Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 5.28%
2 CARU 5.28%
3 UTRN 4.09%
4 STNC 3.73%
5 CCOR 2.76%
6 MDPL 2.69%
7 DIVP 2.53%
8 EQRR 2.51%
9 DIVE 2.50%
10 POWA 2.11%
11 TUSA 2.01%
12 FDIV 2.01%
13 ERNZ 1.93%
14 RCD 1.90%
15 RSPD 1.90%
16 VSDA 1.86%
17 UPGD 1.83%
18 DIVZ 1.82%
19 SDOG 1.74%
20 SPGP 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.53M (12.78%) 167.98K
Increased by +0.96%
Dec 31, 25
2 BlackRock Inc 13.20M (9.62%) 728.18K
Increased by +5.51%
Dec 31, 25
3 State Street Corp 7.59M (5.53%) 107.44K
Increased by +1.42%
Dec 31, 25
4 State Street Corporation 7.58M (5.52%) -390.96K
Decreased by -5.16%
Mar 31, 24
5 Harris Associates L.P. 3.93M (2.87%) -413.01K
Decreased by -10.50%
Mar 31, 26
6 Barclays PLC 3.90M (2.84%) 373.06K
Increased by +9.56%
Dec 31, 25
7 Geode Capital Management, LLC 3.78M (2.75%) 64.68K
Increased by +1.71%
Dec 31, 25
8 Goldman Sachs Group Inc 3.07M (2.24%) -279.73K
Decreased by -9.10%
Jun 30, 25
9 Charles Schwab Investment Management Inc 2.92M (2.13%) -210.65K
Decreased by -7.21%
Dec 31, 25
10 Amvescap Plc. 2.64M (1.92%) 918.16K
Increased by +34.84%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 2.51M (1.83%) 357.98K
Increased by +14.25%
Dec 31, 25
12 Wells Fargo & Co 2.51M (1.83%) -62.85K
Decreased by -2.50%
Dec 31, 25
13 Stifel Financial Corp 2.50M (1.82%) 445.26K
Increased by +17.79%
Dec 31, 24
14 NORGES BANK 2.39M (1.74%) 641.92K
Increased by +26.90%
Dec 31, 25
15 JPMorgan Chase & Co 2.15M (1.57%) -146.14K
Decreased by -6.80%
Mar 31, 26
16 Ameriprise Financial Inc 2.14M (1.56%) 104.34K
Increased by +4.88%
Dec 31, 24
17 Dimensional Fund Advisors, Inc. 2.06M (1.50%) 180.49K
Increased by +8.78%
Mar 31, 26
18 Bank of America Corp 1.75M (1.27%) 1.92K
Increased by +0.11%
Dec 31, 25
19 UBS Group AG 1.65M (1.20%) 541.38K
Increased by +32.85%
Mar 31, 26
20 The Goldman Sachs Group Inc 1.61M (1.18%) -747.03K
Decreased by -46.30%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.42M (3.22%) 3.31K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.37M (3.19%) -26.03K
Decreased by -0.60%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 3.96M (2.88%) 29.05K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 3.54M (2.58%) -34.60K
Decreased by -0.98%
Mar 31, 26
5 iShares Select Dividend ETF 2.44M (1.78%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Windsor II Inv 2.25M (1.64%) 877.06K
Increased by +39.01%
Mar 31, 26
7 iShares Core S&P 500 ETF 1.80M (1.31%) 5.26K
Increased by +0.29%
Apr 30, 26
8 Fidelity 500 Index 1.78M (1.29%) 6.21K
Increased by +0.35%
Mar 31, 26
9 Oakmark Investor 1.77M (1.29%) 0.00
Increased by 0.00%
Mar 31, 26
10 SPDR® S&P 500 ETF 1.73M (1.26%) -25.42K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 1.69M (1.23%) -13.11K
Decreased by -0.77%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 1.68M (1.23%) -8.86K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.68M (1.23%) 20.75K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 1.66M (1.21%) 5.43K
Increased by +0.33%
Apr 30, 26
15 Fidelity® 500 Index 1.64M (1.19%) 10.41K
Increased by +0.64%
Nov 30, 23
16 Vanguard Small Cap Index 1.59M (1.16%) 1.59M
Increased by +100.00%
Mar 31, 26
17 Invesco S&P 500® Equal Weight ETF 1.54M (1.13%) -468.00
Decreased by -0.03%
Apr 30, 26
18 Vanguard Mid Cap Index Institutional 1.49M (1.08%) -1.54M
Decreased by -103.41%
Mar 31, 26
19 Columbia Dividend Value 1.38M (1.01%) -9.64K
Decreased by -0.70%
Dec 31, 24
20 Columbia Dividend Income Inst 1.38M (1.01%) -3.21K
Decreased by -0.23%
Feb 28, 25