Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XUDV 5.02%
2 UTRN 3.96%
3 RDIV 3.95%
4 WBIY 3.41%
5 PEY 2.58%
6 FKU 2.40%
7 FIXT 2.39%
8 FEMA 2.39%
9 JHMC 2.29%
10 RCD 2.22%
11 RSPD 2.16%
12 SNPD 2.08%
13 POWA 2.05%
14 DEF 2.05%
15 UPGD 2.04%
16 RYJ 2.04%
17 SDOG 2.01%
18 KNGZ 2.01%
19 CALF 1.86%
20 RNDV 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 24.90M (12.85%) -120.67K
Decreased by -0.48%
Sep 30, 25
2 Vanguard Group Inc 24.26M (12.52%) 307.90K
Increased by +1.27%
Dec 31, 25
3 State Street Corporation 13.79M (7.12%) 3.27M
Increased by +23.70%
Mar 31, 24
4 State Street Corp 13.34M (6.88%) -294.72K
Decreased by -2.21%
Sep 30, 25
5 JPMorgan Chase & Co 9.42M (4.86%) 4.01M
Increased by +42.55%
Sep 30, 25
6 AQR Capital Management LLC 9.16M (4.73%) 2.16M
Increased by +23.59%
Dec 31, 25
7 Charles Schwab Investment Management Inc 7.45M (3.85%) 160.71K
Increased by +2.16%
Dec 31, 25
8 Geode Capital Management, LLC 5.20M (2.68%) -8.40K
Decreased by -0.16%
Dec 31, 25
9 Amvescap Plc. 4.46M (2.30%) -88.56K
Decreased by -1.99%
Sep 30, 25
10 Raymond James & Associates 3.44M (1.78%) 62.45K
Increased by +1.82%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 3.17M (1.64%) 46.07K
Increased by +1.45%
Sep 30, 25
12 Dimensional Fund Advisors, Inc. 3.11M (1.60%) 1.73K
Increased by +0.06%
Dec 31, 25
13 Schroder Investment Management Group 3.10M (1.60%) 2.45M
Increased by +79.11%
Dec 31, 25
14 The Goldman Sachs Group Inc 2.97M (1.53%) 489.64K
Increased by +16.50%
Sep 30, 25
15 T. Rowe Price Associates, Inc. 2.96M (1.53%) -2.75M
Decreased by -92.98%
Dec 31, 23
16 Northern Trust Corp 2.89M (1.49%) 150.87K
Increased by +5.22%
Sep 30, 25
17 Amundi 2.81M (1.45%) 35.57K
Increased by +1.26%
Jun 30, 25
18 D. E. Shaw & Co LP 2.76M (1.42%) -174.50K
Decreased by -6.32%
Jun 30, 25
19 NORGES BANK 2.61M (1.35%) 50.00K
Increased by +1.92%
Dec 31, 25
20 Goldman Sachs Group Inc 2.48M (1.28%) -99.63K
Decreased by -4.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.31M (3.25%) 33.28K
Increased by +0.53%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 6.15M (3.17%) 4.44K
Increased by +0.07%
Sep 30, 24
3 Schwab US Dividend Equity ETF™ 6.03M (3.11%) 11.10K
Increased by +0.18%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 5.53M (2.85%) 35.09K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 5.02M (2.59%) 47.37K
Increased by +0.94%
Feb 28, 26
6 Vanguard Small Cap Index 4.53M (2.34%) 11.35K
Increased by +0.25%
Feb 28, 26
7 Vanguard Mid Cap Index Institutional 4.25M (2.19%) 45.79K
Increased by +1.08%
Jul 31, 25
8 JPM US Equity Income-MA 3.91M (2.02%) 3.90M
Increased by +99.90%
Sep 30, 23
9 iShares Select Dividend ETF 3.54M (1.83%) 0.00
Increased by 0.00%
Feb 28, 26
10 JPM US Equity Income-Composite 3.50M (1.81%) -251.88K
Decreased by -7.20%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 2.91M (1.50%) 8.29K
Increased by +0.28%
Feb 28, 26
12 iShares Core S&P 500 ETF 2.49M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 2.48M (1.28%) 11.51K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 2.43M (1.25%) -36.11K
Decreased by -1.49%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 2.37M (1.22%) -12.31K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 2.33M (1.20%) 28.59K
Increased by +1.23%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 2.32M (1.20%) 15.96K
Increased by +0.69%
May 30, 24
18 State Street® SPDR® S&P 500® ETF 2.30M (1.19%) -17.44K
Decreased by -0.76%
Feb 28, 26
19 Invesco S&P 500® Equal Weight ETF 2.30M (1.19%) -988.00
Decreased by -0.04%
Feb 27, 26
20 iShares MSCI USA Quality Factor ETF 2.27M (1.17%) 756.07K
Increased by +33.35%
Feb 28, 26