Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DDIV 5.24%
2 CSIO 5.14%
3 RCTR 5.12%
4 UTES 5.05%
5 ZAP 4.23%
6 UTRN 4.10%
7 VOLT 4.01%
8 DVOL 3.94%
9 MDLV 3.73%
10 BILT 3.72%
11 NFRX 3.56%
12 XVOL 3.44%
13 RYU 3.37%
14 SAMT 3.33%
15 HDLV 3.31%
16 XLU 3.30%
17 PUI 3.29%
18 RSPU 3.22%
19 FOVL 3.22%
20 INFR 3.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 58.54M (12.99%) 589.32K
Increased by +1.01%
Dec 31, 25
2 BlackRock Inc 43.19M (9.59%) -323.03K
Decreased by -0.75%
Sep 30, 25
3 JPMorgan Chase & Co 29.30M (6.50%) 14.92M
Increased by +50.93%
Sep 30, 25
4 State Street Corp 23.34M (5.18%) 417.08K
Increased by +1.79%
Sep 30, 25
5 Bank of America Corp 16.03M (3.56%) 610.76K
Increased by +3.81%
Sep 30, 25
6 FMR Inc 14.89M (3.30%) 639.97K
Increased by +4.30%
Dec 31, 25
7 Ameriprise Financial Inc 13.56M (3.01%) -89.06K
Decreased by -0.66%
Sep 30, 25
8 State Street Corporation 11.74M (2.61%) -750.47K
Decreased by -6.39%
Mar 31, 24
9 Geode Capital Management, LLC 11.61M (2.58%) 126.63K
Increased by +1.09%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 8.67M (1.92%) 704.93K
Increased by +8.14%
Sep 30, 25
11 Barrow Hanley Mewhinney & Strauss LLC 7.56M (1.68%) -702.72K
Decreased by -9.29%
Dec 31, 25
12 Franklin Resources Inc 7.04M (1.56%) -220.73K
Decreased by -3.14%
Sep 30, 25
13 ClearBridge Advisors, LLC 6.70M (1.49%) -298.92K
Decreased by -4.46%
Dec 31, 25
14 Boston Partners Global Investors, Inc 6.66M (1.48%) -197.71K
Decreased by -2.97%
Dec 31, 25
15 Amvescap Plc. 5.88M (1.30%) -249.32K
Decreased by -4.24%
Sep 30, 25
16 NORGES BANK 5.72M (1.27%) 77.84K
Increased by +1.36%
Dec 31, 25
17 Brookfield Corp 5.66M (1.26%) -35.76K
Decreased by -0.63%
Mar 31, 25
18 Capital Research Global Investors 5.49M (1.22%) -121.75K
Decreased by -2.22%
Dec 31, 25
19 Newport Trust Co. 5.31M (1.18%) -74.64K
Decreased by -1.41%
Dec 31, 25
20 Citadel Advisors Llc 5.13M (1.14%) 2.01M
Increased by +39.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 14.12M (3.13%) 78.24K
Increased by +0.55%
Feb 28, 26
2 Vanguard Institutional 500 Index Trust 12.20M (2.71%) 84.02K
Increased by +0.69%
May 31, 25
3 Vanguard 500 Index Investor 11.49M (2.55%) 109.32K
Increased by +0.95%
Feb 28, 26
4 Vanguard Mid Cap Index Institutional 9.71M (2.15%) 34.11K
Increased by +0.35%
Feb 28, 26
5 State Street®UtilSelSectSPDR®ETF 7.49M (1.66%) 88.69K
Increased by +1.18%
Feb 28, 26
6 The Utilities Select Sector SPDR® ETF 7.23M (1.60%) -5.83K
Decreased by -0.08%
Aug 31, 25
7 Vanguard US Total Market Shares ETF 6.76M (1.50%) 4.79K
Increased by +0.07%
Sep 30, 24
8 iShares Core S&P 500 ETF 5.69M (1.26%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity 500 Index 5.67M (1.26%) 26.30K
Increased by +0.46%
Jan 31, 26
10 Columbia Dividend Value 5.57M (1.24%) -94.08K
Decreased by -1.69%
Dec 31, 25
11 Columbia Dividend Income Inst 5.50M (1.22%) -30.73K
Decreased by -0.56%
Feb 28, 26
12 SPDR® S&P 500® ETF 5.40M (1.20%) 66.29K
Increased by +1.23%
Aug 31, 25
13 SPDR® S&P 500 ETF 5.33M (1.18%) -78.12K
Decreased by -1.46%
Mar 31, 25
14 State Street® SPDR® S&P 500® ETF 5.26M (1.17%) -39.78K
Decreased by -0.76%
Feb 28, 26
15 SPDR® S&P 500® ETF Trust 5.19M (1.15%) -27.22K
Decreased by -0.52%
Mar 31, 25
16 iShares Select Dividend ETF 4.49M (1.00%) 35.28K
Increased by +0.79%
Feb 28, 25
17 Franklin Utilities A1 4.20M (0.93%) -150.00K
Decreased by -3.57%
Jan 31, 26
18 Vanguard Value Index Inv 4.16M (0.92%) 47.40K
Increased by +1.14%
Feb 28, 26
19 American Funds Invmt Co of Amer A 4.15M (0.92%) 0.00
Increased by 0.00%
Dec 31, 25
20 Capital Group Investment Co of Amer Comp 4.15M (0.92%) 0.00
Increased by 0.00%
Dec 31, 25