30%) -5.16M
Decreased by -116.54%
Jun 30, 25
15 Brandywine Managers LLC 3.33M (1.73%) 3.33M
Increased by +100.00%
Dec 31, 25
16 JPMorgan Chase & Co 3.10M (1.61%) 2.08M
Increased by +67.13%
Sep 30, 25
17 Bank of New York Mellon Corp 3.09M (1.61%) 40.31K
Increased by +1.31%
Mar 31, 26
18 Arrowstreet Capital Limited Partnership 3.05M (1.59%) 677.04K
Increased by +22.17%
Dec 31, 25
19 Renaissance Technologies Corp 2.88M (1.50%) 1.02M
Increased by +35.45%
Jun 30, 25
20 HPM Partners LLC 2.68M (1.39%) 1.76M
Increased by +65.55%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Invesco S&P 500® Equal Weight ETF 7.35M (3.83%) -2.22K
Decreased by -0.03%
Apr 30, 26
2 Vanguard Total Stock Mkt Idx Inv 6.63M (3.45%) 457.46K
Increased by +6.90%
Mar 31, 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 5.02M (2.61%) -34.24K
Decreased by -0.68%
Mar 31, 26
6 Vanguard Small Cap Index 4.82M (2.51%) 425.29K
Increased by +8.82%
Mar 31, 26
7 iShares Select Dividend ETF 4.21M (2.19%) 0.00
Increased by 0.00%
Apr 30, 26
8 VanEck Morningstar Wide Moat 3.83M (2.00%) -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 3.37M (1.75%) 3.23K
Increased by +0.10%
Apr 30, 26
11 Vanguard Small Cap Value Index Inv 3.07M (1.60%) 243.96K
Increased by +7.96%
Mar 31, 26
12 Invesco S&P 500® High Div Low Vol ETF 2.92M (1.52%) 0.00
Increased by 0.00%
Apr 30, 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 2.54M (1.32%) 7.47K
Increased by +0.29%
Apr 30, 26
15 Fidelity 500 Index 2.51M (1.31%) 12.35K
Increased by +0.49%
Mar 31, 26
16 SPDR® S&P 500 ETF 2.45M (1.27%) -35.19K
Decreased by -1.44%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 2.38M (1.24%) -12.53K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.38M (1.24%) 29.35K
Increased by +1.24%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 2.37M (1.23%) 7.64K
Increased by +0.32%
Apr 30, 26
20 SPDR® S&P 500 ETF Trust 2.36M (1.23%) 16.38K
Increased by +0.70%
May 30, 24