Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUPL 4.05%
2 UTRN 3.99%
3 SHRY 3.97%
4 RNLC 3.91%
5 FMTM 3.62%
6 KMID 3.47%
7 RISN 3.27%
8 NRSH 3.16%
9 AIRR 3.13%
10 IYT 3.07%
11 QDIV 2.85%
12 BOBP 2.81%
13 USFE 2.52%
14 XTN 2.42%
15 DDIV 2.35%
16 TPOR 2.33%
17 EPAI 2.30%
18 RULE 2.23%
19 AQEC 2.20%
20 FCUS 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.57M (12.33%) 364.16K
Increased by +2.50%
Dec 31, 25
2 BlackRock Inc 9.72M (8.23%) -902.92K
Decreased by -9.29%
Sep 30, 25
3 Arnhold & S. Bleichroeder Advisers, LLC 9.07M (7.68%) -1.49M
Decreased by -16.43%
Dec 31, 25
4 State Street Corporation 7.88M (6.67%) -89.34K
Decreased by -1.13%
Mar 31, 24
5 State Street Corp 6.87M (5.82%) -546.89K
Decreased by -7.96%
Sep 30, 25
6 Wellington Management Company LLP 5.45M (4.62%) -1.69M
Decreased by -30.98%
Dec 31, 25
7 FMR Inc 4.38M (3.70%) 902.50K
Increased by +20.62%
Dec 31, 25
8 Goldman Sachs Group Inc 3.56M (3.01%) 2.00M
Increased by +56.21%
Dec 31, 23
9 Boston Partners Global Investors, Inc 3.27M (2.77%) -456.50K
Decreased by -13.94%
Dec 31, 25
10 Geode Capital Management, LLC 3.21M (2.72%) 16.96K
Increased by +0.53%
Dec 31, 25
11 Van Eck Associates Corporation 3.02M (2.56%) 2.24K
Increased by +0.07%
Dec 31, 25
12 Cresset Asset Management, LLC 2.20M (1.86%) 428.00
Increased by +0.02%
Sep 30, 24
13 Ancora Advisors LLC 2.12M (1.80%) -2.00K
Decreased by -0.09%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 1.98M (1.68%) 103.41K
Increased by +5.21%
Sep 30, 25
15 Amvescap Plc. 1.97M (1.67%) -429.90K
Decreased by -21.79%
Sep 30, 25
16 Bank of New York Mellon Corp 1.94M (1.64%) -76.33K
Decreased by -3.94%
Sep 30, 25
17 First Trust Advisors L.P. 1.87M (1.59%) 322.48K
Increased by +17.22%
Dec 31, 25
18 Northern Trust Corp 1.79M (1.52%) -3.86K
Decreased by -0.22%
Sep 30, 25
19 D. E. Shaw & Co LP 1.68M (1.42%) -489.70K
Decreased by -29.21%
Dec 31, 25
20 UBS Asset Mgmt Americas Inc 1.64M (1.39%) 227.41K
Increased by +13.84%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 4.11M (3.48%) -1.64M
Decreased by -40.03%
Feb 28, 26
2 Vanguard Total Stock Mkt Idx Inv 3.74M (3.16%) 18.33K
Increased by +0.49%
Feb 28, 26
3 Vanguard US Total Market Shares ETF 3.52M (2.98%) 2.60K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.37M (2.86%) 21.19K
Increased by +0.63%
May 31, 25
5 Schwab US Dividend Equity ETF™ 3.08M (2.61%) 2.54K
Increased by +0.08%
Feb 28, 25
6 Vanguard 500 Index Investor 3.04M (2.57%) 29.15K
Increased by +0.96%
Feb 28, 26
7 Vanguard Small Cap Index 2.68M (2.27%) 6.80K
Increased by +0.25%
Feb 28, 26
8 VanEck Morningstar Wide Moat ETF 2.48M (2.10%) 0.00
Increased by 0.00%
Aug 31, 24
9 VanEck Morningstar Wide Moat 2.48M (2.10%) -48.43K
Decreased by -1.96%
Jun 30, 24
10 Vanguard Small Cap Value Index Inv 1.72M (1.46%) 4.89K
Increased by +0.28%
Feb 28, 26
11 iShares Core S&P 500 ETF 1.51M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
12 First Trust RBA Amer Indl RenaisTM ETF 1.51M (1.27%) 5.09K
Increased by +0.34%
Feb 26, 26
13 Fidelity 500 Index 1.50M (1.27%) 6.96K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 1.46M (1.24%) -20.93K
Decreased by -1.43%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 1.42M (1.21%) -7.56K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.42M (1.20%) 17.71K
Increased by +1.24%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 1.41M (1.19%) -10.90K
Decreased by -0.78%
Mar 31, 24
18 State Street® SPDR® S&P 500® ETF 1.40M (1.18%) -10.56K
Decreased by -0.76%
Feb 28, 26
19 Fidelity® 500 Index 1.36M (1.15%) 8.63K
Increased by +0.64%
Nov 30, 23
20 Pacer US Cash Cows 100 ETF 1.25M (1.06%) 2.24K
Increased by +0.18%
Mar 28, 24