Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ROPE 5.93%
2 RDIV 4.82%
3 PMR 4.55%
4 SIXA 4.38%
5 SIXH 4.07%
6 WBIL 3.99%
7 NVQ 3.97%
8 NVQ_old 3.97%
9 UTRN 3.92%
10 XLP 3.88%
11 MDPL 3.67%
12 LBAY 3.55%
13 CAMX 3.39%
14 KNGS 3.36%
15 JHMC 3.27%
16 ULTY 3.12%
17 RHS 3.12%
18 RSPS 3.12%
19 RTH 2.78%
20 STNC 2.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.21M (12.86%) 286.50K
Increased by +0.49%
Dec 31, 25
2 BlackRock Inc 37.91M (8.37%) 3.14M
Increased by +8.28%
Mar 31, 26
3 State Street Corp 37.49M (8.28%) -283.38K
Decreased by -0.76%
Mar 31, 26
4 State Street Corporation 34.10M (7.53%) -1.88M
Decreased by -5.52%
Mar 31, 24
5 Vanguard Capital Management, LLC 29.41M (6.49%) 29.41M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 21.86M (4.83%) 21.86M
Increased by +100.00%
Mar 31, 26
7 FMR Inc 19.90M (4.40%) 3.11M
Increased by +15.60%
Mar 31, 26
8 Charles Schwab Investment Management Inc 14.01M (3.09%) -3.06M
Decreased by -21.83%
Mar 31, 26
9 Geode Capital Management, LLC 10.59M (2.34%) 292.86K
Increased by +2.76%
Mar 31, 26
10 D. E. Shaw & Co LP 7.90M (1.75%) 7.07M
Increased by +89.49%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 7.05M (1.56%) -1.01M
Decreased by -14.37%
Mar 31, 26
12 NORGES BANK 6.01M (1.33%) 155.15K
Increased by +2.58%
Dec 31, 25
13 Massachusetts Financial Services Company 5.99M (1.32%) -630.10K
Decreased by -10.52%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 5.41M (1.20%) 411.61K
Increased by +7.60%
Mar 31, 26
15 The Goldman Sachs Group Inc 5.19M (1.15%) -581.23K
Decreased by -11.19%
Mar 31, 26
16 Northern Trust Corp 4.87M (1.08%) -54.31K
Decreased by -1.11%
Mar 31, 26
17 JPMorgan Chase & Co 4.67M (1.03%) 2.24M
Increased by +47.94%
Sep 30, 25
18 T. Rowe Price Associates, Inc. 4.61M (1.02%) 118.91K
Increased by +2.58%
Jun 30, 24
19 Bank of America Corp 4.49M (0.99%) -389.63K
Decreased by -8.67%
Mar 31, 26
20 Goldman Sachs Group Inc 4.39M (0.97%) 494.38K
Increased by +11.25%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 14.66M (3.24%) 57.23K
Increased by +0.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 14.42M (3.19%) 41.05K
Increased by +0.28%
Apr 30, 26
3 Vanguard 500 Index Investor 11.74M (2.59%) 210.60K
Increased by +1.79%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 10.82M (2.39%) 21.09K
Increased by +0.20%
May 30, 26
5 Vanguard Mid Cap Index Institutional 9.80M (2.17%) 21.95K
Increased by +0.22%
Apr 30, 26
6 American Funds American Balanced A 7.60M (1.68%) 0.00
Increased by 0.00%
Dec 31, 24
7 iShares Core S&P 500 ETF 5.97M (1.32%) 18.22K
Increased by +0.31%
May 29, 26
8 Fidelity 500 Index 5.80M (1.28%) 19.96K
Increased by +0.34%
Apr 30, 26
9 SPDR® S&P 500 ETF 5.70M (1.26%) -118.14K
Decreased by -2.07%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 5.55M (1.23%) -29.05K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 5.50M (1.21%) 67.55K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 5.46M (1.21%) 12.33K
Increased by +0.23%
Apr 30, 24
13 State Street® SPDR® S&P 500® ETF 5.45M (1.20%) 5.79K
Increased by +0.11%
May 31, 26
14 Fidelity® 500 Index 5.38M (1.19%) 34.23K
Increased by +0.64%
Nov 30, 23
15 The Consumer Staples Sel SectSPDR® ETF 4.57M (1.01%) 16.32K
Increased by +0.36%
Aug 31, 25
16 State Street®CnsmrStpSelSectSPDR®ETF 4.46M (0.98%) -12.52K
Decreased by -0.28%
May 31, 26
17 Vanguard Value Index Inv 4.20M (0.93%) 11.94K
Increased by +0.28%
Apr 30, 26
18 SPDR® S&P Dividend ETF 3.82M (0.84%) 0.00
Increased by 0.00%
Aug 31, 25
19 MFS Large Cap Value Equity 3.46M (0.77%) -763.71K
Decreased by -22.05%
Jun 30, 25
20 MFS Value A 3.44M (0.76%) -20.14K
Decreased by -0.58%
Jul 31, 25