Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 DJD 8.03%
3 SMN 6.27%
4 SBM 6.27%
5 NDIV 5.94%
6 LBAY 4.92%
7 RTM 4.62%
8 RSPM 4.62%
9 WBIY 4.41%
10 SAMM 4.27%
11 GBDV 4.11%
12 IYM 4.03%
13 UTRN 3.96%
14 XLB 3.61%
15 JHMA 3.38%
16 DIVC 3.33%
17 FMK 3.28%
18 EDOW 3.12%
19 SHRY 3.04%
20 UYM 2.72%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 85.25M (11.91%) -262.07K
Decreased by -0.31%
Dec 31, 25
2 BlackRock Inc 49.41M (6.90%) -2.23M
Decreased by -4.51%
Sep 30, 25
3 State Street Corporation 35.51M (4.96%) -176.12K
Decreased by -0.50%
Mar 31, 24
4 State Street Corp 34.13M (4.77%) 1.80M
Increased by +5.26%
Sep 30, 25
5 Pzena Investment Management, LLC 27.63M (3.86%) 460.66K
Increased by +1.67%
Dec 31, 25
6 Geode Capital Management, LLC 18.42M (2.57%) 102.62K
Increased by +0.56%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 14.04M (1.96%) -289.99K
Decreased by -2.07%
Sep 30, 25
8 Capital Research Global Investors 11.19M (1.56%) -529.88K
Decreased by -4.73%
Dec 31, 25
9 Amvescap Plc. 10.09M (1.41%) -473.14K
Decreased by -4.69%
Sep 30, 25
10 NORGES BANK 9.27M (1.29%) 2.55M
Increased by +27.57%
Dec 31, 25
11 UBS Group AG 8.34M (1.17%) 1.36M
Increased by +16.27%
Sep 30, 25
12 Charles Schwab Investment Management Inc 7.38M (1.03%) 693.78K
Increased by +9.40%
Dec 31, 25
13 Capital World Investors 7.07M (0.99%) 13.74K
Increased by +0.19%
Mar 31, 25
14 Northern Trust Corp 6.56M (0.92%) 104.99K
Increased by +1.60%
Sep 30, 25
15 FMR Inc 6.48M (0.90%) 2.29M
Increased by +35.37%
Dec 31, 25
16 Bank of America Corp 6.38M (0.89%) -698.73K
Decreased by -10.95%
Sep 30, 25
17 Pacer Advisors, INC. 6.35M (0.89%) 397.17K
Increased by +6.26%
Dec 31, 23
18 Goldman Sachs Group Inc 5.94M (0.83%) 1.89M
Increased by +31.78%
Jun 30, 25
19 Legal & General Group PLC 5.49M (0.77%) -160.54K
Decreased by -2.92%
Sep 30, 24
20 JPMorgan Chase & Co 5.48M (0.77%) 734.59K
Increased by +13.41%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 22.31M (3.12%) 208.46K
Increased by +0.93%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 22.27M (3.11%) 14.84K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 20.02M (2.80%) 142.54K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 18.29M (2.56%) 174.00K
Increased by +0.95%
Feb 28, 26
5 iShares Core S&P 500 ETF 9.06M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 9.03M (1.26%) 41.85K
Increased by +0.46%
Jan 31, 26
7 American Funds Income Fund of Amer A 8.73M (1.22%) 2.20M
Increased by +25.20%
Jun 30, 25
8 SPDR® S&P 500 ETF 8.71M (1.22%) -126.79K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF 8.56M (1.20%) 105.00K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500® ETF Trust 8.48M (1.18%) -44.71K
Decreased by -0.53%
Mar 31, 25
11 State Street® SPDR® S&P 500® ETF 8.40M (1.17%) -63.34K
Decreased by -0.75%
Feb 28, 26
12 SPDR® S&P 500 ETF Trust 8.29M (1.16%) 18.77K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 8.19M (1.14%) 52.14K
Increased by +0.64%
Nov 30, 23
14 Vanguard Small Cap Index 8.01M (1.12%) 21.45K
Increased by +0.27%
Feb 28, 26
15 Vanguard Mid Cap Index Institutional 7.67M (1.07%) 26.49K
Increased by +0.35%
Feb 28, 26
16 Invesco S&P 500® Equal Weight ETF 6.93M (0.97%) -2.98K
Decreased by -0.04%
Feb 27, 26
17 Pacer US Cash Cows 100 ETF 6.58M (0.92%) 17.02K
Increased by +0.26%
Jan 31, 24
18 State Street®MatSelSectSPDR®ETF 6.25M (0.87%) 27.10K
Increased by +0.43%
Feb 28, 26
19 Vanguard Value Index Inv 6.25M (0.87%) -8.84K
Decreased by -0.14%
Jul 31, 25
20 American Funds Capital World Gr&Inc A 5.64M (0.79%) 0.00
Increased by 0.00%
Dec 31, 25