Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 NDIV 6.11%
3 DIVG 5.49%
4 TPMN 5.42%
5 DVP 5.27%
6 SDEI 4.75%
7 WBIF 4.47%
8 PEY 4.45%
9 RDIV 4.35%
10 JHMA 4.32%
11 UTRN 3.91%
12 RTM 3.90%
13 RSPM 3.90%
14 SMN 3.74%
15 SBM 3.74%
16 WBIY 3.56%
17 DIVY 3.32%
18 XUDV 2.86%
19 SHRY 2.82%
20 LBAY 2.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 35.33M (13.72%) 6.22M
Increased by +17.60%
Dec 31, 25
2 Vanguard Group Inc 31.03M (12.05%) 61.60K
Increased by +0.20%
Dec 31, 25
3 Dodge & Cox 16.84M (6.54%) -39.92K
Decreased by -0.24%
Mar 31, 26
4 State Street Corp 13.54M (5.26%) 361.76K
Increased by +2.67%
Dec 31, 25
5 State Street Corporation 11.81M (4.59%) -239.53K
Decreased by -2.03%
Mar 31, 24
6 Capital World Investors 11.75M (4.56%) 1.91M
Increased by +16.22%
Mar 31, 26
7 Capital Research Global Investors 10.21M (3.96%) 1.05M
Increased by +10.25%
Mar 31, 26
8 Charles Schwab Investment Management Inc 10.10M (3.92%) 399.13K
Increased by +3.95%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 8.97M (3.48%) 1.30M
Increased by +14.49%
Dec 31, 25
10 Geode Capital Management, LLC 6.94M (2.69%) 305.52K
Increased by +4.40%
Dec 31, 25
11 Capital Research & Mgmt Co - Division 3 5.85M (2.27%) 5.85M
Increased by +100.00%
Mar 31, 26
12 Amvescap Plc. 5.08M (1.97%) -1.04M
Decreased by -20.38%
Mar 31, 26
13 NORGES BANK 4.84M (1.88%) 3.75M
Increased by +77.46%
Jun 30, 25
14 Pacer Advisors, INC. 4.83M (1.88%) 1.26M
Increased by +26.03%
Jun 30, 24
15 Federated Hermes Inc 4.74M (1.84%) 534.46K
Increased by +11.27%
Mar 31, 25
16 Soundwatch Capital LLC 4.63M (1.80%) 4.63M
Increased by +100.00%
Jun 30, 25
17 FMR Inc 4.61M (1.79%) 1.80M
Increased by +38.94%
Dec 31, 25
18 AllianceBernstein L.P. 4.11M (1.59%) 557.40K
Increased by +13.58%
Mar 31, 25
19 JPMorgan Chase & Co 3.65M (1.42%) 2.49M
Increased by +68.21%
Mar 31, 26
20 AQR Capital Management LLC 3.09M (1.20%) 2.59M
Increased by +83.68%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 11.20M (4.35%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 8.26M (3.21%) 5.38K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.20M (3.18%) 50.80K
Increased by +0.62%
Mar 31, 26
4 Schwab US Dividend Equity ETF™ 7.95M (3.09%) 22.07K
Increased by +0.28%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 7.38M (2.86%) 54.76K
Increased by +0.74%
May 31, 25
6 Vanguard 500 Index Investor 6.56M (2.55%) -63.07K
Decreased by -0.96%
Mar 31, 26
7 American Funds American Balanced A 5.61M (2.18%) 2.04M
Increased by +36.46%
Mar 31, 26
8 American Funds Fundamental Invs A 4.84M (1.88%) 821.46K
Increased by +16.96%
Mar 31, 26
9 Capital Group Fundamental Invtrs Comp 4.84M (1.88%) 821.46K
Increased by +16.96%
Mar 31, 26
10 American Funds Capital World Gr&Inc A 4.74M (1.84%) 1.24M
Increased by +26.14%
Mar 31, 26
11 Capital Group World Growth & Inc Cmp 4.74M (1.84%) 1.24M
Increased by +26.14%
Mar 31, 26
12 iShares Select Dividend ETF 4.68M (1.82%) 0.00
Increased by 0.00%
Apr 30, 26
13 American Funds Invmt Co of Amer A 4.51M (1.75%) 14.90K
Increased by +0.33%
Mar 31, 26
14 Capital Group Investment Co of Amer Comp 4.51M (1.75%) 14.90K
Increased by +0.33%
Mar 31, 26
15 Vanguard Equity-Income Inv 3.91M (1.52%) 378.49K
Increased by +9.69%
Dec 31, 23
16 iShares Core S&P 500 ETF 3.33M (1.29%) 9.75K
Increased by +0.29%
Apr 30, 26
17 Fidelity 500 Index 3.29M (1.28%) 11.44K
Increased by +0.35%
Mar 31, 26
18 SPDR® S&P 500 ETF 3.23M (1.26%) -47.89K
Decreased by -1.48%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 3.15M (1.22%) -16.42K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 3.09M (1.20%) 38.20K
Increased by +1.24%
Aug 31, 25