Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 5.47%
2 KBWB 4.26%
3 FTXO 4.02%
4 GEND 3.80%
5 DIVY 3.42%
6 ZIG 3.10%
7 GABF 2.84%
8 BDVG 2.66%
9 ARWG 2.60%
10 SDEI 2.51%
11 PJFV 2.47%
12 TMVE 2.46%
13 JPEF 2.44%
14 FOVL 2.38%
15 FTDS 2.22%
16 EQRR 2.20%
17 KRU 2.16%
18 FMCE 2.07%
19 UDI 1.98%
20 KRE 1.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.32M (13.03%) 293.41K
Increased by +1.52%
Dec 31, 25
2 FMR Inc 13.33M (8.99%) 1.11M
Increased by +8.33%
Dec 31, 25
3 BlackRock Inc 12.42M (8.38%) -261.93K
Decreased by -2.11%
Sep 30, 25
4 JPMorgan Chase & Co 11.30M (7.62%) 5.54M
Increased by +49.05%
Sep 30, 25
5 Wellington Management Company LLP 10.16M (6.85%) -75.66K
Decreased by -0.74%
Dec 31, 25
6 State Street Corporation 8.42M (5.67%) -725.54K
Decreased by -8.62%
Mar 31, 24
7 State Street Corp 7.46M (5.03%) -171.41K
Decreased by -2.30%
Sep 30, 25
8 Morgan Stanley - Brokerage Accounts 6.22M (4.19%) 359.11K
Increased by +5.78%
Sep 30, 25
9 Charles Schwab Investment Management Inc 5.29M (3.57%) 252.58K
Increased by +4.77%
Dec 31, 24
10 Geode Capital Management, LLC 4.32M (2.91%) -54.53K
Decreased by -1.26%
Sep 30, 25
11 State Farm Mutual Automobile Ins Co 4.12M (2.78%) 0.00
Increased by 0.00%
Sep 30, 25
12 Amvescap Plc. 3.68M (2.48%) 48.48K
Increased by +1.32%
Sep 30, 25
13 NORGES BANK 2.00M (1.35%) -238.88K
Decreased by -11.95%
Dec 31, 25
14 Northern Trust Corp 1.61M (1.09%) -49.06K
Decreased by -3.04%
Sep 30, 25
15 Nuveen Asset Management, LLC 1.57M (1.06%) 286.05K
Increased by +18.25%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.55M (1.05%) -15.77K
Decreased by -1.02%
Dec 31, 25
17 M&T Bank Corp 1.49M (1.00%) -166.00
Decreased by -0.01%
Sep 30, 25
18 First Trust Advisors L.P. 1.40M (0.95%) -203.94K
Decreased by -14.55%
Mar 31, 25
19 Nuveen, LLC 1.40M (0.94%) -27.84K
Decreased by -1.99%
Dec 31, 25
20 Bank of New York Mellon Corp 1.37M (0.92%) -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 (3.56%) 3.51K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.82M (3.25%) 9.04K
Increased by +0.19%
Jan 31, 26
3 Vanguard Institutional 500 Index Trust 4.72M (3.18%) 32.70K
Increased by +0.69%
May 31, 25
4 Schwab US Dividend Equity ETF™ 4.39M (2.96%) 3.65K
Increased by +0.08%
Feb 28, 25
5 Vanguard 500 Index Investor 3.92M (2.64%) 24.27K
Increased by +0.62%
Jan 31, 26
6 Vanguard Equity-Income Inv 3.81M (2.57%) 116.62K
Increased by +3.06%
Dec 31, 25
7 Vanguard Mid Cap Index Institutional 3.33M (2.24%) -17.30K
Decreased by -0.52%
Jan 31, 26
8 Strategic Advisers Fidelity US TtlStk 2.36M (1.59%) 146.86K
Increased by +6.22%
Jan 31, 26
9 SPDR® S&P 500 ETF 2.07M (1.39%) -30.38K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 2.01M (1.36%) -10.58K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 2.00M (1.35%) -15.64K
Decreased by -0.78%
Mar 31, 24
12 iShares Core S&P 500 ETF 1.96M (1.32%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 1.95M (1.32%) 9.05K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500® ETF 1.94M (1.31%) 23.78K
Increased by +1.22%
Aug 31, 25
15 Fidelity® 500 Index 1.92M (1.30%) 15.30K
Increased by +0.80%
Oct 31, 23
16 State Street® SPDR® S&P 500® ETF 1.82M (1.23%) 7.65K
Increased by +0.42%
Feb 27, 26
17 Vanguard Value Index Inv 1.41M (0.95%) -763.00
Decreased by -0.05%
Jan 31, 26
18 JPM US Mid Cap Value-Composite 1.40M (0.94%) -15.35K
Decreased by -1.10%
Jun 30, 24
19 JPM US Mid Cap Value-MA 1.40M (0.94%) -15.35K
Decreased by -1.10%
Jun 30, 24
20 JPMorgan Mid Cap Value L 1.40M (0.94%) -15.35K
Decreased by -1.10%
May 31, 24