Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LCG 7.11%
2 BCFN 5.00%
3 GCIG 4.35%
4 PRVS 4.34%
5 KBWR 4.28%
6 IAI 4.23%
7 BCGD 4.09%
8 VDIG 3.97%
9 UTRN 3.88%
10 LRGG 3.61%
11 WBIE 3.56%
12 LBAY 3.27%
13 RW 3.21%
14 GABF 3.18%
15 RSMV 3.14%
16 BOUT 3.08%
17 LOPP 3.05%
18 AIEQ 3.01%
19 SEMG 2.95%
20 EAGL 2.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.37M (10.29%) 117.73K
Increased by +0.39%
Dec 31, 25
2 BlackRock Inc 25.81M (8.74%) 515.59K
Increased by +2.00%
Dec 31, 25
3 State Street Corp 14.26M (4.83%) 157.30K
Increased by +1.10%
Dec 31, 25
4 State Street Corporation 14.09M (4.77%) -133.04K
Decreased by -0.94%
Mar 31, 24
5 TCI Fund Management Limited 11.79M (3.99%) 600.44K
Increased by +5.09%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 8.33M (2.82%) 263.05K
Increased by +3.16%
Dec 31, 25
7 Geode Capital Management, LLC 6.86M (2.32%) -6.57K
Decreased by -0.10%
Dec 31, 25
8 Wellington Management Company LLP 4.78M (1.62%) -1.45M
Decreased by -30.32%
Dec 31, 25
9 NORGES BANK 4.59M (1.55%) 439.27K
Increased by +9.57%
Dec 31, 25
10 Bank of America Corp 4.55M (1.54%) -748.53K
Decreased by -16.46%
Dec 31, 25
11 JPMorgan Chase & Co 3.89M (1.32%) 2.26M
Increased by +58.01%
Sep 30, 25
12 FMR Inc 3.42M (1.16%) -711.49K
Decreased by -20.81%
Dec 31, 25
13 Wells Fargo & Co 3.20M (1.08%) 430.55K
Increased by +13.45%
Dec 31, 25
14 Valeo Financial Advisors, LLC 3.17M (1.07%) 3.16M
Increased by +99.86%
Jun 30, 25
15 Northern Trust Corp 3.09M (1.05%) -81.55K
Decreased by -2.64%
Dec 31, 25
16 Capital Research & Mgmt Co - Division 3 3.04M (1.03%) 922.43K
Increased by +30.36%
Dec 31, 25
17 Capital World Investors 2.82M (0.95%) 12.64K
Increased by +0.45%
Dec 31, 23
18 UBS Asset Mgmt Americas Inc 2.77M (0.94%) -667.75K
Decreased by -24.08%
Sep 30, 25
19 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 2.59M (0.88%) 1.03M
Increased by +39.90%
Sep 30, 25
20 Goldman Sachs Group Inc 2.58M (0.87%) -135.34K
Decreased by -5.25%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.14M (3.44%) -945.00
Decreased by -0.01%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.24M (3.13%) -570.35K
Decreased by -6.18%
Mar 31, 26
3 Vanguard 500 Index Investor 7.79M (2.64%) -181.21K
Decreased by -2.33%
Mar 31, 26
4 iShares Core S&P 500 ETF 3.95M (1.34%) 6.40K
Increased by +0.16%
Apr 29, 26
5 Fidelity 500 Index 3.95M (1.34%) 6.50K
Increased by +0.16%
Feb 28, 26
6 SPDR® S&P 500 ETF 3.92M (1.33%) -88.50K
Decreased by -2.26%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 3.81M (1.29%) -19.98K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 3.80M (1.29%) 8.60K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500® ETF 3.79M (1.28%) 46.55K
Increased by +1.23%
Aug 31, 25
10 Fidelity® 500 Index 3.79M (1.28%) 24.13K
Increased by +0.64%
Nov 30, 23
11 State Street® SPDR® S&P 500® ETF 3.64M (1.23%) 21.89K
Increased by +0.60%
Apr 29, 26
12 The Financial Select Sector SPDR® ETF 2.24M (0.76%) -7.10K
Decreased by -0.32%
Aug 31, 25
13 Financial Select Sector SPDR® ETF 2.17M (0.73%) -6.20K
Decreased by -0.29%
Apr 30, 24
14 State Street®FinSelSectSPDR®ETF 2.11M (0.72%) -28.25K
Decreased by -1.34%
Apr 29, 26
15 Vanguard Wellington™ Inv 1.89M (0.64%) -69.84K
Decreased by -3.69%
Jun 30, 25
16 Vanguard Institutional Index I 1.72M (0.58%) -32.32K
Decreased by -1.87%
Mar 31, 26
17 Vanguard Dividend Appreciation ETF 1.71M (0.58%) -8.57K
Decreased by -0.50%
Mar 31, 26
18 Vanguard Growth Index Investor 1.65M (0.56%) -1.75M
Decreased by -106.25%
Mar 31, 26
19 State St S&P 500® Indx SL Cl III 1.63M (0.55%) -19.04K
Decreased by -1.17%
Mar 31, 26
20 Vanguard Dividend Growth Inv 1.59M (0.54%) -128.81K
Decreased by -8.11%
Mar 31, 26