Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 SUSA 1000.00%
3 IAT 4.28%
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 2.89%
11 GPZ 2.84%
12 FTXO 2.70%
13 BOUT 2.62%
14 PSP 2.57%
15 FOVL 2.40%
16 KRU 2.30%
17 SDOG 2.17%
18 FTDS 2.01%
19 UDI 2.00%
20 FDV 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 106.10M (12.49%) -1.06M
Decreased by -1.00%
Dec 31, 25
2 BlackRock Inc 82.43M (9.70%) -3.18M
Decreased by -3.86%
Dec 31, 25
3 State Street Corporation 49.33M (5.81%) -8.18M
Decreased by -16.59%
Mar 31, 24
4 State Street Corp 48.83M (5.75%) -56.86K
Decreased by -0.12%
Dec 31, 25
5 Wellington Management Company LLP 35.32M (4.16%) -6.55M
Decreased by -18.53%
Dec 31, 25
6 Charles Schwab Investment Management Inc 31.84M (3.75%) 215.06K
Increased by +0.68%
Dec 31, 25
7 Geode Capital Management, LLC 23.75M (2.80%) -175.55K
Decreased by -0.74%
Dec 31, 25
8 Victory Capital Management Inc. 22.84M (2.69%) 9.31M
Increased by +40.78%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 18.36M (2.16%) 231.92K
Increased by +1.26%
Dec 31, 25
10 JPMorgan Chase & Co 18.01M (2.12%) -14.46M
Decreased by -80.26%
Mar 31, 26
11 Amvescap Plc. 17.87M (2.10%) -1.48M
Decreased by -8.30%
Mar 31, 26
12 Goldman Sachs Group Inc 14.69M (1.73%) 5.39M
Increased by +36.72%
Dec 31, 23
13 Amundi 10.01M (1.18%) 1.70M
Increased by +16.95%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 9.83M (1.16%) 140.40K
Increased by +1.43%
Mar 31, 26
15 NORGES BANK 9.39M (1.11%) -1.10M
Decreased by -11.70%
Dec 31, 25
16 The Goldman Sachs Group Inc 9.04M (1.06%) 444.31K
Increased by +4.92%
Dec 31, 25
17 Allspring Global Investments Holdings, LLC 9.03M (1.06%) -178.85K
Decreased by -1.98%
Dec 31, 25
18 LSV Asset Management 9.03M (1.06%) -261.09K
Decreased by -2.89%
Mar 31, 26
19 Northern Trust Corp 8.45M (0.99%) -108.70K
Decreased by -1.29%
Mar 31, 26
20 Wells Fargo & Co 8.14M (0.96%) 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 (3.41%) 17.32K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 27.35M (3.22%) -286.31K
Decreased by -1.05%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 25.86M (3.04%) 185.11K
Increased by +0.72%
May 31, 25
4 Vanguard 500 Index Investor 22.10M (2.60%) -459.46K
Decreased by -2.08%
Mar 31, 26
5 Vanguard Equity-Income Inv 20.71M (2.44%) 2.00M
Increased by +9.65%
Mar 31, 26
6 Schwab US Dividend Equity ETF™ 20.07M (2.36%) 17.30K
Increased by +0.09%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 18.65M (2.20%) -405.47K
Decreased by -2.17%
Mar 31, 26
8 SPDR® S&P 500 ETF 11.31M (1.33%) -165.54K
Decreased by -1.46%
Mar 31, 25
9 iShares Core S&P 500 ETF 11.23M (1.32%) 32.95K
Increased by +0.29%
Apr 30, 26
10 Fidelity 500 Index 11.09M (1.31%) -74.30K
Decreased by -0.67%
Mar 31, 26
11 SPDR® S&P 500® ETF Trust 11.01M (1.30%) -57.67K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 11.00M (1.29%) 24.70K
Increased by +0.22%
Apr 30, 24
13 Fidelity® 500 Index 10.93M (1.29%) 69.56K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF 10.88M (1.28%) 133.58K
Increased by +1.23%
Aug 31, 25
15 State Street® SPDR® S&P 500® ETF 10.32M (1.21%) 33.84K
Increased by +0.33%
Apr 30, 26
16 iShares Select Dividend ETF 9.95M (1.17%) 0.00
Increased by 0.00%
Apr 30, 26
17 JPM US Mid Cap Value-Composite 9.26M (1.09%) -101.67K
Decreased by -1.10%
Jun 30, 24
18 Vanguard Wellesley® Income Inv 8.77M (1.03%) 451.56K
Increased by +5.15%
Mar 31, 26
19 Vanguard Value Index Inv 7.98M (0.94%) -178.44K
Decreased by -2.24%
Mar 31, 26
20 First Trust Rising Dividend Achiev ETF 7.81M (0.92%) 5.31K
Increased by +0.07%
Apr 30, 26