Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVEG 4.59%
2 WOOD 4.44%
3 UTRN 4.22%
4 CUT 4.22%
5 WBIY 4.12%
6 FTRI 3.77%
7 RTM 3.57%
8 RSPM 3.57%
9 DIVC 3.33%
10 STNC 3.20%
11 TPMN 3.02%
12 DDIV 2.96%
13 THRV 2.57%
14 XLB 2.43%
15 RDIV 2.36%
16 CGDV 2.24%
17 IYM 2.19%
18 CGVV 2.14%
19 RYJ 2.13%
20 POWA 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Associates, Inc. 66.22M (12.56%) 12.45M
Increased by +18.80%
Sep 30, 25
2 Vanguard Group Inc 64.36M (12.21%) 310.83K
Increased by +0.48%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 63.41M (12.03%) 14.42M
Increased by +22.74%
Dec 31, 25
4 Capital Research Global Investors 54.54M (10.35%) 204.65K
Increased by +0.38%
Dec 31, 25
5 BlackRock Inc 41.16M (7.81%) -468.18K
Decreased by -1.14%
Sep 30, 25
6 State Street Corp 29.61M (5.62%) 225.44K
Increased by +0.76%
Sep 30, 25
7 State Street Corporation 22.35M (4.24%) -868.02K
Decreased by -3.88%
Mar 31, 24
8 FMR Inc 19.76M (3.75%) -6.36M
Decreased by -32.17%
Jun 30, 25
9 Bank of New York Mellon Corp 16.87M (3.20%) -1.87M
Decreased by -11.06%
Sep 30, 25
10 JPMorgan Chase & Co 14.08M (2.67%) 6.40M
Increased by +45.47%
Sep 30, 25
11 Geode Capital Management, LLC 13.58M (2.58%) 115.56K
Increased by +0.85%
Dec 31, 25
12 Greenhaven Associates Inc 10.17M (1.93%) 329.99K
Increased by +3.25%
Mar 31, 24
13 Amvescap Plc. 9.12M (1.73%) 960.24K
Increased by +10.53%
Sep 30, 25
14 UBS Group AG 8.57M (1.63%) 7.44M
Increased by +86.82%
Dec 31, 24
15 Franklin Resources Inc 8.17M (1.55%) 710.02K
Increased by +8.69%
Sep 30, 25
16 Morgan Stanley - Brokerage Accounts 6.61M (1.25%) 448.90K
Increased by +6.79%
Sep 30, 25
17 NORGES BANK 6.35M (1.20%) 333.02K
Increased by +5.25%
Dec 31, 25
18 Capital World Investors 6.33M (1.20%) 111.31K
Increased by +1.76%
Dec 31, 25
19 Goldman Sachs Group Inc 5.78M (1.10%) 923.28K
Increased by +15.96%
Jun 30, 25
20 The Goldman Sachs Group Inc 5.54M (1.05%) -241.20K
Decreased by -4.35%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 42.22M (8.01%) 0.00
Increased by 0.00%
Dec 31, 25
2 Capital Group American Mutual Comp 42.22M (8.01%) 0.00
Increased by 0.00%
Dec 31, 25
3 American Funds Washington Mutual A 23.08M (4.38%) 2.58M
Increased by +11.19%
Dec 31, 25
4 Capital Group Wash Mutual Invtrs Comp 23.08M (4.38%) 2.58M
Increased by +11.19%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 16.69M (3.17%) 28.17K
Increased by +0.17%
Feb 28, 26
6 Capital Group Dividend Value ETF 15.74M (2.99%) 4.65M
Increased by +29.56%
Feb 28, 26
7 Vanguard Institutional 500 Index Trust 15.00M (2.84%) 104.73K
Increased by +0.70%
May 31, 25
8 T. Rowe Price U.S. Value Equity Tr-D 14.97M (2.84%) -127.43K
Decreased by -0.85%
Dec 31, 25
9 Vanguard 500 Index Investor 13.58M (2.58%) 129.36K
Increased by +0.95%
Feb 28, 26
10 T. Rowe Price US Value Equity Composite 11.61M (2.20%) -679.13K
Decreased by -5.85%
Dec 31, 25
11 Vanguard Mid Cap Index Institutional 11.48M (2.18%) 40.07K
Increased by +0.35%
Feb 28, 26
12 Vanguard US Total Market Shares ETF 10.98M (2.08%) 8.39K
Increased by +0.08%
Sep 30, 24
13 American Funds Capital Income Bldr A 9.71M (1.84%) 0.00
Increased by 0.00%
Dec 31, 25
14 T. Rowe Price Value 9.65M (1.83%) -1.96M
Decreased by -20.31%
Jan 31, 26
15 American Funds Growth Fund of Amer A 9.56M (1.81%) 7.05M
Increased by +73.76%
Dec 31, 25
16 Capital Group Growth Fnd of Amer Comp 9.56M (1.81%) 7.05M
Increased by +73.76%
Dec 31, 25
17 T. Rowe Price U.S. Value Equity Tr-Z 8.71M (1.65%) 1.01M
Increased by +11.60%
Mar 31, 25
18 American Funds Income Fund of Amer A 8.31M (1.58%) 0.00
Increased by 0.00%
Dec 31, 25
19 iShares Core S&P 500 ETF 6.73M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
20 Fidelity 500 Index 6.71M (1.27%) 31.10K
Increased by +0.46%
Jan 31, 26