Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWB 4.60%
2 DIP 4.47%
3 OAKM 4.30%
4 GSIB 4.16%
5 UTRN 4.02%
6 UDI 3.71%
7 QUSA 3.36%
8 FMTM 2.99%
9 CSTK 2.78%
10 ARWG 2.72%
11 VBB 2.66%
12 FOVL 2.49%
13 VMAX 2.21%
14 CZA 2.19%
15 HELS 2.11%
16 DFNL 2.08%
17 BRNY 2.04%
18 FLCV 1.97%
19 KCE 1.90%
20 RDVI 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.60M (10.57%) -361.58K
Decreased by -0.99%
Dec 31, 25
2 BlackRock Inc 24.01M (6.93%) -548.57K
Decreased by -2.28%
Mar 31, 26
3 Vanguard Capital Management, LLC 17.65M (5.10%) 17.65M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 16.12M (4.65%) 16.12M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 14.35M (4.14%) -440.21K
Decreased by -3.07%
Mar 31, 24
6 State Street Corp 13.37M (3.86%) 29.19K
Increased by +0.22%
Mar 31, 26
7 FMR Inc 11.54M (3.33%) -1.77M
Decreased by -15.38%
Mar 31, 26
8 Regents Of The University Of California 10.07M (2.91%) -7.35M
Decreased by -73.00%
Mar 31, 26
9 Amvescap Plc. 7.83M (2.26%) -178.60K
Decreased by -2.28%
Mar 31, 26
10 Geode Capital Management, LLC 7.74M (2.23%) 350.15K
Increased by +4.52%
Mar 31, 26
11 Longview Partners (Guernsey) Ltd. 7.02M (2.03%) -689.74K
Decreased by -9.83%
Dec 31, 23
12 JPMorgan Chase & Co 6.47M (1.87%) 95.01K
Increased by +1.47%
Mar 31, 26
13 Harris Associates L.P. 6.15M (1.77%) -158.31K
Decreased by -2.57%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 4.95M (1.43%) -268.52K
Decreased by -5.42%
Mar 31, 26
15 Victory Capital Management Inc. 4.56M (1.32%) 1.07M
Increased by +23.56%
Dec 31, 25
16 Amundi 4.38M (1.26%) -1.22M
Decreased by -27.93%
Mar 31, 25
17 Franklin Resources Inc 4.25M (1.23%) 327.06K
Increased by +7.69%
Mar 31, 26
18 Hotchkis & Wiley Capital Management LLC 4.24M (1.22%) -150.65K
Decreased by -3.56%
Mar 31, 26
19 LSV Asset Management 4.09M (1.18%) -140.19K
Decreased by -3.43%
Mar 31, 26
20 Northern Trust Corp 4.00M (1.15%) 97.00K
Increased by +2.43%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.97M (2.59%) -100.30K
Decreased by -1.12%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.43M (2.43%) 20.07K
Increased by +0.24%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 8.20M (2.37%) 56.76K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 7.24M (2.09%) 130.40K
Increased by +1.80%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 5.73M (1.66%) 13.15K
Increased by +0.23%
Apr 30, 26
6 Vanguard Windsor II Inv 3.74M (1.08%) 0.00
Increased by 0.00%
Mar 31, 26
7 Fidelity® 500 Index 3.71M (1.07%) 23.63K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 3.68M (1.06%) 11.25K
Increased by +0.31%
May 29, 26
9 SPDR® S&P 500 ETF Trust 3.65M (1.05%) 8.05K
Increased by +0.22%
Apr 30, 24
10 SPDR® S&P 500 ETF 3.59M (1.04%) -113.25K
Decreased by -3.16%
Mar 31, 25
11 Fidelity 500 Index 3.58M (1.03%) 12.31K
Increased by +0.34%
Apr 30, 26
12 SPDR® S&P 500® ETF Trust 3.49M (1.01%) -18.36K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 3.45M (1.00%) 42.25K
Increased by +1.22%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 3.38M (0.98%) 3.56K
Increased by +0.11%
May 31, 26
15 Oakmark Investor 2.82M (0.81%) -85.00K
Decreased by -3.02%
Mar 31, 26
16 Vanguard Windsor™ II Inv 2.74M (0.79%) 0.00
Increased by 0.00%
Jun 30, 25
17 Dodge & Cox Stock I 2.68M (0.77%) -1.03M
Decreased by -38.30%
Mar 31, 26
18 First Trust Rising Dividend Achiev ETF 2.63M (0.76%) 0.00
Increased by 0.00%
May 31, 26
19 Vanguard Value Index Inv 2.45M (0.71%) 6.90K
Increased by +0.28%
Apr 30, 26
20 Invesco Large Cap Value 2.28M (0.66%) 53.29K
Increased by +2.33%
Mar 31, 26