Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.06%
2 UTRN 3.97%
3 KNGS 3.44%
4 ERNZ 3.09%
5 RHS 2.86%
6 RSPS 2.86%
7 VSDA 2.77%
8 RDIV 2.76%
9 STNC 2.60%
10 MPCT 2.56%
11 SHRY 2.44%
12 SDG 2.37%
13 BAMD 2.35%
14 XLP 2.15%
15 AIEQ 2.14%
16 WBIL 2.13%
17 SPDV 2.09%
18 RNLC 2.07%
19 SPHD 2.02%
20 FDIV 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 40.85M (12.35%) 315.98K
Increased by +0.77%
Dec 31, 25
2 BlackRock Inc 28.11M (8.50%) 1.26M
Increased by +4.49%
Sep 30, 25
3 State Street Corp 20.83M (6.30%) 997.40K
Increased by +4.79%
Sep 30, 25
4 State Street Corporation 17.91M (5.41%) -379.14K
Decreased by -2.12%
Mar 31, 24
5 Charles Schwab Investment Management Inc 11.92M (3.60%) 299.38K
Increased by +2.51%
Dec 31, 25
6 Geode Capital Management, LLC 8.32M (2.52%) 65.62K
Increased by +0.79%
Dec 31, 25
7 T. Rowe Price Associates, Inc. 8.06M (2.44%) -488.67K
Decreased by -6.07%
Sep 30, 25
8 Massachusetts Financial Services Company 7.84M (2.37%) 2.63M
Increased by +33.52%
Dec 31, 25
9 Wellington Management Company LLP 7.37M (2.23%) 7.34M
Increased by +99.63%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 6.10M (1.84%) 210.94K
Increased by +3.46%
Sep 30, 25
11 Amvescap Plc. 5.77M (1.75%) -323.24K
Decreased by -5.60%
Sep 30, 25
12 JPMorgan Chase & Co 5.47M (1.65%) 3.13M
Increased by +57.26%
Sep 30, 25
13 NORGES BANK 5.17M (1.56%) 852.22K
Increased by +16.50%
Dec 31, 25
14 Capital World Investors 4.94M (1.49%) 14.31K
Increased by +0.29%
Sep 30, 25
15 Capital Research Global Investors 4.45M (1.35%) 1.71K
Increased by +0.04%
Sep 30, 23
16 D. E. Shaw & Co LP 4.29M (1.30%) 4.05M
Increased by +94.23%
Dec 31, 25
17 Northern Trust Corp 3.89M (1.18%) 9.95K
Increased by +0.26%
Sep 30, 25
18 American Century Companies Inc 3.66M (1.11%) 1.13M
Increased by +30.75%
Dec 31, 25
19 Bank of America Corp 3.63M (1.10%) 880.18K
Increased by +24.23%
Sep 30, 25
20 UBS Asset Mgmt Americas Inc 3.47M (1.05%) -356.57K
Decreased by -10.28%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.67M (3.22%) 7.45K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.49M (3.17%) 67.28K
Increased by +0.64%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 9.43M (2.85%) 64.89K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 8.54M (2.58%) 81.08K
Increased by +0.95%
Feb 28, 26
5 Schwab US Dividend Equity ETF™ 7.44M (2.25%) 12.33K
Increased by +0.17%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 7.21M (2.18%) 25.37K
Increased by +0.35%
Feb 28, 26
7 MFS Large Cap Value Equity 4.30M (1.30%) 1.48M
Increased by +34.43%
Dec 31, 25
8 iShares Core S&P 500 ETF 4.27M (1.29%) -2.33K
Decreased by -0.05%
Mar 31, 26
9 Fidelity 500 Index 4.22M (1.28%) 6.98K
Increased by +0.17%
Feb 28, 26
10 MFS Value A 4.13M (1.25%) -107.20K
Decreased by -2.60%
Feb 28, 26
11 SPDR® S&P 500 ETF 4.13M (1.25%) -85.42K
Decreased by -2.07%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 4.04M (1.22%) 28.00K
Increased by +0.69%
May 30, 24
13 SPDR® S&P 500® ETF Trust 4.02M (1.21%) -21.06K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 4.01M (1.21%) 49.34K
Increased by +1.23%
Aug 31, 25
15 Vanguard Equity-Income Inv 3.97M (1.20%) 3.97M
Increased by +100.00%
Dec 31, 25
16 Fidelity® 500 Index 3.94M (1.19%) 25.08K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 3.88M (1.17%) 8.69K
Increased by +0.22%
Mar 31, 26
18 MFS Large Cap Value (SMA) 3.66M (1.11%) 3.66M
Increased by +100.00%
Jun 30, 23
19 iShares Select Dividend ETF 3.50M (1.06%) 0.00
Increased by 0.00%
Mar 31, 26
20 State Street®CnsmrStpSelSectSPDR®ETF 3.47M (1.05%) -923.00
Decreased by -0.03%
Mar 31, 26