Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 11.80%
2 HDLV 9.95%
3 DJD 9.49%
4 HDLB 9.25%
5 FDL 7.12%
6 HDV 6.33%
7 SPDG 6.04%
8 DIVZ 5.76%
9 DOGG 5.29%
10 NXTV 5.25%
11 GBLO 4.94%
12 WBIY 4.87%
13 EWCO 4.64%
14 GQGU 4.61%
15 PRVS 4.59%
16 DURA 4.56%
17 GBDV 4.52%
18 DIP 4.46%
19 JHCS 4.37%
20 XUDV 4.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 379.40M (9.10%) 5.50M
Increased by +1.45%
Dec 31, 25
2 BlackRock Inc 369.06M (8.85%) 8.23M
Increased by +2.23%
Dec 31, 25
3 State Street Corp 222.95M (5.35%) 7.46M
Increased by +3.35%
Dec 31, 25
4 State Street Corporation 184.63M (4.43%) 1.44M
Increased by +0.78%
Mar 31, 24
5 Charles Schwab Investment Management Inc 116.57M (2.80%) 5.85M
Increased by +5.02%
Dec 31, 25
6 Geode Capital Management, LLC 102.63M (2.46%) 867.69K
Increased by +0.85%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 65.00M (1.56%) -12.31M
Decreased by -18.94%
Dec 31, 25
8 NORGES BANK 57.87M (1.39%) 100.00
Increased by +0.00%
Dec 31, 25
9 Bank of America Corp 53.81M (1.29%) -6.47M
Decreased by -12.03%
Dec 31, 25
10 GQG Partners LLC 45.71M (1.10%) 1.85M
Increased by +4.04%
Mar 31, 26
11 Northern Trust Corp 44.33M (1.06%) -43.15K
Decreased by -0.10%
Mar 31, 26
12 Bank of New York Mellon Corp 38.16M (0.92%) 6.58M
Increased by +17.24%
Mar 31, 26
13 UBS Asset Mgmt Americas Inc 36.10M (0.87%) 469.57K
Increased by +1.30%
Mar 31, 26
14 JPMorgan Chase & Co 32.92M (0.79%) 2.26M
Increased by +6.87%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 32.73M (0.79%) 1.97M
Increased by +6.03%
Mar 31, 26
16 The Goldman Sachs Group Inc 29.77M (0.71%) -379.51K
Decreased by -1.27%
Dec 31, 25
17 Goldman Sachs Group Inc 29.58M (0.71%) -1.22M
Decreased by -4.11%
Jun 30, 25
18 FMR Inc 29.09M (0.70%) -3.61M
Decreased by -12.41%
Dec 31, 25
19 Legal & General Group PLC 28.11M (0.67%) 110.26K
Increased by +0.39%
Mar 31, 26
20 UBS Group AG 26.69M (0.64%) 3.43M
Increased by +12.86%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 120.58M (2.89%) 542.10K
Increased by +0.45%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 120.01M (2.88%) 101.33K
Increased by +0.08%
Sep 30, 24
3 Vanguard 500 Index Investor 107.38M (2.58%) -1.06M
Decreased by -0.99%
Mar 31, 26
4 Schwab US Dividend Equity ETF™ 70.15M (1.68%) 60.52K
Increased by +0.09%
Apr 30, 26
5 iShares Core S&P 500 ETF 54.55M (1.31%) 160.03K
Increased by +0.29%
Apr 30, 26
6 Fidelity 500 Index 53.85M (1.29%) 195.04K
Increased by +0.36%
Mar 31, 26
7 SPDR® S&P 500 ETF 52.39M (1.26%) -766.94K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 51.00M (1.22%) -267.19K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 50.95M (1.22%) 626.43K
Increased by +1.23%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 50.36M (1.21%) 164.28K
Increased by +0.33%
Apr 30, 26
11 SPDR® S&P 500 ETF Trust 49.71M (1.19%) 112.32K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 48.99M (1.17%) 311.75K
Increased by +0.64%
Nov 30, 23
13 Performer (AFRIS) 36.65M (0.88%) 36.65M
Increased by +100.00%
Feb 29, 24
14 Vanguard Value Index Inv 35.08M (0.84%) -266.15K
Decreased by -0.76%
Mar 31, 26
15 The Comm Svcs Sel Sect SPDR® ETF 24.27M (0.58%) 155.99K
Increased by +0.64%
Aug 29, 25
16 Vanguard Institutional Index I 23.76M (0.57%) -124.58K
Decreased by -0.52%
Mar 31, 26
17 State St S&P 500® Idx SL Cl I 22.73M (0.55%) 221.91K
Increased by +0.98%
Apr 30, 26
18 State St S&P 500® Indx SL Cl I 22.73M (0.55%) 221.91K
Increased by +0.98%
Apr 30, 26
19 State St S&P 500® Indx SL Cl III 22.51M (0.54%) 34.40K
Increased by +0.15%
Mar 31, 26
20 State Street® CommServSelSectSPDR®ETF 21.33M (0.51%) 43.71K
Increased by +0.20%
Apr 30, 26