Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.08%
2 BNKD 10.08%
3 BOUT 5.80%
4 BCUS 4.12%
5 KBWB 4.05%
6 UTRN 3.95%
7 GSIB 3.59%
8 STNC 3.58%
9 ZIG 3.54%
10 USFE 3.34%
11 OAKM 3.12%
12 PKW 2.99%
13 PFI 2.92%
14 DVOL 2.89%
15 VLLU 2.86%
16 DDIV 2.82%
17 TADS 2.80%
18 VBB 2.80%
19 WLTG 2.78%
20 DFNL 2.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.32M (10.41%) 647.85K
Increased by +0.91%
Dec 31, 25
2 BlackRock Inc 62.63M (9.14%) -1.38M
Decreased by -2.20%
Sep 30, 25
3 FMR Inc 33.11M (4.83%) -1.48M
Decreased by -4.48%
Dec 31, 25
4 State Street Corporation 32.64M (4.76%) -768.78K
Decreased by -2.36%
Mar 31, 24
5 State Street Corp 32.53M (4.75%) -721.35K
Decreased by -2.22%
Sep 30, 25
6 JPMorgan Chase & Co 26.60M (3.88%) 14.39M
Increased by +54.09%
Sep 30, 25
7 Dodge & Cox 25.81M (3.77%) -9.03M
Decreased by -34.99%
Dec 31, 25
8 Geode Capital Management, LLC 18.47M (2.70%) -368.42K
Decreased by -2.00%
Dec 31, 25
9 Bank of America Corp 16.72M (2.44%) 617.17K
Increased by +3.69%
Sep 30, 25
10 Artisan Partners Limited Partnership 14.76M (2.15%) -576.80K
Decreased by -3.91%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 14.64M (2.14%) -65.51K
Decreased by -0.45%
Sep 30, 25
12 Ameriprise Financial Inc 13.35M (1.95%) 2.03M
Increased by +15.25%
Sep 30, 25
13 NORGES BANK 12.05M (1.76%) 173.69K
Increased by +1.44%
Dec 31, 25
14 Goldman Sachs Group Inc 11.20M (1.63%) 5.27M
Increased by +47.03%
Dec 31, 23
15 Longview Partners (Guernsey) Ltd. 11.11M (1.62%) -1.49M
Decreased by -13.37%
Dec 31, 23
16 Davis Selected Advisers 10.28M (1.50%) -2.32M
Decreased by -22.55%
Mar 31, 24
17 Nuveen Asset Management, LLC 10.22M (1.49%) -210.19K
Decreased by -2.06%
Dec 31, 24
18 Arnhold & S. Bleichroeder Advisers, LLC 9.75M (1.42%) -559.30K
Decreased by -5.74%
Dec 31, 25
19 Hotchkis & Wiley Capital Management LLC 9.52M (1.39%) -373.27K
Decreased by -3.92%
Dec 31, 23
20 Wells Fargo & Co 9.04M (1.32%) -83.07K
Decreased by -0.92%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 23.39M (3.41%) -283.64K
Decreased by -1.21%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 22.05M (3.22%) 106.49K
Increased by +0.48%
Feb 28, 26
3 Dodge & Cox Stock I 19.00M (2.77%) -7.32M
Decreased by -38.54%
Dec 31, 25
4 Vanguard 500 Index Investor 17.93M (2.62%) 170.36K
Increased by +0.95%
Feb 28, 26
5 Fidelity® 500 Index 9.07M (1.32%) 57.75K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 8.98M (1.31%) 20.30K
Increased by +0.23%
Apr 30, 24
7 SPDR® S&P 500 ETF 8.93M (1.30%) -254.29K
Decreased by -2.85%
Mar 31, 25
8 iShares Core S&P 500 ETF 8.89M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity 500 Index 8.86M (1.29%) 41.07K
Increased by +0.46%
Jan 31, 26
10 SPDR® S&P 500® ETF Trust 8.69M (1.27%) -45.58K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 8.64M (1.26%) 106.26K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 8.21M (1.20%) -62.12K
Decreased by -0.76%
Feb 28, 26
13 Columbia Dividend Value 7.39M (1.08%) -124.90K
Decreased by -1.69%
Dec 31, 25
14 Columbia Dividend Income Inst 7.30M (1.07%) -40.79K
Decreased by -0.56%
Feb 28, 26
15 First Eagle Global A 6.98M (1.02%) 0.00
Increased by 0.00%
Feb 28, 26
16 Vanguard Value Index Inv 6.49M (0.95%) 73.89K
Increased by +1.14%
Feb 28, 26
17 JPM US Equity Income-Composite 6.44M (0.94%) -253.28K
Decreased by -3.93%
Dec 31, 25
18 JPM US Equity Income-MA 6.44M (0.94%) -253.28K
Decreased by -3.93%
Dec 31, 25
19 JPMorgan Equity Income I 6.38M (0.93%) -57.03K
Decreased by -0.89%
Jan 31, 26
20 Fidelity Contrafund 6.21M (0.91%) -190.45K
Decreased by -3.07%
Jan 31, 26