Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 5.43%
2 CARD 5.43%
3 UTRN 4.09%
4 STNC 3.73%
5 CCOR 2.76%
6 MDPL 2.69%
7 DIVE 2.61%
8 DIVP 2.57%
9 EQRR 2.51%
10 POWA 2.11%
11 TUSA 2.01%
12 FDIV 2.01%
13 RSPD 1.94%
14 ERNZ 1.93%
15 VSDA 1.90%
16 RCD 1.90%
17 UPGD 1.83%
18 DIVZ 1.82%
19 SDOG 1.80%
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 13.25M (9.65%) 44.18K
Increased by +0.33%
Mar 31, 26
3 Vanguard Capital Management, LLC 8.99M (6.55%) 8.99M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 7.58M (5.52%) -390.96K
Decreased by -5.16%
Mar 31, 24
5 State Street Corp 7.36M (5.36%) -232.54K
Decreased by -3.16%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 6.25M (4.56%) 6.25M
Increased by +100.00%
Mar 31, 26
7 Harris Associates L.P. 3.93M (2.87%) -413.01K
Decreased by -10.50%
Mar 31, 26
8 Barclays PLC 3.90M (2.84%) 373.06K
Increased by +9.56%
Dec 31, 25
9 Geode Capital Management, LLC 3.87M (2.82%) 98.72K
Increased by +2.55%
Mar 31, 26
10 Goldman Sachs Group Inc 3.07M (2.24%) -279.73K
Decreased by -9.10%
Jun 30, 25
11 Charles Schwab Investment Management Inc 3.00M (2.18%) 74.50K
Increased by +2.49%
Mar 31, 26
12 Amvescap Plc. 2.64M (1.92%) 918.16K
Increased by +34.84%
Mar 31, 26
13 Wells Fargo & Co 2.51M (1.83%) -62.85K
Decreased by -2.50%
Dec 31, 25
14 Stifel Financial Corp 2.50M (1.82%) 445.26K
Increased by +17.79%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 2.42M (1.76%) -95.16K
Decreased by -3.94%
Mar 31, 26
16 NORGES BANK 2.39M (1.74%) 641.92K
Increased by +26.90%
Dec 31, 25
17 JPMorgan Chase & Co 2.15M (1.57%) -146.14K
Decreased by -6.80%
Mar 31, 26
18 Ameriprise Financial Inc 2.14M (1.56%) 104.34K
Increased by +4.88%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 2.06M (1.50%) 180.49K
Increased by +8.78%
Mar 31, 26
20 The Goldman Sachs Group Inc 1.91M (1.39%) 296.31K
Increased by +15.52%
Mar 31, 26

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 4.38M (3.19%) 10.88K
Increased by +0.25%
Apr 30, 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 3.61M (2.63%) 64.46K
Increased by +1.79%
Apr 30, 26
5 iShares Select Dividend ETF 2.43M (1.77%) 16.13K
Increased by +0.66%
May 29, 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 1.83M (1.34%) 5.59K
Increased by +0.30%
May 29, 26
8 Fidelity 500 Index 1.78M (1.30%) 6.10K
Increased by +0.34%
Apr 30, 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 1.67M (1.22%) 1.78K
Increased by +0.11%
May 31, 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%) -3.38K
Decreased by -0.21%
Apr 30, 26
17 Invesco S&P 500® Equal Weight ETF 1.54M (1.12%) 2.95K
Increased by +0.19%
May 29, 26
18 Vanguard Mid Cap Index Institutional 1.49M (1.09%) 4.97K
Increased by +0.33%
Apr 30, 26
19 ProShares S&P 500 Dividend Aristocrats 1.41M (1.03%) -4.75K
Decreased by -0.34%
May 29, 26
20 Columbia Dividend Value 1.38M (1.01%) -9.64K
Decreased by -0.70%
Dec 31, 24