Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 6.10%
2 DFNL 5.35%
3 NIFE 4.39%
4 UTRN 3.91%
5 KBWB 3.77%
6 FTXO 3.05%
7 BEDY 2.86%
8 FOVL 2.50%
9 KRU 2.50%
10 PFI 2.44%
11 RDIV 2.39%
12 RULE 2.36%
13 SPDV 2.07%
14 FTDS 2.00%
15 CSTK 1.74%
16 ENTR 1.60%
17 BKDV 1.39%
18 RSPF 1.38%
19 RYF 1.37%
20 SPHD 1.29%

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 61.46M (6.81%) 1.23M
Increased by +2.00%
Dec 31, 25
3 Capital World Investors 39.07M (4.33%) 5.21M
Increased by +13.32%
Mar 31, 26
4 T. Rowe Price Associates, Inc. 35.55M (3.94%) 10.44M
Increased by +29.38%
Dec 31, 25
5 State Street Corporation 32.09M (3.56%) -214.40K
Decreased by -0.67%
Mar 31, 24
6 State Street Corp 31.44M (3.48%) 101.25K
Increased by +0.32%
Dec 31, 25
7 JPMorgan Chase & Co 30.21M (3.35%) 155.45K
Increased by +0.51%
Mar 31, 26
8 Amvescap Plc. 26.18M (2.90%) -1.43M
Decreased by -5.45%
Mar 31, 26
9 Charles Schwab Investment Management Inc 23.94M (2.65%) 530.49K
Increased by +2.22%
Dec 31, 25
10 Bank of New York Mellon Corp 20.08M (2.23%) 8.82M
Increased by +43.93%
Mar 31, 26
11 Geode Capital Management, LLC 18.20M (2.02%) 96.66K
Increased by +0.53%
Dec 31, 25
12 Bank of America Corp 15.66M (1.74%) -376.69K
Decreased by -2.41%
Dec 31, 25
13 NORGES BANK 13.87M (1.54%) 5.18M
Increased by +37.34%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 10.98M (1.22%) -183.52K
Decreased by -1.67%
Dec 31, 25
15 Dimensional Fund Advisors, Inc. 10.92M (1.21%) -8.41M
Decreased by -77.07%
Mar 31, 26
16 Nuveen, LLC 10.87M (1.21%) 2.20M
Increased by +20.20%
Dec 31, 25
17 Franklin Resources Inc 10.39M (1.15%) 1.41M
Increased by +13.57%
Mar 31, 26
18 First Trust Advisors L.P. 9.53M (1.06%) 1.03M
Increased by +10.78%
Dec 31, 24
19 Nuveen Asset Management, LLC 9.29M (1.03%) -11.46K
Decreased by -0.12%
Dec 31, 24
20 Northern Trust Corp 8.61M (0.95%) -457.29K
Decreased by -5.31%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 28.55M (3.16%) 133.08K
Increased by +0.47%
Mar 31, 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 22.92M (2.54%) -207.66K
Decreased by -0.91%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 21.35M (2.37%) -244.63K
Decreased by -1.15%
Sep 30, 24
5 Schwab US Dividend Equity ETF™ 20.80M (2.31%) 17.93K
Increased by +0.09%
Apr 30, 26
6 Vanguard Mid Cap Index Institutional 19.44M (2.15%) -119.34K
Decreased by -0.61%
Mar 31, 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 11.64M (1.29%) 34.13K
Increased by +0.29%
Apr 30, 26
9 Fidelity 500 Index 11.49M (1.27%) 48.05K
Increased by +0.42%
Mar 31, 26
10 State Street® SPDR® S&P 500® ETF 10.77M (1.19%) 35.04K
Increased by +0.33%
Apr 30, 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 8.32M (0.92%) -59.52K
Decreased by -0.72%
Mar 31, 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