Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEDI 6.49%
2 RTH 4.92%
3 DIVO 4.50%
4 XLY 4.26%
5 VDIG 4.04%
6 USSE 4.02%
7 YOKE 3.94%
8 UTRN 3.94%
9 SXQG 3.87%
10 ETFT 3.75%
11 RSMV 3.66%
12 MFIG 3.57%
13 QGRO 3.54%
14 WANT 3.39%
15 DVOL 3.38%
16 QUAL 3.36%
17 SIZE 3.36%
18 UCC 3.35%
19 QUSA 3.34%
20 NEWZ 3.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 102.73M (9.15%) 771.88K
Increased by +0.75%
Dec 31, 25
2 BlackRock Inc 101.42M (9.04%) 1.42M
Increased by +1.40%
Sep 30, 25
3 State Street Corp 48.22M (4.30%) -372.23K
Decreased by -0.77%
Sep 30, 25
4 State Street Corporation 47.40M (4.22%) -41.31K
Decreased by -0.09%
Mar 31, 24
5 JPMorgan Chase & Co 39.11M (3.48%) 17.42M
Increased by +44.54%
Sep 30, 25
6 FMR Inc 29.87M (2.66%) -3.64M
Decreased by -12.18%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 27.11M (2.42%) 335.16K
Increased by +1.24%
Sep 30, 25
8 Geode Capital Management, LLC 26.34M (2.35%) 266.50K
Increased by +1.01%
Sep 30, 25
9 Bank of America Corp 25.19M (2.24%) 564.45K
Increased by +2.24%
Sep 30, 25
10 Wellington Management Company LLP 17.57M (1.57%) -6.46M
Decreased by -36.78%
Dec 31, 25
11 Capital Research & Mgmt Co - Division 3 15.68M (1.40%) 630.57K
Increased by +4.02%
Sep 30, 25
12 Bank of New York Mellon Corp 15.55M (1.38%) -1.90M
Decreased by -12.22%
Sep 30, 25
13 NORGES BANK 14.40M (1.28%) -247.19K
Decreased by -1.72%
Dec 31, 25
14 Northern Trust Corp 13.65M (1.22%) -113.09K
Decreased by -0.83%
Sep 30, 25
15 Ameriprise Financial Inc 13.39M (1.19%) 392.10K
Increased by +2.93%
Sep 30, 25
16 HHG PLC 13.23M (1.18%) 346.94K
Increased by +2.62%
Mar 31, 24
17 Alecta Pensionsforsakring, Omsesidigt 11.77M (1.05%) -330.00K
Decreased by -2.80%
Sep 30, 24
18 Goldman Sachs Group Inc 11.52M (1.03%) 6.74M
Increased by +58.47%
Dec 31, 23
19 T. Rowe Price Associates, Inc. 11.12M (0.99%) 203.28K
Increased by +1.83%
Sep 30, 25
20 Nuveen Asset Management, LLC 11.07M (0.99%) -414.42K
Decreased by -3.74%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 99.75M (8.89%) 99.75M
Increased by +100.00%
Feb 29, 24
2 Vanguard US Total Market Shares ETF 35.80M (3.19%) -89.52K
Decreased by -0.25%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 35.07M (3.12%) 124.37K
Increased by +0.35%
Jan 31, 26
4 Vanguard 500 Index Investor 28.35M (2.53%) 177.01K
Increased by +0.62%
Jan 31, 26
5 iShares Core S&P 500 ETF 14.19M (1.26%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 14.14M (1.26%) 65.55K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 13.98M (1.25%) -247.96K
Decreased by -1.77%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 13.61M (1.21%) -71.39K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 13.53M (1.21%) 30.46K
Increased by +0.23%
Apr 30, 24
10 SPDR® S&P 500® ETF 13.49M (1.20%) 165.97K
Increased by +1.23%
Aug 31, 25
11 Fidelity® 500 Index 13.39M (1.19%) 85.22K
Increased by +0.64%
Nov 30, 23
12 State Street® SPDR® S&P 500® ETF 13.19M (1.17%) 55.16K
Increased by +0.42%
Feb 27, 26
13 Vanguard Growth Index Investor 12.12M (1.08%) 74.23K
Increased by +0.61%
Jan 31, 26
14 iShares MSCI USA Quality Factor ETF 10.37M (0.92%) 2.19M
Increased by +21.15%
Feb 28, 26
15 JPM US Equity Income-MA 8.44M (0.75%) 8.43M
Increased by +99.88%
Sep 30, 23
16 AF High Growth (AFRIS) 7.58M (0.68%) 7.58M
Increased by +100.00%
Feb 29, 24
17 Vanguard Dividend Growth Inv 7.47M (0.67%) -2.07M
Decreased by -27.71%
Dec 31, 25
18 American Funds Washington Mutual A 6.65M (0.59%) 89.76K
Increased by +1.35%
Dec 31, 25
19 Capital Group Wash Mutual Invtrs Comp 6.65M (0.59%) 89.76K
Increased by +1.35%
Dec 31, 25
20 Vanguard Institutional Index I 6.35M (0.57%) -15.62K
Decreased by -0.25%
Jan 31, 26