Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 BEEZ 3.93%
3 GAUD 3.34%
4 DIVL 2.95%
5 RISN 2.68%
6 DVOL 2.43%
7 DIVS 2.43%
8 WBIF 2.29%
9 WBIG 2.24%
10 FDIV 2.17%
11 SCHD 2.16%
12 ABLD 2.11%
13 DFRA 2.11%
14 RYJ 2.07%
15 SHRY 2.06%
16 UPGD 2.04%
17 SEIQ 2.03%
18 DEF 1.96%
19 BMVP 1.90%
20 MPAY 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.89M (10.32%) 189.23K
Increased by +0.70%
Dec 31, 25
2 Briar Hall Management LLC 25.84M (9.91%) -15.44K
Decreased by -0.06%
Mar 31, 26
3 BlackRock Inc 22.12M (8.49%) 1.19M
Increased by +5.39%
Dec 31, 25
4 State Farm Mutual Automobile Ins Co 21.03M (8.07%) 0.00
Increased by 0.00%
Mar 31, 26
5 State Street Corp 12.60M (4.83%) 151.86K
Increased by +1.21%
Dec 31, 25
6 State Street Corporation 12.04M (4.62%) -245.43K
Decreased by -2.04%
Mar 31, 24
7 Northern Trust Corp 11.20M (4.30%) -181.56K
Decreased by -1.62%
Mar 31, 26
8 Geode Capital Management, LLC 6.94M (2.66%) 184.30K
Increased by +2.65%
Dec 31, 25
9 Capital Research Global Investors 4.76M (1.83%) 121.90K
Increased by +2.56%
Mar 31, 26
10 Wells Fargo & Co 4.63M (1.78%) -1.91M
Decreased by -41.23%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 4.07M (1.56%) -523.08K
Decreased by -12.84%
Dec 31, 25
12 Fisher Asset Management, LLC 3.77M (1.45%) 66.39K
Increased by +1.76%
Mar 31, 26
13 The Goldman Sachs Group Inc 3.32M (1.27%) 358.64K
Increased by +10.81%
Dec 31, 25
14 Massachusetts Financial Services Company 3.31M (1.27%) -178.82K
Decreased by -5.40%
Mar 31, 26
15 NORGES BANK 3.28M (1.26%) -42.14K
Decreased by -1.28%
Dec 31, 25
16 Goldman Sachs Group Inc 3.09M (1.19%) -248.44K
Decreased by -8.03%
Jun 30, 25
17 Bank of America Corp 2.93M (1.13%) -499.69K
Decreased by -17.04%
Dec 31, 25
18 Wellington Management Company LLP 2.84M (1.09%) -1.20M
Decreased by -42.16%
Dec 31, 23
19 Charles Schwab Investment Management Inc 2.69M (1.03%) 26.79K
Increased by +1.00%
Dec 31, 25
20 Ameriprise Financial Inc 2.54M (0.97%) -49.85K
Decreased by -1.96%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.91M (3.42%) -85.52K
Decreased by -0.96%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.69M (3.34%) -23.82K
Decreased by -0.27%
Mar 31, 26
3 Vanguard 500 Index Investor 6.68M (2.56%) -112.01K
Decreased by -1.68%
Mar 31, 26
4 Schwab US Dividend Equity ETF™ 4.34M (1.67%) -2.54K
Decreased by -0.06%
Jan 31, 24
5 iShares Core S&P 500 ETF 3.39M (1.30%) 9.95K
Increased by +0.29%
Apr 30, 26
6 Fidelity 500 Index 3.35M (1.29%) -10.32K
Decreased by -0.31%
Mar 31, 26
7 SPDR® S&P 500 ETF 3.32M (1.27%) -71.24K
Decreased by -2.14%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 3.30M (1.27%) -25.44K
Decreased by -0.77%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 3.23M (1.24%) -16.96K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.22M (1.23%) 39.72K
Increased by +1.24%
Aug 31, 25
11 Fidelity® 500 Index 3.21M (1.23%) 20.41K
Increased by +0.64%
Nov 30, 23
12 State Street® SPDR® S&P 500® ETF 3.13M (1.20%) 10.25K
Increased by +0.33%
Apr 30, 26
13 Vanguard Value Index Inv 2.53M (0.97%) -35.11K
Decreased by -1.39%
Mar 31, 26
14 American Funds Invmt Co of Amer A 2.46M (0.94%) 0.00
Increased by 0.00%
Mar 31, 26
15 Capital Group Investment Co of Amer Comp 2.46M (0.94%) 0.00
Increased by 0.00%
Mar 31, 26
16 MFS Large Cap Value Equity 2.11M (0.81%) -157.58K
Decreased by -7.45%
Mar 31, 26
17 MFS Value A 2.11M (0.81%) -67.19K
Decreased by -3.18%
Mar 31, 26
18 Vanguard Wellington™ Inv 1.77M (0.68%) -1.07M
Decreased by -60.09%
Dec 31, 23
19 Columbia Dividend Value 1.56M (0.60%) -30.81K
Decreased by -1.98%
Mar 31, 26
20 Columbia Dividend Income Inst 1.55M (0.60%) -3.80K
Decreased by -0.24%
Apr 30, 26