Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.88%
2 RDIV 5.21%
3 PGRI 4.67%
4 GBDV 4.52%
5 UTRN 3.92%
6 RWW 3.68%
7 DUAL 3.49%
8 SHRY 3.47%
9 AUMI 3.26%
10 ACSI 3.24%
11 BAMD 3.08%
12 WBIF 2.94%
13 STNC 2.93%
14 WBIE 2.84%
15 GOEX 2.83%
16 XUDV 2.62%
17 EXUS 2.57%
18 PEY 2.27%
19 FICS 2.15%
20 SDOG 2.12%

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 32.45M (9.38%) 706.46K
Increased by +2.18%
Dec 31, 25
3 State Street Corp 17.23M (4.98%) 210.96K
Increased by +1.22%
Dec 31, 25
4 State Street Corporation 16.80M (4.86%) -123.33K
Decreased by -0.73%
Mar 31, 24
5 Geode Capital Management, LLC 9.53M (2.76%) 26.41K
Increased by +0.28%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 6.65M (1.92%) 420.08K
Increased by +6.32%
Dec 31, 25
7 The Goldman Sachs Group Inc 5.47M (1.58%) 231.71K
Increased by +4.24%
Dec 31, 25
8 Amvescap Plc. 4.77M (1.38%) 1.13M
Increased by +23.60%
Mar 31, 26
9 Northern Trust Corp 4.16M (1.20%) -22.61K
Decreased by -0.54%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 3.76M (1.09%) 166.64K
Increased by +4.43%
Mar 31, 26
11 Goldman Sachs Group Inc 3.62M (1.05%) -194.93K
Decreased by -5.39%
Jun 30, 25
12 UBS Asset Mgmt Americas Inc 3.11M (0.90%) 129.39K
Increased by +4.17%
Mar 31, 26
13 Legal & General Group PLC 2.66M (0.77%) 14.76K
Increased by +0.55%
Mar 31, 26
14 Nippon Life Insurance Co. 2.56M (0.74%) 0.00
Increased by 0.00%
Mar 31, 26
15 Charles Schwab Investment Management Inc 2.43M (0.70%) 15.87K
Increased by +0.65%
Dec 31, 25
16 HSBC Holdings PLC 2.24M (0.65%) 1.23M
Increased by +54.88%
Dec 31, 25
17 Nordea Investment Mgmt Bank Demark A/s 2.20M (0.64%) 154.22K
Increased by +7.01%
Mar 31, 26
18 UBS Group AG 2.02M (0.59%) 127.58K
Increased by +6.30%
Mar 31, 26
19 JPMorgan Chase & Co 2.00M (0.58%) 898.08K
Increased by +44.94%
Sep 30, 25
20 Bank of New York Mellon Corp 2.00M (0.58%) -85.30K
Decreased by -4.27%
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 11.05M (3.19%) -14.89K
Decreased by -0.13%
Mar 31, 26
3 Vanguard 500 Index Investor 8.86M (2.56%) -142.65K
Decreased by -1.61%
Mar 31, 26
4 Vanguard Mid Cap Index Institutional 7.52M (2.17%) -89.63K
Decreased by -1.19%
Mar 31, 26
5 iShares Core S&P 500 ETF 4.49M (1.30%) 0.00
Increased by 0.00%
Apr 30, 26
6 Fidelity 500 Index 4.44M (1.28%) -9.97K
Decreased by -0.22%
Mar 31, 26
7 SPDR® S&P 500 ETF 4.40M (1.27%) -92.05K
Decreased by -2.09%
Mar 31, 25
8 iShares Select Dividend ETF 4.29M (1.24%) 0.00
Increased by 0.00%
Apr 30, 26
9 SPDR® S&P 500® ETF Trust 4.29M (1.24%) -22.46K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 4.28M (1.24%) 52.62K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 4.27M (1.23%) 9.63K
Increased by +0.23%
Apr 30, 24
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 4.14M (1.20%) 13.53K
Increased by +0.33%
Apr 30, 26
14 Vanguard Value Index Inv 3.22M (0.93%) -41.82K
Decreased by -1.30%
Mar 31, 26
15 The Financial Select Sector SPDR® ETF 2.52M (0.73%) -8.00K
Decreased by -0.32%
Aug 31, 25
16 State Street®FinSelSectSPDR®ETF 2.43M (0.70%) 29.65K
Increased by +1.22%
Apr 30, 26
17 Financial Select Sector SPDR® ETF 2.43M (0.70%) -6.94K
Decreased by -0.29%
Apr 30, 24
18 Vanguard Mid-Cap Value ETF 2.26M (0.65%) 79.20K
Increased by +3.50%
Mar 31, 26
19 Vanguard Institutional Index I 1.96M (0.57%) -22.13K
Decreased by -1.13%
Mar 31, 26
20 State St S&P 500® Idx SL Cl I 1.88M (0.54%) 18.36K
Increased by +0.98%
Apr 30, 26