Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.07%
2 PRVS 4.83%
3 UTRN 4.00%
4 BEEZ 3.84%
5 MADE 3.84%
6 LOPP 3.82%
7 VNSE 3.82%
8 EPMV 3.58%
9 PLGI 3.35%
10 DIVC 3.33%
11 MDLV 3.31%
12 PRN 3.30%
13 FMTM 3.29%
14 RULE 3.22%
15 XKST 2.57%
16 FTDS 2.52%
17 FTCS 2.47%
18 CTEX 2.47%
19 EPMB 2.46%
20 FIXT 2.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.75M (12.91%) 98.54K
Increased by +0.56%
Dec 31, 25
2 BlackRock Inc 11.61M (8.45%) -614.93K
Decreased by -5.29%
Sep 30, 25
3 State Street Corp 6.46M (4.70%) -78.97K
Decreased by -1.22%
Sep 30, 25
4 State Street Corporation 6.07M (4.42%) -259.69K
Decreased by -4.28%
Mar 31, 24
5 FMR Inc 5.65M (4.11%) 1.53M
Increased by +27.16%
Dec 31, 25
6 Morgan Stanley - Brokerage Accounts 3.79M (2.76%) 17.90K
Increased by +0.47%
Sep 30, 25
7 Geode Capital Management, LLC 3.58M (2.61%) 35.29K
Increased by +0.98%
Dec 31, 25
8 Fisher Asset Management, LLC 3.41M (2.48%) 43.72K
Increased by +1.28%
Dec 31, 25
9 Pathway Financial Advisors, LLC 2.53M (1.84%) 2.52M
Increased by +99.68%
Sep 30, 24
10 Goldman Sachs Group Inc 2.44M (1.77%) 1.47M
Increased by +60.24%
Dec 31, 23
11 JPMorgan Chase & Co 2.21M (1.61%) 1.08M
Increased by +48.93%
Sep 30, 25
12 Capital Research Global Investors 2.21M (1.61%) -100.15K
Decreased by -4.54%
Sep 30, 23
13 Columbia Mgmt Investment Advisers, LLC 2.05M (1.49%) 174.66K
Increased by +8.54%
Sep 30, 24
14 Northern Trust Corp 1.73M (1.26%) -21.65K
Decreased by -1.25%
Sep 30, 25
15 NORGES BANK 1.69M (1.23%) 146.67K
Increased by +8.67%
Dec 31, 25
16 Bank of America Corp 1.65M (1.20%) 604.28K
Increased by +36.67%
Sep 30, 25
17 T. Rowe Price Associates, Inc. 1.62M (1.18%) -415.28K
Decreased by -25.70%
Sep 30, 25
18 Royal Bank of Canada 1.58M (1.15%) -627.77K
Decreased by -39.80%
Sep 30, 25
19 Dimensional Fund Advisors, Inc. 1.55M (1.13%) 10.57K
Increased by +0.68%
Dec 31, 25
20 Hotchkis & Wiley Capital Management LLC 1.53M (1.11%) 209.42K
Increased by +13.66%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.37M (3.17%) 15.16K
Increased by +0.35%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 4.35M (3.16%) 19.72K
Increased by +0.45%
Sep 30, 24
3 Vanguard 500 Index Investor 3.55M (2.58%) 33.71K
Increased by +0.95%
Feb 28, 26
4 Vanguard Mid Cap Index Institutional 3.00M (2.18%) 10.51K
Increased by +0.35%
Feb 28, 26
5 Loomis Sayles Core Disc Alpha Trust Cl B 2.28M (1.66%) 2.28M
Increased by +100.00%
Jun 30, 25
6 iShares Core S&P 500 ETF 1.76M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
7 Fidelity 500 Index 1.75M (1.28%) 8.13K
Increased by +0.46%
Jan 31, 26
8 SPDR® S&P 500 ETF 1.71M (1.24%) -25.11K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 1.66M (1.21%) -8.75K
Decreased by -0.53%
Mar 31, 25
10 SPDR® S&P 500® ETF 1.66M (1.21%) 20.49K
Increased by +1.23%
Aug 31, 25
11 Fidelity® 500 Index 1.65M (1.20%) 10.50K
Increased by +0.64%
Nov 30, 23
12 State Street® SPDR® S&P 500® ETF 1.62M (1.18%) -12.24K
Decreased by -0.75%
Feb 28, 26
13 SPDR® S&P 500 ETF Trust 1.61M (1.17%) 3.65K
Increased by +0.23%
Apr 30, 24
14 Pacer US Cash Cows 100 ETF 1.55M (1.13%) 3.37K
Increased by +0.22%
Apr 30, 24
15 Vanguard Value Index Inv 1.29M (0.93%) 14.85K
Increased by +1.16%
Feb 28, 26
16 American Funds American Mutual A 1.20M (0.87%) -102.49K
Decreased by -8.57%
Sep 30, 23
17 Capital Group American Mutual Comp 1.20M (0.87%) -102.49K
Decreased by -8.57%
Sep 30, 23
18 American Funds Income Fund of Amer A 1.00M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
19 T. Rowe Price U.S. Large-Cap Core Tr-B 912.16K (0.66%) 62.81K
Increased by +6.89%
Mar 31, 24
20 Loomis Sayles Long Corp Disc Alpha 910.00K (0.66%) 910.00K
Increased by +100.00%
Dec 31, 24