Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ADPV 4.77%
2 FSZ 4.50%
3 NIFE 4.38%
4 IAT 4.26%
5 UTRN 3.92%
6 KBWB 3.57%
7 BAMD 3.20%
8 FTXO 3.13%
9 ELCV 3.10%
10 FOVL 2.66%
11 EQRR 2.32%
12 PEY 2.30%
13 KRU 2.29%
14 SDOG 2.26%
15 LQAI 2.10%
16 RDIV 2.06%
17 SPDV 1.96%
18 RDVY 1.92%
19 DBSC 1.82%
20 CSTK 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 191.32M (9.50%) 7.22M
Increased by +3.77%
Dec 31, 25
2 BlackRock Inc 144.39M (7.17%) -9.77M
Decreased by -6.77%
Dec 31, 25
3 State Street Corp 77.23M (3.83%) -1.90M
Decreased by -2.46%
Dec 31, 25
4 State Street Corporation 72.99M (3.62%) -9.01M
Decreased by -12.35%
Mar 31, 24
5 Wellington Management Company LLP 70.08M (3.48%) 68.48M
Increased by +97.71%
Dec 31, 25
6 Amvescap Plc. 67.27M (3.34%) 2.93M
Increased by +4.36%
Mar 31, 26
7 Boston Partners Global Investors, Inc 50.15M (2.49%) -10.81M
Decreased by -21.56%
Mar 31, 26
8 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 46.72M (2.32%) 14.44M
Increased by +30.91%
Dec 31, 25
9 Geode Capital Management, LLC 43.17M (2.14%) 464.08K
Increased by +1.07%
Dec 31, 25
10 T. Rowe Price Associates, Inc. 43.05M (2.14%) -20.49M
Decreased by -47.60%
Dec 31, 25
11 Victory Capital Management Inc. 37.41M (1.86%) 17.91K
Increased by +0.05%
Dec 31, 25
12 Charles Schwab Investment Management Inc 29.34M (1.46%) -569.72K
Decreased by -1.94%
Dec 31, 25
13 FMR Inc 28.83M (1.43%) -2.37M
Decreased by -8.22%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 26.31M (1.31%) 1.60M
Increased by +6.07%
Dec 31, 25
15 Capital World Investors 25.84M (1.28%) 25.84M
Increased by +100.00%
Mar 31, 26
16 NORGES BANK 24.93M (1.24%) 2.59M
Increased by +10.39%
Dec 31, 25
17 Dimensional Fund Advisors, Inc. 23.48M (1.17%) -19.34M
Decreased by -82.39%
Mar 31, 26
18 Citadel Advisors Llc 22.73M (1.13%) 2.52M
Increased by +11.08%
Sep 30, 25
19 First Trust Advisors L.P. 19.83M (0.98%) -1.69M
Decreased by -8.51%
Dec 31, 23
20 UBS Group AG 19.28M (0.96%) 9.68M
Increased by +50.20%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 64.50M (3.20%) 622.14K
Increased by +0.96%
Mar 31, 26
2 Vanguard 500 Index Investor 51.69M (2.57%) -601.74K
Decreased by -1.16%
Mar 31, 26
3 Vanguard Equity-Income Inv 47.00M (2.33%) 18.56M
Increased by +39.49%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 45.89M (2.28%) 29.04K
Increased by +0.06%
Sep 30, 24
5 Vanguard Mid Cap Index Institutional 43.85M (2.18%) -99.17K
Decreased by -0.23%
Mar 31, 26
6 Vanguard Institutional 500 Index Trust 41.35M (2.05%) 291.47K
Increased by +0.70%
May 31, 25
7 Schwab US Dividend Equity ETF™ 38.18M (1.90%) 31.77K
Increased by +0.08%
Feb 28, 25
8 iShares Core S&P 500 ETF 26.25M (1.30%) 77.03K
Increased by +0.29%
Apr 30, 26
9 Fidelity 500 Index 25.92M (1.29%) 46.81K
Increased by +0.18%
Mar 31, 26
10 UniGlobal Vorsorge 25.48M (1.26%) -4.16M
Decreased by -16.33%
Mar 31, 26
11 State Street® SPDR® S&P 500® ETF 24.34M (1.21%) 79.06K
Increased by +0.32%
Apr 30, 26
12 Vanguard Wellesley® Income Inv 21.07M (1.05%) 8.20M
Increased by +38.94%
Mar 31, 26
13 Vanguard Value Index Inv 18.76M (0.93%) -68.44K
Decreased by -0.36%
Mar 31, 26
14 SPDR® S&P 500 ETF 18.08M (0.90%) -264.74K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 17.60M (0.87%) -92.23K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 17.57M (0.87%) 216.57K
Increased by +1.23%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 16.97M (0.84%) 38.70K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 16.87M (0.84%) 107.30K
Increased by +0.64%
Nov 30, 23
19 R-co Valor C EUR 16.33M (0.81%) 2.25M
Increased by +13.80%
Mar 31, 26
20 iShares Select Dividend ETF 16.12M (0.80%) 0.00
Increased by 0.00%
Apr 30, 26