Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 5.42%
2 FCTE 5.18%
3 TINT 4.60%
4 VSDA 4.32%
5 UTRN 4.08%
6 RDIV 3.93%
7 DIVP 3.73%
8 GBDV 3.49%
9 DJD 3.26%
10 EDOW 3.21%
11 FMK 3.17%
12 OCFS 3.01%
13 FDL 2.86%
14 SPHD 2.83%
15 PINK 2.75%
16 SDY 2.69%
17 DVAL 2.67%
18 SAMT 2.59%
19 FLOW 2.51%
20 PJFV 2.46%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 90.96M (17.30%) 49.65M
Increased by +54.59%
Sep 30, 25
2 Vanguard Group Inc 49.06M (9.33%) 574.06K
Increased by +1.17%
Dec 31, 25
3 BlackRock Inc 39.11M (7.44%) -531.73K
Decreased by -1.36%
Sep 30, 25
4 State Street Corporation 33.96M (6.46%) -1.87M
Decreased by -5.49%
Mar 31, 24
5 State Street Corp 27.22M (5.18%) -176.37K
Decreased by -0.65%
Sep 30, 25
6 Geode Capital Management, LLC 11.80M (2.24%) 69.62K
Increased by +0.59%
Dec 31, 25
7 Capital World Investors 10.84M (2.06%) 272.75K
Increased by +2.52%
Dec 31, 25
8 NORGES BANK 9.49M (1.80%) 1.19M
Increased by +12.51%
Dec 31, 25
9 FMR Inc 9.26M (1.76%) 590.94K
Increased by +6.38%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 8.13M (1.55%) -2.10M
Decreased by -25.89%
Sep 30, 25
11 State Farm Mutual Automobile Ins Co 7.93M (1.51%) 0.00
Increased by 0.00%
Dec 31, 25
12 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 6.21M (1.18%) 1.97M
Increased by +31.65%
Dec 31, 25
13 Northern Trust Corp 5.84M (1.11%) -721.75K
Decreased by -12.36%
Sep 30, 25
14 Newport Trust Co. 5.78M (1.10%) -189.09K
Decreased by -3.27%
Dec 31, 25
15 Bank of America Corp 5.74M (1.09%) -64.44K
Decreased by -1.12%
Sep 30, 25
16 Flossbach von Storch AG 5.68M (1.08%) -589.71K
Decreased by -10.38%
Dec 31, 23
17 Pacer Advisors, INC. 4.95M (0.94%) 1.17M
Increased by +23.61%
Jun 30, 24
18 ING Investment Management LLC 4.90M (0.93%) 2.86M
Increased by +58.47%
Mar 31, 25
19 Amvescap Plc. 4.15M (0.79%) -527.04K
Decreased by -12.69%
Sep 30, 25
20 Millennium Management LLC 3.98M (0.76%) 145.68K
Increased by +3.66%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 17.40M (3.31%) -107.81K
Decreased by -0.62%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 16.80M (3.19%) 76.35K
Increased by +0.45%
Feb 28, 26
3 Vanguard 500 Index Investor 13.66M (2.60%) 130.27K
Increased by +0.95%
Feb 28, 26
4 JPMorgan Large Cap Growth I 9.86M (1.88%) 1.07M
Increased by +10.83%
Jan 31, 26
5 JPM US Large Cap Growth-MA 8.80M (1.67%) 8.01M
Increased by +91.08%
Dec 31, 25
6 Schwab US Dividend Equity ETF™ 8.72M (1.66%) -5.09K
Decreased by -0.06%
Jan 31, 24
7 American Funds Washington Mutual A 6.81M (1.30%) 0.00
Increased by 0.00%
Dec 31, 25
8 Capital Group Wash Mutual Invtrs Comp 6.81M (1.30%) 0.00
Increased by 0.00%
Dec 31, 25
9 iShares Core S&P 500 ETF 6.77M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
10 SPDR® S&P 500 ETF 6.75M (1.28%) -123.66K
Decreased by -1.83%
Mar 31, 25
11 Fidelity 500 Index 6.75M (1.28%) 31.28K
Increased by +0.46%
Jan 31, 26
12 SPDR® S&P 500® ETF Trust 6.57M (1.25%) -34.45K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 6.51M (1.24%) -14.10K
Decreased by -0.22%
Apr 30, 24
14 SPDR® S&P 500® ETF 6.49M (1.23%) 79.95K
Increased by +1.23%
Aug 31, 25
15 Fidelity® 500 Index 6.43M (1.22%) 40.94K
Increased by +0.64%
Nov 30, 23
16 State Street® SPDR® S&P 500® ETF 6.26M (1.19%) -47.43K
Decreased by -0.76%
Feb 28, 26
17 State Street® Dow Jones Indstr AvrgETFTr 5.56M (1.06%) 18.46K
Increased by +0.33%
Feb 27, 26
18 State Street®SPDR®DowJonesIndstrAvgETFTr 5.56M (1.06%) 0.00
Increased by 0.00%
Feb 28, 26
19 SPDR® S&P Dividend ETF 5.48M (1.04%) -5.29K
Decreased by -0.10%
May 31, 24
20 SPDR® Dow Jones Industrial Avrg ETF Tr 5.33M (1.01%) -9.22K
Decreased by -0.17%
Aug 31, 25