Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEDI 9.40%
2 NDJI 6.13%
3 XLY 5.69%
4 GXPD 5.35%
5 PMR 5.29%
6 DOGG 5.13%
7 JHMC 5.07%
8 KEAT 5.04%
9 VCR 4.90%
10 ESNG 4.86%
11 RTH 4.67%
12 FDIS 4.62%
13 PKB 4.54%
14 NBCC 4.51%
15 CLAW 4.46%
16 FLAG 4.38%
17 DJD 4.35%
18 DIVO 4.29%
19 HDV 4.26%
20 DIA 4.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 99.64M (10.02%) 1.33M
Increased by +1.33%
Dec 31, 25
2 BlackRock Inc 75.35M (7.58%) -1.33M
Decreased by -1.76%
Sep 30, 25
3 State Street Corporation 46.19M (4.65%) 2.89M
Increased by +6.26%
Mar 31, 24
4 State Street Corp 46.10M (4.64%) 84.34K
Increased by +0.18%
Sep 30, 25
5 Geode Capital Management, LLC 23.76M (2.39%) 343.15K
Increased by +1.44%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 22.49M (2.26%) -84.03K
Decreased by -0.37%
Sep 30, 25
7 JPMorgan Chase & Co 19.19M (1.93%) 8.82M
Increased by +45.99%
Sep 30, 25
8 Charles Schwab Investment Management Inc 15.47M (1.56%) 1.11M
Increased by +7.19%
Dec 31, 25
9 Bank of America Corp 15.01M (1.51%) -5.79K
Decreased by -0.04%
Sep 30, 25
10 NORGES BANK 14.10M (1.42%) 770.36K
Increased by +5.47%
Dec 31, 25
11 Capital World Investors 13.15M (1.32%) 201.69K
Increased by +1.53%
Dec 31, 25
12 Goldman Sachs Group Inc 11.94M (1.20%) 6.32M
Increased by +52.96%
Dec 31, 23
13 Northern Trust Corp 11.66M (1.17%) -62.53K
Decreased by -0.54%
Sep 30, 25
14 Wellington Management Company LLP 10.72M (1.08%) 578.49K
Increased by +5.40%
Dec 31, 25
15 FMR Inc 10.57M (1.06%) 755.94K
Increased by +7.15%
Dec 31, 25
16 T. Rowe Price Associates, Inc. 10.40M (1.05%) -126.67K
Decreased by -1.22%
Sep 30, 25
17 GAMMA Investing LLC 10.24M (1.03%) 10.21M
Increased by +99.75%
Mar 31, 25
18 Capital Research Global Investors 10.17M (1.02%) -1.23M
Decreased by -12.07%
Dec 31, 25
19 Fisher Asset Management, LLC 10.15M (1.02%) 24.18K
Increased by +0.24%
Dec 31, 25
20 Laurel Wealth Advisors, LLC 10.08M (1.01%) 10.05M
Increased by +99.72%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 31.62M (3.18%) 137.83K
Increased by +0.44%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 31.47M (3.16%) 56.78K
Increased by +0.18%
Sep 30, 24
3 Vanguard 500 Index Investor 25.35M (2.55%) -252.50K
Decreased by -1.00%
Mar 31, 26
4 Performer (AFRIS) 15.22M (1.53%) 15.22M
Increased by +100.00%
Feb 29, 24
5 iShares Core S&P 500 ETF 12.80M (1.29%) -6.96K
Decreased by -0.05%
Mar 31, 26
6 Fidelity 500 Index 12.67M (1.27%) 20.88K
Increased by +0.16%
Feb 28, 26
7 SPDR® S&P 500 ETF 12.36M (1.24%) -181.04K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 12.03M (1.21%) -63.07K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 12.01M (1.21%) 147.75K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 11.78M (1.18%) 26.59K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 11.72M (1.18%) 74.55K
Increased by +0.64%
Nov 30, 23
12 State Street® SPDR® S&P 500® ETF 11.54M (1.16%) -28.37K
Decreased by -0.25%
Mar 31, 26
13 Schwab US Dividend Equity ETF™ 9.44M (0.95%) 15.64K
Increased by +0.17%
Mar 31, 26
14 Vanguard Value Index Inv 9.20M (0.93%) -71.16K
Decreased by -0.77%
Mar 31, 26
15 Vanguard Growth Index Investor 8.81M (0.89%) 48.22K
Increased by +0.55%
Nov 30, 23
16 American Funds Invmt Co of Amer A 5.84M (0.59%) 1.00M
Increased by +17.13%
Mar 31, 26
17 Vanguard Institutional Index I 5.61M (0.56%) -29.75K
Decreased by -0.53%
Mar 31, 26
18 Vanguard Dividend Appreciation ETF 5.57M (0.56%) 89.00K
Increased by +1.60%
Mar 31, 26
19 American Funds American Balanced A 5.56M (0.56%) 1.93M
Increased by +34.62%
Mar 31, 26
20 State Street® Dow Jones Indstr AvrgETFTr 5.56M (0.56%) 18.46K
Increased by +0.33%
Feb 27, 26