Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 4.54%
2 PBJ 4.24%
3 UTRN 3.98%
4 VSL 3.93%
5 WBIF 3.59%
6 MDPL 3.39%
7 FTXG 3.14%
8 FXG 3.08%
9 TBG 2.90%
10 BAMD 2.49%
11 BVAL 2.45%
12 RNLC 2.39%
13 GAUD 2.36%
14 RDIV 2.33%
15 RHS 2.32%
16 RSPS 2.32%
17 SHRY 2.23%
18 FDIV 2.01%
19 HEJD 2.00%
20 RYJ 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 67.21M (11.39%) 135.84K
Increased by +0.20%
Dec 31, 25
2 BlackRock Inc 60.93M (10.33%) 6.50M
Increased by +10.66%
Mar 31, 26
3 Vanguard Capital Management, LLC 34.68M (5.88%) 34.68M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 34.19M (5.79%) 1.12M
Increased by +3.27%
Mar 31, 26
5 State Street Corporation 30.73M (5.21%) -770.32K
Decreased by -2.51%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 27.88M (4.73%) 27.88M
Increased by +100.00%
Mar 31, 26
7 Charles Schwab Investment Management Inc 16.11M (2.73%) -3.59M
Decreased by -22.29%
Mar 31, 26
8 Geode Capital Management, LLC 15.80M (2.68%) 598.36K
Increased by +3.79%
Mar 31, 26
9 AQR Capital Management LLC 13.08M (2.22%) 7.97M
Increased by +60.89%
Mar 31, 26
10 JPMorgan Chase & Co 11.85M (2.01%) 5.56M
Increased by +46.94%
Sep 30, 25
11 Morgan Stanley - Brokerage Accounts 10.90M (1.85%) 1.06M
Increased by +9.73%
Mar 31, 26
12 Nordea Investment Mgmt Bank Demark A/s 10.58M (1.79%) 600.44K
Increased by +5.67%
Mar 31, 26
13 Amvescap Plc. 10.24M (1.74%) 1.46M
Increased by +14.29%
Mar 31, 26
14 UBS Group AG 9.56M (1.62%) 3.40M
Increased by +35.60%
Mar 31, 26
15 NORGES BANK 7.78M (1.32%) -283.13K
Decreased by -3.64%
Dec 31, 25
16 Wellington Management Company LLP 7.41M (1.26%) -59.70K
Decreased by -0.81%
Mar 31, 26
17 UBS Asset Mgmt Americas Inc 7.18M (1.22%) 565.32K
Increased by +7.87%
Mar 31, 26
18 Diamond Hill Capital Management Inc 6.76M (1.14%) -873.36K
Decreased by -12.93%
Dec 31, 25
19 Dimensional Fund Advisors, Inc. 6.67M (1.13%) 143.26K
Increased by +2.15%
Mar 31, 26
20 Ameriprise Financial Inc 6.15M (1.04%) -3.72M
Decreased by -60.47%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 17.66M (2.99%) -210.54K
Decreased by -1.19%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 17.02M (2.88%) 39.37K
Increased by +0.23%
Apr 30, 26
3 Vanguard 500 Index Investor 13.84M (2.35%) 248.75K
Increased by +1.80%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 12.74M (2.16%) 24.74K
Increased by +0.19%
May 30, 26
5 Vanguard Mid Cap Index Institutional 11.54M (1.96%) 15.61K
Increased by +0.14%
Apr 30, 26
6 iShares Select Dividend ETF 9.79M (1.66%) 60.28K
Increased by +0.62%
May 29, 26
7 American Funds American Mutual A 7.84M (1.33%) -1.51M
Decreased by -19.24%
Dec 31, 24
8 Capital Group American Mutual Comp 7.84M (1.33%) -1.51M
Decreased by -19.24%
Dec 31, 24
9 iShares Core S&P 500 ETF 7.03M (1.19%) 21.46K
Increased by +0.31%
May 29, 26
10 SPDR® S&P 500 ETF 6.86M (1.16%) -154.09K
Decreased by -2.25%
Mar 31, 25
11 Fidelity 500 Index 6.84M (1.16%) 23.47K
Increased by +0.34%
Apr 30, 26
12 Fidelity® 500 Index 6.82M (1.16%) 43.40K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF Trust 6.72M (1.14%) 15.16K
Increased by +0.23%
Apr 30, 24
14 SPDR® S&P 500® ETF Trust 6.67M (1.13%) -34.99K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 6.60M (1.12%) 81.47K
Increased by +1.23%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 6.46M (1.10%) 6.82K
Increased by +0.11%
May 31, 26
17 American Funds Washington Mutual A 6.05M (1.02%) 977.36K
Increased by +16.16%
Jun 30, 24
18 Capital Group Wash Mutual Invtrs Comp 6.05M (1.02%) 977.36K
Increased by +16.16%
Jun 30, 24
19 The Consumer Staples Sel SectSPDR® ETF 5.50M (0.93%) 19.67K
Increased by +0.36%
Aug 31, 25
20 State Street®CnsmrStpSelSectSPDR®ETF 5.25M (0.89%) -14.76K
Decreased by -0.28%
May 31, 26