Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 4.66%
2 KBWB 4.04%
3 FTXO 3.98%
4 GEND 3.95%
5 DIVY 3.22%
6 ZIG 3.10%
7 PJFV 2.90%
8 UDI 2.89%
9 CNAV 2.89%
10 JPEF 2.84%
11 BDVG 2.73%
12 ARWG 2.60%
13 SDEI 2.51%
14 FOVL 2.38%
15 TMVE 2.28%
16 EQRR 2.20%
17 KRU 2.16%
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 (13.39%) 293.41K
Increased by +1.52%
Dec 31, 25
2 FMR Inc 13.17M (9.13%) -155.11K
Decreased by -1.18%
Mar 31, 26
3 BlackRock Inc 13.00M (9.01%) 98.06K
Increased by +0.75%
Mar 31, 26
4 Wellington Management Company LLP 9.95M (6.90%) -208.10K
Decreased by -2.09%
Mar 31, 26
5 Vanguard Capital Management, LLC 9.78M (6.78%) 9.78M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 8.42M (5.83%) -725.54K
Decreased by -8.62%
Mar 31, 24
7 Vanguard Portfolio Management, LLC 7.49M (5.19%) 7.49M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 7.15M (4.96%) -154.87K
Decreased by -2.17%
Mar 31, 26
9 Charles Schwab Investment Management Inc 5.29M (3.67%) 252.58K
Increased by +4.77%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.45M (3.09%) 456.75K
Increased by +10.26%
Mar 31, 26
11 Geode Capital Management, LLC 4.42M (3.06%) 141.78K
Increased by +3.21%
Mar 31, 26
12 State Farm Mutual Automobile Ins Co 4.12M (2.86%) 0.00
Increased by 0.00%
Mar 31, 26
13 JPMorgan Chase & Co 4.00M (2.78%) -828.22K
Decreased by -20.68%
Mar 31, 26
14 Amvescap Plc. 4.00M (2.77%) -88.38K
Decreased by -2.21%
Mar 31, 26
15 NORGES BANK 2.00M (1.39%) -238.88K
Decreased by -11.95%
Dec 31, 25
16 Bank of America Corp 1.61M (1.12%) 184.85K
Increased by +11.49%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 1.58M (1.09%) 24.81K
Increased by +1.57%
Mar 31, 26
18 Nuveen Asset Management, LLC 1.57M (1.09%) 286.05K
Increased by +18.25%
Dec 31, 24
19 Northern Trust Corp 1.52M (1.05%) -16.39K
Decreased by -1.08%
Mar 31, 26
20 M&T Bank Corp 1.49M (1.03%) 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 (3.66%) 3.51K
Increased by +0.07%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 4.72M (3.27%) 32.70K
Increased by +0.69%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.65M (3.22%) -87.54K
Decreased by -1.88%
Jun 30, 26
4 Schwab US Dividend Equity ETF™ 4.39M (3.04%) 3.65K
Increased by +0.08%
Feb 28, 25
5 Vanguard Equity-Income Inv 3.87M (2.68%) 57.80K
Increased by +1.49%
Mar 31, 26
6 Vanguard 500 Index Investor 3.80M (2.64%) -173.64K
Decreased by -4.57%
Jun 30, 26
7 Vanguard Mid Cap Index Institutional 3.17M (2.20%) -58.76K
Decreased by -1.85%
Jun 30, 26
8 Strategic Advisers Fidelity US TtlStk 2.41M (1.67%) -10.25K
Decreased by -0.42%
May 31, 26
9 SPDR® S&P 500 ETF 2.07M (1.43%) -30.38K
Decreased by -1.47%
Mar 31, 25
10 iShares Core S&P 500 ETF 2.02M (1.40%) 6.38K
Increased by +0.32%
Jun 30, 26
11 SPDR® S&P 500® ETF Trust 2.01M (1.39%) -10.58K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.00M (1.39%) -15.64K
Decreased by -0.78%
Mar 31, 24
13 Fidelity 500 Index 1.94M (1.35%) -2.71K
Decreased by -0.14%
May 31, 26
14 SPDR® S&P 500® ETF 1.94M (1.35%) 23.78K
Increased by +1.22%
Aug 31, 25
15 Fidelity® 500 Index 1.92M (1.33%) 15.30K
Increased by +0.80%
Oct 31, 23
16 State Street® SPDR® S&P 500® ETF 1.77M (1.23%) -23.12K
Decreased by -1.31%
Jun 30, 26
17 Vanguard Wellesley® Income Inv 1.41M (0.97%) 23.64K
Increased by +1.68%
Mar 31, 26
18 JPM US Mid Cap Value-Composite 1.40M (0.97%) -15.35K
Decreased by -1.10%
Jun 30, 24
19 JPM US Mid Cap Value-MA 1.40M (0.97%) -15.35K
Decreased by -1.10%
Jun 30, 24
20 JPMorgan Mid Cap Value L 1.40M (0.97%) -15.35K
Decreased by -1.10%
May 31, 24