Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BAMD 4.70%
2 FXU 4.27%
3 JHMU 4.09%
4 UTRN 4.07%
5 VSL 4.04%
6 DDIV 3.70%
7 RYU 3.42%
8 RSPU 3.37%
9 RDIV 3.09%
10 ZAP 3.06%
11 ERNZ 3.02%
12 BKGI 2.94%
13 SAMT 2.89%
14 SNPD 2.75%
15 SDP 2.70%
16 DVLU 2.64%
17 SDEI 2.62%
18 FOVL 2.57%
19 BOON 2.53%
20 XUDV 2.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 52.22M (14.37%) 480.73K
Increased by +0.92%
Dec 31, 25
2 BlackRock Inc 46.16M (12.70%) -2.94M
Decreased by -6.38%
Mar 31, 26
3 State Street Corp 34.60M (9.52%) 1.46M
Increased by +4.21%
Mar 31, 26
4 State Street Corporation 33.24M (9.15%) 4.99M
Increased by +15.00%
Mar 31, 24
5 Vanguard Capital Management, LLC 24.98M (6.87%) 24.98M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 23.10M (6.36%) 23.10M
Increased by +100.00%
Mar 31, 26
7 AQR Capital Management LLC 20.84M (5.74%) 2.55M
Increased by +12.26%
Mar 31, 26
8 Geode Capital Management, LLC 13.46M (3.70%) 443.86K
Increased by +3.30%
Mar 31, 26
9 Capital Research & Mgmt Co - Division 3 6.80M (1.87%) -626.56K
Decreased by -9.21%
Dec 31, 24
10 The Goldman Sachs Group Inc 6.55M (1.80%) 1.05M
Increased by +16.03%
Mar 31, 26
11 Macquarie Group Ltd 6.31M (1.74%) -360.54K
Decreased by -5.71%
Sep 30, 23
12 Northern Trust Corp 6.00M (1.65%) -66.69K
Decreased by -1.11%
Mar 31, 26
13 Wellington Management Company LLP 5.98M (1.65%) -1.35M
Decreased by -22.52%
Dec 31, 24
14 NORGES BANK 5.65M (1.56%) 443.99K
Increased by +7.85%
Dec 31, 25
15 Pzena Investment Management, LLC 5.37M (1.48%) -3.89M
Decreased by -72.35%
Dec 31, 24
16 Morgan Stanley - Brokerage Accounts 5.05M (1.39%) 668.00K
Increased by +13.23%
Mar 31, 26
17 FMR Inc 4.78M (1.32%) -979.35K
Decreased by -20.49%
Mar 31, 26
18 Canada Pension Plan Investment Board 4.76M (1.31%) -736.18K
Decreased by -15.48%
Dec 31, 25
19 Franklin Resources Inc 4.63M (1.27%) 1.31M
Increased by +28.25%
Mar 31, 26
20 Allianz Asset Management AG 4.62M (1.27%) 1.03M
Increased by +22.38%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.25M (3.37%) 47.05K
Increased by +0.38%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 12.15M (3.34%) 8.95K
Increased by +0.07%
Sep 30, 24
3 Vanguard 500 Index Investor 9.98M (2.75%) 179.21K
Increased by +1.80%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 8.33M (2.29%) 19.04K
Increased by +0.23%
Apr 30, 26
5 State Street®UtilSelSectSPDR®ETF 6.26M (1.72%) 8.74K
Increased by +0.14%
May 31, 26
6 The Utilities Select Sector SPDR® ETF 6.23M (1.72%) -5.03K
Decreased by -0.08%
Aug 31, 25
7 American Funds Income Fund of Amer A 5.18M (1.43%) 1.47M
Increased by +28.36%
Dec 31, 24
8 iShares Core S&P 500 ETF 5.07M (1.40%) 15.53K
Increased by +0.31%
May 29, 26
9 iShares Select Dividend ETF 5.02M (1.38%) 30.29K
Increased by +0.60%
May 29, 26
10 Fidelity 500 Index 4.93M (1.36%) 16.96K
Increased by +0.34%
Apr 30, 26
11 Utilities Select Sector SPDR® ETF 4.85M (1.33%) -14.27K
Decreased by -0.29%
Mar 31, 24
12 SPDR® S&P 500 ETF 4.82M (1.33%) -70.68K
Decreased by -1.47%
Mar 31, 25
13 American Funds American Mutual A 4.69M (1.29%) 634.74K
Increased by +13.52%
Dec 31, 24
14 Capital Group American Mutual Comp 4.69M (1.29%) 634.74K
Increased by +13.52%
Dec 31, 24
15 SPDR® S&P 500® ETF Trust 4.69M (1.29%) -24.62K
Decreased by -0.52%
Mar 31, 25
16 State Street® SPDR® S&P 500® ETF 4.66M (1.28%) 4.93K
Increased by +0.11%
May 31, 26
17 SPDR® S&P 500® ETF 4.62M (1.27%) 57.18K
Increased by +1.24%
Aug 31, 25
18 SPDR® S&P 500 ETF Trust 4.62M (1.27%) -36.02K
Decreased by -0.78%
Mar 31, 24
19 Fidelity® 500 Index 4.47M (1.23%) 28.42K
Increased by +0.64%
Nov 30, 23
20 State Street® SPDR® S&P® Dividend ETF 4.18M (1.15%) 0.00
Increased by 0.00%
May 31, 26