Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DIP 4.47%
2 KBWB 4.04%
3 UTRN 4.02%
4 GSIB 3.65%
5 UDI 3.53%
6 OAKM 3.39%
7 QUSA 3.36%
8 FMTM 2.99%
9 CSTK 2.73%
10 VBB 2.66%
11 FOVL 2.49%
12 CZA 1.93%
13 MOTE 1.83%
14 VMAX 1.81%
15 BRNY 1.80%
16 DFNL 1.78%
17 FLCV 1.78%
18 BVNSC 1.74%
19 FLCC 1.65%
20 RDVY 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.60M (13.89%) -361.58K
Decreased by -0.99%
Dec 31, 25
2 BlackRock Inc 24.34M (9.24%) -344.86K
Decreased by -1.42%
Sep 30, 25
3 JPMorgan Chase & Co 16.92M (6.42%) 8.83M
Increased by +52.17%
Sep 30, 25
4 State Street Corporation 14.35M (5.45%) -440.21K
Decreased by -3.07%
Mar 31, 24
5 State Street Corp 13.50M (5.13%) -303.20K
Decreased by -2.25%
Sep 30, 25
6 FMR Inc 13.32M (5.06%) 2.01M
Increased by +15.06%
Dec 31, 25
7 Regents Of The University Of California 8.71M (3.31%) 5.91M
Increased by +67.86%
Dec 31, 25
8 Amvescap Plc. 8.37M (3.18%) -191.67K
Decreased by -2.29%
Sep 30, 25
9 Geode Capital Management, LLC 7.39M (2.81%) -46.60K
Decreased by -0.63%
Dec 31, 25
10 Longview Partners (Guernsey) Ltd. 7.02M (2.66%) -689.74K
Decreased by -9.83%
Dec 31, 23
11 Harris Associates L.P. 6.31M (2.39%) -1.31M
Decreased by -20.85%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 4.79M (1.82%) 41.24K
Increased by +0.86%
Sep 30, 25
13 Dodge & Cox 4.74M (1.80%) -2.05M
Decreased by -43.23%
Dec 31, 25
14 Victory Capital Management Inc. 4.56M (1.73%) 1.07M
Increased by +23.56%
Dec 31, 25
15 Hotchkis & Wiley Capital Management LLC 4.39M (1.67%) -157.84K
Decreased by -3.60%
Dec 31, 25
16 Amundi 4.38M (1.66%) -1.22M
Decreased by -27.93%
Mar 31, 25
17 LSV Asset Management 4.23M (1.60%) -243.78K
Decreased by -5.77%
Dec 31, 25
18 Metropolis Capital Ltd 3.99M (1.52%) -39.68K
Decreased by -0.99%
Jun 30, 25
19 Northern Trust Corp 3.94M (1.50%) -62.90K
Decreased by -1.60%
Sep 30, 25
20 Franklin Resources Inc 3.86M (1.47%) 137.05K
Increased by +3.55%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.97M (3.40%) -100.30K
Decreased by -1.12%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.38M (3.18%) 36.58K
Increased by +0.44%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 8.20M (3.11%) 56.76K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 7.19M (2.73%) 68.33K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 5.77M (2.19%) 20.15K
Increased by +0.35%
Feb 28, 26
6 Vanguard Windsor II Inv 3.74M (1.42%) 1.18M
Increased by +31.56%
Dec 31, 25
7 Fidelity® 500 Index 3.71M (1.41%) 23.63K
Increased by +0.64%
Nov 30, 23
8 Dodge & Cox Stock I 3.71M (1.41%) -1.73M
Decreased by -46.55%
Dec 31, 25
9 SPDR® S&P 500 ETF Trust 3.65M (1.38%) 8.05K
Increased by +0.22%
Apr 30, 24
10 SPDR® S&P 500 ETF 3.59M (1.36%) -113.25K
Decreased by -3.16%
Mar 31, 25
11 iShares Core S&P 500 ETF 3.56M (1.35%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity 500 Index 3.55M (1.35%) 16.45K
Increased by +0.46%
Jan 31, 26
13 SPDR® S&P 500® ETF Trust 3.49M (1.33%) -18.36K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.45M (1.31%) 42.25K
Increased by +1.22%
Aug 31, 25
15 First Trust Rising Dividend Achiev ETF 3.41M (1.30%) 5.35K
Increased by +0.16%
Feb 26, 26
16 State Street® SPDR® S&P 500® ETF 3.29M (1.25%) -24.94K
Decreased by -0.76%
Feb 28, 26
17 Oakmark Investor 2.90M (1.10%) -2.03M
Decreased by -70.10%
Dec 31, 25
18 Vanguard Windsor™ II Inv 2.74M (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Value Index Inv 2.48M (0.94%) 40.34K
Increased by +1.63%
Feb 28, 26
20 Invesco Large Cap Value 2.23M (0.85%) -105.38K
Decreased by -4.72%
Dec 31, 25