Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 5.88%
2 PGRI 4.86%
3 GBDV 4.52%
4 RDIV 4.16%
5 UTRN 3.92%
6 IAK 3.76%
7 RWW 3.68%
8 DUAL 3.49%
9 SHRY 3.47%
10 VNIE 3.12%
11 BAMD 3.00%
12 AUMI 2.95%
13 WBIF 2.94%
14 STNC 2.93%
15 GOEX 2.90%
16 ACSI 2.86%
17 WBIE 2.84%
18 EXUS 2.70%
19 XUDV 2.67%
20 PEY 2.18%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.42M (12.24%) 59.54K
Increased by +0.14%
Dec 31, 25
2 BlackRock Inc 31.74M (9.16%) -188.49K
Decreased by -0.59%
Sep 30, 25
3 State Street Corp 17.02M (4.91%) 25.25K
Increased by +0.15%
Sep 30, 25
4 State Street Corporation 16.80M (4.85%) -123.33K
Decreased by -0.73%
Mar 31, 24
5 Geode Capital Management, LLC 9.53M (2.75%) 26.41K
Increased by +0.28%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 6.23M (1.80%) -237.64K
Decreased by -3.82%
Sep 30, 25
7 The Goldman Sachs Group Inc 5.24M (1.51%) 1.62M
Increased by +30.94%
Sep 30, 25
8 Northern Trust Corp 4.23M (1.22%) -145.66K
Decreased by -3.45%
Sep 30, 25
9 Amvescap Plc. 4.07M (1.17%) -45.20K
Decreased by -1.11%
Sep 30, 25
10 Goldman Sachs Group Inc 3.62M (1.04%) -194.93K
Decreased by -5.39%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 3.59M (1.04%) -32.94K
Decreased by -0.92%
Dec 31, 25
12 UBS Asset Mgmt Americas Inc 3.18M (0.92%) -790.38K
Decreased by -24.85%
Sep 30, 25
13 Legal & General Group PLC 2.65M (0.76%) -51.18K
Decreased by -1.93%
Dec 31, 25
14 Nippon Life Insurance Co. 2.56M (0.74%) 0.00
Increased by 0.00%
Dec 31, 25
15 Charles Schwab Investment Management Inc 2.43M (0.70%) 15.87K
Increased by +0.65%
Dec 31, 25
16 Bank of New York Mellon Corp 2.12M (0.61%) -52.65K
Decreased by -2.49%
Sep 30, 25
17 Nordea Investment Mgmt Bank Demark A/s 2.04M (0.59%) 291.42K
Increased by +14.25%
Dec 31, 25
18 JPMorgan Chase & Co 2.00M (0.58%) 898.08K
Increased by +44.94%
Sep 30, 25
19 UBS Group AG 1.90M (0.55%) 403.28K
Increased by +21.28%
Sep 30, 25
20 Ameriprise Financial Inc 1.80M (0.52%) 95.02K
Increased by +5.27%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 11.28M (3.25%) -106.26K
Decreased by -0.94%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.06M (3.19%) 65.75K
Increased by +0.59%
Feb 28, 26
3 Vanguard 500 Index Investor 9.00M (2.60%) 85.63K
Increased by +0.95%
Feb 28, 26
4 Vanguard Mid Cap Index Institutional 7.61M (2.20%) 26.62K
Increased by +0.35%
Feb 28, 26
5 iShares Core S&P 500 ETF 4.46M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 4.45M (1.28%) 20.61K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 4.40M (1.27%) -92.05K
Decreased by -2.09%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 4.29M (1.24%) -22.46K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 4.28M (1.23%) 52.62K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 4.27M (1.23%) 9.63K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 4.23M (1.22%) 26.92K
Increased by +0.64%
Nov 30, 23
12 State Street® SPDR® S&P 500® ETF 4.12M (1.19%) -31.21K
Decreased by -0.76%
Feb 28, 26
13 Vanguard Value Index Inv 3.26M (0.94%) 37.47K
Increased by +1.15%
Feb 28, 26
14 iShares Select Dividend ETF 2.82M (0.81%) 0.00
Increased by 0.00%
Feb 28, 26
15 The Financial Select Sector SPDR® ETF 2.52M (0.73%) -8.00K
Decreased by -0.32%
Aug 31, 25
16 Financial Select Sector SPDR® ETF 2.43M (0.70%) -6.94K
Decreased by -0.29%
Apr 30, 24
17 State Street®FinSelSectSPDR®ETF 2.34M (0.68%) -17.57K
Decreased by -0.75%
Feb 28, 26
18 Vanguard Mid-Cap Value ETF 2.18M (0.63%) 15.42K
Increased by +0.71%
Feb 28, 26
19 Vanguard Institutional Index I 1.98M (0.57%) -14.53K
Decreased by -0.73%
Feb 28, 26
20 State St S&P 500® Indx SL Cl III 1.87M (0.54%) 2.10K
Increased by +0.11%
Feb 28, 26