Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 11.02%
2 HDLV 9.58%
3 GXPS 9.45%
4 DIVE 8.66%
5 FDL 7.26%
6 ORFN 5.97%
7 NBCC 5.94%
8 XLP 5.86%
9 DIVZ 5.79%
10 GQGU 5.55%
11 ROPE 5.35%
12 FCTE 5.11%
13 DURA 5.05%
14 TOKE 4.85%
15 MBCC 4.71%
16 RDIV 4.57%
17 KXI 4.49%
18 HDV 4.39%
19 VDC 4.36%
20 DHS 4.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 145.26M (9.34%) 1.79M
Increased by +1.23%
Dec 31, 25
2 Capital World Investors 133.45M (8.58%) 1.09M
Increased by +0.82%
Mar 31, 26
3 BlackRock Inc 107.53M (6.92%) -1.72M
Decreased by -1.60%
Mar 31, 26
4 Vanguard Capital Management, LLC 101.16M (6.51%) 101.16M
Increased by +100.00%
Mar 31, 26
5 Capital Research Global Investors 79.82M (5.13%) 25.26M
Increased by +31.65%
Mar 31, 26
6 Capital Research & Mgmt Co - Division 3 72.76M (4.68%) -28.62M
Decreased by -39.33%
Mar 31, 26
7 State Street Corporation 57.95M (3.73%) -205.62K
Decreased by -0.35%
Mar 31, 24
8 State Street Corp 55.03M (3.54%) 36.55K
Increased by +0.07%
Mar 31, 26
9 JPMorgan Chase & Co 51.59M (3.32%) 9.88M
Increased by +19.15%
Mar 31, 26
10 GQG Partners LLC 50.11M (3.22%) -4.99M
Decreased by -9.96%
Mar 31, 26
11 FMR Inc 44.77M (2.88%) 3.35M
Increased by +7.48%
Mar 31, 26
12 Geode Capital Management, LLC 38.46M (2.47%) 1.08M
Increased by +2.81%
Mar 31, 26
13 Vanguard Portfolio Management, LLC 29.58M (1.90%) 29.58M
Increased by +100.00%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 24.41M (1.57%) 986.02K
Increased by +4.04%
Mar 31, 26
15 T. Rowe Price Associates, Inc. 19.36M (1.25%) 5.20M
Increased by +26.84%
Mar 31, 26
16 Bank of America Corp 17.23M (1.11%) 1.85M
Increased by +10.72%
Mar 31, 26
17 Wellington Management Company LLP 16.86M (1.08%) 2.60M
Increased by +15.42%
Mar 31, 26
18 Franklin Resources Inc 16.61M (1.07%) 2.21M
Increased by +13.32%
Mar 31, 26
19 Amvescap Plc. 16.06M (1.03%) 427.20K
Increased by +2.66%
Mar 31, 26
20 Northern Trust Corp 14.44M (0.93%) -12.12K
Decreased by -0.08%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 49.60M (3.19%) 149.27K
Increased by +0.30%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 49.24M (3.17%) 51.42K
Increased by +0.10%
Sep 30, 24
3 American Funds Washington Mutual A 44.66M (2.87%) 740.86K
Increased by +1.66%
Mar 31, 26
4 Capital Group Wash Mutual Invtrs Comp 44.66M (2.87%) 740.86K
Increased by +1.66%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 44.22M (2.84%) 306.86K
Increased by +0.69%
May 31, 25
6 Vanguard 500 Index Investor 40.36M (2.60%) 725.04K
Increased by +1.80%
Apr 30, 26
7 American Funds Fundamental Invs A 37.16M (2.39%) -360.03K
Decreased by -0.97%
Mar 31, 26
8 Capital Group Fundamental Invtrs Comp 37.16M (2.39%) -360.03K
Decreased by -0.97%
Mar 31, 26
9 American Funds American Balanced A 35.60M (2.29%) -1.26M
Decreased by -3.53%
Mar 31, 26
10 American Funds Invmt Co of Amer A 22.99M (1.48%) 203.84K
Increased by +0.89%
Mar 31, 26
11 Capital Group Investment Co of Amer Comp 22.99M (1.48%) 203.84K
Increased by +0.89%
Mar 31, 26
12 Goldman Sachs GQG Ptnrs Intl Opps Instl 22.30M (1.43%) 0.00
Increased by 0.00%
Mar 31, 26
13 iShares Core S&P 500 ETF 20.51M (1.32%) 62.72K
Increased by +0.31%
May 29, 26
14 American Funds American Mutual A 20.12M (1.29%) 5.80M
Increased by +28.85%
Mar 31, 26
15 Capital Group American Mutual Comp 20.12M (1.29%) 5.80M
Increased by +28.85%
Mar 31, 26
16 Fidelity 500 Index 19.95M (1.28%) 68.63K
Increased by +0.34%
Apr 30, 26
17 American Funds Capital Income Bldr A 19.80M (1.27%) 1.99M
Increased by +10.05%
Mar 31, 26
18 SPDR® S&P 500 ETF 19.34M (1.24%) -283.34K
Decreased by -1.46%
Mar 31, 25
19 American Funds Income Fund of Amer A 19.26M (1.24%) -5.33M
Decreased by -27.67%
Mar 31, 26
20 SPDR® S&P 500® ETF Trust 18.83M (1.21%) -98.71K
Decreased by -0.52%
Mar 31, 25