Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.45%
2 UTRN 4.06%
3 VSDA 2.58%
4 RYJ 2.24%
5 UPGD 2.20%
6 SAGP 1.99%
7 WBIY 1.95%
8 SDOG 1.84%
9 QDIV 1.80%
10 SPDV 1.68%
11 TMDV 1.63%
12 KNG 1.52%
13 NOBL 1.52%
14 SNPD 1.50%
15 GEOA 1.48%
16 DVND 1.43%
17 SHRT 1.32%
18 RGI 1.31%
19 RSPN 1.31%
20 PEY 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.15M (11.71%) -72.53K
Decreased by -0.40%
Dec 31, 25
2 Capital Research Global Investors 12.98M (8.37%) 119.48K
Increased by +0.92%
Mar 31, 26
3 BlackRock Inc 10.26M (6.62%) -56.75K
Decreased by -0.55%
Dec 31, 25
4 T. Rowe Price Associates, Inc. 9.90M (6.39%) 101.77K
Increased by +1.03%
Dec 31, 25
5 State Street Corp 8.88M (5.73%) 174.05K
Increased by +1.96%
Dec 31, 25
6 State Street Corporation 8.51M (5.49%) -76.46K
Decreased by -0.90%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 4.98M (3.21%) 92.57K
Increased by +1.86%
Mar 31, 26
8 Geode Capital Management, LLC 4.04M (2.61%) 203.20K
Increased by +5.03%
Dec 31, 25
9 Ameriprise Financial Inc 4.03M (2.60%) -349.08K
Decreased by -8.66%
Dec 31, 25
10 Wells Fargo & Co 3.96M (2.55%) 29.66K
Increased by +0.75%
Mar 31, 26
11 Amvescap Plc. 3.61M (2.33%) 276.99K
Increased by +7.68%
Mar 31, 26
12 Hotchkis & Wiley Capital Management LLC 3.23M (2.08%) 124.31K
Increased by +3.85%
Dec 31, 25
13 Clean Energy Transition LLP 2.94M (1.89%) 136.85K
Increased by +4.66%
Dec 31, 25
14 Schroder Investment Management Group 2.62M (1.69%) 38.17K
Increased by +1.45%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 2.38M (1.54%) 14.52K
Increased by +0.61%
Dec 31, 25
16 ProShare Advisors LLC 2.34M (1.51%) -13.07K
Decreased by -0.56%
Dec 31, 25
17 Barrow Hanley Mewhinney & Strauss LLC 2.14M (1.38%) -68.61K
Decreased by -3.20%
Sep 30, 24
18 NORGES BANK 1.80M (1.16%) 222.49K
Increased by +12.34%
Dec 31, 25
19 Massachusetts Financial Services Company 1.64M (1.06%) -228.51K
Decreased by -13.91%
Mar 31, 26
20 Charles Schwab Investment Management Inc 1.64M (1.06%) 25.90K
Increased by +1.58%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 6.36M (4.11%) 0.00
Increased by 0.00%
Mar 31, 26
2 Capital Group American Mutual Comp 6.36M (4.11%) 0.00
Increased by 0.00%
Mar 31, 26
3 American Funds Invmt Co of Amer A 5.88M (3.79%) 0.00
Increased by 0.00%
Mar 31, 26
4 Capital Group Investment Co of Amer Comp 5.88M (3.79%) 0.00
Increased by 0.00%
Mar 31, 26
5 Vanguard Total Stock Mkt Idx Inv 4.93M (3.18%) 33.61K
Increased by +0.68%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 4.89M (3.16%) 3.79K
Increased by +0.08%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 4.38M (2.83%) 27.80K
Increased by +0.63%
May 31, 25
8 Vanguard 500 Index Investor 3.94M (2.54%) -41.33K
Decreased by -1.05%
Mar 31, 26
9 Vanguard Small Cap Index 3.58M (2.31%) 63.49K
Increased by +1.77%
Mar 31, 26
10 T. Rowe Price Equity Income 2.79M (1.80%) 0.00
Increased by 0.00%
Mar 31, 26
11 T. Rowe Price US Lg-Cp Equity Inc Comp 2.79M (1.80%) -22.00K
Decreased by -0.79%
Mar 31, 26
12 Invesco S&P 500® Equal Weight ETF 2.29M (1.48%) -689.00
Decreased by -0.03%
Apr 30, 26
13 Vanguard Small Cap Value Index Inv 2.28M (1.47%) 19.49K
Increased by +0.86%
Mar 31, 26
14 T. Rowe Price Mid-Cap Value 2.19M (1.41%) -539.00
Decreased by -0.02%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 2.19M (1.41%) -137.56K
Decreased by -6.28%
Mar 31, 25
16 iShares Core S&P 500 ETF 2.00M (1.29%) 5.85K
Increased by +0.29%
Apr 30, 26
17 ProShares S&P 500 Dividend Aristocrats 1.98M (1.28%) 0.00
Increased by 0.00%
Apr 30, 26
18 Fidelity 500 Index 1.98M (1.28%) 6.90K
Increased by +0.35%
Mar 31, 26
19 SPDR® S&P 500 ETF 1.92M (1.24%) -28.21K
Decreased by -1.47%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25