Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 UTRN 4.12%
3 QQLV 3.85%
4 QQQA 3.84%
5 MDCP 3.79%
6 PRN 3.66%
7 BEEZ 3.57%
8 BCUS 3.09%
9 TSCM 3.08%
10 BGDV 2.51%
11 DVGR 2.27%
12 AMID 2.24%
13 GDIV 2.12%
14 QOWZ 2.11%
15 CLCG 2.05%
16 LCLG 1.96%
17 UPGD 1.86%
18 RYJ 1.86%
19 LEAD 1.85%
20 CAML 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.99M (11.40%) 40.65K
Increased by +0.10%
Dec 31, 25
2 BlackRock Inc 28.77M (8.41%) 598.91K
Increased by +2.08%
Sep 30, 25
3 State Street Corp 15.10M (4.42%) -17.18K
Decreased by -0.11%
Sep 30, 25
4 Geode Capital Management, LLC 9.29M (2.72%) 97.22K
Increased by +1.05%
Dec 31, 25
5 Nuveen, LLC 9.14M (2.67%) 9.14M
Increased by +100.00%
Mar 31, 25
6 FMR Inc 7.36M (2.15%) -1.54M
Decreased by -20.94%
Dec 31, 25
7 NORGES BANK 4.91M (1.44%) 758.54K
Increased by +15.44%
Dec 31, 25
8 Amvescap Plc. 4.86M (1.42%) -54.60K
Decreased by -1.12%
Sep 30, 25
9 Morgan Stanley - Brokerage Accounts 4.36M (1.27%) 142.98K
Increased by +3.28%
Sep 30, 25
10 Fort Washington Investment Advisors Inc 4.25M (1.24%) 220.00
Increased by +0.01%
Dec 31, 25
11 JPMorgan Chase & Co 4.23M (1.24%) 1.86M
Increased by +43.83%
Sep 30, 25
12 Northern Trust Corp 4.06M (1.19%) -29.41K
Decreased by -0.72%
Sep 30, 25
13 State Street Corporation 3.68M (1.08%) -86.49K
Decreased by -2.35%
Mar 31, 24
14 Royal Bank of Canada 3.37M (0.98%) -3.77M
Decreased by -111.99%
Sep 30, 25
15 Nordea Investment Mgmt Bank Demark A/s 2.73M (0.80%) 158.78K
Increased by +5.82%
Dec 31, 25
16 Franklin Resources Inc 2.62M (0.77%) -96.18K
Decreased by -3.68%
Sep 30, 25
17 T. Rowe Price Associates, Inc. 2.57M (0.75%) 84.12K
Increased by +3.27%
Sep 30, 25
18 Ameriprise Financial Inc 2.56M (0.75%) 12.84K
Increased by +0.50%
Sep 30, 25
19 UBS Asset Mgmt Americas Inc 2.44M (0.71%) -871.30K
Decreased by -35.71%
Sep 30, 25
20 Impax Asset Management Group PLC 2.43M (0.71%) -694.42K
Decreased by -28.59%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.85M (3.17%) -78.11K
Decreased by -0.72%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.80M (3.16%) 40.06K
Increased by +0.37%
Feb 28, 26
3 Vanguard 500 Index Investor 8.79M (2.57%) 83.81K
Increased by +0.95%
Feb 28, 26
4 Invesco QQQ Trust 8.55M (2.50%) 0.00
Increased by 0.00%
Feb 28, 26
5 iShares Core S&P 500 ETF 4.35M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 4.34M (1.27%) 20.11K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 4.26M (1.25%) -61.85K
Decreased by -1.45%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 4.15M (1.21%) -21.82K
Decreased by -0.53%
Mar 31, 25
9 SPDR® S&P 500® ETF 4.14M (1.21%) 51.11K
Increased by +1.23%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 4.02M (1.18%) -30.45K
Decreased by -0.76%
Feb 28, 26
11 Vanguard Growth Index Investor 3.96M (1.16%) 12.31K
Increased by +0.31%
Feb 28, 26
12 Vanguard Mid Cap Index Institutional 3.71M (1.09%) 12.95K
Increased by +0.35%
Feb 28, 26
13 Fidelity Magellan 2.19M (0.64%) -46.70K
Decreased by -2.13%
Jan 31, 26
14 State Street® IndstrlSelSectSPDR®ETF 1.98M (0.58%) -6.70K
Decreased by -0.34%
Feb 28, 26
15 Vanguard Institutional Index I 1.94M (0.57%) -13.72K
Decreased by -0.71%
Feb 28, 26
16 Vanguard Dividend Appreciation ETF 1.88M (0.55%) 7.51K
Increased by +0.40%
Feb 28, 26
17 Franklin Rising Dividends A 1.82M (0.53%) -200.00K
Decreased by -10.96%
Jan 31, 26
18 Franklin Rising Dividends Fund A 1.82M (0.53%) 0.00
Increased by 0.00%
Feb 28, 26
19 State St S&P 500® Indx SL Cl III 1.82M (0.53%) 2.00K
Increased by +0.11%
Feb 28, 26
20 The Industrial Select Sector SPDR® ETF 1.71M (0.50%) -9.57K
Decreased by -0.56%
Aug 31, 25