Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DOGG 8.97%
2 TDIV 6.94%
3 TDVI 6.89%
4 BUL 5.72%
5 MBCC 5.27%
6 HDLB 5.12%
7 FDL 5.04%
8 GPTY 4.89%
9 DJD 4.88%
10 STRN 4.81%
11 SDEI 4.59%
12 GBDV 4.53%
13 HDIV 4.41%
14 ULTY 4.30%
15 BLCN 4.14%
16 PWV 4.08%
17 UTRN 4.02%
18 NXTE 4.00%
19 SPDG 3.85%
20 CQTM 3.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 97.22M (10.34%) 1.44M
Increased by +1.48%
Dec 31, 25
2 BlackRock Inc 77.57M (8.25%) -307.62K
Decreased by -0.40%
Mar 31, 26
3 Vanguard Capital Management, LLC 60.85M (6.47%) 60.85M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 54.59M (5.81%) -401.80K
Decreased by -0.74%
Mar 31, 26
5 State Street Corporation 54.49M (5.80%) -467.84K
Decreased by -0.86%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 27.66M (2.94%) 27.66M
Increased by +100.00%
Mar 31, 26
7 Geode Capital Management, LLC 23.08M (2.45%) 471.25K
Increased by +2.04%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 19.63M (2.09%) 4.77M
Increased by +24.30%
Mar 31, 26
9 JPMorgan Chase & Co 18.54M (1.97%) 3.34M
Increased by +18.02%
Mar 31, 26
10 Capital World Investors 17.06M (1.81%) -4.96M
Decreased by -29.07%
Mar 31, 26
11 Bank of America Corp 16.06M (1.71%) 1.05M
Increased by +6.53%
Mar 31, 26
12 Northern Trust Corp 10.30M (1.10%) 172.61K
Increased by +1.68%
Mar 31, 26
13 NORGES BANK 8.26M (0.88%) 1.44M
Increased by +17.39%
Dec 31, 25
14 UBS Asset Mgmt Americas Inc 7.57M (0.81%) 302.37K
Increased by +4.00%
Mar 31, 26
15 Bank of New York Mellon Corp 7.17M (0.76%) -22.24K
Decreased by -0.31%
Mar 31, 26
16 The Goldman Sachs Group Inc 7.01M (0.75%) 412.35K
Increased by +5.89%
Mar 31, 26
17 Legal & General Group PLC 6.91M (0.74%) -187.44K
Decreased by -2.71%
Mar 31, 26
18 Charles Schwab Investment Management Inc 6.74M (0.72%) 156.70K
Increased by +2.32%
Mar 31, 26
19 Vanguard Fiduciary Trust Co 5.26M (0.56%) 5.26M
Increased by +100.00%
Mar 31, 26
20 FMR Inc 5.25M (0.56%) -1.41M
Decreased by -26.83%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.84M (3.17%) -12.73K
Decreased by -0.04%
Jun 30, 26
2 Vanguard US Total Market Shares ETF 29.18M (3.10%) 84.45K
Increased by +0.29%
Sep 30, 24
3 Performer (AFRIS) 29.07M (3.09%) 29.07M
Increased by +100.00%
Feb 29, 24
4 Vanguard 500 Index Investor 24.42M (2.60%) -53.79K
Decreased by -0.22%
Jun 30, 26
5 iShares Core S&P 500 ETF 12.97M (1.38%) 40.95K
Increased by +0.32%
Jun 30, 26
6 Fidelity 500 Index 11.96M (1.27%) -16.67K
Decreased by -0.14%
May 31, 26
7 SPDR® S&P 500 ETF 11.50M (1.22%) -169.10K
Decreased by -1.47%
Mar 31, 25
8 State Street® SPDR® S&P 500® ETF 11.36M (1.21%) -148.03K
Decreased by -1.30%
Jun 30, 26
9 SPDR® S&P 500® ETF 11.22M (1.19%) 138.14K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500® ETF Trust 11.20M (1.19%) -58.64K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 11.04M (1.17%) -85.79K
Decreased by -0.78%
Mar 31, 24
12 Fidelity® 500 Index 10.62M (1.13%) 67.56K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 8.94M (0.95%) 186.15K
Increased by +2.08%
Jun 30, 26
14 The Technology Select Sector SPDR® ETF 7.52M (0.80%) 3.52K
Increased by +0.05%
Aug 31, 25
15 State Street®TechSelSectSPDR®ETF 7.42M (0.79%) 926.42K
Increased by +12.49%
Jun 30, 26
16 Technology Select Sector SPDR® ETF 6.31M (0.67%) 131.40K
Increased by +2.08%
Mar 31, 24
17 Vanguard Information Technology ETF 6.23M (0.66%) 45.98K
Increased by +0.74%
Jun 30, 26
18 JPM US Large Cap Growth-MA 5.82M (0.62%) 5.36M
Increased by +92.09%
Dec 31, 25
19 JPMorgan Large Cap Growth I 5.82M (0.62%) 0.00
Increased by 0.00%
Mar 31, 26
20 State Street® Dow Jones Indstr AvrgETFTr 5.56M (0.59%) 18.46K
Increased by +0.33%
Feb 27, 26