Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HDLV 9.90%
2 IYZ 9.79%
3 HDLB 8.79%
4 NXTV 5.37%
5 GBLO 5.26%
6 GQGU 5.11%
7 RDIV 4.73%
8 WBIF 4.57%
9 EWCO 4.38%
10 RSMV 4.33%
11 RSPC 4.31%
12 DURA 4.12%
13 UTRN 4.05%
14 IXP 4.03%
15 ROPE 4.00%
16 VOX 3.87%
17 DIVZ 3.79%
18 FCOM 3.78%
19 SIXA 3.77%
20 SIXH 3.75%

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 569.87M (8.22%) -5.12M
Decreased by -0.90%
Dec 31, 25
3 State Street Corp 332.09M (4.79%) 8.31M
Increased by +2.50%
Dec 31, 25
4 State Street Corporation 311.13M (4.49%) 5.30M
Increased by +1.70%
Mar 31, 24
5 Newport Trust Co. 179.47M (2.59%) -3.98M
Decreased by -2.22%
Mar 31, 26
6 Geode Capital Management, LLC 171.00M (2.47%) -2.97M
Decreased by -1.74%
Dec 31, 25
7 Bank of America Corp 119.74M (1.73%) 4.12M
Increased by +3.44%
Dec 31, 25
8 JPMorgan Chase & Co 118.23M (1.71%) 45.83M
Increased by +38.76%
Mar 31, 26
9 Capital World Investors 109.24M (1.58%) 64.07M
Increased by +58.65%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 106.94M (1.54%) -2.90M
Decreased by -2.71%
Dec 31, 25
11 NORGES BANK 87.84M (1.27%) 10.83M
Increased by +12.33%
Dec 31, 25
12 GQG Partners LLC 81.35M (1.17%) -4.65M
Decreased by -5.72%
Mar 31, 26
13 Bank of New York Mellon Corp 72.76M (1.05%) 8.20M
Increased by +11.27%
Mar 31, 26
14 Northern Trust Corp 68.72M (0.99%) -342.16K
Decreased by -0.50%
Mar 31, 26
15 Capital Research Global Investors 61.57M (0.89%) -535.79K
Decreased by -0.87%
Mar 31, 26
16 Arrowstreet Capital Limited Partnership 58.48M (0.84%) -24.36M
Decreased by -41.65%
Dec 31, 24
17 FMR Inc 57.09M (0.82%) 14.91M
Increased by +26.12%
Dec 31, 25
18 Amvescap Plc. 55.52M (0.80%) -2.30M
Decreased by -4.15%
Dec 31, 25
19 UBS Asset Mgmt Americas Inc 54.28M (0.78%) 3.90M
Increased by +7.19%
Mar 31, 26
20 Ameriprise Financial Inc 52.64M (0.76%) -2.27M
Decreased by -4.31%
Dec 31, 25

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 222.38M (3.21%) -1.87M
Decreased by -0.84%
Mar 31, 26
3 Vanguard 500 Index Investor 178.24M (2.57%) -4.11M
Decreased by -2.30%
Mar 31, 26
4 iShares Core S&P 500 ETF 90.55M (1.31%) 265.59K
Increased by +0.29%
Apr 30, 26
5 Fidelity 500 Index 89.40M (1.29%) -819.38K
Decreased by -0.92%
Mar 31, 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 83.60M (1.21%) 272.76K
Increased by +0.33%
Apr 30, 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 64.70M (0.93%) -1.34M
Decreased by -2.06%
Mar 31, 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 39.44M (0.57%) -716.35K
Decreased by -1.82%
Mar 31, 26
17 State St S&P 500® Idx SL Cl I 37.74M (0.54%) 368.47K
Increased by +0.98%
Apr 30, 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