Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 4.44%
2 WBIY 3.87%
3 UTRN 3.84%
4 MVAL 3.53%
5 RSPS 2.72%
6 RHS 2.72%
7 FXG 2.51%
8 FTXG 2.49%
9 HEJD 2.33%
10 BVAL 2.28%
11 MOTE 2.20%
12 EQRR 2.06%
13 SPHD 1.90%
14 GHTA 1.83%
15 RYJ 1.82%
16 UPGD 1.79%
17 BSMC 1.50%
18 QQQN 1.37%
19 RDIV 1.33%
20 SPYD 1.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 25.47M (13.25%) 1.50M
Increased by +5.89%
Sep 30, 25
2 Vanguard Group Inc 23.52M (12.24%) -130.00K
Decreased by -0.55%
Dec 31, 25
3 State Street Corp 11.11M (5.78%) -846.89K
Decreased by -7.62%
Sep 30, 25
4 State Street Corporation 10.53M (5.48%) -147.80K
Decreased by -1.40%
Mar 31, 24
5 Dimensional Fund Advisors, Inc. 8.31M (4.32%) 1.76M
Increased by +21.17%
Dec 31, 25
6 Amvescap Plc. 8.00M (4.16%) 2.39M
Increased by +29.86%
Sep 30, 25
7 Beutel, Goodman & Company Ltd. 6.27M (3.26%) -474.08K
Decreased by -7.56%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 5.85M (3.04%) 1.50M
Increased by +25.65%
Sep 30, 25
9 Two Sigma Investments LLC 5.63M (2.93%) 697.54K
Increased by +12.38%
Dec 31, 25
10 Geode Capital Management, LLC 5.52M (2.87%) -104.31K
Decreased by -1.89%
Dec 31, 25
11 Two Sigma Advisers, LLC 5.40M (2.81%) 1.14M
Increased by +21.02%
Dec 31, 25
12 Brandywine Trust Co 4.87M (2.53%) 0.00
Increased by 0.00%
Jun 30, 25
13 Van Eck Associates Corporation 4.43M (2.30%) -5.16M
Decreased by -116.54%
Jun 30, 25
14 LSV Asset Management 3.78M (1.96%) -71.30K
Decreased by -1.89%
Dec 31, 25
15 UBS Group AG 3.73M (1.94%) 2.38M
Increased by +63.72%
Sep 30, 25
16 Brandywine Managers LLC 3.33M (1.73%) 3.33M
Increased by +100.00%
Dec 31, 25
17 JPMorgan Chase & Co 3.10M (1.61%) 2.08M
Increased by +67.13%
Sep 30, 25
18 Arrowstreet Capital Limited Partnership 3.05M (1.59%) 677.04K
Increased by +22.17%
Dec 31, 25
19 Bank of New York Mellon Corp 2.95M (1.54%) -287.70K
Decreased by -9.74%
Sep 30, 25
20 Renaissance Technologies Corp 2.88M (1.50%) 1.02M
Increased by +35.45%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.17M (3.21%) 10.81K
Increased by +0.18%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 6.16M (3.20%) 4.48K
Increased by +0.07%
Sep 30, 24
3 Invesco S&P 500® Equal Weight ETF 6.05M (3.15%) -2.60K
Decreased by -0.04%
Feb 27, 26
4 Vanguard Institutional 500 Index Trust 5.60M (2.91%) 49.20K
Increased by +0.88%
May 31, 25
5 Vanguard 500 Index Investor 5.05M (2.63%) 48.28K
Increased by +0.96%
Feb 28, 26
6 Vanguard Small Cap Index 4.40M (2.29%) 12.39K
Increased by +0.28%
Feb 28, 26
7 iShares Select Dividend ETF 4.29M (2.23%) 0.00
Increased by 0.00%
Feb 28, 26
8 VanEck Morningstar Wide Moat 3.83M (2.00%) -4.94M
Decreased by -128.80%
Jun 30, 25
9 VanEck Morningstar Wide Moat ETF 3.69M (1.92%) -2.85K
Decreased by -0.08%
Aug 30, 25
10 State Street SPDR Port S&P 500 HiDivETF 3.38M (1.76%) -10.79K
Decreased by -0.32%
Feb 27, 26
11 Invesco S&P 500® High Div Low Vol ETF 2.93M (1.53%) 10.28K
Increased by +0.35%
Feb 28, 26
12 Vanguard Small Cap Value Index Inv 2.82M (1.47%) 8.02K
Increased by +0.28%
Feb 28, 26
13 SPDR® Portfolio S&P 500® High Div ETF 2.74M (1.43%) 6.78K
Increased by +0.25%
Aug 29, 25
14 iShares Core S&P 500 ETF 2.51M (1.31%) 0.00
Increased by 0.00%
Feb 28, 26
15 Fidelity 500 Index 2.50M (1.30%) 11.56K
Increased by +0.46%
Jan 31, 26
16 SPDR® S&P 500 ETF 2.45M (1.27%) -35.19K
Decreased by -1.44%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 2.38M (1.24%) -12.53K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.38M (1.24%) 29.35K
Increased by +1.24%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 2.36M (1.23%) 16.38K
Increased by +0.70%
May 30, 24
20 State Street® SPDR® S&P 500® ETF 2.33M (1.21%) -17.44K
Decreased by -0.75%
Feb 28, 26