Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 FCTE 5.01%
3 UTRN 3.96%
4 FMTM 3.52%
5 MAKX 2.98%
6 DFND 2.40%
7 FTIF 2.15%
8 FTCS 2.12%
9 DEF 2.11%
10 EPMB 1.84%
11 BOUT 1.76%
12 POWA 1.75%
13 VUSV 1.73%
14 DVOL 1.64%
15 TMDV 1.61%
16 HELS 1.54%
17 KLDW 1.52%
18 NSCR 1.52%
19 HWAY 1.51%
20 CZA 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.73M (12.50%) 120.34K
Increased by +0.72%
Dec 31, 25
2 JPMorgan Chase & Co 14.12M (10.55%) 5.32M
Increased by +37.66%
Mar 31, 26
3 BlackRock Inc 10.02M (7.49%) -203.29K
Decreased by -2.03%
Mar 31, 26
4 Vanguard Capital Management, LLC 8.77M (6.55%) 8.77M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 6.50M (4.85%) -262.13K
Decreased by -4.03%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 6.47M (4.83%) 6.47M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 6.35M (4.74%) -245.09K
Decreased by -3.86%
Mar 31, 24
8 FMR Inc 4.75M (3.55%) 1.72M
Increased by +36.12%
Mar 31, 26
9 Geode Capital Management, LLC 3.56M (2.66%) 37.67K
Increased by +1.06%
Mar 31, 26
10 Bank of New York Mellon Corp 3.03M (2.26%) 150.32K
Increased by +4.96%
Mar 31, 26
11 Bank of America Corp 2.80M (2.09%) -59.47K
Decreased by -2.12%
Mar 31, 26
12 Nuveen Asset Management, LLC 2.74M (2.04%) -124.61K
Decreased by -4.55%
Dec 31, 24
13 Morgan Stanley - Brokerage Accounts 2.39M (1.78%) -90.20K
Decreased by -3.77%
Mar 31, 26
14 First Trust Advisors L.P. 2.24M (1.67%) -267.46K
Decreased by -11.93%
Mar 31, 26
15 HSBC Holdings PLC 2.00M (1.49%) 758.04K
Increased by +37.90%
Dec 31, 25
16 Nuveen, LLC 1.98M (1.48%) -643.78K
Decreased by -32.52%
Mar 31, 26
17 Wells Fargo & Co 1.97M (1.47%) -25.09K
Decreased by -1.28%
Mar 31, 26
18 ING Investment Management LLC 1.96M (1.46%) 726.77K
Increased by +37.16%
Mar 31, 25
19 Citadel Advisors Llc 1.80M (1.34%) 581.72K
Increased by +32.39%
Dec 31, 24
20 Franklin Resources Inc 1.79M (1.34%) 33.57K
Increased by +1.87%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.35M (3.25%) 2.94K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.29M (3.21%) 13.29K
Increased by +0.31%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 3.90M (2.92%) 27.21K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 3.50M (2.61%) 62.67K
Increased by +1.79%
Apr 30, 26
5 JPM US Equity Income-MA 3.38M (2.53%) -133.04K
Decreased by -3.93%
Dec 31, 25
6 JPM US Equity Income-Composite 3.05M (2.28%) -328.45K
Decreased by -10.76%
Mar 31, 26
7 JPMorgan Equity Income I 3.02M (2.26%) -29.16K
Decreased by -0.96%
Apr 30, 26
8 Vanguard Mid Cap Index Institutional 2.92M (2.18%) 6.69K
Increased by +0.23%
Apr 30, 26
9 iShares Core S&P 500 ETF 1.78M (1.33%) 5.45K
Increased by +0.31%
May 29, 26
10 Franklin Rising Dividends Fund A 1.76M (1.31%) 0.00
Increased by 0.00%
Nov 30, 24
11 Fidelity 500 Index 1.73M (1.29%) 5.95K
Increased by +0.34%
Apr 30, 26
12 SPDR® S&P 500 ETF 1.71M (1.28%) -25.11K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 1.66M (1.24%) -8.75K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.66M (1.24%) 20.49K
Increased by +1.24%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 1.65M (1.23%) -3.57K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 1.63M (1.22%) 10.37K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 1.62M (1.21%) 1.72K
Increased by +0.11%
May 31, 26
18 Vanguard Value Index Inv 1.25M (0.93%) 3.51K
Increased by +0.28%
Apr 30, 26
19 Vanguard Windsor Investor Shares 1.19M (0.89%) -178.95K
Decreased by -15.10%
Mar 31, 26
20 JPMorgan Equity Premium Income ETF 1.18M (0.88%) 888.00
Increased by +0.08%
May 29, 26