Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PBJ 4.24%
2 UTRN 3.98%
3 VSL 3.93%
4 WBIY 3.88%
5 WBIF 3.59%
6 FTXG 3.46%
7 FXG 3.12%
8 MDPL 2.90%
9 GAUD 2.69%
10 RSPS 2.64%
11 RHS 2.64%
12 TBG 2.50%
13 BAMD 2.48%
14 BVAL 2.45%
15 RDIV 2.43%
16 RNLC 2.39%
17 SHRY 2.23%
18 FDIV 2.01%
19 HEJD 2.00%
20 UPGD 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 67.21M (12.65%) 135.84K
Increased by +0.20%
Dec 31, 25
2 BlackRock Inc 54.50M (10.26%) -1.73M
Decreased by -3.17%
Sep 30, 25
3 State Street Corp 33.72M (6.35%) 145.70K
Increased by +0.43%
Sep 30, 25
4 State Street Corporation 30.73M (5.78%) -770.32K
Decreased by -2.51%
Mar 31, 24
5 Charles Schwab Investment Management Inc 19.70M (3.71%) 488.62K
Increased by +2.48%
Dec 31, 25
6 Geode Capital Management, LLC 15.20M (2.86%) 172.20K
Increased by +1.13%
Dec 31, 25
7 JPMorgan Chase & Co 11.85M (2.23%) 5.56M
Increased by +46.94%
Sep 30, 25
8 Nordea Investment Mgmt Bank Demark A/s 9.98M (1.88%) 24.18K
Increased by +0.24%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 9.64M (1.81%) 357.73K
Increased by +3.71%
Sep 30, 25
10 NORGES BANK 7.78M (1.46%) -283.13K
Decreased by -3.64%
Dec 31, 25
11 Amvescap Plc. 7.66M (1.44%) 883.15K
Increased by +11.52%
Sep 30, 25
12 Wellington Management Company LLP 7.47M (1.41%) 7.22M
Increased by +96.74%
Dec 31, 25
13 Diamond Hill Capital Management Inc 6.76M (1.27%) -873.36K
Decreased by -12.93%
Dec 31, 25
14 UBS Asset Mgmt Americas Inc 6.75M (1.27%) -1.55M
Decreased by -22.90%
Sep 30, 25
15 Northern Trust Corp 6.55M (1.23%) -399.72K
Decreased by -6.11%
Sep 30, 25
16 Dimensional Fund Advisors, Inc. 6.53M (1.23%) -1.89K
Decreased by -0.03%
Dec 31, 25
17 Ameriprise Financial Inc 6.15M (1.16%) -3.72M
Decreased by -60.47%
Jun 30, 25
18 American Century Companies Inc 5.73M (1.08%) 670.64K
Increased by +11.70%
Dec 31, 24
19 Capital World Investors 5.60M (1.05%) 16.98K
Increased by +0.30%
Dec 31, 25
20 Capital Research Global Investors 5.50M (1.04%) -3.04M
Decreased by -55.20%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 17.66M (3.32%) -210.54K
Decreased by -1.19%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 16.86M (3.17%) 70.27K
Increased by +0.42%
Feb 28, 26
3 Schwab US Dividend Equity ETF™ 16.47M (3.10%) 42.12K
Increased by +0.26%
Feb 28, 26
4 Vanguard 500 Index Investor 13.72M (2.58%) 130.27K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 11.59M (2.18%) 40.01K
Increased by +0.35%
Feb 28, 26
6 American Funds American Mutual A 7.84M (1.48%) -1.51M
Decreased by -19.24%
Dec 31, 24
7 Capital Group American Mutual Comp 7.84M (1.48%) -1.51M
Decreased by -19.24%
Dec 31, 24
8 SPDR® S&P 500 ETF 6.86M (1.29%) -154.09K
Decreased by -2.25%
Mar 31, 25
9 Fidelity® 500 Index 6.82M (1.28%) 43.40K
Increased by +0.64%
Nov 30, 23
10 iShares Core S&P 500 ETF 6.80M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 6.78M (1.28%) 31.43K
Increased by +0.46%
Jan 31, 26
12 SPDR® S&P 500 ETF Trust 6.72M (1.26%) 15.16K
Increased by +0.23%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 6.67M (1.26%) -34.99K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 6.60M (1.24%) 81.47K
Increased by +1.23%
Aug 31, 25
15 State Street® SPDR® S&P 500® ETF 6.29M (1.18%) -47.58K
Decreased by -0.76%
Feb 28, 26
16 American Funds Washington Mutual A 6.05M (1.14%) 977.36K
Increased by +16.16%
Jun 30, 24
17 Capital Group Wash Mutual Invtrs Comp 6.05M (1.14%) 977.36K
Increased by +16.16%
Jun 30, 24
18 State Street®CnsmrStpSelSectSPDR®ETF 5.54M (1.04%) -47.32K
Decreased by -0.85%
Feb 28, 26
19 The Consumer Staples Sel SectSPDR® ETF 5.50M (1.04%) 19.67K
Increased by +0.36%
Aug 31, 25
20 Vanguard Value Index Inv 4.97M (0.93%) 59.76K
Increased by +1.20%
Feb 28, 26