Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KNGS 4.45%
2 UTRN 4.06%
3 RYJ 2.24%
4 UPGD 2.20%
5 VSDA 2.10%
6 WBIY 1.95%
7 SAGP 1.85%
8 SDOG 1.84%
9 QDIV 1.66%
10 SPDV 1.58%
11 TMDV 1.51%
12 GEOA 1.48%
13 SNPD 1.46%
14 KNG 1.41%
15 NOBL 1.40%
16 DVND 1.37%
17 TEQI 1.32%
18 RSPN 1.27%
19 RGI 1.27%
20 PEY 1.26%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 18.15M (11.74%) -72.53K
Decreased by -0.40%
Dec 31, 25
2 Capital Research Global Investors 12.86M (8.31%) 88.40K
Increased by +0.69%
Dec 31, 25
3 BlackRock Inc 10.32M (6.68%) -1.29M
Decreased by -12.52%
Sep 30, 25
4 T. Rowe Price Associates, Inc. 9.80M (6.34%) -2.36M
Decreased by -24.12%
Sep 30, 25
5 State Street Corp 8.71M (5.63%) -712.84K
Decreased by -8.18%
Sep 30, 25
6 State Street Corporation 8.51M (5.50%) -76.46K
Decreased by -0.90%
Mar 31, 24
7 Dimensional Fund Advisors, Inc. 4.88M (3.16%) 555.10K
Increased by +11.37%
Dec 31, 25
8 Ameriprise Financial Inc 4.38M (2.83%) 1.45M
Increased by +33.11%
Sep 30, 25
9 Geode Capital Management, LLC 4.04M (2.61%) 203.20K
Increased by +5.03%
Dec 31, 25
10 Wells Fargo & Co 3.93M (2.54%) 16.70K
Increased by +0.43%
Sep 30, 25
11 Hotchkis & Wiley Capital Management LLC 3.23M (2.09%) 124.31K
Increased by +3.85%
Dec 31, 25
12 Amvescap Plc. 3.03M (1.96%) -310.17K
Decreased by -10.22%
Sep 30, 25
13 Clean Energy Transition LLP 2.94M (1.90%) 136.85K
Increased by +4.66%
Dec 31, 25
14 Schroder Investment Management Group 2.59M (1.67%) -61.17K
Decreased by -2.37%
Dec 31, 25
15 Morgan Stanley - Brokerage Accounts 2.36M (1.53%) 204.06K
Increased by +8.63%
Sep 30, 25
16 ProShare Advisors LLC 2.34M (1.51%) -13.07K
Decreased by -0.56%
Dec 31, 25
17 Barrow Hanley Mewhinney & Strauss LLC 2.14M (1.39%) -68.61K
Decreased by -3.20%
Sep 30, 24
18 Massachusetts Financial Services Company 1.87M (1.21%) -1.33M
Decreased by -70.92%
Dec 31, 25
19 NORGES BANK 1.80M (1.17%) 222.49K
Increased by +12.34%
Dec 31, 25
20 The Goldman Sachs Group Inc 1.80M (1.16%) 482.02K
Increased by +26.81%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Mutual A 6.36M (4.11%) 0.00
Increased by 0.00%
Dec 31, 25
2 Capital Group American Mutual Comp 6.36M (4.11%) 0.00
Increased by 0.00%
Dec 31, 25
3 American Funds Invmt Co of Amer A 5.88M (3.80%) 0.00
Increased by 0.00%
Dec 31, 25
4 Capital Group Investment Co of Amer Comp 5.88M (3.80%) 0.00
Increased by 0.00%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 4.89M (3.17%) 16.63K
Increased by +0.34%
Feb 28, 26
6 Vanguard US Total Market Shares ETF 4.89M (3.16%) 3.79K
Increased by +0.08%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 4.38M (2.84%) 27.80K
Increased by +0.63%
May 31, 25
8 Vanguard 500 Index Investor 3.98M (2.58%) 38.26K
Increased by +0.96%
Feb 28, 26
9 Vanguard Small Cap Index 3.52M (2.28%) 9.39K
Increased by +0.27%
Feb 28, 26
10 T. Rowe Price US Lg-Cp Equity Inc Comp 2.81M (1.82%) 129.42K
Increased by +4.61%
Dec 31, 25
11 T. Rowe Price Equity Income 2.81M (1.82%) -3.00K
Decreased by -0.11%
Jan 31, 26
12 Vanguard Small Cap Value Index Inv 2.26M (1.46%) 6.43K
Increased by +0.28%
Feb 28, 26
13 Invesco S&P 500® Equal Weight ETF 2.24M (1.45%) -969.00
Decreased by -0.04%
Feb 27, 26
14 T. Rowe Price Mid-Cap Value 2.19M (1.42%) -539.00
Decreased by -0.02%
Mar 31, 25
15 T. Rowe Price US Mid-Cap Value Equity 2.19M (1.42%) -137.56K
Decreased by -6.28%
Mar 31, 25
16 ProShares S&P 500 Dividend Aristocrats 1.99M (1.29%) 0.00
Increased by 0.00%
Feb 27, 26
17 iShares Core S&P 500 ETF 1.97M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
18 Fidelity 500 Index 1.97M (1.27%) 9.13K
Increased by +0.46%
Jan 31, 26
19 SPDR® S&P 500 ETF 1.92M (1.24%) -28.21K
Decreased by -1.47%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 1.87M (1.21%) -9.83K
Decreased by -0.53%
Mar 31, 25