Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIF 4.21%
2 UTRN 3.93%
3 WBIE 3.38%
4 ERNZ 3.13%
5 GAUD 3.01%
6 XUDV 2.95%
7 BAMD 2.77%
8 HIPR 2.46%
9 VSDA 2.42%
10 PEY 2.08%
11 CNAV 2.07%
12 SDOG 2.00%
13 FDIV 2.00%
14 SPHD 1.79%
15 DVY 1.75%
16 FTCS 1.75%
17 JHDV 1.71%
18 KCE 1.64%
19 SNPD 1.63%
20 KVLE 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.40M (12.35%) 7.94K
Increased by +0.03%
Dec 31, 25
2 BlackRock Inc 20.63M (9.65%) -340.33K
Decreased by -1.65%
Sep 30, 25
3 State Street Corporation 14.51M (6.79%) -667.17K
Decreased by -4.60%
Mar 31, 24
4 State Street Corp 14.11M (6.60%) -396.00K
Decreased by -2.81%
Sep 30, 25
5 Charles Schwab Investment Management Inc 8.07M (3.78%) 143.11K
Increased by +1.77%
Dec 31, 25
6 Geode Capital Management, LLC 6.07M (2.84%) -2.25K
Decreased by -0.04%
Dec 31, 25
7 Fayez Sarofim & Company 4.74M (2.22%) -309.15K
Decreased by -6.53%
Dec 31, 25
8 Amvescap Plc. 3.39M (1.59%) -55.30K
Decreased by -1.63%
Sep 30, 25
9 First Trust Advisors L.P. 3.28M (1.53%) 1.83M
Increased by +55.85%
Dec 31, 25
10 Victory Capital Management Inc. 2.98M (1.39%) -177.37K
Decreased by -5.96%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.97M (1.39%) -54.50K
Decreased by -1.84%
Sep 30, 25
12 Royal Bank of Canada 2.70M (1.26%) -1.77M
Decreased by -65.60%
Sep 30, 25
13 UBS Group AG 2.69M (1.26%) -210.46K
Decreased by -7.84%
Sep 30, 25
14 Northern Trust Corp 2.53M (1.18%) 152.45K
Increased by +6.03%
Sep 30, 25
15 Provident Trust Company 2.44M (1.14%) -116.11K
Decreased by -4.75%
Dec 31, 25
16 UBS Asset Mgmt Americas Inc 2.42M (1.13%) -408.29K
Decreased by -16.91%
Sep 30, 25
17 JPMorgan Chase & Co 2.09M (0.98%) 1.05M
Increased by +50.19%
Sep 30, 25
18 Dimensional Fund Advisors, Inc. 2.09M (0.98%) -3.19K
Decreased by -0.15%
Dec 31, 25
19 The Goldman Sachs Group Inc 2.03M (0.95%) 274.50K
Increased by +13.52%
Sep 30, 25
20 American Century Companies Inc 1.94M (0.91%) -117.58K
Decreased by -6.07%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.06M (3.30%) 4.97K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.89M (3.22%) 37.05K
Increased by +0.54%
Feb 28, 26
3 Schwab US Dividend Equity ETF™ 6.74M (3.15%) 17.40K
Increased by +0.26%
Feb 28, 26
4 Vanguard 500 Index Investor 5.61M (2.63%) 53.75K
Increased by +0.96%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 4.74M (2.22%) 16.29K
Increased by +0.34%
Feb 28, 26
6 iShares Select Dividend ETF 3.01M (1.41%) 0.00
Increased by 0.00%
Feb 28, 26
7 iShares Core S&P 500 ETF 2.78M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 2.77M (1.30%) 12.86K
Increased by +0.46%
Jan 31, 26
9 SPDR® S&P 500 ETF 2.77M (1.29%) -40.61K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 2.70M (1.26%) -21.01K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 2.69M (1.26%) -14.15K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.67M (1.25%) 32.64K
Increased by +1.22%
Aug 31, 25
13 Fidelity® 500 Index 2.61M (1.22%) 16.63K
Increased by +0.64%
Nov 30, 23
14 State Street® SPDR® S&P 500® ETF 2.58M (1.21%) -19.43K
Decreased by -0.75%
Feb 28, 26
15 SPDR® S&P Dividend ETF 2.12M (0.99%) 0.00
Increased by 0.00%
Aug 31, 25
16 State Street® SPDR® S&P® Dividend ETF 2.09M (0.98%) 0.00
Increased by 0.00%
Feb 28, 26
17 Vanguard Value Index Inv 2.03M (0.95%) 23.30K
Increased by +1.15%
Feb 28, 26
18 Victory Sycamore Established Value R 1.91M (0.89%) 0.00
Increased by 0.00%
Dec 31, 24
19 Invesco S&P 500® Equal Weight ETF 1.65M (0.77%) -703.00
Decreased by -0.04%
Feb 27, 26
20 The Financial Select Sector SPDR® ETF 1.57M (0.73%) -4.99K
Decreased by -0.32%
Aug 31, 25