Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BAMD 4.65%
2 FXU 4.16%
3 JHMU 4.09%
4 UTRN 4.07%
5 VSL 4.04%
6 DDIV 3.62%
7 RYU 3.42%
8 RSPU 3.28%
9 RDIV 3.09%
10 ERNZ 3.02%
11 ZAP 2.92%
12 SAMT 2.89%
13 BKGI 2.88%
14 SNPD 2.80%
15 SDP 2.70%
16 DVLU 2.69%
17 SDEI 2.62%
18 FOVL 2.57%
19 BOON 2.53%
20 XUDV 2.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.22M (13.61%) 480.73K
Increased by +0.92%
Dec 31, 25
2 BlackRock Inc 49.10M (12.79%) -1.32M
Decreased by -2.68%
Dec 31, 25
3 State Street Corporation 33.24M (8.66%) 4.99M
Increased by +15.00%
Mar 31, 24
4 State Street Corp 33.14M (8.64%) 953.80K
Increased by +2.88%
Dec 31, 25
5 AQR Capital Management LLC 18.29M (4.76%) 7.52M
Increased by +41.13%
Dec 31, 25
6 Geode Capital Management, LLC 13.02M (3.39%) 386.90K
Increased by +2.97%
Dec 31, 25
7 Capital Research & Mgmt Co - Division 3 6.80M (1.77%) -626.56K
Decreased by -9.21%
Dec 31, 24
8 Macquarie Group Ltd 6.31M (1.64%) -360.54K
Decreased by -5.71%
Sep 30, 23
9 HSBC Holdings PLC 6.21M (1.62%) 3.17M
Increased by +51.07%
Dec 31, 25
10 Northern Trust Corp 6.07M (1.58%) 662.48K
Increased by +10.91%
Dec 31, 25
11 Wellington Management Company LLP 5.98M (1.56%) -1.35M
Decreased by -22.52%
Dec 31, 24
12 FMR Inc 5.76M (1.50%) 488.01K
Increased by +8.47%
Dec 31, 25
13 NORGES BANK 5.65M (1.47%) 443.99K
Increased by +7.85%
Dec 31, 25
14 The Goldman Sachs Group Inc 5.50M (1.43%) 1.61M
Increased by +29.30%
Dec 31, 25
15 Pzena Investment Management, LLC 5.37M (1.40%) -3.89M
Decreased by -72.35%
Dec 31, 24
16 Amvescap Plc. 5.32M (1.39%) 147.72K
Increased by +2.78%
Dec 31, 25
17 Canada Pension Plan Investment Board 4.76M (1.24%) -736.18K
Decreased by -15.48%
Dec 31, 25
18 Legal & General Group PLC 4.54M (1.18%) -22.91K
Decreased by -0.50%
Dec 31, 25
19 Morgan Stanley - Brokerage Accounts 4.38M (1.14%) -341.21K
Decreased by -7.79%
Dec 31, 25
20 UBS Asset Mgmt Americas Inc 4.38M (1.14%) -1.03M
Decreased by -23.59%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.21M (3.18%) 34.03K
Increased by +0.28%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 12.15M (3.17%) 8.95K
Increased by +0.07%
Sep 30, 24
3 Vanguard 500 Index Investor 9.80M (2.55%) -95.54K
Decreased by -0.97%
Mar 31, 26
4 Vanguard Mid Cap Index Institutional 8.31M (2.17%) -50.80K
Decreased by -0.61%
Mar 31, 26
5 State Street®UtilSelSectSPDR®ETF 6.37M (1.66%) 6.22K
Increased by +0.10%
Apr 29, 26
6 The Utilities Select Sector SPDR® ETF 6.23M (1.62%) -5.03K
Decreased by -0.08%
Aug 31, 25
7 American Funds Income Fund of Amer A 5.18M (1.35%) 1.47M
Increased by +28.36%
Dec 31, 24
8 iShares Select Dividend ETF 5.05M (1.31%) 11.41K
Increased by +0.23%
Apr 29, 26
9 iShares Core S&P 500 ETF 4.96M (1.29%) 7.83K
Increased by +0.16%
Apr 29, 26
10 Fidelity 500 Index 4.90M (1.28%) 8.08K
Increased by +0.17%
Feb 28, 26
11 Utilities Select Sector SPDR® ETF 4.85M (1.26%) -14.27K
Decreased by -0.29%
Mar 31, 24
12 SPDR® S&P 500 ETF 4.82M (1.26%) -70.68K
Decreased by -1.47%
Mar 31, 25
13 American Funds American Mutual A 4.69M (1.22%) 634.74K
Increased by +13.52%
Dec 31, 24
14 Capital Group American Mutual Comp 4.69M (1.22%) 634.74K
Increased by +13.52%
Dec 31, 24
15 SPDR® S&P 500® ETF Trust 4.69M (1.22%) -24.62K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 4.62M (1.20%) 57.18K
Increased by +1.24%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 4.62M (1.20%) -36.02K
Decreased by -0.78%
Mar 31, 24
18 State Street® SPDR® S&P 500® ETF 4.60M (1.20%) 27.55K
Increased by +0.60%
Apr 29, 26
19 Fidelity® 500 Index 4.47M (1.16%) 28.42K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P Dividend ETF 4.14M (1.08%) 0.00
Increased by 0.00%
Aug 31, 25