Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 5.80%
2 WBIY 4.23%
3 FXG 4.04%
4 UTRN 3.99%
5 VSL 3.96%
6 FTXG 3.28%
7 DIP 3.03%
8 BAMD 2.80%
9 RHS 2.67%
10 RSPS 2.67%
11 SPHD 2.64%
12 WBIG 2.63%
13 MDPL 2.54%
14 PBJ 2.34%
15 DIVG 1.88%
16 FLV 1.81%
17 RDIV 1.78%
18 SDOG 1.75%
19 LYLD 1.70%
20 DIV 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 59.50M (12.53%) -115.52K
Decreased by -0.19%
Dec 31, 25
2 BlackRock Inc 42.85M (9.02%) -8.64M
Decreased by -20.16%
Sep 30, 25
3 State Street Corp 24.61M (5.18%) -1.59M
Decreased by -6.47%
Sep 30, 25
4 State Street Corporation 23.10M (4.86%) -522.73K
Decreased by -2.26%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 17.62M (3.71%) 2.95M
Increased by +16.73%
Dec 31, 25
6 Amvescap Plc. 15.59M (3.28%) 3.17M
Increased by +20.36%
Sep 30, 25
7 Geode Capital Management, LLC 12.93M (2.72%) 9.14K
Increased by +0.07%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 12.85M (2.71%) 3.35M
Increased by +26.05%
Sep 30, 25
9 Pacer Advisors, INC. 12.71M (2.68%) 2.05M
Increased by +16.15%
Dec 31, 24
10 Ameriprise Financial Inc 12.13M (2.55%) 1.98M
Increased by +16.36%
Sep 30, 25
11 Federated Hermes Inc 11.01M (2.32%) 1.87M
Increased by +16.99%
Jun 30, 24
12 Arrowstreet Capital Limited Partnership 10.40M (2.19%) 2.67M
Increased by +25.66%
Dec 31, 25
13 Nordea Investment Mgmt Bank Demark A/s 10.11M (2.13%) -677.14K
Decreased by -6.70%
Jun 30, 25
14 Two Sigma Advisers, LLC 9.04M (1.90%) -598.90K
Decreased by -6.62%
Dec 31, 25
15 NORGES BANK 8.41M (1.77%) -11.17K
Decreased by -0.13%
Dec 31, 25
16 Hotchkis & Wiley Capital Management LLC 6.98M (1.47%) 856.32K
Increased by +12.28%
Dec 31, 25
17 The Goldman Sachs Group Inc 6.57M (1.38%) 1.43M
Increased by +21.73%
Sep 30, 25
18 AQR Capital Management LLC 6.23M (1.31%) -1.23M
Decreased by -19.80%
Dec 31, 25
19 Two Sigma Investments LLC 6.20M (1.31%) -2.14M
Decreased by -34.55%
Dec 31, 25
20 JPMorgan Chase & Co 6.04M (1.27%) 3.44M
Increased by +56.87%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 15.16M (3.19%) 10.78K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 15.13M (3.19%) 27.55K
Increased by +0.18%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 13.56M (2.86%) 85.43K
Increased by +0.63%
May 31, 25
4 Pacer US Cash Cows 100 ETF 12.58M (2.65%) 18.58K
Increased by +0.15%
Feb 28, 25
5 Vanguard 500 Index Investor 12.30M (2.59%) 116.61K
Increased by +0.95%
Feb 28, 26
6 Vanguard Small Cap Index 10.86M (2.29%) 28.88K
Increased by +0.27%
Feb 28, 26
7 iShares Select Dividend ETF 10.10M (2.13%) 0.00
Increased by 0.00%
Feb 28, 26
8 Invesco S&P 500® Equal Weight ETF 9.77M (2.06%) -4.20K
Decreased by -0.04%
Feb 27, 26
9 Vanguard Small Cap Value Index Inv 6.98M (1.47%) 19.85K
Increased by +0.28%
Feb 28, 26
10 Federated Hermes Strategic Val Dividend 6.91M (1.45%) 909.40K
Increased by +13.17%
Jun 30, 24
11 Federated Hermes Strategic Value Div IS 6.91M (1.45%) 909.40K
Increased by +13.17%
Jun 30, 24
12 iShares Core S&P 500 ETF 6.10M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 6.08M (1.28%) 28.18K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 5.94M (1.25%) -87.14K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 5.78M (1.22%) -30.35K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 5.77M (1.22%) 70.84K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 5.67M (1.19%) -42.69K
Decreased by -0.75%
Feb 28, 26
18 Invesco S&P 500® High Div Low Vol ETF 5.61M (1.18%) 19.66K
Increased by +0.35%
Feb 28, 26
19 SPDR® S&P 500 ETF Trust 5.58M (1.17%) 35.09K
Increased by +0.63%
Feb 29, 24
20 Fidelity® 500 Index 5.57M (1.17%) 35.42K
Increased by +0.64%
Nov 30, 23