Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AAUM 5.14%
2 SGDJ 4.92%
3 LBO 4.53%
4 GPZ 4.42%
5 PSP 3.02%
6 SGDM 2.86%
7 FMTM 2.74%
8 DDIV 2.47%
9 GINX 2.28%
10 GOAU 2.10%
11 GOEX 2.05%
12 SAEF 1.99%
13 CNAV 1.88%
14 AMID 1.86%
15 BMVP 1.79%
16 KCE 1.61%
17 OAKG 1.57%
18 LIVR 1.34%
19 TMVE 1.31%
20 DVLU 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 32.50M (12.36%) 1.06M
Increased by +3.26%
Sep 30, 25
2 Vanguard Group Inc 26.37M (10.03%) 934.24K
Increased by +3.54%
Dec 31, 25
3 Capital World Investors 19.97M (7.60%) -5.00K
Decreased by -0.03%
Dec 31, 25
4 Harris Associates L.P. 15.20M (5.78%) 4.27M
Increased by +28.10%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 10.11M (3.84%) 969.95K
Increased by +9.60%
Sep 30, 25
6 State Street Corp 9.94M (3.78%) 1.72M
Increased by +17.30%
Sep 30, 25
7 Millennium Management LLC 8.34M (3.17%) 3.41M
Increased by +40.89%
Dec 31, 25
8 State Street Corporation 8.07M (3.07%) 165.81K
Increased by +2.05%
Mar 31, 24
9 Massachusetts Financial Services Company 7.74M (2.94%) 117.22K
Increased by +1.52%
Dec 31, 25
10 William Blair Investment Management, LLC 7.13M (2.71%) -1.62M
Decreased by -22.67%
Dec 31, 25
11 Alkeon Capital Management, LLC 5.94M (2.26%) 0.00
Increased by 0.00%
Dec 31, 25
12 Boston Partners Global Investors, Inc 5.53M (2.10%) -636.93K
Decreased by -11.51%
Dec 31, 25
13 Goldman Sachs Group Inc 5.19M (1.97%) 4.31M
Increased by +83.00%
Dec 31, 23
14 Vulcan Value Partners, LLC 5.18M (1.97%) -153.16K
Decreased by -2.96%
Mar 31, 25
15 Geode Capital Management, LLC 5.00M (1.90%) 79.13K
Increased by +1.58%
Dec 31, 25
16 NORGES BANK 4.88M (1.85%) 1.96M
Increased by +40.11%
Dec 31, 25
17 UBS Group AG 4.04M (1.54%) 407.49K
Increased by +10.09%
Sep 30, 25
18 Ariel Investments, LLC 3.95M (1.50%) -283.05K
Decreased by -7.17%
Dec 31, 25
19 JPMorgan Chase & Co 3.84M (1.46%) 1.55M
Increased by +40.50%
Sep 30, 24
20 Royal Bank of Canada 3.31M (1.26%) 2.99M
Increased by +90.16%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 14.42M (5.49%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 8.54M (3.25%) 14.89K
Increased by +0.17%
Feb 28, 26
3 iShares Core S&P Mid-Cap ETF 8.38M (3.19%) 1.54M
Increased by +18.33%
Feb 28, 26
4 Vanguard US Total Market Shares ETF 7.32M (2.79%) -115.87K
Decreased by -1.58%
Sep 30, 24
5 Oakmark Investor 6.69M (2.54%) 0.00
Increased by 0.00%
Dec 31, 25
6 Vanguard Small Cap Index 6.14M (2.34%) 15.80K
Increased by +0.26%
Feb 28, 26
7 American Funds Washington Mutual A 4.69M (1.79%) 0.00
Increased by 0.00%
Dec 31, 25
8 Capital Group Wash Mutual Invtrs Comp 4.69M (1.79%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard Windsor II Inv 4.14M (1.57%) 4.14M
Increased by +100.00%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 3.94M (1.50%) 11.21K
Increased by +0.28%
Feb 28, 26
11 MFS Mid Cap Growth A 3.66M (1.39%) 3.66M
Increased by +100.00%
Jan 31, 26
12 MFS Mid Cap Growth Equity 3.66M (1.39%) 127.32K
Increased by +3.48%
Dec 31, 25
13 JHancock Disciplined Value Mid Cap I 2.88M (1.10%) -1.13M
Decreased by -39.16%
Jan 31, 26
14 Vanguard Institutional Extnd Mkt Idx Tr 2.83M (1.08%) 25.61K
Increased by +0.91%
Feb 28, 26
15 Vulcan Value Partners Focus 2.65M (1.01%) -37.87K
Decreased by -1.43%
Mar 31, 25
16 State Street® SPDR® S&P MIDCAP 400® ETF 1.90M (0.72%) 20.27K
Increased by +1.07%
Feb 28, 26
17 Vulcan Value Partners Large Cap Value 1.89M (0.72%) -410.79K
Decreased by -21.72%
Sep 30, 24
18 BlackRock Equity Dividend Instl 1.87M (0.71%) -18.35K
Decreased by -0.98%
Feb 28, 26
19 MFS Mid Cap Value Equity 1.74M (0.66%) -70.66K
Decreased by -4.05%
Dec 31, 25
20 MFS Mid Cap Value A 1.72M (0.65%) 1.72M
Increased by +100.00%
Jan 31, 26