Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUSA 1000.00%
2 ESGU 1000.00%
3 IAT 4.20%
4 UTRN 4.04%
5 YALL 4.03%
6 PEX 3.76%
7 FMTM 3.54%
8 ACSI 3.45%
9 ADPV 3.13%
10 KBWB 2.96%
11 STNC 2.88%
12 GPZ 2.69%
13 FTXO 2.66%
14 BOUT 2.62%
15 PSP 2.57%
16 FOVL 2.40%
17 KRU 2.30%
18 SDOG 2.17%
19 UDI 1.99%
20 XUDV 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 106.10M (12.34%) -1.06M
Decreased by -1.00%
Dec 31, 25
2 BlackRock Inc 85.61M (9.96%) -201.03K
Decreased by -0.23%
Sep 30, 25
3 JPMorgan Chase & Co 68.44M (7.96%) 42.57M
Increased by +62.20%
Sep 30, 25
4 State Street Corporation 49.33M (5.74%) -8.18M
Decreased by -16.59%
Mar 31, 24
5 State Street Corp 48.89M (5.69%) -1.06M
Decreased by -2.18%
Sep 30, 25
6 Wellington Management Company LLP 35.32M (4.11%) -6.55M
Decreased by -18.53%
Dec 31, 25
7 Charles Schwab Investment Management Inc 31.84M (3.70%) 215.06K
Increased by +0.68%
Dec 31, 25
8 Geode Capital Management, LLC 23.75M (2.76%) -175.55K
Decreased by -0.74%
Dec 31, 25
9 Victory Capital Management Inc. 22.84M (2.66%) 9.31M
Increased by +40.78%
Dec 31, 25
10 Amvescap Plc. 18.77M (2.18%) -1.32M
Decreased by -7.03%
Sep 30, 25
11 Morgan Stanley - Brokerage Accounts 18.12M (2.11%) -995.99K
Decreased by -5.50%
Sep 30, 25
12 Goldman Sachs Group Inc 14.69M (1.71%) 5.39M
Increased by +36.72%
Dec 31, 23
13 Amundi 10.01M (1.16%) 1.70M
Increased by +16.95%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 9.69M (1.13%) -293.35K
Decreased by -3.03%
Dec 31, 25
15 NORGES BANK 9.39M (1.09%) -1.10M
Decreased by -11.70%
Dec 31, 25
16 LSV Asset Management 9.29M (1.08%) 357.10K
Increased by +3.85%
Dec 31, 25
17 The Goldman Sachs Group Inc 9.04M (1.05%) 444.31K
Increased by +4.92%
Dec 31, 25
18 Allspring Global Investments Holdings, LLC 9.03M (1.05%) -178.85K
Decreased by -1.98%
Dec 31, 25
19 Northern Trust Corp 8.81M (1.02%) -198.49K
Decreased by -2.25%
Sep 30, 25
20 Wells Fargo & Co 8.14M (0.95%) 1.56M
Increased by +19.11%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 28.97M (3.37%) 17.32K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 27.63M (3.21%) 157.71K
Increased by +0.57%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 25.86M (3.01%) 185.11K
Increased by +0.72%
May 31, 25
4 Vanguard 500 Index Investor 22.56M (2.62%) 214.09K
Increased by +0.95%
Feb 28, 26
5 Schwab US Dividend Equity ETF™ 19.45M (2.26%) 32.38K
Increased by +0.17%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 19.06M (2.22%) 66.56K
Increased by +0.35%
Feb 28, 26
7 Vanguard Equity-Income Inv 18.71M (2.18%) -2.61M
Decreased by -13.93%
Dec 31, 25
8 SPDR® S&P 500 ETF 11.31M (1.32%) -165.54K
Decreased by -1.46%
Mar 31, 25
9 Fidelity 500 Index 11.16M (1.30%) 18.43K
Increased by +0.17%
Feb 28, 26
10 iShares Core S&P 500 ETF 11.16M (1.30%) -6.07K
Decreased by -0.05%
Mar 31, 26
11 SPDR® S&P 500® ETF Trust 11.01M (1.28%) -57.67K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 11.00M (1.28%) 24.70K
Increased by +0.22%
Apr 30, 24
13 Fidelity® 500 Index 10.93M (1.27%) 69.56K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF 10.88M (1.27%) 133.58K
Increased by +1.23%
Aug 31, 25
15 State Street® SPDR® S&P 500® ETF 10.06M (1.17%) 22.73K
Increased by +0.23%
Mar 31, 26
16 iShares Select Dividend ETF 9.96M (1.16%) 0.00
Increased by 0.00%
Mar 31, 26
17 JPM US Mid Cap Value-Composite 9.26M (1.08%) -101.67K
Decreased by -1.10%
Jun 30, 24
18 Vanguard Wellesley® Income Inv 8.32M (0.97%) -1.60M
Decreased by -19.22%
Dec 31, 25
19 Vanguard Value Index Inv 8.16M (0.95%) 90.29K
Increased by +1.11%
Feb 28, 26
20 First Trust Rising Dividend Achiev ETF 7.72M (0.90%) 10.62K
Increased by +0.14%
Mar 31, 26