Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.97%
2 BAMD 4.94%
3 UTRN 4.09%
4 FDV 3.83%
5 QQLV 3.72%
6 QUSA 3.51%
7 STNC 3.42%
8 PAYR 3.40%
9 NEWZ 2.93%
10 CCOR 2.92%
11 DIVS 2.87%
12 CZAR 2.84%
13 GAUD 2.72%
14 RISN 2.50%
15 UDI 2.30%
16 XUDV 2.26%
17 FTCS 2.11%
18 FTGS 2.02%
19 JHDV 1.98%
20 SDOG 1.94%

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 27.88M (8.68%) -89.52K
Decreased by -0.32%
Dec 31, 25
4 State Street Corp 13.99M (4.36%) 216.04K
Increased by +1.54%
Dec 31, 25
5 State Street Corporation 13.04M (4.06%) -42.71K
Decreased by -0.33%
Mar 31, 24
6 Charles Schwab Investment Management Inc 11.55M (3.60%) 263.15K
Increased by +2.28%
Dec 31, 25
7 Geode Capital Management, LLC 9.71M (3.02%) 78.76K
Increased by +0.81%
Dec 31, 25
8 Bank of America Corp 5.35M (1.67%) -286.11K
Decreased by -5.35%
Dec 31, 25
9 Amvescap Plc. 5.25M (1.64%) 1.29M
Increased by +24.57%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 4.84M (1.51%) -20.38K
Decreased by -0.42%
Dec 31, 25
11 Fidelity Management and Research Company 4.44M (1.38%) 4.44M
Increased by +100.00%
Dec 31, 23
12 FMR Inc 4.32M (1.34%) -150.44K
Decreased by -3.48%
Sep 30, 23
13 Wells Fargo & Co 4.24M (1.32%) -2.25M
Decreased by -53.09%
Mar 31, 26
14 Northern Trust Corp 4.00M (1.24%) -339.08K
Decreased by -8.48%
Mar 31, 26
15 Select Equity Group LP 3.67M (1.14%) -2.05M
Decreased by -55.75%
Mar 31, 26
16 The Goldman Sachs Group Inc 3.65M (1.14%) 955.87K
Increased by +26.19%
Dec 31, 25
17 UBS Group AG 3.53M (1.10%) 101.68K
Increased by +2.88%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 2.82M (0.88%) -59.65K
Decreased by -2.11%
Mar 31, 26
19 Capital World Investors 2.76M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
20 JPMorgan Chase & Co 2.74M (0.85%) 1.31M
Increased by +47.69%
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 10.26M (3.19%) 21.50K
Increased by +0.21%
Mar 31, 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 8.23M (2.56%) -105.80K
Decreased by -1.29%
Mar 31, 26
9 Invesco QQQ Trust 7.68M (2.39%) 56.55K
Increased by +0.74%
Apr 30, 26
10 Schwab US Dividend Equity ETF™ 7.47M (2.33%) 6.42K
Increased by +0.09%
Apr 30, 26
11 Vanguard Mid Cap Index Institutional 6.98M (2.17%) -60.54K
Decreased by -0.87%
Mar 31, 26
12 iShares Core S&P 500 ETF 4.18M (1.30%) 12.29K
Increased by +0.29%
Apr 30, 26
13 Fidelity 500 Index 4.13M (1.29%) 3.75K
Increased by +0.09%
Mar 31, 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 3.88M (1.21%) 12.60K
Increased by +0.32%
Apr 30, 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 Value Div IS 3.19M (0.99%) 1.95M
Increased by +61.19%
Mar 31, 26