Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 7.36%
2 SIXA 5.18%
3 SIXH 4.98%
4 TOKE 4.76%
5 ROPE 4.59%
6 WBIY 4.53%
7 GQGU 4.50%
8 VICE 4.39%
9 XLP 4.21%
10 UTRN 4.18%
11 XUDV 4.17%
12 TSIC 4.15%
13 FDL 4.14%
14 DURA 4.13%
15 LBAY 4.10%
16 IYK 4.02%
17 VDC 3.98%
18 GXPS 3.86%
19 GEND 3.83%
20 FSTA 3.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 160.98M (9.86%) 1.90M
Increased by +1.18%
Dec 30, 25
2 BlackRock Inc 124.75M (7.64%) -5.06M
Decreased by -4.06%
Mar 30, 26
3 Vanguard Capital Management, LLC 108.84M (6.67%) 108.84M
Increased by +100.00%
Mar 30, 26
4 State Street Corp 71.79M (4.40%) -1.04M
Decreased by -1.45%
Mar 30, 26
5 State Street Corporation 67.81M (4.16%) -954.64K
Decreased by -1.41%
Mar 30, 24
6 Charles Schwab Investment Management Inc 54.28M (3.33%) -11.24M
Decreased by -20.70%
Mar 30, 26
7 Geode Capital Management, LLC 47.02M (2.88%) 1.04M
Increased by +2.21%
Mar 30, 26
8 Vanguard Portfolio Management, LLC 35.21M (2.16%) 35.21M
Increased by +100.00%
Mar 30, 26
9 Capital Research Global Investors 25.68M (1.57%) 13.53M
Increased by +52.69%
Mar 30, 26
10 Morgan Stanley - Brokerage Accounts 24.46M (1.50%) 2.15M
Increased by +8.79%
Mar 30, 26
11 GQG Partners LLC 23.84M (1.46%) -1.22M
Decreased by -5.12%
Mar 30, 26
12 Ameriprise Financial Inc 21.50M (1.32%) -295.27K
Decreased by -1.37%
Mar 30, 26
13 Capital World Investors 18.42M (1.13%) -19.19K
Decreased by -0.10%
Mar 30, 26
14 Northern Trust Corp 16.04M (0.98%) -330.17K
Decreased by -2.06%
Mar 30, 26
15 Bank of America Corp 15.10M (0.93%) -823.17K
Decreased by -5.45%
Mar 30, 26
16 The Goldman Sachs Group Inc 13.11M (0.80%) 4.21M
Increased by +32.13%
Mar 30, 26
17 JPMorgan Chase & Co 13.06M (0.80%) 3.64M
Increased by +27.85%
Mar 30, 26
18 Bank of New York Mellon Corp 12.93M (0.79%) 133.68K
Increased by +1.03%
Mar 30, 26
19 Capital Research & Mgmt Co - Division 3 11.89M (0.73%) -2.31M
Decreased by -19.41%
Sep 29, 23
20 Amvescap Plc. 11.73M (0.72%) -188.25K
Decreased by -1.61%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 54.03M (3.31%) -416.98K
Decreased by -0.77%
Sep 29, 24
2 Vanguard Morn Total Stk Mkt Idx Investor 53.02M (3.25%) -194.83K
Decreased by -0.37%
Jun 29, 26
3 Vanguard Total Stock Mkt Idx Inv 53.02M (3.25%) -194.83K
Decreased by -0.37%
Jun 29, 26
4 Schwab US Dividend Equity ETF™ 43.71M (2.68%) 55.77K
Increased by +0.13%
Jul 28, 26
5 Vanguard 500 Index Investor 43.37M (2.66%) -574.74K
Decreased by -1.33%
Jun 29, 26
6 iShares Core S&P 500 ETF 22.59M (1.38%) -52.43K
Decreased by -0.23%
Jul 27, 26
7 Fidelity 500 Index 21.42M (1.31%) -60.11K
Decreased by -0.28%
Jun 29, 26
8 SPDR® S&P 500 ETF 21.07M (1.29%) -308.76K
Decreased by -1.47%
Mar 30, 25
9 SPDR® S&P 500 ETF Trust 20.91M (1.28%) 47.12K
Increased by +0.23%
Apr 29, 24
10 Fidelity® 500 Index 20.68M (1.27%) 131.60K
Increased by +0.64%
Nov 29, 23
11 State Street® SPDR® S&P 500® ETF 20.63M (1.26%) 5.81K
Increased by +0.03%
Jul 28, 26
12 SPDR® S&P 500® ETF Trust 20.51M (1.26%) -107.57K
Decreased by -0.52%
Mar 30, 25
13 SPDR® S&P 500® ETF 20.33M (1.25%) 250.22K
Increased by +1.23%
Aug 30, 25
14 American Funds American Mutual A 20.09M (1.23%) 9.00M
Increased by +44.79%
Jun 29, 26
15 Capital Group American Mutual Comp 20.09M (1.23%) 9.00M
Increased by +44.79%
Jun 29, 26
16 American Funds Invmt Co of Amer A 18.85M (1.16%) 11.47M
Increased by +60.86%
Jun 29, 26
17 Capital Group Investment Co of Amer Comp 18.85M (1.16%) 11.47M
Increased by +60.86%
Jun 29, 26
18 Vanguard Morn Value Index Investor 15.88M (0.97%) 283.85K
Increased by +1.79%
Jun 29, 26
19 Vanguard Value Index Inv 15.88M (0.97%) 283.85K
Increased by +1.79%
Jun 29, 26
20 American Funds American Balanced A 13.40M (0.82%) -4.37M
Decreased by -32.62%
Mar 30, 25