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 2.88%
9 PEZ 2.60%
10 DDIV 2.40%
11 RJDI 2.29%
12 RCD 2.14%
13 RSPD 2.14%
14 EPMV 2.13%
15 CNAV 2.10%
16 QDIV 2.03%
17 BGIG 1.97%
18 RUNN 1.95%
19 SDOG 1.91%
20 BMVP 1.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 15.16M (13.30%) 322.08K
Increased by +2.12%
Dec 31, 25
2 Vanguard Group Inc 14.06M (12.33%) 43.97K
Increased by +0.31%
Dec 31, 25
3 BlackRock Inc 9.93M (8.71%) 13.18K
Increased by +0.13%
Dec 31, 25
4 Mizuho Securities USA Inc 8.87M (7.78%) 8.86M
Increased by +99.90%
Sep 30, 24
5 Wellington Management Company LLP 8.08M (7.08%) 3.61M
Increased by +44.74%
Dec 31, 25
6 State Street Corp 4.87M (4.27%) -31.83K
Decreased by -0.65%
Dec 31, 25
7 State Street Corporation 4.73M (4.14%) -122.14K
Decreased by -2.58%
Mar 31, 24
8 Charles Schwab Investment Management Inc 4.19M (3.67%) 68.25K
Increased by +1.63%
Dec 31, 25
9 Geode Capital Management, LLC 3.37M (2.96%) -11.69K
Decreased by -0.35%
Dec 31, 25
10 JPMorgan Chase & Co 2.92M (2.56%) -2.42M
Decreased by -82.78%
Dec 31, 25
11 Raymond James & Associates 2.35M (2.06%) 44.46K
Increased by +1.89%
Sep 30, 24
12 Bank of America Corp 2.22M (1.95%) 570.28K
Increased by +25.68%
Dec 31, 25
13 Capital Research & Mgmt Co - Division 3 1.90M (1.67%) 19.82K
Increased by +1.04%
Sep 30, 25
14 Amvescap Plc. 1.88M (1.65%) 563.24K
Increased by +29.89%
Dec 31, 25
15 Newport Trust Co. 1.83M (1.61%) -27.22K
Decreased by -1.48%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 1.78M (1.56%) -281.00K
Decreased by -15.76%
Dec 31, 25
17 Northern Trust Corp 1.48M (1.30%) 93.69K
Increased by +6.32%
Dec 31, 25
18 Massachusetts Financial Services Company 1.47M (1.29%) 772.91K
Increased by +52.61%
Sep 30, 24
19 Earnest Partners LLC 1.45M (1.27%) -27.34K
Decreased by -1.88%
Dec 31, 25
20 Congress Asset Management Company, LLP 1.40M (1.23%) -21.51K
Decreased by -1.54%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 6.02M (5.28%) 663.09K
Increased by +11.01%
Mar 31, 26
2 American Funds Washington Mutual A 5.55M (4.86%) 0.00
Increased by 0.00%
Mar 31, 26
3 Capital Group Wash Mutual Invtrs Comp 5.55M (4.86%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 3.74M (3.28%) -30.96K
Decreased by -0.83%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.66M (3.21%) -22.71K
Decreased by -0.62%
Mar 31, 26
6 Vanguard Wellington Inv 3.49M (3.06%) 400.95K
Increased by +11.47%
Mar 31, 26
7 Vanguard Institutional 500 Index Trust 3.33M (2.92%) 23.58K
Increased by +0.71%
May 31, 25
8 Vanguard 500 Index Investor 2.93M (2.57%) -60.03K
Decreased by -2.05%
Mar 31, 26
9 Schwab US Dividend Equity ETF™ 2.66M (2.33%) 2.25K
Increased by +0.08%
Apr 30, 26
10 Vanguard Mid Cap Index Institutional 2.49M (2.18%) -40.74K
Decreased by -1.64%
Mar 31, 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 1.49M (1.31%) 4.36K
Increased by +0.29%
Apr 30, 26
16 Fidelity 500 Index 1.47M (1.29%) -9.83K
Decreased by -0.67%
Mar 31, 26
17 SPDR® S&P 500 ETF 1.46M (1.28%) -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