Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.21%
2 UTRN 3.93%
3 VSDA 3.86%
4 GAUD 3.47%
5 WBIE 3.38%
6 XUDV 3.16%
7 ERNZ 3.13%
8 BAMD 2.76%
9 HIPR 2.46%
10 PEY 2.31%
11 SDOG 2.28%
12 FTCS 2.25%
13 QFHD 2.14%
14 DVY 2.12%
15 SPHD 2.09%
16 CNAV 2.07%
17 JHDV 2.04%
18 FDIV 2.00%
19 WBIG 1.87%
20 QDIV 1.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.40M (12.56%) 7.94K
Increased by +0.03%
Dec 31, 25
2 BlackRock Inc 22.77M (10.84%) 2.01M
Increased by +8.81%
Mar 31, 26
3 State Street Corporation 14.51M (6.90%) -667.17K
Decreased by -4.60%
Mar 31, 24
4 State Street Corp 14.27M (6.79%) 112.50K
Increased by +0.79%
Mar 31, 26
5 Vanguard Capital Management, LLC 14.16M (6.74%) 14.16M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 10.17M (4.84%) 10.17M
Increased by +100.00%
Mar 31, 26
7 The Goldman Sachs Group Inc 8.45M (4.02%) -320.35K
Decreased by -3.79%
Mar 31, 26
8 Charles Schwab Investment Management Inc 6.61M (3.15%) -1.46M
Decreased by -22.06%
Mar 31, 26
9 Geode Capital Management, LLC 6.29M (2.99%) 214.16K
Increased by +3.41%
Mar 31, 26
10 Fayez Sarofim & Company 4.44M (2.11%) -300.93K
Decreased by -6.78%
Mar 31, 26
11 Amvescap Plc. 4.12M (1.96%) 596.03K
Increased by +14.48%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 3.88M (1.85%) 434.11K
Increased by +11.20%
Mar 31, 26
13 First Trust Advisors L.P. 3.69M (1.76%) 413.32K
Increased by +11.19%
Mar 31, 26
14 Northern Trust Corp 3.07M (1.46%) 199.01K
Increased by +6.48%
Mar 31, 26
15 Victory Capital Management Inc. 2.98M (1.42%) -177.37K
Decreased by -5.96%
Dec 31, 24
16 Royal Bank of Canada 2.70M (1.29%) -1.77M
Decreased by -65.60%
Sep 30, 25
17 UBS Asset Mgmt Americas Inc 2.63M (1.25%) 40.62K
Increased by +1.55%
Mar 31, 26
18 UBS Group AG 2.46M (1.17%) -260.15K
Decreased by -10.58%
Mar 31, 26
19 Dimensional Fund Advisors, Inc. 2.12M (1.01%) 37.64K
Increased by +1.77%
Mar 31, 26
20 JPMorgan Chase & Co 2.09M (1.00%) 1.05M
Increased by +50.19%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.06M (3.36%) 4.97K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.94M (3.30%) 27.67K
Increased by +0.40%
Apr 30, 26
3 Vanguard 500 Index Investor 5.67M (2.70%) 101.09K
Increased by +1.78%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 5.22M (2.49%) 10.15K
Increased by +0.19%
May 30, 26
5 Vanguard Mid Cap Index Institutional 4.72M (2.25%) 12.06K
Increased by +0.26%
Apr 30, 26
6 iShares Select Dividend ETF 4.47M (2.13%) 25.91K
Increased by +0.58%
May 29, 26
7 iShares Core S&P 500 ETF 2.88M (1.37%) 8.83K
Increased by +0.31%
May 29, 26
8 Fidelity 500 Index 2.80M (1.33%) 9.64K
Increased by +0.34%
Apr 30, 26
9 SPDR® S&P 500 ETF 2.77M (1.32%) -40.61K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 2.70M (1.28%) -21.01K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 2.69M (1.28%) -14.15K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.67M (1.27%) 32.64K
Increased by +1.22%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 2.65M (1.26%) 3.56K
Increased by +0.13%
May 29, 26
14 Fidelity® 500 Index 2.61M (1.24%) 16.63K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P Dividend ETF 2.12M (1.01%) 0.00
Increased by 0.00%
Aug 31, 25
16 State Street® SPDR® S&P® Dividend ETF 2.06M (0.98%) -1.46K
Decreased by -0.07%
May 29, 26
17 Vanguard Value Index Inv 2.02M (0.96%) 5.68K
Increased by +0.28%
Apr 30, 26
18 Victory Sycamore Established Value R 1.91M (0.91%) 0.00
Increased by 0.00%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 1.88M (0.90%) 3.61K
Increased by +0.19%
May 29, 26
20 ProShares S&P 500 Dividend Aristocrats 1.64M (0.78%) -5.52K
Decreased by -0.34%
May 29, 26