Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.94%
2 ERNZ 4.72%
3 PEJ 4.35%
4 UTRN 3.97%
5 DIP 3.46%
6 NEWZ 3.41%
7 ACT_old 3.00%
8 PEZ 2.60%
9 RJDI 2.41%
10 DDIV 2.40%
11 EPMV 2.32%
12 RSPD 2.11%
13 RCD 2.10%
14 CNAV 2.10%
15 BGIG 2.07%
16 QDIV 2.03%
17 RUNN 1.95%
18 BMVP 1.93%
19 SDOG 1.90%
20 WBIL 1.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Capital World Investors 15.16M (13.30%) 322.08K
Increased by +2.12%
Dec 31, 25
2 Vanguard Group Inc 14.06M (12.33%) 43.97K
Increased by +0.31%
Dec 31, 25
3 BlackRock Inc 9.92M (8.70%) 543.97K
Increased by +5.49%
Sep 30, 25
4 Mizuho Securities USA Inc 8.87M (7.78%) 8.86M
Increased by +99.90%
Sep 30, 24
5 Wellington Management Company LLP 8.08M (7.08%) 3.61M
Increased by +44.74%
Dec 31, 25
6 JPMorgan Chase & Co 5.33M (4.68%) 3.84M
Increased by +71.97%
Sep 30, 25
7 State Street Corp 4.90M (4.30%) -16.94K
Decreased by -0.35%
Sep 30, 25
8 State Street Corporation 4.73M (4.14%) -122.14K
Decreased by -2.58%
Mar 31, 24
9 Charles Schwab Investment Management Inc 4.19M (3.67%) 68.25K
Increased by +1.63%
Dec 31, 25
10 Geode Capital Management, LLC 3.37M (2.96%) -11.69K
Decreased by -0.35%
Dec 31, 25
11 Raymond James & Associates 2.35M (2.06%) 44.46K
Increased by +1.89%
Sep 30, 24
12 Morgan Stanley - Brokerage Accounts 2.06M (1.81%) -95.12K
Decreased by -4.61%
Sep 30, 25
13 Capital Research & Mgmt Co - Division 3 1.90M (1.67%) 19.82K
Increased by +1.04%
Sep 30, 25
14 Newport Trust Co. 1.83M (1.61%) -27.22K
Decreased by -1.48%
Dec 31, 25
15 Bank of America Corp 1.65M (1.45%) -64.55K
Decreased by -3.91%
Sep 30, 25
16 Massachusetts Financial Services Company 1.47M (1.29%) 772.91K
Increased by +52.61%
Sep 30, 24
17 Earnest Partners LLC 1.45M (1.28%) -27.34K
Decreased by -1.88%
Dec 31, 25
18 Congress Asset Management Company, LLP 1.40M (1.23%) -21.51K
Decreased by -1.54%
Mar 31, 24
19 Northern Trust Corp 1.39M (1.22%) -2.79K
Decreased by -0.20%
Sep 30, 25
20 Citadel Advisors Llc 1.37M (1.20%) 1.29M
Increased by +94.60%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 5.55M (4.87%) -676.32K
Decreased by -12.19%
Dec 31, 25
2 Capital Group Wash Mutual Invtrs Comp 5.55M (4.87%) -676.32K
Decreased by -12.19%
Dec 31, 25
3 American Funds Income Fund of Amer A 5.36M (4.70%) 0.00
Increased by 0.00%
Dec 31, 25
4 Vanguard US Total Market Shares ETF 3.74M (3.28%) -30.96K
Decreased by -0.83%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 3.68M (3.23%) 27.31K
Increased by +0.74%
Feb 28, 26
6 Schwab US Dividend Equity ETF™ 3.59M (3.15%) 9.32K
Increased by +0.26%
Feb 28, 26
7 Vanguard Institutional 500 Index Trust 3.33M (2.92%) 23.58K
Increased by +0.71%
May 31, 25
8 Vanguard Wellington Inv 3.09M (2.71%) 3.09M
Increased by +100.00%
Dec 31, 25
9 Vanguard 500 Index Investor 2.99M (2.62%) 28.24K
Increased by +0.94%
Feb 28, 26
10 Vanguard Mid Cap Index Institutional 2.53M (2.22%) 8.78K
Increased by +0.35%
Feb 28, 26
11 American Funds American Balanced A 2.48M (2.18%) 0.00
Increased by 0.00%
Dec 31, 25
12 Vanguard Equity-Income Inv 2.44M (2.14%) 217.73K
Increased by +8.93%
Dec 31, 25
13 American Funds Growth Fund of Amer A 1.98M (1.74%) -1.13M
Decreased by -56.91%
Sep 30, 23
14 Capital Group Growth Fnd of Amer Comp 1.98M (1.74%) -1.13M
Decreased by -56.91%
Sep 30, 23
15 iShares Core S&P 500 ETF 1.48M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
16 Fidelity 500 Index 1.48M (1.30%) 6.23K
Increased by +0.42%
Jan 31, 26
17 SPDR® S&P 500 ETF 1.46M (1.28%) -21.39K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 1.42M (1.25%) -7.45K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500 ETF Trust 1.41M (1.24%) 8.80K
Increased by +0.62%
Feb 29, 24
20 SPDR® S&P 500® ETF 1.41M (1.24%) 17.46K
Increased by +1.24%
Aug 31, 25