Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 4.51%
2 GEND 4.15%
3 FTXO 3.78%
4 KBWB 3.75%
5 DIVY 3.42%
6 ZIG 3.10%
7 GABF 2.84%
8 ARWG 2.60%
9 BDVG 2.56%
10 JPEF 2.52%
11 PJFV 2.51%
12 SDEI 2.51%
13 TMVE 2.41%
14 FOVL 2.38%
15 EQRR 2.20%
16 KRU 2.16%
17 UDI 2.15%
18 FMCE 2.07%
19 FTDS 1.98%
20 TUSA 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.32M (13.21%) 293.41K
Increased by +1.52%
Dec 31, 25
2 FMR Inc 13.33M (9.11%) 1.11M
Increased by +8.33%
Dec 31, 25
3 BlackRock Inc 12.42M (8.49%) -261.93K
Decreased by -2.11%
Sep 30, 25
4 JPMorgan Chase & Co 11.30M (7.73%) 5.54M
Increased by +49.05%
Sep 30, 25
5 Wellington Management Company LLP 10.16M (6.95%) -75.66K
Decreased by -0.74%
Dec 31, 25
6 State Street Corporation 8.42M (5.76%) -725.54K
Decreased by -8.62%
Mar 31, 24
7 State Street Corp 7.46M (5.10%) -171.41K
Decreased by -2.30%
Sep 30, 25
8 Morgan Stanley - Brokerage Accounts 6.22M (4.25%) 359.11K
Increased by +5.78%
Sep 30, 25
9 Charles Schwab Investment Management Inc 5.29M (3.62%) 252.58K
Increased by +4.77%
Dec 31, 24
10 Geode Capital Management, LLC 4.27M (2.92%) -41.47K
Decreased by -0.97%
Dec 31, 25
11 State Farm Mutual Automobile Ins Co 4.12M (2.82%) 0.00
Increased by 0.00%
Dec 31, 25
12 Amvescap Plc. 3.68M (2.52%) 48.48K
Increased by +1.32%
Sep 30, 25
13 NORGES BANK 2.00M (1.37%) -238.88K
Decreased by -11.95%
Dec 31, 25
14 Northern Trust Corp 1.61M (1.10%) -49.06K
Decreased by -3.04%
Sep 30, 25
15 Nuveen Asset Management, LLC 1.57M (1.07%) 286.05K
Increased by +18.25%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.55M (1.06%) -15.77K
Decreased by -1.02%
Dec 31, 25
17 M&T Bank Corp 1.49M (1.02%) -166.00
Decreased by -0.01%
Sep 30, 25
18 First Trust Advisors L.P. 1.40M (0.96%) -203.94K
Decreased by -14.55%
Mar 31, 25
19 Nuveen, LLC 1.40M (0.96%) -27.84K
Decreased by -1.99%
Dec 31, 25
20 Bank of New York Mellon Corp 1.37M (0.93%) -8.36K
Decreased by -0.61%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.28M (3.61%) 3.51K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.74M (3.24%) -107.07K
Decreased by -2.26%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 4.72M (3.23%) 32.70K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 4.39M (3.00%) 3.65K
Increased by +0.08%
Feb 28, 25
5 Vanguard 500 Index Investor 3.87M (2.64%) -87.09K
Decreased by -2.25%
Mar 31, 26
6 Vanguard Equity-Income Inv 3.81M (2.60%) 116.62K
Increased by +3.06%
Dec 31, 25
7 Vanguard Mid Cap Index Institutional 3.22M (2.20%) -121.81K
Decreased by -3.78%
Mar 31, 26
8 Strategic Advisers Fidelity US TtlStk 2.43M (1.66%) 71.80K
Increased by +2.95%
Feb 28, 26
9 SPDR® S&P 500 ETF 2.07M (1.41%) -30.38K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 2.01M (1.37%) -10.58K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 2.00M (1.37%) -15.64K
Decreased by -0.78%
Mar 31, 24
12 Fidelity 500 Index 1.96M (1.34%) 3.23K
Increased by +0.17%
Feb 28, 26
13 iShares Core S&P 500 ETF 1.95M (1.34%) -1.07K
Decreased by -0.05%
Mar 31, 26
14 SPDR® S&P 500® ETF 1.94M (1.33%) 23.78K
Increased by +1.22%
Aug 31, 25
15 Fidelity® 500 Index 1.92M (1.31%) 15.30K
Increased by +0.80%
Oct 31, 23
16 State Street® SPDR® S&P 500® ETF 1.75M (1.20%) -4.31K
Decreased by -0.25%
Mar 31, 26
17 JPM US Mid Cap Value-Composite 1.40M (0.96%) -15.35K
Decreased by -1.10%
Jun 30, 24
18 JPM US Mid Cap Value-MA 1.40M (0.96%) -15.35K
Decreased by -1.10%
Jun 30, 24
19 JPMorgan Mid Cap Value L 1.40M (0.96%) -15.35K
Decreased by -1.10%
May 31, 24
20 Vanguard Wellesley® Income Inv 1.38M (0.95%) -76.10K
Decreased by -5.50%
Dec 31, 25