Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 MAKX 4.22%
3 UTRN 3.96%
4 FMTM 3.52%
5 HVAC 3.48%
6 DFND 2.40%
7 FTIF 2.15%
8 DEF 2.11%
9 FTCS 2.10%
10 EPMB 1.95%
11 POWA 1.75%
12 HWAY 1.73%
13 BEDY 1.66%
14 TMDV 1.57%
15 HELS 1.54%
16 KLDW 1.52%
17 NSCR 1.52%
18 KNG 1.51%
19 NOBL 1.50%
20 MADE 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 18.22M (13.58%) 8.82M
Increased by +48.44%
Sep 30, 25
2 Vanguard Group Inc 16.73M (12.48%) 120.34K
Increased by +0.72%
Dec 31, 25
3 BlackRock Inc 9.96M (7.43%) -331.71K
Decreased by -3.33%
Sep 30, 25
4 State Street Corp 6.53M (4.87%) 86.21K
Increased by +1.32%
Sep 30, 25
5 State Street Corporation 6.35M (4.73%) -245.09K
Decreased by -3.86%
Mar 31, 24
6 Geode Capital Management, LLC 3.52M (2.62%) 30.37K
Increased by +0.86%
Dec 31, 25
7 FMR Inc 3.04M (2.26%) -241.42K
Decreased by -7.95%
Dec 31, 25
8 Bank of America Corp 2.81M (2.09%) -95.14K
Decreased by -3.39%
Sep 30, 25
9 Nuveen Asset Management, LLC 2.74M (2.04%) -124.61K
Decreased by -4.55%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 2.66M (1.98%) 25.36K
Increased by +0.95%
Sep 30, 25
11 Nuveen, LLC 2.62M (1.96%) 235.45K
Increased by +8.98%
Dec 31, 25
12 First Trust Advisors L.P. 2.51M (1.87%) 1.61M
Increased by +64.25%
Dec 31, 25
13 Wellington Management Company LLP 2.02M (1.51%) -105.74K
Decreased by -5.22%
Dec 31, 25
14 Wells Fargo & Co 2.01M (1.50%) -45.46K
Decreased by -2.26%
Sep 30, 25
15 ING Investment Management LLC 1.96M (1.46%) 726.77K
Increased by +37.16%
Mar 31, 25
16 Citadel Advisors Llc 1.80M (1.34%) 581.72K
Increased by +32.39%
Dec 31, 24
17 Rockefeller Capital Management L.P. 1.76M (1.32%) 1.66M
Increased by +93.90%
Dec 31, 25
18 Franklin Resources Inc 1.66M (1.24%) 193.88K
Increased by +11.65%
Sep 30, 25
19 T. Rowe Price Associates, Inc. 1.64M (1.23%) 489.97K
Increased by +29.82%
Sep 30, 25
20 Fisher Asset Management, LLC 1.61M (1.20%) -22.99K
Decreased by -1.43%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.35M (3.24%) 2.94K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.33M (3.23%) 6.94K
Increased by +0.16%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 3.90M (2.91%) 27.21K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 3.53M (2.63%) 33.71K
Increased by +0.96%
Feb 28, 26
5 JPM US Equity Income-Composite 3.38M (2.52%) -133.04K
Decreased by -3.93%
Dec 31, 25
6 JPM US Equity Income-MA 3.38M (2.52%) -133.04K
Decreased by -3.93%
Dec 31, 25
7 JPMorgan Equity Income I 3.12M (2.33%) -258.76K
Decreased by -8.29%
Jan 31, 26
8 Vanguard Mid Cap Index Institutional 2.98M (2.22%) 10.32K
Increased by +0.35%
Feb 28, 26
9 Franklin Rising Dividends Fund A 1.76M (1.31%) 0.00
Increased by 0.00%
Nov 30, 24
10 iShares Core S&P 500 ETF 1.75M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 1.74M (1.30%) 8.08K
Increased by +0.46%
Jan 31, 26
12 SPDR® S&P 500 ETF 1.71M (1.27%) -25.11K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 1.66M (1.24%) -8.75K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.66M (1.24%) 20.49K
Increased by +1.24%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 1.65M (1.23%) -3.57K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 1.63M (1.22%) 10.37K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 1.61M (1.20%) -12.24K
Decreased by -0.76%
Feb 28, 26
18 Vanguard Windsor Investor Shares 1.36M (1.02%) -40.12K
Decreased by -2.94%
Dec 31, 25
19 Vanguard Value Index Inv 1.28M (0.95%) 14.72K
Increased by +1.15%
Feb 28, 26
20 Franklin Rising Dividends A 1.09M (0.81%) -670.00K
Decreased by -61.47%
Dec 31, 24