Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 6.09%
2 DFNL 5.25%
3 NIFE 4.39%
4 UTRN 3.91%
5 KBWB 3.85%
6 FTXO 3.01%
7 BEDY 2.68%
8 PFI 2.56%
9 FOVL 2.50%
10 KRU 2.50%
11 RDIV 2.39%
12 RULE 2.36%
13 SPDV 2.07%
14 BKDV 1.78%
15 ENTR 1.60%
16 RSPF 1.38%
17 RYF 1.37%
18 NUMV 1.30%
19 CGMM 1.27%
20 SPHD 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 83.95M (9.35%) 637.21K
Increased by +0.76%
Dec 31, 25
2 JPMorgan Chase & Co 60.72M (6.76%) 30.13M
Increased by +49.62%
Sep 30, 25
3 BlackRock Inc 60.23M (6.71%) -465.52K
Decreased by -0.77%
Sep 30, 25
4 Capital World Investors 32.55M (3.62%) 1.72M
Increased by +5.28%
Dec 31, 25
5 State Street Corporation 32.09M (3.57%) -214.40K
Decreased by -0.67%
Mar 31, 24
6 State Street Corp 31.34M (3.49%) -287.11K
Decreased by -0.92%
Sep 30, 25
7 T. Rowe Price Associates, Inc. 25.10M (2.80%) 5.42M
Increased by +21.58%
Sep 30, 25
8 Charles Schwab Investment Management Inc 23.94M (2.67%) 530.49K
Increased by +2.22%
Dec 31, 25
9 Amvescap Plc. 21.22M (2.36%) 546.91K
Increased by +2.58%
Sep 30, 25
10 Geode Capital Management, LLC 18.20M (2.03%) 96.66K
Increased by +0.53%
Dec 31, 25
11 Bank of America Corp 16.04M (1.79%) 2.29M
Increased by +14.30%
Sep 30, 25
12 NORGES BANK 13.87M (1.54%) 5.18M
Increased by +37.34%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 11.16M (1.24%) 1.17M
Increased by +10.45%
Sep 30, 25
14 Nuveen, LLC 10.87M (1.21%) 2.20M
Increased by +20.20%
Dec 31, 25
15 First Trust Advisors L.P. 9.53M (1.06%) 1.03M
Increased by +10.78%
Dec 31, 24
16 Nuveen Asset Management, LLC 9.29M (1.03%) -11.46K
Decreased by -0.12%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 8.35M (0.93%) -33.76K
Decreased by -0.40%
Dec 31, 25
18 Allspring Global Investments Holdings, LLC 8.31M (0.93%) -4.72K
Decreased by -0.06%
Dec 31, 25
19 Franklin Resources Inc 7.93M (0.88%) 690.65K
Increased by +8.71%
Sep 30, 25
20 APG Asset Management 6.60M (0.74%) 4.14M
Increased by +62.64%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.42M (3.16%) 101.34K
Increased by +0.36%
Feb 28, 26
2 Vanguard 500 Index Investor 23.13M (2.58%) 220.28K
Increased by +0.95%
Feb 28, 26
3 American Funds Income Fund of Amer A 22.88M (2.55%) 750.00K
Increased by +3.28%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 21.35M (2.38%) -244.63K
Decreased by -1.15%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 20.17M (2.25%) 33.58K
Increased by +0.17%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 19.56M (2.18%) 69.03K
Increased by +0.35%
Feb 28, 26
7 Vanguard Institutional 500 Index Trust 19.05M (2.12%) 132.57K
Increased by +0.70%
May 31, 25
8 iShares Core S&P 500 ETF 11.57M (1.29%) -6.30K
Decreased by -0.05%
Mar 31, 26
9 Fidelity 500 Index 11.45M (1.27%) 3.05M
Increased by +26.63%
Feb 28, 26
10 State Street® SPDR® S&P 500® ETF 10.50M (1.17%) 23.54K
Increased by +0.22%
Mar 31, 26
11 Vanguard Value Index Inv 8.37M (0.93%) 96.48K
Increased by +1.15%
Feb 28, 26
12 SPDR® S&P 500 ETF 8.35M (0.93%) -122.14K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 8.23M (0.92%) -63.83K
Decreased by -0.78%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 8.12M (0.90%) -42.55K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 8.04M (0.90%) 99.18K
Increased by +1.23%
Aug 31, 25
16 T. Rowe Price U.S. Value Equity Tr-D 8.03M (0.89%) 4.76M
Increased by +59.30%
Dec 31, 25
17 Fidelity® 500 Index 7.93M (0.88%) 50.49K
Increased by +0.64%
Nov 30, 23
18 American Funds Washington Mutual A 7.71M (0.86%) 2.00M
Increased by +25.90%
Jun 30, 24
19 Capital Group Wash Mutual Invtrs Comp 7.71M (0.86%) 2.00M
Increased by +25.90%
Jun 30, 24
20 Invesco KBW Bank ETF 6.71M (0.75%) -32.47K
Decreased by -0.48%
Feb 28, 26