Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.88%
2 ERNZ 4.72%
3 PEJ 4.35%
4 UTRN 3.97%
5 DIP 3.46%
6 NEWZ 3.41%
7 ACT_old 3.00%
8 FDV 2.93%
9 PEZ 2.60%
10 DDIV 2.40%
11 RJDI 2.40%
12 EPMV 2.18%
13 RSPD 2.15%
14 RCD 2.14%
15 CNAV 2.10%
16 QDIV 2.03%
17 BGIG 1.99%
18 RUNN 1.95%
19 SDOG 1.92%
20 BMVP 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 14.93M (13.12%) -232.59K
Decreased by -1.56%
Mar 31, 26
2 Vanguard Group Inc 14.06M (12.36%) 43.97K
Increased by +0.31%
Dec 31, 25
3 BlackRock Inc 9.65M (8.48%) -280.27K
Decreased by -2.90%
Mar 31, 26
4 Mizuho Securities USA Inc 8.87M (7.79%) 8.86M
Increased by +99.90%
Sep 30, 24
5 Vanguard Capital Management, LLC 7.47M (6.57%) 7.47M
Increased by +100.00%
Mar 31, 26
6 Wellington Management Company LLP 6.85M (6.02%) -1.23M
Decreased by -17.94%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 5.36M (4.71%) 5.36M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 4.86M (4.27%) -6.59K
Decreased by -0.14%
Mar 31, 26
9 State Street Corporation 4.73M (4.15%) -122.14K
Decreased by -2.58%
Mar 31, 24
10 Geode Capital Management, LLC 3.44M (3.03%) 69.01K
Increased by +2.00%
Mar 31, 26
11 Charles Schwab Investment Management Inc 3.37M (2.96%) -823.64K
Decreased by -24.47%
Mar 31, 26
12 Bank of America Corp 3.21M (2.82%) 991.23K
Increased by +30.86%
Mar 31, 26
13 Raymond James & Associates 2.35M (2.07%) 44.46K
Increased by +1.89%
Sep 30, 24
14 JPMorgan Chase & Co 1.91M (1.68%) -1.01M
Decreased by -52.75%
Mar 31, 26
15 Capital Research & Mgmt Co - Division 3 1.90M (1.67%) 19.82K
Increased by +1.04%
Sep 30, 25
16 Amvescap Plc. 1.86M (1.64%) -23.63K
Decreased by -1.27%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 1.79M (1.57%) 4.01K
Increased by +0.22%
Mar 31, 26
18 Newport Trust Co. 1.78M (1.57%) -50.76K
Decreased by -2.85%
Mar 31, 26
19 Northern Trust Corp 1.69M (1.48%) 205.53K
Increased by +12.18%
Mar 31, 26
20 Massachusetts Financial Services Company 1.47M (1.29%) 772.91K
Increased by +52.61%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 6.02M (5.29%) 663.09K
Increased by +11.01%
Mar 31, 26
2 American Funds Washington Mutual A 5.55M (4.87%) 0.00
Increased by 0.00%
Mar 31, 26
3 Capital Group Wash Mutual Invtrs Comp 5.55M (4.87%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 3.74M (3.29%) -30.96K
Decreased by -0.83%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.66M (3.22%) 8.82K
Increased by +0.24%
Apr 30, 26
6 Vanguard Wellington Inv 3.49M (3.07%) 400.95K
Increased by +11.47%
Mar 31, 26
7 Vanguard Institutional 500 Index Trust 3.33M (2.93%) 23.58K
Increased by +0.71%
May 31, 25
8 Vanguard 500 Index Investor 2.99M (2.62%) 53.88K
Increased by +1.80%
Apr 30, 26
9 Schwab US Dividend Equity ETF™ 2.75M (2.42%) 5.36K
Increased by +0.19%
May 30, 26
10 Vanguard Mid Cap Index Institutional 2.49M (2.19%) 5.87K
Increased by +0.24%
Apr 30, 26
11 American Funds Growth Fund of Amer A 1.98M (1.74%) -1.13M
Decreased by -56.91%
Sep 30, 23
12 Capital Group Growth Fnd of Amer Comp 1.98M (1.74%) -1.13M
Decreased by -56.91%
Sep 30, 23
13 American Funds American Balanced A 1.64M (1.44%) -844.65K
Decreased by -51.50%
Mar 31, 26
14 Vanguard Equity-Income Inv 1.56M (1.37%) -874.17K
Decreased by -55.87%
Mar 31, 26
15 iShares Core S&P 500 ETF 1.52M (1.33%) 4.62K
Increased by +0.30%
May 29, 26
16 Fidelity 500 Index 1.48M (1.30%) 5.08K
Increased by +0.34%
Apr 30, 26
17 SPDR® S&P 500 ETF 1.46M (1.29%) -21.39K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 1.42M (1.25%) -7.45K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500 ETF Trust 1.41M (1.24%) 8.80K
Increased by +0.62%
Feb 29, 24
20 SPDR® S&P 500® ETF 1.41M (1.24%) 17.46K
Increased by +1.24%
Aug 31, 25