Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 4.41%
2 FTXO 3.82%
3 KBWB 3.77%
4 GEND 3.70%
5 DIVY 3.42%
6 ZIG 3.10%
7 UDI 2.75%
8 ARWG 2.60%
9 BDVG 2.56%
10 JPEF 2.55%
11 SDEI 2.51%
12 PJFV 2.49%
13 FOVL 2.38%
14 TMVE 2.33%
15 EQRR 2.20%
16 KRU 2.16%
17 FTDS 2.09%
18 FMCE 2.07%
19 TUSA 1.91%
20 GABF 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.32M (13.25%) 293.41K
Increased by +1.52%
Dec 31, 25
2 FMR Inc 13.17M (9.04%) -155.11K
Decreased by -1.18%
Mar 31, 26
3 BlackRock Inc 13.00M (8.92%) 98.06K
Increased by +0.75%
Mar 31, 26
4 Wellington Management Company LLP 9.95M (6.83%) -208.10K
Decreased by -2.09%
Mar 31, 26
5 Vanguard Capital Management, LLC 9.78M (6.71%) 9.78M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 8.42M (5.77%) -725.54K
Decreased by -8.62%
Mar 31, 24
7 Vanguard Portfolio Management, LLC 7.49M (5.14%) 7.49M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 7.15M (4.91%) -154.87K
Decreased by -2.17%
Mar 31, 26
9 Charles Schwab Investment Management Inc 5.29M (3.63%) 252.58K
Increased by +4.77%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.45M (3.05%) 456.75K
Increased by +10.26%
Mar 31, 26
11 Geode Capital Management, LLC 4.42M (3.03%) 141.78K
Increased by +3.21%
Mar 31, 26
12 State Farm Mutual Automobile Ins Co 4.12M (2.83%) 0.00
Increased by 0.00%
Mar 31, 26
13 JPMorgan Chase & Co 4.00M (2.75%) -828.22K
Decreased by -20.68%
Mar 31, 26
14 Amvescap Plc. 4.00M (2.75%) -88.38K
Decreased by -2.21%
Mar 31, 26
15 NORGES BANK 2.00M (1.37%) -238.88K
Decreased by -11.95%
Dec 31, 25
16 Bank of America Corp 1.61M (1.10%) 184.85K
Increased by +11.49%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 1.58M (1.08%) 24.81K
Increased by +1.57%
Mar 31, 26
18 Nuveen Asset Management, LLC 1.57M (1.08%) 286.05K
Increased by +18.25%
Dec 31, 24
19 Northern Trust Corp 1.52M (1.04%) -16.39K
Decreased by -1.08%
Mar 31, 26
20 M&T Bank Corp 1.49M (1.02%) 3.74K
Increased by +0.25%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.28M (3.62%) 3.51K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.75M (3.26%) 10.10K
Increased by +0.21%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 4.72M (3.24%) 32.70K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 4.39M (3.01%) 3.65K
Increased by +0.08%
Feb 28, 25
5 Vanguard 500 Index Investor 3.94M (2.70%) 71.22K
Increased by +1.81%
Apr 30, 26
6 Vanguard Equity-Income Inv 3.87M (2.65%) 57.80K
Increased by +1.49%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 3.23M (2.21%) 7.01K
Increased by +0.22%
Apr 30, 26
8 Strategic Advisers Fidelity US TtlStk 2.42M (1.66%) -27.33K
Decreased by -1.13%
Apr 30, 26
9 SPDR® S&P 500 ETF 2.07M (1.42%) -30.38K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 2.01M (1.38%) -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 iShares Core S&P 500 ETF 2.00M (1.37%) 6.14K
Increased by +0.31%
May 29, 26
13 Fidelity 500 Index 1.95M (1.34%) 6.70K
Increased by +0.34%
Apr 30, 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 (1.32%) 15.30K
Increased by +0.80%
Oct 31, 23
16 State Street® SPDR® S&P 500® ETF 1.82M (1.25%) 2.46K
Increased by +0.14%
May 29, 26
17 Vanguard Wellesley® Income Inv 1.41M (0.96%) 23.64K
Increased by +1.68%
Mar 31, 26
18 JPM US Mid Cap Value-Composite 1.40M (0.96%) -15.35K
Decreased by -1.10%
Jun 30, 24
19 JPM US Mid Cap Value-MA 1.40M (0.96%) -15.35K
Decreased by -1.10%
Jun 30, 24
20 JPMorgan Mid Cap Value L 1.40M (0.96%) -15.35K
Decreased by -1.10%
May 31, 24