Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 BEEZ 3.77%
3 GAUD 3.69%
4 DIVL 3.14%
5 HVAC 2.86%
6 DIVS 2.75%
7 RISN 2.68%
8 DVOL 2.43%
9 SEIQ 2.37%
10 WBIF 2.29%
11 DFRA 2.27%
12 WBIG 2.24%
13 FDIV 2.17%
14 SCHD 2.16%
15 RYJ 2.07%
16 SHRY 2.06%
17 UPGD 2.04%
18 CVRD 1.98%
19 DEF 1.96%
20 MPAY 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.89M (10.29%) 189.23K
Increased by +0.70%
Dec 31, 25
2 Briar Hall Management LLC 25.85M (9.90%) 12.25K
Increased by +0.05%
Dec 31, 25
3 State Farm Mutual Automobile Ins Co 21.03M (8.05%) 0.00
Increased by 0.00%
Dec 31, 25
4 BlackRock Inc 20.93M (8.01%) -786.55K
Decreased by -3.76%
Sep 30, 25
5 State Street Corp 12.44M (4.76%) -31.66K
Decreased by -0.25%
Sep 30, 25
6 State Street Corporation 12.04M (4.61%) -245.43K
Decreased by -2.04%
Mar 31, 24
7 Northern Trust Corp 11.95M (4.57%) -47.62K
Decreased by -0.40%
Sep 30, 25
8 Geode Capital Management, LLC 6.94M (2.66%) 184.30K
Increased by +2.65%
Dec 31, 25
9 Wells Fargo & Co 6.77M (2.59%) -102.51K
Decreased by -1.51%
Sep 30, 25
10 Capital Research Global Investors 4.64M (1.78%) 142.84K
Increased by +3.08%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 4.60M (1.76%) 44.69K
Increased by +0.97%
Sep 30, 25
12 Fisher Asset Management, LLC 3.71M (1.42%) 54.52K
Increased by +1.47%
Dec 31, 25
13 Massachusetts Financial Services Company 3.49M (1.34%) -247.19K
Decreased by -7.09%
Dec 31, 25
14 Bank of America Corp 3.43M (1.31%) -12.25K
Decreased by -0.36%
Sep 30, 25
15 NORGES BANK 3.28M (1.26%) -42.14K
Decreased by -1.28%
Dec 31, 25
16 Goldman Sachs Group Inc 3.09M (1.18%) -248.44K
Decreased by -8.03%
Jun 30, 25
17 The Goldman Sachs Group Inc 2.96M (1.13%) -134.85K
Decreased by -4.56%
Sep 30, 25
18 Wellington Management Company LLP 2.84M (1.09%) -1.20M
Decreased by -42.16%
Dec 31, 23
19 Charles Schwab Investment Management Inc 2.69M (1.03%) 26.79K
Increased by +1.00%
Dec 31, 25
20 Ameriprise Financial Inc 2.59M (0.99%) 33.17K
Increased by +1.28%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.91M (3.41%) -85.52K
Decreased by -0.96%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.72M (3.34%) 28.96K
Increased by +0.33%
Feb 28, 26
3 Vanguard 500 Index Investor 6.79M (2.60%) 64.68K
Increased by +0.95%
Feb 28, 26
4 Schwab US Dividend Equity ETF™ 4.34M (1.66%) -2.54K
Decreased by -0.06%
Jan 31, 24
5 iShares Core S&P 500 ETF 3.37M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 3.35M (1.28%) 15.54K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 3.32M (1.27%) -71.24K
Decreased by -2.14%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 3.30M (1.26%) -25.44K
Decreased by -0.77%
Mar 31, 24
9 SPDR® S&P 500® ETF Trust 3.23M (1.24%) -16.96K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.22M (1.23%) 39.72K
Increased by +1.24%
Aug 31, 25
11 Fidelity® 500 Index 3.21M (1.23%) 20.41K
Increased by +0.64%
Nov 30, 23
12 State Street® SPDR® S&P 500® ETF 3.11M (1.19%) -23.56K
Decreased by -0.76%
Feb 28, 26
13 Vanguard Value Index Inv 2.57M (0.98%) 29.38K
Increased by +1.14%
Feb 28, 26
14 American Funds Invmt Co of Amer A 2.46M (0.94%) 0.00
Increased by 0.00%
Dec 31, 25
15 Capital Group Investment Co of Amer Comp 2.46M (0.94%) 0.00
Increased by 0.00%
Dec 31, 25
16 MFS Large Cap Value Equity 2.27M (0.87%) -92.87K
Decreased by -4.09%
Dec 31, 25
17 MFS Value A 2.24M (0.86%) -2.63M
Decreased by -117.51%
Jan 31, 26
18 Vanguard Wellington™ Inv 1.77M (0.68%) -1.07M
Decreased by -60.09%
Dec 31, 23
19 Columbia Dividend Value 1.59M (0.61%) -26.83K
Decreased by -1.69%
Dec 31, 25
20 Columbia Dividend Income Inst 1.57M (0.60%) -8.76K
Decreased by -0.56%
Feb 28, 26