Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMN 8.28%
2 SBM 8.28%
3 GCIG 7.64%
4 IBAT 6.07%
5 FCTE 4.93%
6 IYM 4.91%
7 XLB 4.79%
8 HJEN 4.63%
9 FMAT 4.38%
10 LDRX 4.31%
11 HDRO 4.10%
12 RSPM 4.09%
13 RTM 4.09%
14 UTRN 4.01%
15 BEEZ 3.96%
16 PWER 3.91%
17 UYM 3.61%
18 VAW 3.59%
19 CCOR 3.56%
20 TLCI 3.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.30M (10.03%) 303.94K
Increased by +1.36%
Dec 31, 25
2 BlackRock Inc 17.51M (7.88%) -19.55K
Decreased by -0.11%
Sep 30, 25
3 JPMorgan Chase & Co 13.08M (5.88%) 6.64M
Increased by +50.79%
Sep 30, 25
4 Capital Research & Mgmt Co - Division 3 12.79M (5.75%) 3.92M
Increased by +30.66%
Dec 31, 25
5 Capital Research Global Investors 11.90M (5.36%) 137.59K
Increased by +1.16%
Dec 31, 25
6 State Farm Mutual Automobile Ins Co 11.84M (5.33%) 0.00
Increased by 0.00%
Dec 31, 25
7 State Street Corporation 9.62M (4.33%) -25.20K
Decreased by -0.26%
Mar 31, 24
8 State Street Corp 9.56M (4.30%) 106.58K
Increased by +1.11%
Sep 30, 25
9 Dodge & Cox 9.24M (4.15%) 231.72K
Increased by +2.51%
Dec 31, 25
10 Geode Capital Management, LLC 4.95M (2.23%) -167.22K
Decreased by -3.38%
Dec 31, 25
11 Bank of America Corp 4.91M (2.21%) -490.20K
Decreased by -9.98%
Sep 30, 25
12 Viking Global Investors LP 4.78M (2.15%) 1.12M
Increased by +23.32%
Dec 31, 25
13 Franklin Resources Inc 4.62M (2.08%) 821.52K
Increased by +17.80%
Sep 30, 25
14 NORGES BANK 4.31M (1.94%) 690.43K
Increased by +16.03%
Dec 31, 25
15 Mantle Ridge LP 4.11M (1.85%) 0.00
Increased by 0.00%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 3.91M (1.76%) 190.56K
Increased by +4.88%
Sep 30, 25
17 Northern Trust Corp 3.27M (1.47%) -106.56K
Decreased by -3.26%
Sep 30, 25
18 Massachusetts Financial Services Company 2.74M (1.23%) -55.49K
Decreased by -2.03%
Sep 30, 24
19 ClearBridge Advisors, LLC 2.69M (1.21%) 1.11M
Increased by +41.24%
Dec 31, 25
20 Aristotle Capital Management LLC 2.67M (1.20%) -307.03K
Decreased by -11.50%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.04M (3.17%) 5.07K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.04M (3.17%) 36.04K
Increased by +0.51%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 6.33M (2.85%) 43.74K
Increased by +0.69%
May 31, 25
4 Dodge & Cox Stock I 6.14M (2.76%) 141.80K
Increased by +2.31%
Dec 31, 25
5 Vanguard 500 Index Investor 5.72M (2.58%) 54.66K
Increased by +0.95%
Feb 28, 26
6 American Funds Washington Mutual A 5.46M (2.46%) 2.25M
Increased by +41.08%
Dec 31, 25
7 Capital Group Wash Mutual Invtrs Comp 5.46M (2.46%) 2.25M
Increased by +41.08%
Dec 31, 25
8 American Funds Invmt Co of Amer A 3.53M (1.59%) 0.00
Increased by 0.00%
Dec 31, 25
9 Capital Group Investment Co of Amer Comp 3.53M (1.59%) 0.00
Increased by 0.00%
Dec 31, 25
10 American Funds American Mutual A 3.46M (1.56%) 0.00
Increased by 0.00%
Dec 31, 25
11 Capital Group American Mutual Comp 3.46M (1.56%) 0.00
Increased by 0.00%
Dec 31, 25
12 JPM US Equity Income-Composite 3.03M (1.37%) 0.00
Increased by 0.00%
Dec 31, 25
13 JPM US Equity Income-MA 3.03M (1.37%) 0.00
Increased by 0.00%
Dec 31, 25
14 JPMorgan Equity Income I 2.85M (1.28%) -187.46K
Decreased by -6.58%
Jan 31, 26
15 iShares Core S&P 500 ETF 2.84M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
16 Fidelity 500 Index 2.83M (1.27%) 11.92K
Increased by +0.42%
Jan 31, 26
17 SPDR® S&P 500 ETF 2.77M (1.24%) -40.61K
Decreased by -1.47%
Mar 31, 25
18 Franklin Income A1 2.75M (1.24%) 0.00
Increased by 0.00%
Feb 28, 26
19 SPDR® S&P 500® ETF Trust 2.69M (1.21%) -14.15K
Decreased by -0.53%
Mar 31, 25
20 SPDR® S&P 500® ETF 2.68M (1.21%) 33.14K
Increased by +1.24%
Aug 31, 25