Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAT 5.47%
2 ADPV 4.77%
3 FSZ 4.50%
4 NIFE 4.38%
5 UTRN 3.92%
6 KBWB 3.80%
7 FTXO 3.22%
8 BAMD 3.13%
9 FOVL 2.66%
10 EQRR 2.32%
11 PEY 2.30%
12 KRU 2.29%
13 SDOG 2.26%
14 RDIV 2.06%
15 SPDV 1.96%
16 RDVY 1.92%
17 DBSC 1.82%
18 WBIY 1.72%
19 JDVL 1.70%
20 KRE 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 191.32M (9.48%) 7.22M
Increased by +3.77%
Dec 31, 25
2 BlackRock Inc 138.82M (6.88%) -4.31M
Decreased by -3.11%
Sep 30, 25
3 State Street Corp 73.79M (3.66%) -569.34K
Decreased by -0.77%
Sep 30, 25
4 State Street Corporation 72.99M (3.62%) -9.01M
Decreased by -12.35%
Mar 31, 24
5 Wellington Management Company LLP 70.08M (3.47%) 68.48M
Increased by +97.71%
Dec 31, 25
6 T. Rowe Price Associates, Inc. 63.44M (3.14%) -1.41M
Decreased by -2.22%
Sep 30, 25
7 Amvescap Plc. 59.06M (2.93%) 861.26K
Increased by +1.46%
Sep 30, 25
8 Boston Partners Global Investors, Inc 58.87M (2.92%) -4.43M
Decreased by -7.53%
Dec 31, 25
9 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 46.72M (2.32%) 14.44M
Increased by +30.91%
Dec 31, 25
10 Geode Capital Management, LLC 43.17M (2.14%) 464.08K
Increased by +1.07%
Dec 31, 25
11 Victory Capital Management Inc. 37.41M (1.85%) 17.91K
Increased by +0.05%
Dec 31, 25
12 Charles Schwab Investment Management Inc 29.34M (1.45%) -569.72K
Decreased by -1.94%
Dec 31, 25
13 FMR Inc 28.83M (1.43%) -2.37M
Decreased by -8.22%
Dec 31, 25
14 NORGES BANK 24.93M (1.24%) 2.59M
Increased by +10.39%
Dec 31, 25
15 Morgan Stanley - Brokerage Accounts 23.51M (1.17%) 2.83M
Increased by +12.05%
Sep 30, 25
16 Citadel Advisors Llc 22.73M (1.13%) 2.52M
Increased by +11.08%
Sep 30, 25
17 Federated Hermes Inc 21.29M (1.06%) 956.93K
Increased by +4.49%
Sep 30, 25
18 First Trust Advisors L.P. 19.83M (0.98%) -1.69M
Decreased by -8.51%
Dec 31, 23
19 JPMorgan Chase & Co 18.48M (0.92%) 9.55M
Increased by +51.70%
Sep 30, 25
20 Dimensional Fund Advisors, Inc. 18.45M (0.91%) -4.44M
Decreased by -24.08%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 63.88M (3.17%) 215.18K
Increased by +0.34%
Feb 28, 26
2 Vanguard 500 Index Investor 52.29M (2.59%) 497.41K
Increased by +0.95%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 45.89M (2.27%) 29.04K
Increased by +0.06%
Sep 30, 24
4 Vanguard Mid Cap Index Institutional 43.95M (2.18%) 154.87K
Increased by +0.35%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 41.35M (2.05%) 291.47K
Increased by +0.70%
May 31, 25
6 Schwab US Dividend Equity ETF™ 38.18M (1.89%) 31.77K
Increased by +0.08%
Feb 28, 25
7 Vanguard Equity-Income Inv 28.44M (1.41%) 28.44M
Increased by +100.00%
Dec 31, 25
8 iShares Core S&P 500 ETF 25.91M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
9 State Street® SPDR® S&P 500® ETF 23.92M (1.19%) -181.31K
Decreased by -0.76%
Feb 28, 26
10 Fidelity 500 Index 19.97M (0.99%) 92.61K
Increased by +0.46%
Jan 31, 26
11 UniGlobal Vorsorge 19.30M (0.96%) 0.00
Increased by 0.00%
Jan 31, 26
12 Vanguard Value Index Inv 18.83M (0.93%) 222.87K
Increased by +1.18%
Feb 28, 26
13 SPDR® S&P 500 ETF 18.08M (0.90%) -264.74K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 17.60M (0.87%) -92.23K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 17.57M (0.87%) 216.57K
Increased by +1.23%
Aug 31, 25
16 SPDR® S&P 500 ETF Trust 16.97M (0.84%) 38.70K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 16.87M (0.84%) 107.30K
Increased by +0.64%
Nov 30, 23
18 Sycamore Mid Cap Value Comp 16.04M (0.80%) 15.58M
Increased by +97.10%
Mar 31, 25
19 iShares Select Dividend ETF 15.92M (0.79%) 0.00
Increased by 0.00%
Feb 28, 26
20 JHancock Disciplined Value Mid Cap I 15.54M (0.77%) 121.83K
Increased by +0.78%
Jan 31, 26