Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 12.85%
2 HDLV 9.90%
3 HDLB 8.79%
4 NXTV 5.37%
5 GBLO 5.26%
6 XLC 5.24%
7 IXP 5.21%
8 RSPC 5.14%
9 GQGU 5.11%
10 DURA 4.96%
11 RDIV 4.85%
12 FCOM 4.78%
13 WBIF 4.57%
14 EWCO 4.38%
15 RSMV 4.33%
16 SIXA 4.30%
17 VOX 4.25%
18 WCAP 4.18%
19 UTRN 4.05%
20 SIXH 4.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 664.06M (9.51%) 3.59M
Increased by +0.54%
Dec 31, 25
2 BlackRock Inc 574.99M (8.23%) 12.22M
Increased by +2.13%
Sep 30, 25
3 State Street Corp 323.78M (4.63%) 2.70M
Increased by +0.84%
Sep 30, 25
4 State Street Corporation 311.13M (4.45%) 5.30M
Increased by +1.70%
Mar 31, 24
5 Newport Trust Co. 183.45M (2.63%) -1.87M
Decreased by -1.02%
Dec 31, 25
6 JPMorgan Chase & Co 181.70M (2.60%) 113.61M
Increased by +62.53%
Sep 30, 25
7 Geode Capital Management, LLC 171.00M (2.45%) -2.97M
Decreased by -1.74%
Dec 31, 25
8 Bank of America Corp 115.62M (1.66%) 12.83M
Increased by +11.09%
Sep 30, 25
9 Morgan Stanley - Brokerage Accounts 109.84M (1.57%) -150.39K
Decreased by -0.14%
Sep 30, 25
10 NORGES BANK 87.84M (1.26%) 10.83M
Increased by +12.33%
Dec 31, 25
11 GQG Partners LLC 86.01M (1.23%) -20.78M
Decreased by -24.16%
Dec 31, 25
12 Bank of New York Mellon Corp 77.28M (1.11%) 85.22K
Increased by +0.11%
Sep 30, 25
13 Northern Trust Corp 73.14M (1.05%) -2.73M
Decreased by -3.73%
Sep 30, 25
14 Capital Research Global Investors 62.11M (0.89%) -3.50M
Decreased by -5.63%
Dec 31, 25
15 Arrowstreet Capital Limited Partnership 58.48M (0.84%) -24.36M
Decreased by -41.65%
Dec 31, 24
16 Capital World Investors 58.20M (0.83%) 771.32K
Increased by +1.33%
Mar 31, 25
17 Amvescap Plc. 57.82M (0.83%) 4.58M
Increased by +7.93%
Sep 30, 25
18 FMR Inc 57.09M (0.82%) 14.91M
Increased by +26.12%
Dec 31, 25
19 Ameriprise Financial Inc 54.92M (0.79%) -332.05K
Decreased by -0.60%
Sep 30, 25
20 Charles Schwab Investment Management Inc 51.60M (0.74%) 225.71K
Increased by +0.44%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 227.26M (3.25%) 218.40K
Increased by +0.10%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 224.25M (3.21%) 949.22K
Increased by +0.42%
Feb 28, 26
3 Vanguard 500 Index Investor 182.35M (2.61%) 1.73M
Increased by +0.95%
Feb 28, 26
4 iShares Core S&P 500 ETF 90.37M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
5 Fidelity 500 Index 90.07M (1.29%) 417.54K
Increased by +0.46%
Jan 31, 26
6 SPDR® S&P 500 ETF 89.30M (1.28%) -1.31M
Decreased by -1.46%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 86.93M (1.24%) -455.54K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 86.89M (1.24%) 1.07M
Increased by +1.23%
Aug 31, 25
9 SPDR® S&P 500 ETF Trust 84.54M (1.21%) 191.03K
Increased by +0.23%
Apr 30, 24
10 State Street® SPDR® S&P 500® ETF 83.40M (1.19%) -632.04K
Decreased by -0.76%
Feb 28, 26
11 Fidelity® 500 Index 82.78M (1.18%) 659.43K
Increased by +0.80%
Oct 31, 23
12 Performer (AFRIS) 69.21M (0.99%) 69.21M
Increased by +100.00%
Feb 29, 24
13 Vanguard Value Index Inv 66.04M (0.95%) 800.00K
Increased by +1.21%
Feb 28, 26
14 State Street® CommServSelSectSPDR®ETF 49.52M (0.71%) 107.87K
Increased by +0.22%
Feb 27, 26
15 Communication Services Sel Sect SPDR®ETF 45.85M (0.66%) -31.51K
Decreased by -0.07%
Apr 30, 24
16 Vanguard Institutional Index I 40.16M (0.57%) -308.04K
Decreased by -0.77%
Feb 28, 26
17 State St S&P 500® Indx SL Cl III 37.79M (0.54%) 42.40K
Increased by +0.11%
Feb 28, 26
18 American Funds Income Fund of Amer A 37.46M (0.54%) 0.00
Increased by 0.00%
Dec 31, 25
19 The Comm Svcs Sel Sect SPDR® ETF 37.46M (0.54%) 240.76K
Increased by +0.64%
Aug 29, 25
20 Vanguard Institutional 500 Index Trust 31.84M (0.46%) 188.63K
Increased by +0.59%
Feb 28, 26