Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 8.18%
2 CTIF 5.21%
3 NLSI 4.68%
4 UTRN 3.92%
5 DJIA 3.77%
6 DYLG 3.76%
7 DIA 3.67%
8 NDJI 3.67%
9 FMK 3.60%
10 NEWZ 3.26%
11 EDOW 3.23%
12 ABEQ 3.21%
13 FLCV 2.79%
14 DDM 2.68%
15 DFND 2.61%
16 WBIF 2.56%
17 DVOL 2.55%
18 DJD 2.55%
19 DVLU 2.55%
20 GVLE 2.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.11M (10.46%) 110.31K
Increased by +0.50%
Dec 31, 25
2 BlackRock Inc 21.63M (10.23%) -671.36K
Decreased by -3.10%
Mar 31, 26
3 State Street Corp 16.13M (7.63%) 133.52K
Increased by +0.83%
Mar 31, 26
4 State Street Corporation 15.64M (7.40%) -156.58K
Decreased by -1.00%
Mar 31, 24
5 Vanguard Capital Management, LLC 14.05M (6.65%) 14.05M
Increased by +100.00%
Mar 31, 26
6 FMR Inc 12.00M (5.68%) -835.37K
Decreased by -6.96%
Mar 31, 26
7 Geode Capital Management, LLC 5.64M (2.67%) 51.02K
Increased by +0.90%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 5.39M (2.55%) 5.39M
Increased by +100.00%
Mar 31, 26
9 Massachusetts Financial Services Company 4.90M (2.32%) -284.89K
Decreased by -5.81%
Mar 31, 26
10 JPMorgan Chase & Co 3.73M (1.76%) -3.44M
Decreased by -92.37%
Mar 31, 26
11 Valeo Financial Advisors, LLC 3.62M (1.71%) 3.61M
Increased by +99.86%
Jun 30, 25
12 Morgan Stanley - Brokerage Accounts 3.57M (1.69%) -221.26K
Decreased by -6.19%
Mar 31, 26
13 Dimensional Fund Advisors, Inc. 3.48M (1.65%) 123.56K
Increased by +3.55%
Mar 31, 26
14 Bank of America Corp 3.42M (1.62%) -152.11K
Decreased by -4.45%
Mar 31, 26
15 Northern Trust Corp 3.03M (1.43%) -79.61K
Decreased by -2.63%
Mar 31, 26
16 ClearBridge Advisors, LLC 2.80M (1.32%) -71.94K
Decreased by -2.57%
Mar 31, 26
17 UBS Asset Mgmt Americas Inc 2.72M (1.29%) 314.56K
Increased by +11.55%
Mar 31, 26
18 NORGES BANK 2.49M (1.18%) -552.57K
Decreased by -22.16%
Dec 31, 25
19 AQR Capital Management LLC 2.46M (1.16%) 748.07K
Increased by +30.43%
Mar 31, 26
20 GAMMA Investing LLC 2.20M (1.04%) 2.20M
Increased by +99.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.23M (3.42%) -16.10K
Decreased by -0.22%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.89M (3.26%) 26.34K
Increased by +0.38%
Apr 30, 26
3 Vanguard 500 Index Investor 5.61M (2.65%) 100.88K
Increased by +1.80%
Apr 30, 26
4 State Street® Dow Jones Indstr AvrgETFTr 5.56M (2.63%) 18.46K
Increased by +0.33%
Feb 27, 26
5 State Street®SPDR®DowJonesIndstrAvgETFTr 5.40M (2.55%) 6.15K
Increased by +0.11%
May 29, 26
6 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (2.52%) -9.22K
Decreased by -0.17%
Aug 31, 25
7 MFS Large Cap Value (SMA) 5.27M (2.49%) 5.27M
Increased by +100.00%
Jun 30, 23
8 MFS Large Cap Value Equity 3.37M (1.59%) -251.09K
Decreased by -7.45%
Mar 31, 26
9 MFS Value A 3.31M (1.57%) -58.73K
Decreased by -1.77%
Apr 30, 26
10 iShares Core S&P 500 ETF 2.85M (1.35%) 8.69K
Increased by +0.31%
May 29, 26
11 SPDR® S&P 500 ETF 2.82M (1.33%) -46.63K
Decreased by -1.65%
Mar 31, 25
12 Fidelity 500 Index 2.77M (1.31%) 9.54K
Increased by +0.34%
Apr 30, 26
13 SPDR® S&P 500® ETF Trust 2.75M (1.30%) -14.36K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.74M (1.30%) 33.65K
Increased by +1.23%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 2.69M (1.27%) -5.80K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 2.67M (1.26%) 16.98K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 2.60M (1.23%) 3.53K
Increased by +0.14%
May 29, 26
18 Vanguard Value Index Inv 2.00M (0.95%) 5.90K
Increased by +0.29%
Apr 30, 26
19 T. Rowe Price U.S. Value Equity Tr-D 1.82M (0.86%) 570.18K
Increased by +31.29%
Jun 30, 25
20 The Financial Select Sector SPDR® ETF 1.61M (0.76%) -5.12K
Decreased by -0.32%
Aug 31, 25