Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DOGG 8.97%
2 TDIV 6.99%
3 TDVI 6.95%
4 BUL 5.72%
5 MBCC 5.27%
6 HDLB 5.12%
7 FDL 5.04%
8 DJD 4.85%
9 STRN 4.81%
10 SDEI 4.59%
11 GBDV 4.53%
12 HDIV 4.41%
13 SPDG 4.34%
14 ULTY 4.30%
15 NXTE 4.17%
16 PWV 4.08%
17 UTRN 4.02%
18 FTCE 3.99%
19 DIVL 3.80%
20 DIVO 3.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 97.22M (10.37%) 1.44M
Increased by +1.48%
Dec 31, 25
2 BlackRock Inc 76.91M (8.20%) -895.12K
Decreased by -1.16%
Sep 30, 25
3 State Street Corporation 54.49M (5.81%) -467.84K
Decreased by -0.86%
Mar 31, 24
4 State Street Corp 54.48M (5.81%) -58.99K
Decreased by -0.11%
Sep 30, 25
5 JPMorgan Chase & Co 33.50M (3.57%) 11.13M
Increased by +33.23%
Sep 30, 25
6 Geode Capital Management, LLC 22.61M (2.41%) 336.07K
Increased by +1.49%
Dec 31, 25
7 Capital World Investors 22.02M (2.35%) 4.98M
Increased by +22.60%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 16.02M (1.71%) -99.48K
Decreased by -0.62%
Sep 30, 25
9 Bank of America Corp 15.37M (1.64%) -38.78K
Decreased by -0.25%
Sep 30, 25
10 Northern Trust Corp 10.27M (1.10%) -202.20K
Decreased by -1.97%
Sep 30, 25
11 NORGES BANK 8.26M (0.88%) 1.44M
Increased by +17.39%
Dec 31, 25
12 Legal & General Group PLC 7.10M (0.76%) -201.23K
Decreased by -2.83%
Dec 31, 25
13 Bank of New York Mellon Corp 7.07M (0.75%) -55.48K
Decreased by -0.78%
Sep 30, 25
14 UBS Asset Mgmt Americas Inc 6.76M (0.72%) -2.07M
Decreased by -30.60%
Sep 30, 25
15 FMR Inc 6.65M (0.71%) 200.57K
Increased by +3.01%
Dec 31, 25
16 The Goldman Sachs Group Inc 6.59M (0.70%) 1.04M
Increased by +15.75%
Dec 31, 25
17 Charles Schwab Investment Management Inc 6.58M (0.70%) -97.38K
Decreased by -1.48%
Dec 31, 25
18 Ameriprise Financial Inc 5.52M (0.59%) -43.53K
Decreased by -0.79%
Sep 30, 25
19 California Public Employees Retrmnt Sys 5.11M (0.54%) -144.74K
Decreased by -2.83%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 5.04M (0.54%) 29.42K
Increased by +0.58%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 29.80M (3.18%) 230.60K
Increased by +0.77%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 29.18M (3.11%) 84.45K
Increased by +0.29%
Sep 30, 24
3 Performer (AFRIS) 29.07M (3.10%) 29.07M
Increased by +100.00%
Feb 29, 24
4 Vanguard 500 Index Investor 23.80M (2.54%) -241.33K
Decreased by -1.01%
Mar 31, 26
5 iShares Core S&P 500 ETF 12.02M (1.28%) -6.54K
Decreased by -0.05%
Mar 31, 26
6 Fidelity 500 Index 11.90M (1.27%) 19.61K
Increased by +0.16%
Feb 28, 26
7 SPDR® S&P 500 ETF 11.50M (1.23%) -169.10K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF 11.22M (1.20%) 138.14K
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500® ETF Trust 11.20M (1.19%) -58.64K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 11.04M (1.18%) -85.79K
Decreased by -0.78%
Mar 31, 24
11 State Street® SPDR® S&P 500® ETF 10.83M (1.16%) -26.66K
Decreased by -0.25%
Mar 31, 26
12 Fidelity® 500 Index 10.62M (1.13%) 67.56K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 8.67M (0.92%) -36.89K
Decreased by -0.43%
Mar 31, 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 7.01M (0.75%) 18.62K
Increased by +0.27%
Mar 31, 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 6.11M (0.65%) -6.87K
Decreased by -0.11%
Mar 31, 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%
Feb 28, 26
20 State Street® Dow Jones Indstr AvrgETFTr 5.56M (0.59%) 18.46K
Increased by +0.33%
Feb 27, 26