Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 4.51%
2 BEEZ 3.98%
3 UTRN 3.95%
4 GAUD 3.40%
5 DIVL 3.02%
6 RISN 2.68%
7 DIVS 2.49%
8 DVOL 2.43%
9 WBIF 2.29%
10 WBIG 2.24%
11 FDIV 2.17%
12 SCHD 2.16%
13 ABLD 2.14%
14 DFRA 2.13%
15 SEIQ 2.09%
16 RYJ 2.07%
17 SHRY 2.06%
18 UPGD 2.04%
19 DEF 1.96%
20 SCEP 1.96%

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 23.37M (8.97%) 1.25M
Increased by +5.37%
Mar 31, 26
4 State Farm Mutual Automobile Ins Co 21.03M (8.07%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Capital Management, LLC 17.43M (6.69%) 17.43M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 12.66M (4.86%) 63.97K
Increased by +0.51%
Mar 31, 26
7 State Street Corporation 12.04M (4.62%) -245.43K
Decreased by -2.04%
Mar 31, 24
8 Northern Trust Corp 11.20M (4.30%) -181.56K
Decreased by -1.62%
Mar 31, 26
9 Geode Capital Management, LLC 7.06M (2.71%) 114.64K
Increased by +1.62%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 6.80M (2.61%) 6.80M
Increased by +100.00%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 5.40M (2.07%) 1.33M
Increased by +24.60%
Mar 31, 26
12 Capital Research Global Investors 4.76M (1.83%) 121.90K
Increased by +2.56%
Mar 31, 26
13 Wells Fargo & Co 4.63M (1.78%) -1.91M
Decreased by -41.23%
Mar 31, 26
14 Fisher Asset Management, LLC 3.77M (1.45%) 66.39K
Increased by +1.76%
Mar 31, 26
15 The Goldman Sachs Group Inc 3.64M (1.40%) 321.14K
Increased by +8.83%
Mar 31, 26
16 Massachusetts Financial Services Company 3.31M (1.27%) -178.82K
Decreased by -5.40%
Mar 31, 26
17 NORGES BANK 3.28M (1.26%) -42.14K
Decreased by -1.28%
Dec 31, 25
18 Goldman Sachs Group Inc 3.09M (1.19%) -248.44K
Decreased by -8.03%
Jun 30, 25
19 Bank of America Corp 3.01M (1.15%) 72.95K
Increased by +2.43%
Mar 31, 26
20 Wellington Management Company LLP 2.84M (1.09%) -1.20M
Decreased by -42.16%
Dec 31, 23

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 8.72M (3.35%) 30.19K
Increased by +0.35%
Apr 30, 26
3 Vanguard 500 Index Investor 6.80M (2.61%) 121.86K
Increased by +1.79%
Apr 30, 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 3.46M (1.33%) 10.56K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 3.36M (1.29%) 11.58K
Increased by +0.34%
Apr 30, 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 3.16M (1.21%) 3.34K
Increased by +0.11%
May 31, 26
13 Vanguard Value Index Inv 2.54M (0.97%) 7.30K
Increased by +0.29%
Apr 30, 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 2.08M (0.80%) -36.86K
Decreased by -1.77%
Apr 30, 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