Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WOOD 5.74%
2 IVEG 4.59%
3 UTRN 4.22%
4 WBIY 4.12%
5 CUT 4.03%
6 FTRI 3.36%
7 DIVC 3.33%
8 STNC 3.20%
9 RTM 3.15%
10 RSPM 3.15%
11 TPMN 3.02%
12 RDIV 3.01%
13 DDIV 2.96%
14 THRV 2.57%
15 RYJ 2.13%
16 POWA 2.11%
17 SPDV 2.08%
18 XLB 2.06%
19 GSFP 1.99%
20 DIV 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital Research Global Investors 78.50M (14.89%) 23.96M
Increased by +30.52%
Mar 31, 26
2 Vanguard Group Inc 64.36M (12.21%) 310.83K
Increased by +0.48%
Dec 31, 25
3 T. Rowe Price Associates, Inc. 62.97M (11.95%) -3.25M
Decreased by -5.16%
Dec 31, 25
4 BlackRock Inc 42.82M (8.12%) 1.66M
Increased by +3.87%
Dec 31, 25
5 Capital Research & Mgmt Co - Division 3 36.67M (6.96%) -26.74M
Decreased by -72.92%
Mar 31, 26
6 State Street Corp 30.01M (5.69%) 397.67K
Increased by +1.33%
Dec 31, 25
7 State Street Corporation 22.35M (4.24%) -868.02K
Decreased by -3.88%
Mar 31, 24
8 FMR Inc 19.76M (3.75%) -6.36M
Decreased by -32.17%
Jun 30, 25
9 Bank of New York Mellon Corp 13.60M (2.58%) 5.42M
Increased by +39.83%
Mar 31, 26
10 Geode Capital Management, LLC 13.58M (2.58%) 115.56K
Increased by +0.85%
Dec 31, 25
11 Amvescap Plc. 12.49M (2.37%) 1.73M
Increased by +13.83%
Mar 31, 26
12 Franklin Resources Inc 11.38M (2.16%) -3.46M
Decreased by -30.38%
Mar 31, 26
13 Greenhaven Associates Inc 10.17M (1.93%) 329.99K
Increased by +3.25%
Mar 31, 24
14 UBS Group AG 8.57M (1.63%) 7.44M
Increased by +86.82%
Dec 31, 24
15 Morgan Stanley - Brokerage Accounts 7.78M (1.48%) 1.17M
Increased by +15.09%
Dec 31, 25
16 NORGES BANK 6.35M (1.20%) 333.02K
Increased by +5.25%
Dec 31, 25
17 Capital World Investors 6.33M (1.20%) 111.31K
Increased by +1.76%
Dec 31, 25
18 The Goldman Sachs Group Inc 6.21M (1.18%) 663.42K
Increased by +10.69%
Dec 31, 25
19 Goldman Sachs Group Inc 5.78M (1.10%) 923.28K
Increased by +15.96%
Jun 30, 25
20 Diamond Hill Capital Management Inc 5.45M (1.03%) -32.26K
Decreased by -0.59%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 34.94M (6.63%) -7.29M
Decreased by -20.85%
Mar 31, 26
2 Capital Group American Mutual Comp 34.94M (6.63%) -7.29M
Decreased by -20.85%
Mar 31, 26
3 Capital Group Dividend Value ETF 18.31M (3.47%) 271.19K
Increased by +1.48%
Apr 30, 26
4 Vanguard Total Stock Mkt Idx Inv 16.82M (3.19%) 122.64K
Increased by +0.73%
Mar 31, 26
5 American Funds Washington Mutual A 15.95M (3.03%) -7.13M
Decreased by -44.75%
Mar 31, 26
6 Capital Group Wash Mutual Invtrs Comp 15.95M (3.03%) -7.13M
Decreased by -44.75%
Mar 31, 26
7 Vanguard Institutional 500 Index Trust 15.00M (2.85%) 104.73K
Increased by +0.70%
May 31, 25
8 American Funds Invmt Co of Amer A 14.35M (2.72%) 13.51M
Increased by +94.18%
Mar 31, 26
9 Capital Group Investment Co of Amer Comp 14.35M (2.72%) 13.51M
Increased by +94.18%
Mar 31, 26
10 Vanguard 500 Index Investor 13.44M (2.55%) -137.33K
Decreased by -1.02%
Mar 31, 26
11 Vanguard Mid Cap Index Institutional 11.41M (2.16%) -69.58K
Decreased by -0.61%
Mar 31, 26
12 Vanguard US Total Market Shares ETF 10.98M (2.08%) 8.39K
Increased by +0.08%
Sep 30, 24
13 T. Rowe Price U.S. Value Equity Tr-D 9.95M (1.89%) -5.02M
Decreased by -50.41%
Mar 31, 26
14 American Funds Capital Income Bldr A 9.71M (1.84%) 0.00
Increased by 0.00%
Dec 31, 25
15 American Funds Growth Fund of Amer A 9.56M (1.81%) 7.05M
Increased by +73.76%
Dec 31, 25
16 Capital Group Growth Fnd of Amer Comp 9.56M (1.81%) 7.05M
Increased by +73.76%
Dec 31, 25
17 T. Rowe Price U.S. Value Equity Tr-Z 8.71M (1.65%) 1.01M
Increased by +11.60%
Mar 31, 25
18 American Funds Income Fund of Amer A 8.31M (1.58%) 0.00
Increased by 0.00%
Dec 31, 25
19 American Funds Fundamental Invs A 7.51M (1.42%) 3.53M
Increased by +47.06%
Mar 31, 26
20 Capital Group Fundamental Invtrs Comp 7.51M (1.42%) 3.53M
Increased by +47.06%
Mar 31, 26