Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIY 4.63%
2 PBJ 4.24%
3 UTRN 3.98%
4 VSL 3.93%
5 WBIF 3.59%
6 MDPL 3.30%
7 FTXG 3.16%
8 FXG 3.13%
9 TBG 2.84%
10 BAMD 2.49%
11 BVAL 2.45%
12 RNLC 2.39%
13 RHS 2.35%
14 RSPS 2.35%
15 RDIV 2.33%
16 GAUD 2.29%
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 (11.38%) 135.84K
Increased by +0.20%
Dec 31, 25
2 BlackRock Inc 54.43M (9.21%) -66.41K
Decreased by -0.12%
Dec 31, 25
3 State Street Corp 33.07M (5.60%) -647.01K
Decreased by -1.96%
Dec 31, 25
4 State Street Corporation 30.73M (5.20%) -770.32K
Decreased by -2.51%
Mar 31, 24
5 Charles Schwab Investment Management Inc 19.70M (3.33%) 488.62K
Increased by +2.48%
Dec 31, 25
6 Geode Capital Management, LLC 15.20M (2.57%) 172.20K
Increased by +1.13%
Dec 31, 25
7 JPMorgan Chase & Co 11.85M (2.01%) 5.56M
Increased by +46.94%
Sep 30, 25
8 Nordea Investment Mgmt Bank Demark A/s 10.58M (1.79%) 600.44K
Increased by +5.67%
Mar 31, 26
9 Amvescap Plc. 10.24M (1.73%) 1.46M
Increased by +14.29%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 9.84M (1.67%) 200.04K
Increased by +2.03%
Dec 31, 25
11 UBS Group AG 9.56M (1.62%) 3.40M
Increased by +35.60%
Mar 31, 26
12 NORGES BANK 7.78M (1.32%) -283.13K
Decreased by -3.64%
Dec 31, 25
13 Wellington Management Company LLP 7.47M (1.26%) 7.22M
Increased by +96.74%
Dec 31, 25
14 UBS Asset Mgmt Americas Inc 7.18M (1.22%) 565.32K
Increased by +7.87%
Mar 31, 26
15 Diamond Hill Capital Management Inc 6.76M (1.14%) -873.36K
Decreased by -12.93%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 6.67M (1.13%) 143.26K
Increased by +2.15%
Mar 31, 26
17 Ameriprise Financial Inc 6.15M (1.04%) -3.72M
Decreased by -60.47%
Jun 30, 25
18 Northern Trust Corp 5.99M (1.01%) -170.56K
Decreased by -2.85%
Mar 31, 26
19 The Goldman Sachs Group Inc 5.93M (1.00%) 936.18K
Increased by +15.79%
Dec 31, 25
20 American Century Companies Inc 5.73M (0.97%) 670.64K
Increased by +11.70%
Dec 31, 24

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 16.98M (2.87%) 124.19K
Increased by +0.73%
Mar 31, 26
3 Vanguard 500 Index Investor 13.59M (2.30%) -129.78K
Decreased by -0.96%
Mar 31, 26
4 Schwab US Dividend Equity ETF™ 12.33M (2.09%) 10.63K
Increased by +0.09%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 11.53M (1.95%) -66.48K
Decreased by -0.58%
Mar 31, 26
6 iShares Select Dividend ETF 9.83M (1.66%) 0.00
Increased by 0.00%
Apr 30, 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 6.90M (1.17%) 20.21K
Increased by +0.29%
Apr 30, 26
10 SPDR® S&P 500 ETF 6.86M (1.16%) -154.09K
Decreased by -2.25%
Mar 31, 25
11 Fidelity® 500 Index 6.82M (1.15%) 43.40K
Increased by +0.64%
Nov 30, 23
12 Fidelity 500 Index 6.81M (1.15%) 25.85K
Increased by +0.38%
Mar 31, 26
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 6.40M (1.08%) 20.77K
Increased by +0.32%
Apr 30, 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 5.07M (0.86%) -27.99K
Decreased by -0.55%
Apr 30, 26