Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 7.36%
2 SIXA 5.63%
3 SIXH 5.48%
4 TSIC 5.28%
5 DHS 5.18%
6 LBAY 5.15%
7 WBIY 5.11%
8 FDL 4.89%
9 VICE 4.85%
10 TOKE 4.76%
11 XLP 4.75%
12 IYK 4.72%
13 XUDV 4.62%
14 GQGU 4.50%
15 DURA 4.41%
16 ROPE 4.37%
17 UTRN 4.18%
18 GEND 4.13%
19 GXPS 4.03%
20 VDC 3.90%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 160.98M (9.66%) 1.90M
Increased by +1.18%
Dec 31, 25
2 BlackRock Inc 124.75M (7.49%) -5.06M
Decreased by -4.06%
Mar 31, 26
3 Vanguard Capital Management, LLC 108.84M (6.53%) 108.84M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 71.79M (4.31%) -1.04M
Decreased by -1.45%
Mar 31, 26
5 State Street Corporation 67.81M (4.07%) -954.64K
Decreased by -1.41%
Mar 31, 24
6 Charles Schwab Investment Management Inc 54.28M (3.26%) -11.24M
Decreased by -20.70%
Mar 31, 26
7 Geode Capital Management, LLC 47.02M (2.82%) 1.04M
Increased by +2.21%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 35.21M (2.11%) 35.21M
Increased by +100.00%
Mar 31, 26
9 Capital Research Global Investors 25.68M (1.54%) 13.53M
Increased by +52.69%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 24.46M (1.47%) 2.15M
Increased by +8.79%
Mar 31, 26
11 GQG Partners LLC 23.84M (1.43%) -1.22M
Decreased by -5.12%
Mar 31, 26
12 Ameriprise Financial Inc 21.50M (1.29%) -295.27K
Decreased by -1.37%
Mar 31, 26
13 Capital World Investors 18.42M (1.11%) -19.19K
Decreased by -0.10%
Mar 31, 26
14 Northern Trust Corp 16.04M (0.96%) -330.17K
Decreased by -2.06%
Mar 31, 26
15 Bank of America Corp 15.10M (0.91%) -823.17K
Decreased by -5.45%
Mar 31, 26
16 The Goldman Sachs Group Inc 13.11M (0.79%) 4.21M
Increased by +32.13%
Mar 31, 26
17 JPMorgan Chase & Co 13.06M (0.78%) 3.64M
Increased by +27.85%
Mar 31, 26
18 Bank of New York Mellon Corp 12.93M (0.78%) 133.68K
Increased by +1.03%
Mar 31, 26
19 Capital Research & Mgmt Co - Division 3 11.89M (0.71%) -2.31M
Decreased by -19.41%
Sep 30, 23
20 Amvescap Plc. 11.73M (0.70%) -188.25K
Decreased by -1.61%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 54.03M (3.24%) -416.98K
Decreased by -0.77%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 53.27M (3.20%) 159.26K
Increased by +0.30%
Apr 30, 26
3 Vanguard 500 Index Investor 43.53M (2.61%) 781.35K
Increased by +1.80%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 40.09M (2.41%) 78.09K
Increased by +0.19%
May 30, 26
5 iShares Core S&P 500 ETF 22.12M (1.33%) 67.62K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 21.51M (1.29%) 73.95K
Increased by +0.34%
Apr 30, 26
7 SPDR® S&P 500 ETF 21.07M (1.26%) -308.76K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 20.91M (1.25%) 47.12K
Increased by +0.23%
Apr 30, 24
9 Fidelity® 500 Index 20.68M (1.24%) 131.60K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500® ETF Trust 20.51M (1.23%) -107.57K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 20.33M (1.22%) 250.22K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 20.23M (1.21%) 21.47K
Increased by +0.11%
May 31, 26
13 Vanguard Value Index Inv 15.50M (0.93%) 44.77K
Increased by +0.29%
Apr 30, 26
14 American Funds American Balanced A 13.40M (0.80%) -4.37M
Decreased by -32.62%
Mar 31, 25
15 The Consumer Staples Sel SectSPDR® ETF 12.04M (0.72%) 43.01K
Increased by +0.36%
Aug 31, 25
16 Consumer Staples Select Sector SPDR® ETF 11.10M (0.67%) 157.36K
Increased by +1.42%
Apr 30, 24
17 American Funds American Mutual A 11.09M (0.67%) 11.09M
Increased by +100.00%
Mar 31, 26
18 Capital Group American Mutual Comp 11.09M (0.67%) 11.09M
Increased by +100.00%
Mar 31, 26
19 American Funds Capital Income Bldr A 10.83M (0.65%) -3.70M
Decreased by -34.19%
Sep 30, 23
20 American Funds Washington Mutual A 10.17M (0.61%) 0.00
Increased by 0.00%
Mar 31, 26