Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.06%
2 UTRN 3.97%
3 VSDA 3.47%
4 KNGS 3.44%
5 ERNZ 3.09%
6 RSPS 2.85%
7 RHS 2.85%
8 STNC 2.60%
9 MPCT 2.56%
10 LVHD 2.48%
11 SHRY 2.42%
12 RDIV 2.36%
13 FLV 2.36%
14 BAMD 2.35%
15 SDG 2.32%
16 AIEQ 2.14%
17 XLP 2.13%
18 WBIL 2.13%
19 SPDV 2.09%
20 SPHD 2.07%

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 28.74M (8.69%) 631.77K
Increased by +2.20%
Dec 31, 25
3 State Street Corp 21.13M (6.39%) 294.23K
Increased by +1.39%
Dec 31, 25
4 State Street Corporation 17.91M (5.42%) -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 Massachusetts Financial Services Company 7.64M (2.31%) -194.76K
Decreased by -2.55%
Mar 31, 26
8 Wellington Management Company LLP 7.37M (2.23%) 7.34M
Increased by +99.63%
Dec 31, 25
9 Amvescap Plc. 5.97M (1.80%) 660.86K
Increased by +11.07%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 5.71M (1.73%) -384.75K
Decreased by -6.73%
Dec 31, 25
11 JPMorgan Chase & Co 5.47M (1.65%) 3.13M
Increased by +57.26%
Sep 30, 25
12 NORGES BANK 5.17M (1.56%) 852.22K
Increased by +16.50%
Dec 31, 25
13 Bank of America Corp 5.16M (1.56%) 1.53M
Increased by +29.57%
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 UBS Group AG 3.85M (1.16%) 990.16K
Increased by +25.74%
Mar 31, 26
18 Northern Trust Corp 3.74M (1.13%) -51.65K
Decreased by -1.38%
Mar 31, 26
19 American Century Companies Inc 3.66M (1.11%) 1.13M
Increased by +30.75%
Dec 31, 25
20 Royal Bank of Canada 3.33M (1.01%) -2.58M
Decreased by -77.49%
Sep 30, 25

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 10.54M (3.19%) 49.22K
Increased by +0.47%
Mar 31, 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 8.45M (2.56%) -83.59K
Decreased by -0.99%
Mar 31, 26
5 Schwab US Dividend Equity ETF™ 7.67M (2.32%) 6.62K
Increased by +0.09%
Apr 30, 26
6 Vanguard Mid Cap Index Institutional 7.17M (2.17%) -42.85K
Decreased by -0.60%
Mar 31, 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 4.29M (1.30%) 12.61K
Increased by +0.29%
Apr 30, 26
9 Fidelity 500 Index 4.24M (1.28%) 15.57K
Increased by +0.37%
Mar 31, 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 SPDR® S&P 500® ETF 4.01M (1.21%) 49.34K
Increased by +1.23%
Aug 31, 25
14 MFS Large Cap Value Equity 4.00M (1.21%) -298.14K
Decreased by -7.45%
Mar 31, 26
15 MFS Value A 4.00M (1.21%) -127.13K
Decreased by -3.18%
Mar 31, 26
16 State Street® SPDR® S&P 500® ETF 3.98M (1.20%) 12.93K
Increased by +0.33%
Apr 30, 26
17 Fidelity® 500 Index 3.94M (1.19%) 25.08K
Increased by +0.64%
Nov 30, 23
18 MFS Large Cap Value (SMA) 3.66M (1.11%) 3.66M
Increased by +100.00%
Jun 30, 23
19 iShares Select Dividend ETF 3.51M (1.06%) 0.00
Increased by 0.00%
Apr 30, 26
20 State Street® SPDR® S&P® Dividend ETF 3.43M (1.04%) 2.35K
Increased by +0.07%
Apr 30, 26