Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 4.61%
2 CARU 4.61%
3 UTRN 4.09%
4 STNC 3.73%
5 DIVE 3.19%
6 DIVP 2.83%
7 CCOR 2.76%
8 MDPL 2.69%
9 EQRR 2.51%
10 RCD 2.14%
11 POWA 2.11%
12 RSPD 2.08%
13 TUSA 2.01%
14 FDIV 2.01%
15 SDOG 1.99%
16 ERNZ 1.93%
17 UPGD 1.83%
18 DIVZ 1.82%
19 SPGP 1.71%
20 FTDS 1.69%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.53M (12.77%) 167.98K
Increased by +0.96%
Dec 31, 25
2 BlackRock Inc 12.48M (9.09%) 81.71K
Increased by +0.65%
Sep 30, 25
3 State Street Corporation 7.58M (5.52%) -390.96K
Decreased by -5.16%
Mar 31, 24
4 State Street Corp 7.48M (5.45%) -314.71K
Decreased by -4.21%
Sep 30, 25
5 JPMorgan Chase & Co 4.47M (3.26%) 2.02M
Increased by +45.13%
Sep 30, 25
6 Harris Associates L.P. 4.35M (3.17%) 1.43M
Increased by +33.01%
Dec 31, 25
7 Geode Capital Management, LLC 3.78M (2.75%) 64.68K
Increased by +1.71%
Dec 31, 25
8 Barclays PLC 3.53M (2.57%) 21.44K
Increased by +0.61%
Sep 30, 25
9 Goldman Sachs Group Inc 3.07M (2.24%) -279.73K
Decreased by -9.10%
Jun 30, 25
10 Charles Schwab Investment Management Inc 2.92M (2.13%) -210.65K
Decreased by -7.21%
Dec 31, 25
11 Wells Fargo & Co 2.57M (1.88%) -166.43K
Decreased by -6.47%
Sep 30, 25
12 Stifel Financial Corp 2.50M (1.82%) 445.26K
Increased by +17.79%
Dec 31, 24
13 UBS Group AG 2.44M (1.78%) -426.26K
Decreased by -17.46%
Jun 30, 25
14 NORGES BANK 2.39M (1.74%) 641.92K
Increased by +26.90%
Dec 31, 25
15 The Goldman Sachs Group Inc 2.36M (1.72%) -712.69K
Decreased by -30.19%
Sep 30, 25
16 Morgan Stanley - Brokerage Accounts 2.15M (1.57%) -81.72K
Decreased by -3.79%
Sep 30, 25
17 Ameriprise Financial Inc 2.14M (1.56%) 104.34K
Increased by +4.88%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 1.88M (1.37%) 14.46K
Increased by +0.77%
Dec 31, 25
19 Bank of America Corp 1.75M (1.27%) 54.75K
Increased by +3.14%
Sep 30, 25
20 Amvescap Plc. 1.59M (1.16%) -148.18K
Decreased by -9.35%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.42M (3.22%) 3.31K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.40M (3.21%) 7.57K
Increased by +0.17%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 3.96M (2.88%) 29.05K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 3.58M (2.61%) 33.71K
Increased by +0.94%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 3.02M (2.20%) 10.57K
Increased by +0.35%
Feb 28, 26
6 Oakmark Investor 1.77M (1.29%) 0.00
Increased by 0.00%
Dec 31, 25
7 iShares Core S&P 500 ETF 1.77M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 1.77M (1.29%) 8.20K
Increased by +0.46%
Jan 31, 26
9 iShares Select Dividend ETF 1.74M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
10 SPDR® S&P 500 ETF 1.73M (1.26%) -25.42K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 1.69M (1.23%) -13.11K
Decreased by -0.77%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 1.68M (1.23%) -8.86K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.68M (1.22%) 20.75K
Increased by +1.23%
Aug 31, 25
14 Fidelity® 500 Index 1.64M (1.19%) 10.41K
Increased by +0.64%
Nov 30, 23
15 State Street® SPDR® S&P 500® ETF 1.63M (1.19%) -12.39K
Decreased by -0.76%
Feb 28, 26
16 Columbia Dividend Value 1.38M (1.01%) -9.64K
Decreased by -0.70%
Dec 31, 24
17 Columbia Dividend Income Inst 1.38M (1.01%) -3.21K
Decreased by -0.23%
Feb 28, 25
18 Vanguard Windsor II Inv 1.37M (1.00%) 1.37M
Increased by +100.00%
Dec 31, 25
19 SPDR® S&P Dividend ETF 1.36M (0.99%) 0.00
Increased by 0.00%
Aug 31, 25
20 Invesco S&P 500® Equal Weight ETF 1.30M (0.95%) -551.00
Decreased by -0.04%
Feb 27, 26