Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NLSI 4.26%
2 IAK 4.05%
3 KBWP 4.04%
4 UTRN 3.63%
5 NEWZ 3.41%
6 BCUS 3.15%
7 RISN 2.97%
8 FTGS 2.25%
9 FGSI 2.22%
10 RULE 2.18%
11 FTCS 2.15%
12 BCFN 2.09%
13 SHRY 2.03%
14 CZA 1.96%
15 BUSA 1.91%
16 KIE 1.88%
17 PFI 1.79%
18 FXO 1.78%
19 PXLG 1.75%
20 SPGP 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.29M (12.03%) -1.02M
Decreased by -2.48%
Dec 31, 25
2 BlackRock Inc 32.46M (9.46%) -463.65K
Decreased by -1.43%
Sep 30, 25
3 Artisan Partners Limited Partnership 23.25M (6.77%) -390.41K
Decreased by -1.68%
Dec 31, 25
4 BAMCO Inc 17.99M (5.24%) -772.15K
Decreased by -4.29%
Dec 31, 25
5 State Street Corp 16.77M (4.89%) -176.99K
Decreased by -1.06%
Sep 30, 25
6 JPMorgan Chase & Co 16.38M (4.77%) 8.55M
Increased by +52.20%
Sep 30, 25
7 State Street Corporation 15.92M (4.64%) 60.83K
Increased by +0.38%
Mar 31, 24
8 WCM Investment Management 13.28M (3.87%) -241.49K
Decreased by -1.82%
Dec 31, 25
9 Geode Capital Management, LLC 10.47M (3.05%) -227.14K
Decreased by -2.17%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 8.50M (2.48%) 617.04K
Increased by +7.26%
Jun 30, 25
11 Davis Asset Management, L.P. 7.15M (2.08%) 5.95M
Increased by +83.22%
Dec 31, 23
12 Goldman Sachs Group Inc 5.34M (1.56%) 2.53M
Increased by +47.40%
Dec 31, 23
13 Principal Financial Group Inc 5.15M (1.50%) -687.38K
Decreased by -13.35%
Sep 30, 25
14 Nuveen Asset Management, LLC 4.89M (1.42%) 93.23K
Increased by +1.91%
Dec 31, 24
15 Northern Trust Corp 4.87M (1.42%) -935.00
Decreased by -0.02%
Sep 30, 25
16 NORGES BANK 4.83M (1.41%) -20.44K
Decreased by -0.42%
Dec 31, 25
17 Capital World Investors 4.76M (1.39%) -5.85M
Decreased by -123.01%
Mar 31, 24
18 Madison Investment Advisors, LLC 4.44M (1.29%) 4.44M
Increased by +100.00%
Dec 31, 24
19 Madison Asset Management, LLC 4.33M (1.26%) -375.52K
Decreased by -8.67%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 4.26M (1.24%) -57.69K
Decreased by -1.36%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 17.13M (4.99%) -246.63K
Decreased by -1.44%
Dec 31, 25
2 Artisan International Value Investor 17.13M (4.99%) -246.63K
Decreased by -1.44%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 11.33M (3.30%) 51.94K
Increased by +0.46%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 10.89M (3.17%) 50.84K
Increased by +0.47%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 10.66M (3.11%) 74.30K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 9.29M (2.71%) 88.37K
Increased by +0.95%
Feb 28, 26
7 Baron Small Cap Growth Strategy 8.43M (2.45%) -125.00K
Decreased by -1.48%
Jun 30, 25
8 Vanguard Mid Cap Index Institutional 7.49M (2.18%) 26.14K
Increased by +0.35%
Feb 28, 26
9 Baron Growth Retail 7.13M (2.08%) -555.00K
Decreased by -7.78%
Dec 31, 25
10 Baron Growth Strategy 7.13M (2.08%) -555.00K
Decreased by -7.78%
Dec 31, 25
11 Baron Partners Retail 6.17M (1.80%) 0.00
Increased by 0.00%
Dec 31, 25
12 WCM Focused International Growth Instl 4.88M (1.42%) -232.91K
Decreased by -4.77%
Dec 31, 25
13 WCM Inv Mgt Focused Growth Intl 4.88M (1.42%) -232.91K
Decreased by -4.77%
Dec 31, 25
14 SPDR® S&P 500 ETF 4.66M (1.36%) -68.20K
Decreased by -1.46%
Mar 31, 25
15 iShares Core S&P 500 ETF 4.60M (1.34%) 0.00
Increased by 0.00%
Feb 28, 26
16 Fidelity 500 Index 4.59M (1.34%) 21.27K
Increased by +0.46%
Jan 31, 26
17 SPDR® S&P 500® ETF Trust 4.54M (1.32%) -23.76K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 4.50M (1.31%) 55.41K
Increased by +1.23%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 4.37M (1.27%) -9.46K
Decreased by -0.22%
Apr 30, 24
20 Fidelity® 500 Index 4.32M (1.26%) 34.40K
Increased by +0.80%
Oct 31, 23