Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BAMD 5.09%
2 FCTE 4.97%
3 UTRN 4.09%
4 FDV 4.00%
5 QQLV 3.87%
6 PAYR 3.52%
7 QUSA 3.51%
8 STNC 3.42%
9 CZAR 3.09%
10 DIVS 3.03%
11 NEWZ 2.93%
12 CCOR 2.92%
13 GAUD 2.86%
14 RISN 2.54%
15 DIVB 2.48%
16 UDI 2.33%
17 XUDV 2.33%
18 FTCS 2.17%
19 FTGS 2.02%
20 MBOX 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.35M (13.19%) 4.58M
Increased by +10.82%
Dec 31, 25
2 Capital Research & Mgmt Co - Division 3 29.95M (9.33%) -316.49K
Decreased by -1.06%
Mar 31, 26
3 BlackRock Inc 28.41M (8.85%) 536.05K
Increased by +1.89%
Mar 31, 26
4 Vanguard Capital Management, LLC 20.97M (6.53%) 20.97M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 15.25M (4.75%) 15.25M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 14.05M (4.38%) 61.23K
Increased by +0.44%
Mar 31, 26
7 State Street Corporation 13.04M (4.06%) -42.71K
Decreased by -0.33%
Mar 31, 24
8 Geode Capital Management, LLC 10.27M (3.20%) 565.10K
Increased by +5.50%
Mar 31, 26
9 Charles Schwab Investment Management Inc 9.38M (2.92%) -2.17M
Decreased by -23.20%
Mar 31, 26
10 Federated Hermes Inc 5.89M (1.83%) 3.48M
Increased by +59.07%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 5.30M (1.65%) 454.78K
Increased by +8.58%
Mar 31, 26
12 Amvescap Plc. 5.25M (1.64%) 1.29M
Increased by +24.57%
Mar 31, 26
13 Fidelity Management and Research Company 4.44M (1.38%) 4.44M
Increased by +100.00%
Dec 31, 23
14 Bank of America Corp 4.32M (1.35%) -1.03M
Decreased by -23.76%
Mar 31, 26
15 FMR Inc 4.32M (1.34%) -150.44K
Decreased by -3.48%
Sep 30, 23
16 Wells Fargo & Co 4.24M (1.32%) -2.25M
Decreased by -53.09%
Mar 31, 26
17 Northern Trust Corp 4.00M (1.24%) -339.08K
Decreased by -8.48%
Mar 31, 26
18 The Goldman Sachs Group Inc 3.96M (1.23%) 309.74K
Increased by +7.82%
Mar 31, 26
19 Select Equity Group LP 3.67M (1.14%) -2.05M
Decreased by -55.75%
Mar 31, 26
20 UBS Group AG 3.53M (1.10%) 101.68K
Increased by +2.88%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 15.11M (4.71%) 1.52M
Increased by +10.06%
Mar 31, 26
2 Capital Group Wash Mutual Invtrs Comp 15.11M (4.71%) 1.52M
Increased by +10.06%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 10.28M (3.20%) 24.93K
Increased by +0.24%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 10.25M (3.19%) 7.33K
Increased by +0.07%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 9.11M (2.84%) 60.91K
Increased by +0.67%
May 31, 25
6 American Funds Fundamental Invs A 8.76M (2.73%) 3.57M
Increased by +40.80%
Mar 31, 26
7 Capital Group Fundamental Invtrs Comp 8.76M (2.73%) 3.57M
Increased by +40.80%
Mar 31, 26
8 Vanguard 500 Index Investor 8.38M (2.61%) 149.79K
Increased by +1.79%
Apr 30, 26
9 Invesco QQQ Trust 7.80M (2.43%) 36.73K
Increased by +0.47%
May 29, 26
10 Schwab US Dividend Equity ETF™ 7.72M (2.40%) 14.93K
Increased by +0.19%
May 30, 26
11 Vanguard Mid Cap Index Institutional 6.99M (2.18%) 9.46K
Increased by +0.14%
Apr 30, 26
12 iShares Core S&P 500 ETF 4.26M (1.33%) 13.04K
Increased by +0.31%
May 29, 26
13 Fidelity 500 Index 4.14M (1.29%) 14.25K
Increased by +0.34%
Apr 30, 26
14 SPDR® S&P 500 ETF 3.99M (1.24%) -58.28K
Decreased by -1.46%
Mar 31, 25
15 State Street® SPDR® S&P 500® ETF 3.92M (1.22%) 4.14K
Increased by +0.11%
May 31, 26
16 SPDR® S&P 500® ETF Trust 3.88M (1.21%) -20.30K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 3.87M (1.21%) 47.56K
Increased by +1.23%
Aug 31, 25
18 SPDR® S&P 500 ETF Trust 3.77M (1.18%) 23.68K
Increased by +0.63%
Feb 29, 24
19 Fidelity® 500 Index 3.74M (1.16%) 23.80K
Increased by +0.64%
Nov 30, 23
20 Federated Hermes Strategic Val Dividend 3.19M (0.99%) 2.91M
Increased by +91.32%
Mar 31, 26