Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 NDIV 6.31%
3 PEY 5.49%
4 TPMN 5.42%
5 DIVG 5.34%
6 DVP 5.27%
7 SDEI 4.75%
8 RTM 4.65%
9 RSPM 4.65%
10 WBIF 4.47%
11 RDIV 4.35%
12 JHMA 4.32%
13 UTRN 3.91%
14 SMN 3.74%
15 SBM 3.74%
16 XUDV 3.74%
17 WBIY 3.56%
18 LBAY 3.55%
19 DIVY 3.32%
20 GRZZ 3.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.03M (12.08%) 61.60K
Increased by +0.20%
Dec 31, 25
2 BlackRock Inc 29.11M (11.34%) 3.20M
Increased by +10.99%
Sep 30, 25
3 Dodge & Cox 16.88M (6.57%) -89.98K
Decreased by -0.53%
Dec 31, 25
4 State Street Corp 13.18M (5.13%) 267.80K
Increased by +2.03%
Sep 30, 25
5 State Street Corporation 11.81M (4.60%) -239.53K
Decreased by -2.03%
Mar 31, 24
6 Charles Schwab Investment Management Inc 10.10M (3.93%) 399.13K
Increased by +3.95%
Dec 31, 25
7 Capital World Investors 9.84M (3.83%) 36.19K
Increased by +0.37%
Dec 31, 25
8 Capital Research Global Investors 9.16M (3.57%) 4.77M
Increased by +52.08%
Dec 31, 25
9 Morgan Stanley - Brokerage Accounts 7.67M (2.99%) -1.10M
Decreased by -14.31%
Sep 30, 25
10 Geode Capital Management, LLC 6.94M (2.70%) 305.52K
Increased by +4.40%
Dec 31, 25
11 Amvescap Plc. 4.94M (1.92%) -892.46K
Decreased by -18.05%
Sep 30, 25
12 NORGES BANK 4.84M (1.88%) 3.75M
Increased by +77.46%
Jun 30, 25
13 Pacer Advisors, INC. 4.83M (1.88%) 1.26M
Increased by +26.03%
Jun 30, 24
14 Federated Hermes Inc 4.74M (1.85%) 534.46K
Increased by +11.27%
Mar 31, 25
15 Soundwatch Capital LLC 4.63M (1.80%) 4.63M
Increased by +100.00%
Jun 30, 25
16 FMR Inc 4.61M (1.80%) 1.80M
Increased by +38.94%
Dec 31, 25
17 AllianceBernstein L.P. 4.11M (1.60%) 557.40K
Increased by +13.58%
Mar 31, 25
18 JPMorgan Chase & Co 4.08M (1.59%) -559.23K
Decreased by -13.71%
Sep 30, 25
19 Royal Bank of Canada 3.46M (1.35%) -3.32M
Decreased by -95.84%
Sep 30, 25
20 AQR Capital Management LLC 3.09M (1.20%) 2.59M
Increased by +83.68%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 11.20M (4.36%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 8.26M (3.22%) 5.38K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.15M (3.17%) 13.63K
Increased by +0.17%
Feb 28, 26
4 Schwab US Dividend Equity ETF™ 7.95M (3.10%) 22.07K
Increased by +0.28%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 7.38M (2.87%) 54.76K
Increased by +0.74%
May 31, 25
6 Vanguard 500 Index Investor 6.62M (2.58%) 62.86K
Increased by +0.95%
Feb 28, 26
7 iShares Select Dividend ETF 5.51M (2.15%) 0.00
Increased by 0.00%
Feb 28, 26
8 American Funds Invmt Co of Amer A 4.50M (1.75%) 1.00M
Increased by +22.22%
Dec 31, 25
9 Capital Group Investment Co of Amer Comp 4.50M (1.75%) 1.00M
Increased by +22.22%
Dec 31, 25
10 American Funds Fundamental Invs A 4.02M (1.57%) 0.00
Increased by 0.00%
Dec 31, 25
11 Capital Group Fundamental Invtrs Comp 4.02M (1.57%) 0.00
Increased by 0.00%
Dec 31, 25
12 Vanguard Equity-Income Inv 3.91M (1.52%) 378.49K
Increased by +9.69%
Dec 31, 23
13 Invesco S&P 500® Equal Weight ETF 3.77M (1.47%) -1.61K
Decreased by -0.04%
Feb 27, 26
14 American Funds American Balanced A 3.56M (1.39%) 0.00
Increased by 0.00%
Dec 31, 25
15 American Funds Capital World Gr&Inc A 3.50M (1.36%) 3.50M
Increased by +100.00%
Dec 31, 25
16 Capital Group World Growth & Inc Cmp 3.50M (1.36%) 3.50M
Increased by +100.00%
Dec 31, 25
17 iShares Core S&P 500 ETF 3.28M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity 500 Index 3.27M (1.27%) 15.17K
Increased by +0.46%
Jan 31, 26
19 SPDR® S&P 500 ETF 3.23M (1.26%) -47.89K
Decreased by -1.48%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 3.15M (1.23%) -16.42K
Decreased by -0.52%
Mar 31, 25