Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IRBO 1000.00%
2 SSG 9.72%
3 TDIV 7.61%
4 TDVI 7.59%
5 ETFT 7.04%
6 BAMV 5.46%
7 IWTR 4.93%
8 PSI 4.83%
9 DHLX 4.71%
10 SMH 4.63%
11 DUSA 4.54%
12 CHPS 4.53%
13 RNDV 4.44%
14 SHOC 4.21%
15 KNGZ 4.11%
16 MBCC 4.10%
17 UTRN 4.02%
18 XT 3.94%
19 SCHD 3.90%
20 SOXX 3.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 96.53M (10.66%) 81.49K
Increased by +0.08%
Dec 31, 25
2 BlackRock Inc 76.89M (8.49%) 47.56K
Increased by +0.06%
Sep 30, 25
3 JPMorgan Chase & Co 54.33M (6.00%) 24.22M
Increased by +44.58%
Sep 30, 25
4 State Street Corp 43.56M (4.81%) 230.10K
Increased by +0.53%
Sep 30, 25
5 State Street Corporation 40.64M (4.49%) 2.31M
Increased by +5.67%
Mar 31, 24
6 Charles Schwab Investment Management Inc 24.29M (2.68%) 1.52M
Increased by +6.25%
Dec 31, 25
7 Geode Capital Management, LLC 22.87M (2.53%) 248.51K
Increased by +1.09%
Dec 31, 25
8 Bank of America Corp 19.02M (2.10%) -48.26K
Decreased by -0.25%
Sep 30, 25
9 Amvescap Plc. 16.44M (1.82%) 2.37M
Increased by +14.40%
Sep 30, 25
10 Wellington Management Company LLP 16.07M (1.78%) -1.02M
Decreased by -6.36%
Dec 31, 25
11 T. Rowe Price Associates, Inc. 15.68M (1.73%) 1.42M
Increased by +9.06%
Sep 30, 25
12 NORGES BANK 14.51M (1.60%) 844.83K
Increased by +5.82%
Dec 31, 25
13 Barclays PLC 14.20M (1.57%) 9.17M
Increased by +64.59%
Jun 30, 24
14 Morgan Stanley - Brokerage Accounts 12.22M (1.35%) 566.76K
Increased by +4.64%
Sep 30, 25
15 Capital Research Global Investors 11.85M (1.31%) -2.59M
Decreased by -21.88%
Dec 31, 25
16 Van Eck Associates Corporation 11.61M (1.28%) 2.47M
Increased by +21.31%
Dec 31, 25
17 AllianceBernstein L.P. 11.56M (1.28%) 305.02K
Increased by +2.64%
Sep 30, 25
18 Goldman Sachs Group Inc 10.86M (1.20%) 2.12M
Increased by +19.53%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 10.72M (1.18%) 2.35M
Increased by +21.93%
Jun 30, 25
20 The Goldman Sachs Group Inc 10.68M (1.18%) -172.36K
Decreased by -1.61%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 28.92M (3.19%) 66.74K
Increased by +0.23%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 28.74M (3.17%) 125.41K
Increased by +0.44%
Feb 28, 26
3 Vanguard 500 Index Investor 23.37M (2.58%) 222.28K
Increased by +0.95%
Feb 28, 26
4 Invesco QQQ Trust 19.33M (2.13%) 0.00
Increased by 0.00%
Feb 28, 26
5 Schwab US Dividend Equity ETF™ 16.46M (1.82%) 42.03K
Increased by +0.26%
Feb 28, 26
6 iShares Core S&P 500 ETF 11.58M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
7 Fidelity 500 Index 11.54M (1.28%) 53.51K
Increased by +0.46%
Jan 31, 26
8 SPDR® S&P 500 ETF 11.32M (1.25%) -195.72K
Decreased by -1.73%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 11.04M (1.22%) 64.80K
Increased by +0.59%
Mar 28, 24
10 SPDR® S&P 500® ETF Trust 11.02M (1.22%) -57.78K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 10.97M (1.21%) 135.10K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 10.69M (1.18%) -80.94K
Decreased by -0.76%
Feb 28, 26
13 Fidelity® 500 Index 10.58M (1.17%) 67.33K
Increased by +0.64%
Nov 30, 23
14 VanEck Semiconductor ETF 10.54M (1.16%) -23.14K
Decreased by -0.22%
Feb 28, 26
15 American Funds Invmt Co of Amer A 8.41M (0.93%) 1.53M
Increased by +18.19%
Sep 30, 24
16 Capital Group Investment Co of Amer Comp 8.41M (0.93%) 1.53M
Increased by +18.19%
Sep 30, 24
17 The Technology Select Sector SPDR® ETF 7.35M (0.81%) 3.45K
Increased by +0.05%
Aug 31, 25
18 State Street®TechSelSectSPDR®ETF 7.05M (0.78%) -35.90K
Decreased by -0.51%
Feb 28, 26
19 Vanguard PRIMECAP Inv 6.81M (0.75%) -974.77K
Decreased by -14.32%
Dec 31, 25
20 Vanguard Dividend Growth Inv 6.50M (0.72%) -970.50K
Decreased by -14.93%
Dec 31, 25