Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.88%
2 RDIV 5.30%
3 GBDV 4.52%
4 PGRI 3.95%
5 UTRN 3.92%
6 RWW 3.68%
7 DUAL 3.49%
8 SHRY 3.47%
9 AUMI 3.37%
10 ACSI 3.31%
11 BAMD 3.08%
12 WBIF 2.94%
13 STNC 2.93%
14 GOEX 2.91%
15 WBIE 2.84%
16 XUDV 2.68%
17 PEY 2.26%
18 SDOG 2.17%
19 FICS 2.15%
20 DVY 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.42M (12.26%) 59.54K
Increased by +0.14%
Dec 31, 25
2 BlackRock Inc 33.47M (9.67%) 1.02M
Increased by +3.04%
Mar 31, 26
3 Vanguard Capital Management, LLC 22.58M (6.53%) 22.58M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 16.96M (4.90%) -278.48K
Decreased by -1.64%
Mar 31, 26
5 State Street Corporation 16.80M (4.86%) -123.33K
Decreased by -0.73%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 16.29M (4.71%) 16.29M
Increased by +100.00%
Mar 31, 26
7 Geode Capital Management, LLC 11.04M (3.19%) 1.51M
Increased by +13.64%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 6.15M (1.78%) -494.65K
Decreased by -8.04%
Mar 31, 26
9 The Goldman Sachs Group Inc 5.10M (1.47%) -370.61K
Decreased by -7.27%
Mar 31, 26
10 Amvescap Plc. 4.77M (1.38%) 1.13M
Increased by +23.60%
Mar 31, 26
11 Northern Trust Corp 4.16M (1.20%) -22.61K
Decreased by -0.54%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 3.76M (1.09%) 166.64K
Increased by +4.43%
Mar 31, 26
13 Goldman Sachs Group Inc 3.62M (1.05%) -194.93K
Decreased by -5.39%
Jun 30, 25
14 UBS Asset Mgmt Americas Inc 3.11M (0.90%) 129.39K
Increased by +4.17%
Mar 31, 26
15 Legal & General Group PLC 2.66M (0.77%) 14.76K
Increased by +0.55%
Mar 31, 26
16 Nippon Life Insurance Co. 2.56M (0.74%) 0.00
Increased by 0.00%
Mar 31, 26
17 Arrowstreet Capital Limited Partnership 2.56M (0.74%) 1.25M
Increased by +48.79%
Mar 31, 26
18 Charles Schwab Investment Management Inc 2.46M (0.71%) 33.93K
Increased by +1.38%
Mar 31, 26
19 HSBC Holdings PLC 2.24M (0.65%) 1.23M
Increased by +54.88%
Dec 31, 25
20 Nordea Investment Mgmt Bank Demark A/s 2.20M (0.64%) 154.22K
Increased by +7.01%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 11.28M (3.26%) -106.26K
Decreased by -0.94%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.08M (3.20%) 36.77K
Increased by +0.33%
Apr 30, 26
3 Vanguard 500 Index Investor 9.02M (2.61%) 161.87K
Increased by +1.79%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 7.54M (2.18%) 18.75K
Increased by +0.25%
Apr 30, 26
5 iShares Core S&P 500 ETF 4.57M (1.32%) 84.58K
Increased by +1.85%
May 29, 26
6 Fidelity 500 Index 4.46M (1.29%) 15.37K
Increased by +0.34%
Apr 30, 26
7 SPDR® S&P 500 ETF 4.40M (1.27%) -92.05K
Decreased by -2.09%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 4.29M (1.24%) -22.46K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 4.28M (1.24%) 52.62K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 4.27M (1.23%) 9.63K
Increased by +0.23%
Apr 30, 24
11 iShares Select Dividend ETF 4.26M (1.23%) 17.24K
Increased by +0.41%
May 29, 26
12 Fidelity® 500 Index 4.23M (1.22%) 26.92K
Increased by +0.64%
Nov 30, 23
13 State Street® SPDR® S&P 500® ETF 4.18M (1.21%) 4.44K
Increased by +0.11%
May 31, 26
14 Vanguard Value Index Inv 3.23M (0.93%) 9.31K
Increased by +0.29%
Apr 30, 26
15 The Financial Select Sector SPDR® ETF 2.52M (0.73%) -8.00K
Decreased by -0.32%
Aug 31, 25
16 Financial Select Sector SPDR® ETF 2.43M (0.70%) -6.94K
Decreased by -0.29%
Apr 30, 24
17 State Street®FinSelSectSPDR®ETF 2.34M (0.68%) -1.46K
Decreased by -0.06%
May 31, 26
18 Vanguard Mid-Cap Value ETF 2.27M (0.66%) 3.94K
Increased by +0.17%
Apr 30, 26
19 Vanguard Institutional Index I 1.93M (0.56%) -32.67K
Decreased by -1.70%
Apr 30, 26
20 State St S&P 500® Indx SL Cl I 1.88M (0.54%) 18.36K
Increased by +0.98%
Apr 30, 26