Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYK 11.32%
2 HDLV 9.58%
3 GXPS 9.40%
4 DIVE 9.19%
5 GQGU 8.61%
6 FDL 7.26%
7 XLP 6.15%
8 ORFN 5.97%
9 NBCC 5.94%
10 DIVZ 5.90%
11 ROPE 5.47%
12 FCTE 5.11%
13 DURA 4.98%
14 TOKE 4.85%
15 FSTA 4.81%
16 MBCC 4.71%
17 HDV 4.59%
18 RDIV 4.57%
19 SIXA 4.47%
20 SIXH 4.44%

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 109.25M (7.03%) 3.99M
Increased by +3.65%
Dec 31, 25
4 Capital Research Global Investors 79.82M (5.13%) 25.26M
Increased by +31.65%
Mar 31, 26
5 Capital Research & Mgmt Co - Division 3 72.76M (4.68%) -28.62M
Decreased by -39.33%
Mar 31, 26
6 State Street Corporation 57.95M (3.73%) -205.62K
Decreased by -0.35%
Mar 31, 24
7 State Street Corp 55.00M (3.54%) 45.23K
Increased by +0.08%
Dec 31, 25
8 JPMorgan Chase & Co 51.59M (3.32%) 9.88M
Increased by +19.15%
Mar 31, 26
9 GQG Partners LLC 50.11M (3.22%) -4.99M
Decreased by -9.96%
Mar 31, 26
10 FMR Inc 41.42M (2.66%) 949.30K
Increased by +2.29%
Dec 31, 25
11 Geode Capital Management, LLC 37.38M (2.40%) -544.32K
Decreased by -1.46%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 23.42M (1.51%) -1.03M
Decreased by -4.41%
Dec 31, 25
13 Franklin Resources Inc 16.61M (1.07%) 2.21M
Increased by +13.32%
Mar 31, 26
14 Amvescap Plc. 16.06M (1.03%) 427.20K
Increased by +2.66%
Mar 31, 26
15 Bank of America Corp 15.38M (0.99%) 590.37K
Increased by +3.84%
Dec 31, 25
16 Northern Trust Corp 14.44M (0.93%) -12.12K
Decreased by -0.08%
Mar 31, 26
17 Wellington Management Company LLP 14.26M (0.92%) -3.74M
Decreased by -26.20%
Dec 31, 25
18 T. Rowe Price Associates, Inc. 14.16M (0.91%) 1.57M
Increased by +11.08%
Dec 31, 25
19 Bank of New York Mellon Corp 13.43M (0.86%) -792.80K
Decreased by -5.90%
Sep 30, 25
20 Charles Schwab Investment Management Inc 13.34M (0.86%) 191.26K
Increased by +1.43%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 49.45M (3.18%) 213.64K
Increased by +0.43%
Mar 31, 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 39.64M (2.55%) -401.43K
Decreased by -1.01%
Mar 31, 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%) 272.41K
Increased by +1.22%
Dec 31, 25
13 iShares Core S&P 500 ETF 20.14M (1.30%) 59.09K
Increased by +0.29%
Apr 30, 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 19.88M (1.28%) 69.82K
Increased by +0.35%
Mar 31, 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