Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYZ 13.43%
2 DJD 10.53%
3 HDLV 9.95%
4 HDLB 9.25%
5 FDL 7.46%
6 SPDG 7.41%
7 WBIY 6.34%
8 HDV 6.33%
9 DIVZ 6.24%
10 DOGG 6.22%
11 KNGZ 5.38%
12 NXTV 5.25%
13 XUDV 4.96%
14 DURA 4.95%
15 GBLO 4.94%
16 FCOM 4.91%
17 XLC 4.85%
18 IXP 4.82%
19 RSPC 4.76%
20 PRVS 4.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 379.40M (9.01%) 5.50M
Increased by +1.45%
Dec 31, 25
2 BlackRock Inc 360.83M (8.57%) 7.48M
Increased by +2.07%
Sep 30, 25
3 State Street Corp 215.49M (5.12%) 7.28M
Increased by +3.38%
Sep 30, 25
4 State Street Corporation 184.63M (4.38%) 1.44M
Increased by +0.78%
Mar 31, 24
5 Charles Schwab Investment Management Inc 116.57M (2.77%) 5.85M
Increased by +5.02%
Dec 31, 25
6 Geode Capital Management, LLC 102.63M (2.44%) 867.69K
Increased by +0.85%
Dec 31, 25
7 JPMorgan Chase & Co 85.31M (2.03%) 46.86M
Increased by +54.93%
Sep 30, 25
8 Morgan Stanley - Brokerage Accounts 77.31M (1.84%) 3.86M
Increased by +4.99%
Sep 30, 25
9 Bank of America Corp 60.28M (1.43%) 3.67M
Increased by +6.09%
Sep 30, 25
10 NORGES BANK 57.87M (1.37%) 100.00
Increased by +0.00%
Dec 31, 25
11 Northern Trust Corp 45.27M (1.07%) 557.58K
Increased by +1.23%
Sep 30, 25
12 GQG Partners LLC 43.87M (1.04%) -9.12M
Decreased by -20.80%
Dec 31, 25
13 UBS Asset Mgmt Americas Inc 37.01M (0.88%) -10.65M
Decreased by -28.77%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 30.76M (0.73%) -1.56M
Decreased by -5.08%
Dec 31, 25
15 The Goldman Sachs Group Inc 30.15M (0.72%) 565.65K
Increased by +1.88%
Sep 30, 25
16 Goldman Sachs Group Inc 29.58M (0.70%) -1.22M
Decreased by -4.11%
Jun 30, 25
17 FMR Inc 29.09M (0.69%) -3.61M
Decreased by -12.41%
Dec 31, 25
18 Legal & General Group PLC 28.00M (0.66%) -185.68K
Decreased by -0.66%
Dec 31, 25
19 UBS Group AG 26.69M (0.63%) 3.43M
Increased by +12.86%
Sep 30, 25
20 Royal Bank of Canada 25.04M (0.59%) -25.30M
Decreased by -101.02%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 120.04M (2.85%) 498.64K
Increased by +0.42%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 120.01M (2.85%) 101.33K
Increased by +0.08%
Sep 30, 24
3 Vanguard 500 Index Investor 108.45M (2.57%) 1.03M
Increased by +0.95%
Feb 28, 26
4 Schwab US Dividend Equity ETF™ 73.91M (1.75%) 188.30K
Increased by +0.25%
Feb 28, 26
5 iShares Core S&P 500 ETF 53.75M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 53.57M (1.27%) 248.33K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 52.39M (1.24%) -766.94K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 51.00M (1.21%) -267.19K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 50.95M (1.21%) 626.43K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 49.71M (1.18%) 112.32K
Increased by +0.23%
Apr 30, 24
11 State Street® SPDR® S&P 500® ETF 49.62M (1.18%) -375.92K
Decreased by -0.76%
Feb 28, 26
12 Fidelity® 500 Index 48.99M (1.16%) 311.75K
Increased by +0.64%
Nov 30, 23
13 Performer (AFRIS) 36.65M (0.87%) 36.65M
Increased by +100.00%
Feb 29, 24
14 Vanguard Value Index Inv 35.35M (0.84%) 429.55K
Increased by +1.22%
Feb 28, 26
15 State Street® CommServSelSectSPDR®ETF 30.26M (0.72%) 65.91K
Increased by +0.22%
Feb 27, 26
16 The Comm Svcs Sel Sect SPDR® ETF 24.27M (0.58%) 155.99K
Increased by +0.64%
Aug 29, 25
17 Vanguard Institutional Index I 23.88M (0.57%) -183.96K
Decreased by -0.77%
Feb 28, 26
18 State St S&P 500® Indx SL Cl III 22.48M (0.53%) 25.20K
Increased by +0.11%
Feb 28, 26
19 Communication Services Sel Sect SPDR®ETF 19.37M (0.46%) -13.31K
Decreased by -0.07%
Apr 30, 24
20 Vanguard Institutional 500 Index Trust 18.93M (0.45%) 112.19K
Increased by +0.59%
Feb 28, 26