Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XHB 3.16%
2 CCFE 3.10%
3 SMCF 2.92%
4 FOVL 2.89%
5 BOUT 2.82%
6 NVQ_old 2.57%
7 NVQ 2.57%
8 MVPA 2.54%
9 ZIG 2.54%
10 PRN 2.34%
11 BMVP 2.29%
12 PWC 2.29%
13 BUL 2.22%
14 MGNR 2.15%
15 SMRI 2.05%
16 ITB 2.02%
17 CDIG 1.93%
18 VNMC 1.82%
19 GVIP 1.78%
20 AMID 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.38M (11.51%) -47.15K
Decreased by -0.38%
Dec 31, 25
2 BlackRock Inc 8.71M (8.10%) 69.27K
Increased by +0.80%
Sep 30, 25
3 State Street Corporation 5.64M (5.25%) -164.91K
Decreased by -2.92%
Mar 31, 24
4 State Street Corp 4.99M (4.64%) -34.29K
Decreased by -0.69%
Sep 30, 25
5 FMR Inc 3.48M (3.23%) -7.93M
Decreased by -228.09%
Dec 31, 25
6 Wellington Management Company LLP 3.32M (3.09%) 73.83K
Increased by +2.23%
Dec 31, 25
7 Geode Capital Management, LLC 2.82M (2.62%) 14.42K
Increased by +0.51%
Dec 31, 25
8 Sands Capital Management, LLC 2.76M (2.57%) 327.07K
Increased by +11.86%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 2.64M (2.46%) 725.90K
Increased by +27.48%
Dec 31, 25
10 Capital Research & Mgmt Co - Division 3 2.53M (2.35%) -1.02M
Decreased by -40.24%
Dec 31, 25
11 Brave Warrior Advisors LLC 2.38M (2.21%) 573.76K
Increased by +24.12%
Dec 31, 25
12 Pacer Advisors, INC. 2.33M (2.17%) 277.02K
Increased by +11.90%
Dec 31, 24
13 Victory Capital Management Inc. 2.03M (1.89%) 134.11K
Increased by +6.61%
Dec 31, 25
14 Diamond Hill Capital Management Inc 1.87M (1.74%) 221.64K
Increased by +11.84%
Dec 31, 25
15 Franklin Resources Inc 1.85M (1.73%) 1.78M
Increased by +96.15%
Sep 30, 25
16 Boston Partners Global Investors, Inc 1.79M (1.67%) -61.44K
Decreased by -3.43%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 1.78M (1.66%) 30.48K
Increased by +1.71%
Sep 30, 25
18 ING Investment Management LLC 1.76M (1.64%) -1.92M
Decreased by -109.35%
Jun 30, 25
19 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.61M (1.50%) -47.90K
Decreased by -2.97%
Mar 31, 25
20 Massachusetts Financial Services Company 1.56M (1.45%) 74.68K
Increased by +4.80%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.70M (3.45%) -154.58K
Decreased by -4.17%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.32M (3.09%) 5.73K
Increased by +0.17%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 3.27M (3.04%) 20.53K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 2.84M (2.65%) 27.33K
Increased by +0.96%
Feb 28, 26
5 Sands Capital Global Growth Equity 2.45M (2.28%) 280.66K
Increased by +11.44%
Dec 31, 25
6 Vanguard Small Cap Index 2.39M (2.22%) 6.08K
Increased by +0.25%
Feb 28, 26
7 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.68%) 35.84K
Increased by +1.98%
Nov 30, 23
8 Invesco S&P 500® Equal Weight ETF 1.56M (1.45%) -665.00
Decreased by -0.04%
Feb 27, 26
9 Vanguard Small Cap Value Index Inv 1.53M (1.43%) 4.37K
Increased by +0.29%
Feb 28, 26
10 SPDR® S&P 500 ETF Trust 1.45M (1.35%) -3.14K
Decreased by -0.22%
Apr 30, 24
11 SPDR® S&P 500 ETF 1.43M (1.33%) -21.08K
Decreased by -1.47%
Mar 31, 25
12 iShares Core S&P 500 ETF 1.41M (1.31%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 1.40M (1.31%) 6.51K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500® ETF Trust 1.39M (1.30%) -7.34K
Decreased by -0.53%
Mar 31, 25
15 Templeton Growth Inc A 1.35M (1.26%) 675.70K
Increased by +50.00%
Jan 31, 26
16 SPDR® S&P 500® ETF 1.34M (1.24%) 16.45K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 1.31M (1.22%) -9.79K
Decreased by -0.75%
Feb 28, 26
18 Fidelity Advisor Growth Opps M 1.29M (1.20%) -189.00K
Decreased by -14.70%
Dec 31, 25
19 Vanguard Windsor Investor Shares 1.22M (1.14%) 311.20K
Increased by +25.41%
Dec 31, 25
20 JHancock Disciplined Value Mid Cap I 1.20M (1.12%) 9.43K
Increased by +0.78%
Jan 31, 26