Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 6.35%
2 DFNL 5.84%
3 NIFE 4.39%
4 UTRN 3.91%
5 KBWB 3.87%
6 FTXO 3.12%
7 BEDY 3.06%
8 PFI 2.60%
9 FOVL 2.50%
10 KRU 2.50%
11 RDIV 2.39%
12 RULE 2.36%
13 FTDS 2.13%
14 SPDV 2.07%
15 CSTK 1.86%
16 BKDV 1.63%
17 KDVD 1.63%
18 ENTR 1.60%
19 RSPF 1.46%
20 SPHD 1.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 83.95M (9.30%) 637.21K
Increased by +0.76%
Dec 31, 25
2 BlackRock Inc 80.75M (8.95%) -8.57M
Decreased by -10.61%
Mar 31, 26
3 Vanguard Capital Management, LLC 58.43M (6.48%) 58.43M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 47.03M (5.21%) 47.03M
Increased by +100.00%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 46.15M (5.11%) 10.40M
Increased by +22.53%
Mar 31, 26
6 State Street Corp 40.58M (4.50%) 1.11M
Increased by +2.73%
Mar 31, 26
7 Capital World Investors 39.07M (4.33%) 5.21M
Increased by +13.32%
Mar 31, 26
8 State Street Corporation 32.09M (3.56%) -214.40K
Decreased by -0.67%
Mar 31, 24
9 JPMorgan Chase & Co 30.21M (3.35%) 155.45K
Increased by +0.51%
Mar 31, 26
10 Charles Schwab Investment Management Inc 26.48M (2.93%) -6.31M
Decreased by -23.85%
Mar 31, 26
11 Amvescap Plc. 26.18M (2.90%) -1.43M
Decreased by -5.45%
Mar 31, 26
12 Geode Capital Management, LLC 24.93M (2.76%) 2.16M
Increased by +8.64%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 24.78M (2.75%) 11.01M
Increased by +44.44%
Mar 31, 26
14 Bank of New York Mellon Corp 20.08M (2.23%) 8.82M
Increased by +43.93%
Mar 31, 26
15 Wellington Management Company LLP 19.68M (2.18%) 15.12M
Increased by +76.82%
Mar 31, 26
16 Bank of America Corp 16.91M (1.87%) 398.53K
Increased by +2.36%
Mar 31, 26
17 NORGES BANK 13.87M (1.54%) 5.18M
Increased by +37.34%
Dec 31, 25
18 Nuveen, LLC 12.00M (1.33%) 813.23K
Increased by +6.78%
Mar 31, 26
19 The Goldman Sachs Group Inc 11.80M (1.31%) 2.85M
Increased by +24.16%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 10.92M (1.21%) -8.41M
Decreased by -77.07%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.62M (3.17%) 63.77K
Increased by +0.22%
Apr 30, 26
2 American Funds Income Fund of Amer A 26.56M (2.94%) 3.68M
Increased by +13.86%
Mar 31, 26
3 Vanguard 500 Index Investor 23.34M (2.59%) 419.30K
Increased by +1.80%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 21.50M (2.38%) 41.84K
Increased by +0.19%
May 30, 26
5 Vanguard US Total Market Shares ETF 21.35M (2.37%) -244.63K
Decreased by -1.15%
Sep 30, 24
6 Vanguard Mid Cap Index Institutional 19.48M (2.16%) 44.91K
Increased by +0.23%
Apr 30, 26
7 Vanguard Institutional 500 Index Trust 19.05M (2.11%) 132.57K
Increased by +0.70%
May 31, 25
8 iShares Core S&P 500 ETF 11.86M (1.31%) 36.23K
Increased by +0.31%
May 29, 26
9 Fidelity 500 Index 11.53M (1.28%) 39.74K
Increased by +0.34%
Apr 30, 26
10 State Street® SPDR® S&P 500® ETF 10.87M (1.20%) 11.51K
Increased by +0.11%
May 31, 26
11 SPDR® S&P 500 ETF 8.35M (0.92%) -122.14K
Decreased by -1.46%
Mar 31, 25
12 Vanguard Value Index Inv 8.34M (0.92%) 23.78K
Increased by +0.29%
Apr 30, 26
13 SPDR® S&P 500 ETF Trust 8.23M (0.91%) -63.83K
Decreased by -0.78%
Mar 31, 24
14 T. Rowe Price U.S. Value Equity Tr-D 8.17M (0.91%) 143.29K
Increased by +1.75%
Mar 31, 26
15 SPDR® S&P 500® ETF Trust 8.12M (0.90%) -42.55K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 8.04M (0.89%) 99.18K
Increased by +1.23%
Aug 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 (0.85%) 2.00M
Increased by +25.90%
Jun 30, 24
19 Capital Group Wash Mutual Invtrs Comp 7.71M (0.85%) 2.00M
Increased by +25.90%
Jun 30, 24
20 Vanguard Wellington Inv 7.40M (0.82%) 7.40M
Increased by +100.00%
Mar 31, 26