Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEJ 5.02%
2 PBJ 4.34%
3 DHLX 4.19%
4 UTRN 3.96%
5 DIVP 3.69%
6 EASY 3.34%
7 STNC 3.18%
8 OAKG 2.79%
9 PRVS 2.66%
10 EQRR 2.66%
11 RSPS 2.63%
12 RHS 2.63%
13 XLP 2.47%
14 EATZ 2.45%
15 CSTK 2.41%
16 ESN_old 2.41%
17 ESN 2.36%
18 DIVL 2.34%
19 CAMX 2.28%
20 SWP 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.31M (13.07%) 814.27K
Increased by +1.31%
Dec 31, 25
2 BlackRock Inc 39.79M (8.35%) -573.27K
Decreased by -1.44%
Mar 31, 26
3 Vanguard Capital Management, LLC 31.11M (6.53%) 31.11M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 27.22M (5.71%) 769.55K
Increased by +2.83%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 26.77M (5.61%) 26.77M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 24.84M (5.21%) -1.76M
Decreased by -7.08%
Mar 31, 24
7 Geode Capital Management, LLC 13.04M (2.73%) 308.56K
Increased by +2.37%
Mar 31, 26
8 Capital World Investors 12.33M (2.59%) -1.17M
Decreased by -9.46%
Dec 31, 24
9 Amvescap Plc. 11.59M (2.43%) -4.56M
Decreased by -39.36%
Mar 31, 26
10 Harris Associates L.P. 11.01M (2.31%) 3.10M
Increased by +28.12%
Mar 31, 26
11 Parnassus Investments, LLC 10.95M (2.30%) -2.38M
Decreased by -21.74%
Dec 31, 23
12 Boston Partners Global Investors, Inc 10.58M (2.22%) -149.14K
Decreased by -1.41%
Mar 31, 26
13 Aristotle Capital Management LLC 10.57M (2.22%) -589.36K
Decreased by -5.58%
Dec 31, 23
14 Capital Research Global Investors 8.88M (1.86%) -9.37M
Decreased by -105.58%
Mar 31, 26
15 Parnassus Investments LLC 8.39M (1.76%) -206.65K
Decreased by -2.46%
Sep 30, 24
16 JPMorgan Chase & Co 7.93M (1.66%) 4.85M
Increased by +61.23%
Sep 30, 25
17 NORGES BANK 7.37M (1.54%) 847.55K
Increased by +11.51%
Dec 31, 25
18 Ameriprise Financial Inc 6.61M (1.39%) -583.60K
Decreased by -8.83%
Dec 31, 24
19 Longview Partners 6.56M (1.38%) 61.14K
Increased by +0.93%
Sep 30, 24
20 Longview Partners (Guernsey) Ltd. 6.56M (1.38%) 61.14K
Increased by +0.93%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 15.57M (3.27%) -193.17K
Decreased by -1.24%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 15.26M (3.20%) 46.33K
Increased by +0.30%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 13.92M (2.92%) 101.32K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 12.42M (2.60%) 222.78K
Increased by +1.79%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 10.37M (2.17%) 22.38K
Increased by +0.22%
Apr 30, 26
6 Vanguard Wellington™ Inv 8.75M (1.83%) -458.69K
Decreased by -5.24%
Mar 31, 24
7 American Funds Income Fund of Amer A 8.13M (1.71%) 0.00
Increased by 0.00%
Dec 31, 25
8 JPM US Equity Income-MA 7.99M (1.68%) 7.98M
Increased by +99.89%
Sep 30, 23
9 iShares Core S&P 500 ETF 6.31M (1.32%) 19.32K
Increased by +0.31%
May 29, 26
10 Fidelity 500 Index 6.14M (1.29%) 21.14K
Increased by +0.34%
Apr 30, 26
11 SPDR® S&P 500 ETF 6.09M (1.28%) -117.78K
Decreased by -1.94%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 5.96M (1.25%) 13.32K
Increased by +0.22%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 5.92M (1.24%) -31.10K
Decreased by -0.53%
Mar 31, 25
14 Fidelity® 500 Index 5.89M (1.23%) 37.46K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF 5.87M (1.23%) 72.11K
Increased by +1.23%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 5.78M (1.21%) 6.12K
Increased by +0.11%
May 31, 26
17 Vanguard Windsor™ II Inv 5.67M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
18 Parnassus Core Equity Investor 5.12M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
19 The Consumer Staples Sel SectSPDR® ETF 4.87M (1.02%) 17.42K
Increased by +0.36%
Aug 31, 25
20 JPM US Equity Income-Composite 4.79M (1.00%) -446.14K
Decreased by -9.32%
Jun 30, 24