Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 7.36%
2 XUDV 5.45%
3 WBIY 5.35%
4 SIXA 5.25%
5 WBIF 5.04%
6 DHS 5.03%
7 SIXH 4.95%
8 VICE 4.77%
9 FDL 4.69%
10 XLP 4.67%
11 TOKE 4.67%
12 LBAY 4.63%
13 IYK 4.56%
14 ROPE 4.37%
15 DURA 4.33%
16 UTRN 4.18%
17 SCHD 4.12%
18 GEND 4.01%
19 VSDA 3.91%
20 HDV 3.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 160.98M (9.65%) 1.90M
Increased by +1.18%
Dec 31, 25
2 BlackRock Inc 125.75M (7.54%) 2.97M
Increased by +2.36%
Sep 30, 25
3 State Street Corp 71.68M (4.30%) -683.87K
Decreased by -0.95%
Sep 30, 25
4 State Street Corporation 67.81M (4.06%) -954.64K
Decreased by -1.41%
Mar 31, 24
5 Charles Schwab Investment Management Inc 65.52M (3.93%) 6.27M
Increased by +9.56%
Dec 31, 25
6 Geode Capital Management, LLC 45.25M (2.71%) 530.24K
Increased by +1.17%
Sep 30, 25
7 GQG Partners LLC 25.06M (1.50%) -685.57K
Decreased by -2.74%
Dec 31, 25
8 Capital World Investors 25.03M (1.50%) -10.38M
Decreased by -41.47%
Sep 30, 25
9 JPMorgan Chase & Co 24.15M (1.45%) 12.89M
Increased by +53.37%
Sep 30, 25
10 Morgan Stanley - Brokerage Accounts 21.97M (1.32%) -1.03M
Decreased by -4.67%
Sep 30, 25
11 Ameriprise Financial Inc 19.57M (1.17%) 3.17M
Increased by +16.21%
Sep 30, 25
12 Northern Trust Corp 16.71M (1.00%) 59.19K
Increased by +0.35%
Sep 30, 25
13 Bank of America Corp 13.91M (0.83%) -921.83K
Decreased by -6.63%
Sep 30, 25
14 Bank of New York Mellon Corp 12.75M (0.76%) 132.85K
Increased by +1.04%
Sep 30, 25
15 Capital Research Global Investors 12.13M (0.73%) 47.76K
Increased by +0.39%
Sep 30, 25
16 Arrowstreet Capital Limited Partnership 11.97M (0.72%) -1.83M
Decreased by -15.32%
Dec 31, 25
17 Capital Research & Mgmt Co - Division 3 11.89M (0.71%) -2.31M
Decreased by -19.41%
Sep 30, 23
18 Amvescap Plc. 11.84M (0.71%) -213.02K
Decreased by -1.80%
Sep 30, 25
19 FMR Inc 11.66M (0.70%) -7.89M
Decreased by -67.64%
Jun 30, 24
20 Harris Associates L.P. 11.44M (0.69%) 502.73K
Increased by +4.39%
Jun 30, 24

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 52.83M (3.17%) 112.13K
Increased by +0.21%
Jan 31, 26
3 Schwab US Dividend Equity ETF™ 51.46M (3.08%) 131.38K
Increased by +0.26%
Feb 28, 26
4 Vanguard 500 Index Investor 42.76M (2.56%) 266.99K
Increased by +0.62%
Jan 31, 26
5 iShares Core S&P 500 ETF 21.40M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 21.33M (1.28%) 98.86K
Increased by +0.46%
Jan 31, 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 19.90M (1.19%) 83.13K
Increased by +0.42%
Feb 27, 26
13 Vanguard Value Index Inv 15.45M (0.93%) -5.22K
Decreased by -0.03%
Jan 31, 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 State Street®CnsmrStpSelSectSPDR®ETF 11.64M (0.70%) 134.59K
Increased by +1.16%
Feb 27, 26
17 Consumer Staples Select Sector SPDR® ETF 11.10M (0.67%) 157.36K
Increased by +1.42%
Apr 30, 24
18 American Funds Capital Income Bldr A 10.83M (0.65%) -3.70M
Decreased by -34.19%
Sep 30, 23
19 American Funds Washington Mutual A 10.17M (0.61%) 0.00
Increased by 0.00%
Dec 31, 25
20 Capital Group Wash Mutual Invtrs Comp 10.17M (0.61%) 0.00
Increased by 0.00%
Dec 31, 25