Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAI 5.73%
2 KBWR 5.62%
3 QUSA 4.96%
4 HDV 4.36%
5 FDIQ 4.24%
6 DIVO 4.23%
7 DIVL 4.22%
8 DIVZ 4.21%
9 BKC 3.97%
10 UTRN 3.90%
11 NEWZ 3.67%
12 BCFN 3.53%
13 CZAR 3.38%
14 CCOR 3.37%
15 BLCR 3.36%
16 AGQI 3.19%
17 DDIV 3.13%
18 SAWG 3.08%
19 MDLV 3.06%
20 BEDY 2.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.90M (10.05%) 588.51K
Increased by +1.64%
Dec 31, 25
2 BlackRock Inc 31.26M (8.75%) 1.22M
Increased by +3.91%
Sep 30, 25
3 JPMorgan Chase & Co 19.08M (5.34%) 6.80M
Increased by +35.62%
Sep 30, 25
4 State Street Corp 16.09M (4.51%) -331.40K
Decreased by -2.06%
Sep 30, 25
5 State Street Corporation 15.71M (4.40%) -194.75K
Decreased by -1.24%
Mar 31, 24
6 Geode Capital Management, LLC 9.33M (2.61%) -50.80K
Decreased by -0.54%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 8.90M (2.49%) -536.40K
Decreased by -6.03%
Sep 30, 25
8 T. Rowe Price Associates, Inc. 7.36M (2.06%) 1.61M
Increased by +21.81%
Sep 30, 25
9 Capital World Investors 7.28M (2.04%) -993.12K
Decreased by -13.65%
Dec 31, 25
10 Parnassus Investments, LLC 5.64M (1.58%) -32.88K
Decreased by -0.58%
Sep 30, 23
11 NORGES BANK 5.58M (1.56%) -123.50K
Decreased by -2.21%
Dec 31, 25
12 Parnassus Investments LLC 5.08M (1.42%) -363.08K
Decreased by -7.14%
Jun 30, 24
13 Ameriprise Financial Inc 4.81M (1.35%) 130.85K
Increased by +2.72%
Sep 30, 25
14 Bank of New York Mellon Corp 4.79M (1.34%) -566.60K
Decreased by -11.83%
Sep 30, 25
15 GQG Partners LLC 4.21M (1.18%) -315.19K
Decreased by -7.49%
Dec 31, 25
16 Capital Research & Mgmt Co - Division 3 4.20M (1.18%) 87.41K
Increased by +2.08%
Dec 31, 25
17 Sanders Capital, LLC 4.18M (1.17%) 450.76K
Increased by +10.79%
Dec 31, 25
18 FMR Inc 4.02M (1.13%) 210.10K
Increased by +5.23%
Dec 31, 25
19 Neuberger Berman Group LLC 3.79M (1.06%) 148.99K
Increased by +3.93%
Sep 30, 23
20 Northern Trust Corp 3.67M (1.03%) -122.14K
Decreased by -3.33%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 11.41M (3.20%) 11.41M
Increased by +100.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.40M (3.19%) 47.11K
Increased by +0.41%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 10.25M (2.87%) 72.35K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 9.28M (2.60%) 88.37K
Increased by +0.95%
Feb 28, 26
5 American Funds Income Fund of Amer A 4.70M (1.32%) 0.00
Increased by 0.00%
Dec 31, 25
6 iShares Core S&P 500 ETF 4.60M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
7 Fidelity 500 Index 4.58M (1.28%) 21.24K
Increased by +0.46%
Jan 31, 26
8 SPDR® S&P 500 ETF 4.48M (1.26%) -65.72K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 4.36M (1.22%) -22.90K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 4.35M (1.22%) 53.64K
Increased by +1.23%
Aug 31, 25
11 JPM US Equity Income-MA 4.34M (1.21%) 4.33M
Increased by +99.91%
Sep 30, 23
12 SPDR® S&P 500 ETF Trust 4.26M (1.19%) 9.63K
Increased by +0.23%
Apr 30, 24
13 State Street® SPDR® S&P 500® ETF 4.25M (1.19%) -32.13K
Decreased by -0.76%
Feb 28, 26
14 Fidelity® 500 Index 4.19M (1.17%) 26.68K
Increased by +0.64%
Nov 30, 23
15 Parnassus Core Equity Investor 3.80M (1.06%) 0.00
Increased by 0.00%
Jun 30, 24
16 Vanguard Value Index Inv 3.36M (0.94%) 38.66K
Increased by +1.15%
Feb 28, 26
17 American Funds Capital Income Bldr A 3.29M (0.92%) -472.36K
Decreased by -14.36%
Jun 30, 24
18 The Financial Select Sector SPDR® ETF 2.57M (0.72%) -8.13K
Decreased by -0.32%
Aug 31, 25
19 JPM US Equity Income-Composite 2.51M (0.70%) -409.30K
Decreased by -16.32%
Mar 31, 24
20 Financial Select Sector SPDR® ETF 2.43M (0.68%) -6.94K
Decreased by -0.29%
Apr 30, 24