Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 DJD 8.03%
3 SBM 6.27%
4 SMN 6.27%
5 NDIV 5.85%
6 WBIY 4.41%
7 GBDV 4.11%
8 IYM 4.03%
9 UTRN 3.96%
10 RTM 3.91%
11 RSPM 3.91%
12 SAMM 3.43%
13 JHMA 3.38%
14 DIVC 3.33%
15 FMK 3.28%
16 XLB 3.22%
17 EDOW 3.12%
18 SHRY 3.04%
19 LBAY 2.77%
20 FCUS 2.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 85.25M (11.86%) -262.07K
Decreased by -0.31%
Dec 31, 25
2 BlackRock Inc 52.50M (7.30%) 3.09M
Increased by +5.89%
Dec 31, 25
3 State Street Corporation 35.51M (4.94%) -176.12K
Decreased by -0.50%
Mar 31, 24
4 State Street Corp 34.87M (4.85%) 737.96K
Increased by +2.12%
Dec 31, 25
5 Pzena Investment Management, LLC 18.95M (2.64%) -8.68M
Decreased by -45.81%
Mar 31, 26
6 Geode Capital Management, LLC 18.42M (2.56%) 102.62K
Increased by +0.56%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 17.51M (2.44%) 3.47M
Increased by +19.81%
Dec 31, 25
8 Amvescap Plc. 9.63M (1.34%) -1.47M
Decreased by -15.29%
Mar 31, 26
9 NORGES BANK 9.27M (1.29%) 2.55M
Increased by +27.57%
Dec 31, 25
10 Capital Research Global Investors 9.15M (1.27%) -2.05M
Decreased by -22.36%
Mar 31, 26
11 Bank of America Corp 7.63M (1.06%) 1.25M
Increased by +16.41%
Dec 31, 25
12 Charles Schwab Investment Management Inc 7.38M (1.03%) 693.78K
Increased by +9.40%
Dec 31, 25
13 Capital World Investors 7.10M (0.99%) 7.10M
Increased by +100.00%
Mar 31, 26
14 Northern Trust Corp 6.71M (0.93%) 181.83K
Increased by +2.71%
Mar 31, 26
15 FMR Inc 6.48M (0.90%) 2.29M
Increased by +35.37%
Dec 31, 25
16 Pacer Advisors, INC. 6.35M (0.88%) 397.17K
Increased by +6.26%
Dec 31, 23
17 Neuberger Berman Group LLC 6.04M (0.84%) 939.22K
Increased by +15.56%
Mar 31, 26
18 Goldman Sachs Group Inc 5.94M (0.83%) 1.89M
Increased by +31.78%
Jun 30, 25
19 Legal & General Group PLC 5.49M (0.76%) -160.54K
Decreased by -2.92%
Sep 30, 24
20 JPMorgan Chase & Co 5.48M (0.76%) 734.59K
Increased by +13.41%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.41M (3.12%) 103.04K
Increased by +0.46%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 22.27M (3.10%) 14.84K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 20.02M (2.78%) 142.54K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 18.27M (2.54%) -21.06K
Decreased by -0.12%
Mar 31, 26
5 iShares Core S&P 500 ETF 9.28M (1.29%) 27.23K
Increased by +0.29%
Apr 30, 26
6 Fidelity 500 Index 9.16M (1.27%) 118.01K
Increased by +1.29%
Mar 31, 26
7 American Funds Income Fund of Amer A 8.73M (1.21%) 2.20M
Increased by +25.20%
Jun 30, 25
8 SPDR® S&P 500 ETF 8.71M (1.21%) -126.79K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF 8.56M (1.19%) 105.00K
Increased by +1.23%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 8.55M (1.19%) 27.94K
Increased by +0.33%
Apr 30, 26
11 SPDR® S&P 500® ETF Trust 8.48M (1.18%) -44.71K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 8.29M (1.15%) 18.77K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 8.19M (1.14%) 52.14K
Increased by +0.64%
Nov 30, 23
14 Vanguard Small Cap Index 8.15M (1.13%) 133.47K
Increased by +1.64%
Mar 31, 26
15 Vanguard Mid Cap Index Institutional 7.62M (1.06%) -45.88K
Decreased by -0.60%
Mar 31, 26
16 Pacer US Cash Cows 100 ETF 6.58M (0.92%) 17.02K
Increased by +0.26%
Jan 31, 24
17 State Street®MatSelSectSPDR®ETF 6.46M (0.90%) 58.55K
Increased by +0.91%
Apr 30, 26
18 Vanguard Value Index Inv 6.25M (0.87%) -8.84K
Decreased by -0.14%
Jul 31, 25
19 American Funds Growth Fund of Amer A 5.65M (0.79%) 5.65M
Increased by +100.00%
Mar 31, 26
20 Capital Group Growth Fnd of Amer Comp 5.65M (0.79%) 5.65M
Increased by +100.00%
Mar 31, 26