Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AAUM 5.01%
2 GPZ 4.60%
3 USSE 4.15%
4 UTRN 4.07%
5 LBO 3.85%
6 PFI 3.74%
7 XUDV 3.44%
8 BOUT 3.09%
9 BKIV 2.72%
10 FDIV 2.02%
11 FFTY 1.96%
12 BASG 1.92%
13 WBIL 1.86%
14 DDIV 1.85%
15 MVFD 1.81%
16 NUMG 1.76%
17 KCE 1.70%
18 ICAP 1.62%
19 TSME 1.58%
20 TGLB 1.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.05M (12.12%) 4.37M
Increased by +16.79%
Dec 31, 25
2 JPMorgan Chase & Co 15.60M (7.26%) 7.41M
Increased by +47.49%
Sep 30, 25
3 Sumitomo Mitsui Financial Group Inc 13.36M (6.22%) 0.00
Increased by 0.00%
Sep 30, 25
4 BlackRock Inc 12.96M (6.03%) -239.70K
Decreased by -1.85%
Sep 30, 25
5 Capital World Investors 10.13M (4.71%) -1.45M
Decreased by -14.31%
Dec 31, 25
6 FMR Inc 8.14M (3.79%) 210.08K
Increased by +2.58%
Dec 31, 25
7 T. Rowe Price Associates, Inc. 7.57M (3.52%) 1.32M
Increased by +17.40%
Sep 30, 25
8 Wellington Management Company LLP 5.83M (2.71%) -3.55M
Decreased by -60.96%
Dec 31, 25
9 Massachusetts Financial Services Company 5.71M (2.65%) 1.19M
Increased by +20.81%
Dec 31, 25
10 Geode Capital Management, LLC 5.49M (2.55%) 1.96M
Increased by +35.77%
Dec 31, 25
11 Franklin Resources Inc 5.30M (2.47%) -317.81K
Decreased by -6.00%
Sep 30, 25
12 Bank of America Corp 4.57M (2.13%) 340.89K
Increased by +7.46%
Sep 30, 25
13 Canada Pension Plan Investment Board 4.48M (2.08%) 2.49M
Increased by +55.72%
Dec 31, 25
14 State Street Corp 4.29M (2.00%) 166.35K
Increased by +3.88%
Sep 30, 25
15 Capital Research & Mgmt Co - Division 3 4.26M (1.98%) 14.52K
Increased by +0.34%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 3.67M (1.71%) -20.77K
Decreased by -0.57%
Sep 30, 25
17 Principal Financial Group Inc 3.53M (1.64%) 94.83K
Increased by +2.68%
Sep 30, 25
18 State Street Corporation 3.49M (1.63%) 155.39K
Increased by +4.45%
Mar 31, 24
19 Millennium Management LLC 2.62M (1.22%) 878.11K
Increased by +33.50%
Sep 30, 23
20 NORGES BANK 2.45M (1.14%) 552.05K
Increased by +22.52%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.52M (3.04%) 47.96K
Increased by +0.74%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 5.61M (2.61%) -143.75K
Decreased by -2.56%
Sep 30, 24
3 Vanguard 500 Index Investor 5.30M (2.47%) 50.10K
Increased by +0.95%
Feb 28, 26
4 FS MVP Private Markets I 4.71M (2.19%) 4.71M
Increased by +100.00%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 4.48M (2.08%) 15.63K
Increased by +0.35%
Feb 28, 26
6 American Funds Income Fund of Amer A 4.20M (1.95%) -757.83K
Decreased by -18.05%
Dec 31, 25
7 American Funds SMALLCAP World A 4.19M (1.95%) -102.69K
Decreased by -2.45%
Sep 30, 24
8 American Funds Fundamental Invs A 3.67M (1.71%) 0.00
Increased by 0.00%
Dec 31, 25
9 Capital Group Fundamental Invtrs Comp 3.67M (1.71%) 0.00
Increased by 0.00%
Dec 31, 25
10 American Funds Growth Fund of Amer A 3.37M (1.57%) 0.00
Increased by 0.00%
Dec 31, 25
11 Capital Group Growth Fnd of Amer Comp 3.37M (1.57%) 0.00
Increased by 0.00%
Dec 31, 25
12 Franklin Rising Dividends Fund A 3.27M (1.52%) 440.00K
Increased by +13.48%
Feb 28, 26
13 Fidelity Magellan 2.85M (1.33%) -60.80K
Decreased by -2.13%
Jan 31, 26
14 Franklin Rising Dividends A 2.83M (1.31%) 147.50K
Increased by +5.22%
Jan 31, 26
15 Fidelity® Magellan® 2.75M (1.28%) -1.80K
Decreased by -0.07%
Nov 30, 23
16 Principal Aligned MidCap Equity 2.68M (1.25%) 33.70K
Increased by +1.26%
Dec 31, 25
17 Principal MidCap R5 2.68M (1.25%) 2.68M
Increased by +100.00%
Jan 31, 26
18 iShares Core S&P 500 ETF 2.63M (1.22%) 0.00
Increased by 0.00%
Feb 28, 26
19 Fidelity 500 Index 2.62M (1.22%) 12.13K
Increased by +0.46%
Jan 31, 26
20 Vanguard Growth Index Investor 2.59M (1.20%) 7.39K
Increased by +0.29%
Feb 28, 26