Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PEJ 4.81%
2 PBJ 4.70%
3 DHLX 4.43%
4 UTRN 3.96%
5 EASY 3.81%
6 DIVP 3.27%
7 STNC 3.18%
8 RSPS 2.91%
9 RHS 2.91%
10 ESN 2.81%
11 XLP 2.70%
12 OAKG 2.70%
13 EQRR 2.66%
14 EATZ 2.45%
15 CSTK 2.41%
16 DIVL 2.34%
17 FXG 2.27%
18 UGE 2.16%
19 MFVL 2.14%
20 SWP 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 62.31M (13.05%) 814.27K
Increased by +1.31%
Dec 31, 25
2 BlackRock Inc 40.17M (8.41%) 1.80M
Increased by +4.49%
Sep 30, 25
3 State Street Corp 26.67M (5.58%) 246.54K
Increased by +0.92%
Sep 30, 25
4 State Street Corporation 24.84M (5.20%) -1.76M
Decreased by -7.08%
Mar 31, 24
5 Capital Research Global Investors 18.25M (3.82%) -113.25K
Decreased by -0.62%
Dec 31, 25
6 Amvescap Plc. 16.36M (3.43%) -741.55K
Decreased by -4.53%
Sep 30, 25
7 Geode Capital Management, LLC 12.73M (2.67%) 131.66K
Increased by +1.03%
Dec 31, 25
8 Capital World Investors 12.33M (2.58%) -1.17M
Decreased by -9.46%
Dec 31, 24
9 Parnassus Investments, LLC 10.95M (2.29%) -2.38M
Decreased by -21.74%
Dec 31, 23
10 Boston Partners Global Investors, Inc 10.73M (2.25%) -1.76M
Decreased by -16.43%
Dec 31, 25
11 Aristotle Capital Management LLC 10.57M (2.21%) -589.36K
Decreased by -5.58%
Dec 31, 23
12 Parnassus Investments LLC 8.39M (1.76%) -206.65K
Decreased by -2.46%
Sep 30, 24
13 JPMorgan Chase & Co 7.93M (1.66%) 4.85M
Increased by +61.23%
Sep 30, 25
14 Harris Associates L.P. 7.91M (1.66%) -393.80K
Decreased by -4.98%
Dec 31, 25
15 NORGES BANK 7.37M (1.54%) 847.55K
Increased by +11.51%
Dec 31, 25
16 Ameriprise Financial Inc 6.61M (1.38%) -583.60K
Decreased by -8.83%
Dec 31, 24
17 Longview Partners 6.56M (1.37%) 61.14K
Increased by +0.93%
Sep 30, 24
18 Longview Partners (Guernsey) Ltd. 6.56M (1.37%) 61.14K
Increased by +0.93%
Sep 30, 24
19 FMR Inc 6.42M (1.35%) -164.88K
Decreased by -2.57%
Jun 30, 25
20 Diamond Hill Capital Management Inc 5.69M (1.19%) -651.88K
Decreased by -11.45%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 15.57M (3.26%) -193.17K
Decreased by -1.24%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 15.14M (3.17%) 45.87K
Increased by +0.30%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 13.92M (2.91%) 101.32K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 12.32M (2.58%) 117.52K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 10.41M (2.18%) 36.59K
Increased by +0.35%
Feb 28, 26
6 Vanguard Wellington™ Inv 8.75M (1.83%) -458.69K
Decreased by -5.24%
Mar 31, 24
7 American Funds Income Fund of Amer A 8.13M (1.70%) 0.00
Increased by 0.00%
Dec 31, 25
8 JPM US Equity Income-MA 7.99M (1.67%) 7.98M
Increased by +99.89%
Sep 30, 23
9 iShares Core S&P 500 ETF 6.10M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
10 SPDR® S&P 500 ETF 6.09M (1.27%) -117.78K
Decreased by -1.94%
Mar 31, 25
11 Fidelity 500 Index 6.08M (1.27%) 28.20K
Increased by +0.46%
Jan 31, 26
12 SPDR® S&P 500 ETF Trust 5.96M (1.25%) 13.32K
Increased by +0.22%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 5.92M (1.24%) -31.10K
Decreased by -0.53%
Mar 31, 25
14 Fidelity® 500 Index 5.89M (1.23%) 37.46K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF 5.87M (1.23%) 72.11K
Increased by +1.23%
Aug 31, 25
16 Vanguard Windsor™ II Inv 5.67M (1.19%) 0.00
Increased by 0.00%
Dec 31, 23
17 State Street® SPDR® S&P 500® ETF 5.62M (1.18%) -42.69K
Decreased by -0.76%
Feb 28, 26
18 Parnassus Core Equity Investor 5.12M (1.07%) 0.00
Increased by 0.00%
Sep 30, 24
19 State Street®CnsmrStpSelSectSPDR®ETF 4.97M (1.04%) -42.50K
Decreased by -0.86%
Feb 28, 26
20 The Consumer Staples Sel SectSPDR® ETF 4.87M (1.02%) 17.42K
Increased by +0.36%
Aug 31, 25