Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 11.53%
2 HDLV 9.95%
3 HDLB 9.25%
4 DJD 9.21%
5 FDL 6.98%
6 DIVZ 5.82%
7 SPDG 5.73%
8 GQGU 5.66%
9 DOGG 5.49%
10 NXTV 5.25%
11 HDV 5.13%
12 GBLO 4.94%
13 WBIY 4.66%
14 EWCO 4.64%
15 FCOM 4.59%
16 DURA 4.54%
17 PRVS 4.54%
18 GBDV 4.52%
19 DIP 4.46%
20 VOX 4.43%

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 368.03M (8.83%) -1.03M
Decreased by -0.28%
Mar 31, 26
3 Vanguard Capital Management, LLC 260.18M (6.24%) 260.18M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 214.85M (5.15%) -8.10M
Decreased by -3.77%
Mar 31, 26
5 State Street Corporation 184.63M (4.43%) 1.44M
Increased by +0.78%
Mar 31, 24
6 Charles Schwab Investment Management Inc 112.94M (2.71%) -3.63M
Decreased by -3.22%
Mar 31, 26
7 Geode Capital Management, LLC 106.21M (2.55%) 3.58M
Increased by +3.37%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 76.84M (1.84%) 76.84M
Increased by +100.00%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 74.07M (1.78%) 9.07M
Increased by +12.25%
Mar 31, 26
10 Bank of America Corp 62.10M (1.49%) 8.29M
Increased by +13.35%
Mar 31, 26
11 NORGES BANK 57.87M (1.39%) 100.00
Increased by +0.00%
Dec 31, 25
12 GQG Partners LLC 45.71M (1.10%) 1.85M
Increased by +4.04%
Mar 31, 26
13 Northern Trust Corp 44.33M (1.06%) -43.15K
Decreased by -0.10%
Mar 31, 26
14 Bank of New York Mellon Corp 38.16M (0.92%) 6.58M
Increased by +17.24%
Mar 31, 26
15 UBS Asset Mgmt Americas Inc 36.10M (0.87%) 469.57K
Increased by +1.30%
Mar 31, 26
16 The Goldman Sachs Group Inc 36.10M (0.87%) 6.33M
Increased by +17.53%
Mar 31, 26
17 JPMorgan Chase & Co 32.92M (0.79%) 2.26M
Increased by +6.87%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 32.73M (0.79%) 1.97M
Increased by +6.03%
Mar 31, 26
19 FMR Inc 31.17M (0.75%) 2.08M
Increased by +6.68%
Mar 31, 26
20 Goldman Sachs Group Inc 29.58M (0.71%) -1.22M
Decreased by -4.11%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 120.95M (2.90%) 372.57K
Increased by +0.31%
Apr 30, 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 109.35M (2.62%) 1.96M
Increased by +1.80%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 72.50M (1.74%) 141.36K
Increased by +0.19%
May 30, 26
5 iShares Core S&P 500 ETF 55.56M (1.33%) 169.88K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 54.04M (1.30%) 185.93K
Increased by +0.34%
Apr 30, 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 50.85M (1.22%) 53.92K
Increased by +0.11%
May 31, 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 35.18M (0.84%) 101.46K
Increased by +0.29%
Apr 30, 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 23.34M (0.56%) -415.38K
Decreased by -1.78%
Apr 30, 26
17 State St S&P 500® Indx SL Cl I 22.73M (0.55%) 221.91K
Increased by +0.98%
Apr 30, 26
18 State St S&P 500® Idx SL Cl I 22.62M (0.54%) -113.00K
Decreased by -0.50%
May 31, 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 21.02M (0.50%) 34.00K
Increased by +0.16%
May 29, 26