Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.06%
2 UTRN 3.97%
3 VSDA 3.48%
4 KNGS 3.44%
5 SDG 3.38%
6 ERNZ 3.09%
7 RHS 2.83%
8 RSPS 2.83%
9 TEXX 2.60%
10 STNC 2.60%
11 MPCT 2.56%
12 LVHD 2.56%
13 SHRY 2.42%
14 RDIV 2.38%
15 FLV 2.36%
16 BAMD 2.35%
17 XLP 2.18%
18 AIEQ 2.14%
19 WBIL 2.13%
20 SPHD 2.10%

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 30.20M (9.13%) 1.46M
Increased by +4.82%
Mar 31, 26
3 State Street Corp 21.65M (6.55%) 523.70K
Increased by +2.42%
Mar 31, 26
4 Vanguard Capital Management, LLC 21.55M (6.52%) 21.55M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 17.91M (5.42%) -379.14K
Decreased by -2.12%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 16.15M (4.89%) 16.15M
Increased by +100.00%
Mar 31, 26
7 Charles Schwab Investment Management Inc 9.66M (2.92%) -2.26M
Decreased by -23.36%
Mar 31, 26
8 Wellington Management Company LLP 8.96M (2.71%) 1.59M
Increased by +17.73%
Mar 31, 26
9 Geode Capital Management, LLC 8.64M (2.61%) 316.02K
Increased by +3.66%
Mar 31, 26
10 Massachusetts Financial Services Company 7.64M (2.31%) -194.76K
Decreased by -2.55%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 7.36M (2.22%) 1.64M
Increased by +22.35%
Mar 31, 26
12 Bank of America Corp 6.66M (2.01%) 1.50M
Increased by +22.56%
Mar 31, 26
13 Amvescap Plc. 5.97M (1.80%) 660.86K
Increased by +11.07%
Mar 31, 26
14 JPMorgan Chase & Co 5.47M (1.65%) 3.13M
Increased by +57.26%
Sep 30, 25
15 Two Sigma Investments LLC 5.17M (1.56%) 3.06M
Increased by +59.11%
Mar 31, 26
16 NORGES BANK 5.17M (1.56%) 852.22K
Increased by +16.50%
Dec 31, 25
17 Capital World Investors 4.94M (1.49%) 14.31K
Increased by +0.29%
Sep 30, 25
18 Capital Research Global Investors 4.45M (1.35%) 1.71K
Increased by +0.04%
Sep 30, 23
19 American Century Companies Inc 4.43M (1.34%) 774.16K
Increased by +17.46%
Mar 31, 26
20 Sessa Capital, L.P 4.43M (1.34%) 4.43M
Increased by +100.00%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.67M (3.23%) 7.45K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.56M (3.19%) 24.72K
Increased by +0.23%
Apr 30, 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 8.61M (2.60%) 154.80K
Increased by +1.80%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 7.93M (2.40%) 15.39K
Increased by +0.19%
May 30, 26
6 Vanguard Mid Cap Index Institutional 7.19M (2.17%) 17.37K
Increased by +0.24%
Apr 30, 26
7 Vanguard Equity-Income Inv 4.84M (1.46%) 870.74K
Increased by +17.99%
Mar 31, 26
8 iShares Core S&P 500 ETF 4.37M (1.32%) 13.39K
Increased by +0.31%
May 29, 26
9 Fidelity 500 Index 4.25M (1.29%) 14.66K
Increased by +0.34%
Apr 30, 26
10 SPDR® S&P 500 ETF 4.13M (1.25%) -85.42K
Decreased by -2.07%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 4.04M (1.22%) 28.00K
Increased by +0.69%
May 30, 24
12 SPDR® S&P 500® ETF Trust 4.02M (1.21%) -21.06K
Decreased by -0.52%
Mar 31, 25
13 State Street® SPDR® S&P 500® ETF 4.01M (1.21%) 4.25K
Increased by +0.11%
May 31, 26
14 SPDR® S&P 500® ETF 4.01M (1.21%) 49.34K
Increased by +1.23%
Aug 31, 25
15 MFS Large Cap Value Equity 4.00M (1.21%) -298.14K
Decreased by -7.45%
Mar 31, 26
16 Fidelity® 500 Index 3.94M (1.19%) 25.08K
Increased by +0.64%
Nov 30, 23
17 MFS Value A 3.93M (1.19%) -69.74K
Decreased by -1.77%
Apr 30, 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%) 20.62K
Increased by +0.59%
May 29, 26
20 State Street® SPDR® S&P® Dividend ETF 3.43M (1.04%) 0.00
Increased by 0.00%
May 31, 26