Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CCSO 4.75%
2 WBIL 4.49%
3 WBIF 4.31%
4 UTRN 4.11%
5 PKB 3.87%
6 GRNR 3.83%
7 CGDV 3.60%
8 XHB 3.31%
9 BASG 2.79%
10 GGRW 2.70%
11 LBAY 2.65%
12 EQTY 2.64%
13 TGLR 2.60%
14 UPGR 2.51%
15 RULE 2.36%
16 SAMM 2.34%
17 FPX 2.34%
18 MBOX 2.29%
19 BAFE 2.22%
20 PRN 2.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 92.67M (11.83%) -461.02K
Decreased by -0.50%
Dec 31, 25
2 Capital Research Global Investors 74.74M (9.54%) -628.34K
Decreased by -0.84%
Dec 31, 25
3 JPMorgan Chase & Co 73.91M (9.43%) 35.37M
Increased by +47.86%
Sep 30, 25
4 BlackRock Inc 53.94M (6.88%) 252.82K
Increased by +0.47%
Sep 30, 25
5 State Street Corp 33.38M (4.26%) 473.69K
Increased by +1.42%
Sep 30, 25
6 State Street Corporation 33.29M (4.25%) -48.04K
Decreased by -0.14%
Mar 31, 24
7 Capital Research & Mgmt Co - Division 3 24.90M (3.18%) -33.08M
Decreased by -132.84%
Dec 31, 25
8 Capital World Investors 22.65M (2.89%) -4.50M
Decreased by -19.86%
Dec 31, 25
9 Geode Capital Management, LLC 17.31M (2.21%) -36.91K
Decreased by -0.21%
Dec 31, 25
10 Fisher Asset Management, LLC 14.80M (1.89%) -344.04K
Decreased by -2.33%
Dec 31, 25
11 Dodge & Cox 13.42M (1.71%) -6.41K
Decreased by -0.05%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 11.55M (1.47%) -1.60M
Decreased by -13.85%
Sep 30, 25
13 Brown Advisory Holdings Inc 10.23M (1.31%) -395.38K
Decreased by -3.86%
Dec 31, 25
14 Nuveen Asset Management, LLC 9.82M (1.25%) -1.86M
Decreased by -18.96%
Dec 31, 24
15 Northern Trust Corp 8.36M (1.07%) -70.61K
Decreased by -0.84%
Sep 30, 25
16 FMR Inc 7.88M (1.01%) -844.68K
Decreased by -10.71%
Dec 31, 24
17 NORGES BANK 7.20M (0.92%) 24.91K
Increased by +0.35%
Dec 31, 25
18 StonePine Asset Management Inc. 7.15M (0.91%) 1.84M
Increased by +25.69%
Dec 31, 25
19 Fiera Capital Corporation 6.92M (0.88%) 348.81K
Increased by +5.04%
Dec 31, 25
20 Bank of New York Mellon Corp 6.74M (0.86%) 1.53M
Increased by +22.63%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 27.18M (3.47%) 84.11K
Increased by +0.31%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 25.30M (3.23%) 103.94K
Increased by +0.41%
Feb 28, 26
3 American Funds Invmt Co of Amer A 24.77M (3.16%) -7.38M
Decreased by -29.80%
Dec 31, 25
4 Capital Group Investment Co of Amer Comp 24.77M (3.16%) -7.38M
Decreased by -29.80%
Dec 31, 25
5 Vanguard Institutional 500 Index Trust 22.97M (2.93%) 161.58K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 20.37M (2.60%) 194.11K
Increased by +0.95%
Feb 28, 26
7 Vanguard Mid Cap Index Institutional 17.39M (2.22%) 60.77K
Increased by +0.35%
Feb 28, 26
8 Capital Group Dividend Value ETF 17.10M (2.18%) 2.51M
Increased by +14.67%
Feb 28, 26
9 VA CollegeAmerica Amcap 529A 14.53M (1.85%) -795.96K
Decreased by -5.48%
Dec 31, 24
10 American Funds Growth Fund of Amer A 14.05M (1.79%) -160.45K
Decreased by -1.14%
Dec 31, 25
11 Capital Group Growth Fnd of Amer Comp 14.05M (1.79%) -160.45K
Decreased by -1.14%
Dec 31, 25
12 American Funds American Mutual A 12.01M (1.53%) 0.00
Increased by 0.00%
Dec 31, 25
13 Capital Group American Mutual Comp 12.01M (1.53%) 0.00
Increased by 0.00%
Dec 31, 25
14 American Funds American Balanced A 11.10M (1.42%) 0.00
Increased by 0.00%
Jun 30, 25
15 American Funds Washington Mutual A 10.60M (1.35%) 1.37M
Increased by +12.89%
Dec 31, 23
16 American Funds AMCAP A 10.58M (1.35%) -44.09K
Decreased by -0.42%
Jun 30, 25
17 Capital Group AMCAP Composite 10.58M (1.35%) -44.09K
Decreased by -0.42%
Jun 30, 25
18 SPDR® S&P 500 ETF Trust 10.34M (1.32%) -72.71K
Decreased by -0.70%
Dec 31, 23
19 SPDR® S&P 500® ETF Trust 10.32M (1.32%) -76.44K
Decreased by -0.74%
Feb 28, 25
20 Capital Group Wash Mutual Invtrs Comp 10.22M (1.30%) -376.10K
Decreased by -3.68%
Mar 31, 24