Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 5.03%
2 VICE 4.90%
3 PEJ 4.79%
4 QQQA 4.46%
5 DIP 4.32%
6 UTRN 3.90%
7 DIVZ 3.72%
8 FTCE 3.44%
9 CBLS 3.38%
10 CBSE 3.37%
11 CGVV 3.23%
12 ULTY 3.16%
13 AVRY 3.12%
14 MILN 3.10%
15 ACSI 3.02%
16 GVLE 2.94%
17 PCLG 2.89%
18 AQGX 2.88%
19 XLY 2.72%
20 TGLR 2.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 114.41M (10.06%) 971.77K
Increased by +0.85%
Dec 31, 25
2 Capital World Investors 103.32M (9.08%) 18.59M
Increased by +17.99%
Mar 31, 26
3 Capital Research Global Investors 102.35M (9.00%) 20.17M
Increased by +19.70%
Mar 31, 26
4 BlackRock Inc 79.56M (7.00%) -805.78K
Decreased by -1.01%
Mar 31, 26
5 Vanguard Capital Management, LLC 74.03M (6.51%) 74.03M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 47.73M (4.20%) -139.28K
Decreased by -0.29%
Mar 31, 26
7 State Street Corporation 45.84M (4.03%) -474.93K
Decreased by -1.04%
Mar 31, 24
8 Vanguard Portfolio Management, LLC 29.45M (2.59%) 29.45M
Increased by +100.00%
Mar 31, 26
9 Geode Capital Management, LLC 28.02M (2.46%) 1.64M
Increased by +5.86%
Mar 31, 26
10 FMR Inc 25.76M (2.27%) -149.85K
Decreased by -0.58%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 24.86M (2.19%) 3.59M
Increased by +14.43%
Mar 31, 26
12 Barclays PLC 23.66M (2.08%) 14.75M
Increased by +62.34%
Jun 30, 24
13 JPMorgan Chase & Co 16.88M (1.48%) 4.74M
Increased by +28.08%
Sep 30, 25
14 Wellington Management Company LLP 16.07M (1.41%) -3.35M
Decreased by -20.82%
Jun 30, 25
15 Bank of America Corp 15.76M (1.39%) 1.30M
Increased by +8.25%
Mar 31, 26
16 NORGES BANK 14.64M (1.29%) 1.04M
Increased by +7.08%
Dec 31, 25
17 Amvescap Plc. 14.26M (1.25%) -347.06K
Decreased by -2.43%
Mar 31, 26
18 Capital Research & Mgmt Co - Division 3 14.01M (1.23%) -1.75M
Decreased by -12.45%
Mar 31, 26
19 T. Rowe Price Associates, Inc. 13.90M (1.22%) -326.74K
Decreased by -2.35%
Mar 31, 25
20 Nuveen Asset Management, LLC 13.73M (1.21%) -631.33K
Decreased by -4.60%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 36.30M (3.19%) 116.60K
Increased by +0.32%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 35.89M (3.16%) 42.18K
Increased by +0.12%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 32.31M (2.84%) 224.31K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 29.54M (2.60%) 530.67K
Increased by +1.80%
Apr 30, 26
5 American Funds American Balanced A 29.25M (2.57%) 12.54M
Increased by +42.85%
Mar 31, 26
6 American Funds American Mutual A 26.37M (2.32%) 5.13M
Increased by +19.47%
Mar 31, 26
7 Capital Group American Mutual Comp 26.37M (2.32%) 5.13M
Increased by +19.47%
Mar 31, 26
8 Invesco QQQ Trust 24.69M (2.17%) 116.23K
Increased by +0.47%
May 29, 26
9 American Funds Invmt Co of Amer A 23.53M (2.07%) 4.93M
Increased by +20.94%
Mar 31, 26
10 Capital Group Investment Co of Amer Comp 23.53M (2.07%) 4.93M
Increased by +20.94%
Mar 31, 26
11 American Funds Growth Fund of Amer A 23.45M (2.06%) 4.60M
Increased by +19.62%
Mar 31, 26
12 Capital Group Growth Fnd of Amer Comp 23.45M (2.06%) 4.60M
Increased by +19.62%
Mar 31, 26
13 American Funds Income Fund of Amer A 18.94M (1.67%) 3.14M
Increased by +16.58%
Mar 31, 26
14 American Funds Washington Mutual A 18.71M (1.65%) 1.00M
Increased by +5.35%
Mar 31, 26
15 Capital Group Wash Mutual Invtrs Comp 18.71M (1.65%) 1.00M
Increased by +5.35%
Mar 31, 26
16 American Funds Fundamental Invs A 15.98M (1.40%) 939.63K
Increased by +5.88%
Mar 31, 26
17 Capital Group Fundamental Invtrs Comp 15.98M (1.40%) 939.63K
Increased by +5.88%
Mar 31, 26
18 iShares Core S&P 500 ETF 15.01M (1.32%) 45.88K
Increased by +0.31%
May 29, 26
19 Performer (AFRIS) 14.64M (1.29%) 14.64M
Increased by +100.00%
Feb 29, 24
20 Fidelity 500 Index 14.60M (1.28%) 50.22K
Increased by +0.34%
Apr 30, 26