Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 9.90%
2 HDLB 8.79%
3 GQGU 6.06%
4 NXTV 5.37%
5 GBLO 5.26%
6 WBIF 4.57%
7 VOX 4.39%
8 EWCO 4.38%
9 RSMV 4.33%
10 FCOM 4.30%
11 IYZ 4.28%
12 RDIV 4.27%
13 UTRN 4.05%
14 RSPC 4.00%
15 ROPE 4.00%
16 IXP 3.85%
17 DURA 3.85%
18 DIVZ 3.79%
19 SIXA 3.76%
20 WCAP 3.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 664.06M (9.58%) 3.59M
Increased by +0.54%
Dec 31, 25
2 BlackRock Inc 561.00M (8.09%) -8.87M
Decreased by -1.58%
Mar 31, 26
3 Vanguard Capital Management, LLC 454.77M (6.56%) 454.77M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 315.80M (4.55%) -16.28M
Decreased by -5.16%
Mar 31, 26
5 State Street Corporation 311.13M (4.49%) 5.30M
Increased by +1.70%
Mar 31, 24
6 Newport Trust Co. 179.47M (2.59%) -3.98M
Decreased by -2.22%
Mar 31, 26
7 Geode Capital Management, LLC 175.02M (2.52%) 4.01M
Increased by +2.29%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 133.55M (1.93%) 133.55M
Increased by +100.00%
Mar 31, 26
9 Bank of America Corp 125.19M (1.81%) 5.45M
Increased by +4.35%
Mar 31, 26
10 JPMorgan Chase & Co 118.23M (1.71%) 45.83M
Increased by +38.76%
Mar 31, 26
11 Capital World Investors 109.24M (1.58%) 64.07M
Increased by +58.65%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 105.20M (1.52%) -1.75M
Decreased by -1.66%
Mar 31, 26
13 NORGES BANK 87.84M (1.27%) 10.83M
Increased by +12.33%
Dec 31, 25
14 GQG Partners LLC 81.35M (1.17%) -4.65M
Decreased by -5.72%
Mar 31, 26
15 Bank of New York Mellon Corp 72.76M (1.05%) 8.20M
Increased by +11.27%
Mar 31, 26
16 Northern Trust Corp 68.72M (0.99%) -342.16K
Decreased by -0.50%
Mar 31, 26
17 Capital Research Global Investors 61.57M (0.89%) -535.79K
Decreased by -0.87%
Mar 31, 26
18 Arrowstreet Capital Limited Partnership 58.48M (0.84%) -24.36M
Decreased by -41.65%
Dec 31, 24
19 FMR Inc 57.67M (0.83%) 577.69K
Increased by +1.00%
Mar 31, 26
20 The Goldman Sachs Group Inc 57.48M (0.83%) 11.70M
Increased by +20.35%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 227.26M (3.28%) 218.40K
Increased by +0.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 223.06M (3.22%) 681.71K
Increased by +0.31%
Apr 30, 26
3 Vanguard 500 Index Investor 181.50M (2.62%) 3.26M
Increased by +1.80%
Apr 30, 26
4 iShares Core S&P 500 ETF 92.23M (1.33%) 281.93K
Increased by +0.31%
May 29, 26
5 Fidelity 500 Index 89.71M (1.29%) 308.64K
Increased by +0.34%
Apr 30, 26
6 SPDR® S&P 500 ETF 89.30M (1.29%) -1.31M
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 86.93M (1.25%) -455.54K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 86.89M (1.25%) 1.07M
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500 ETF Trust 84.54M (1.22%) 191.03K
Increased by +0.23%
Apr 30, 24
10 State Street® SPDR® S&P 500® ETF 84.42M (1.22%) 89.52K
Increased by +0.11%
May 31, 26
11 Fidelity® 500 Index 82.78M (1.19%) 659.43K
Increased by +0.80%
Oct 31, 23
12 Performer (AFRIS) 69.21M (1.00%) 69.21M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 64.89M (0.94%) 186.75K
Increased by +0.29%
Apr 30, 26
14 American Funds Income Fund of Amer A 49.03M (0.71%) 11.57M
Increased by +23.59%
Mar 31, 26
15 Communication Services Sel Sect SPDR®ETF 45.85M (0.66%) -31.51K
Decreased by -0.07%
Apr 30, 24
16 Vanguard Institutional Index I 38.75M (0.56%) -689.54K
Decreased by -1.78%
Apr 30, 26
17 State St S&P 500® Idx SL Cl I 37.55M (0.54%) -187.60K
Decreased by -0.50%
May 31, 26
18 The Comm Svcs Sel Sect SPDR® ETF 37.46M (0.54%) 240.76K
Increased by +0.64%
Aug 29, 25
19 State St S&P 500® Indx SL Cl I 37.37M (0.54%) -421.80K
Decreased by -1.13%
Mar 31, 26
20 State St S&P 500® Indx SL Cl III 37.37M (0.54%) -421.80K
Decreased by -1.13%
Mar 31, 26