Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 6.45%
2 FDFF 5.90%
3 WCAP 5.00%
4 LBO 4.72%
5 UTRN 3.99%
6 SCHD 3.80%
7 CZAR 3.39%
8 FMTM 3.34%
9 IBLN 3.31%
10 GAUD 3.22%
11 BKCG 3.09%
12 FLV 3.08%
13 FDRS 3.00%
14 CVRD 2.81%
15 SAMT 2.80%
16 ESNG 2.78%
17 DDIV 2.66%
18 DIVS 2.59%
19 QUSA 2.58%
20 IYF 2.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.06M (9.74%) 221.12K
Increased by +1.57%
Dec 31, 25
2 BlackRock Inc 10.07M (6.98%) -39.82K
Decreased by -0.40%
Sep 30, 25
3 State Street Corp 6.23M (4.31%) -42.42K
Decreased by -0.68%
Sep 30, 25
4 State Street Corporation 5.93M (4.11%) 72.95K
Increased by +1.23%
Mar 31, 24
5 CI Private Wealth LLC 5.61M (3.88%) 5.50M
Increased by +98.15%
Dec 31, 25
6 Temasek Holdings Ltd. 5.09M (3.53%) 0.00
Increased by 0.00%
Dec 31, 25
7 Bank of America Corp 5.06M (3.50%) 227.20K
Increased by +4.49%
Sep 30, 25
8 Capital Research Global Investors 3.84M (2.66%) 12.02K
Increased by +0.31%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 3.51M (2.43%) -134.20K
Decreased by -3.83%
Sep 30, 25
10 GAMMA Investing LLC 3.50M (2.42%) 3.50M
Increased by +99.90%
Mar 31, 25
11 Capital World Investors 3.46M (2.39%) -91.31K
Decreased by -2.64%
Sep 30, 25
12 Geode Capital Management, LLC 3.17M (2.19%) 27.64K
Increased by +0.87%
Dec 31, 25
13 NORGES BANK 2.56M (1.77%) 42.54K
Increased by +1.66%
Dec 31, 25
14 Wells Fargo & Co 2.53M (1.75%) 34.99K
Increased by +1.38%
Sep 30, 25
15 Rockefeller Capital Management L.P. 2.32M (1.61%) 2.16M
Increased by +92.97%
Dec 31, 25
16 JPMorgan Chase & Co 2.04M (1.42%) 838.53K
Increased by +41.02%
Sep 30, 25
17 FMR Inc 1.99M (1.38%) -68.64K
Decreased by -3.44%
Dec 31, 25
18 Capital Research & Mgmt Co - Division 3 1.98M (1.37%) 135.67K
Increased by +6.86%
Dec 31, 25
19 Fisher Asset Management, LLC 1.82M (1.26%) -77.81K
Decreased by -4.26%
Dec 31, 25
20 Franklin Resources Inc 1.82M (1.26%) -188.20K
Decreased by -10.36%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.46M (3.09%) -9.88K
Decreased by -0.22%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.42M (3.06%) 20.80K
Increased by +0.47%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 4.14M (2.87%) 28.54K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 3.71M (2.57%) 35.53K
Increased by +0.96%
Feb 28, 26
5 Schwab US Dividend Equity ETF™ 2.74M (1.90%) 2.25K
Increased by +0.08%
Feb 28, 25
6 iShares Core S&P 500 ETF 1.84M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
7 Fidelity 500 Index 1.83M (1.27%) 8.50K
Increased by +0.46%
Jan 31, 26
8 SPDR® S&P 500 ETF 1.81M (1.25%) -26.66K
Decreased by -1.47%
Mar 31, 25
9 American Funds Washington Mutual A 1.80M (1.25%) -1.05M
Decreased by -58.42%
Dec 31, 25
10 Capital Group Wash Mutual Invtrs Comp 1.80M (1.25%) -1.05M
Decreased by -58.42%
Dec 31, 25
11 SPDR® S&P 500® ETF Trust 1.76M (1.22%) -9.29K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.76M (1.22%) 21.76K
Increased by +1.24%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 1.70M (1.18%) -12.85K
Decreased by -0.76%
Feb 28, 26
14 SPDR® S&P 500 ETF Trust 1.65M (1.14%) 3.73K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 1.64M (1.13%) 10.41K
Increased by +0.64%
Nov 30, 23
16 Vanguard Value Index Inv 1.30M (0.90%) 16.30K
Increased by +1.25%
Feb 28, 26
17 JPM US Equity Income-MA 1.26M (0.87%) 1.26M
Increased by +99.90%
Sep 30, 23
18 Vanguard Wellington™ Inv 1.16M (0.80%) 0.00
Increased by 0.00%
Dec 31, 23
19 The Financial Select Sector SPDR® ETF 1.04M (0.72%) -3.26K
Decreased by -0.31%
Aug 31, 25
20 State Street®FinSelSectSPDR®ETF 965.60K (0.67%) -7.20K
Decreased by -0.75%
Feb 28, 26