Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQLV 4.35%
2 UTRN 4.05%
3 STNC 3.51%
4 ARTY 3.26%
5 MDPL 3.18%
6 MTK 2.85%
7 NEWZ 2.84%
8 FTCS 2.52%
9 NVQ 2.52%
10 NVQ_old 2.52%
11 FMTM 2.50%
12 FCFY 2.44%
13 HCOW 2.38%
14 FTDS 2.34%
15 VLLU 2.33%
16 BVNSC 2.30%
17 QTEC 2.27%
18 VFLO 2.20%
19 SELV 2.04%
20 SMRI 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 60.21M (12.62%) -138.44K
Decreased by -0.23%
Dec 31, 25
2 BlackRock Inc 50.66M (10.62%) -117.05K
Decreased by -0.23%
Sep 30, 25
3 JPMorgan Chase & Co 39.77M (8.34%) 20.68M
Increased by +52.00%
Sep 30, 25
4 State Street Corp 25.15M (5.27%) -233.68K
Decreased by -0.93%
Sep 30, 25
5 State Street Corporation 23.84M (5.00%) 204.68K
Increased by +0.86%
Mar 31, 24
6 Pzena Investment Management, LLC 17.63M (3.70%) -82.19K
Decreased by -0.47%
Dec 31, 25
7 Dodge & Cox 14.98M (3.14%) -1.22M
Decreased by -8.13%
Dec 31, 25
8 Geode Capital Management, LLC 14.35M (3.01%) -44.87K
Decreased by -0.31%
Dec 31, 25
9 Nomura Holdings Inc 13.72M (2.88%) 464.58K
Increased by +3.39%
Jun 30, 24
10 Amvescap Plc. 12.53M (2.63%) 987.39K
Increased by +7.88%
Sep 30, 25
11 FMR Inc 9.23M (1.93%) -1.05M
Decreased by -11.40%
Jun 30, 25
12 Bank of New York Mellon Corp 9.08M (1.90%) -751.14K
Decreased by -8.27%
Sep 30, 25
13 Morgan Stanley - Brokerage Accounts 8.91M (1.87%) 1.11M
Increased by +12.44%
Sep 30, 25
14 NORGES BANK 8.32M (1.74%) 2.08M
Increased by +24.95%
Dec 31, 25
15 First Trust Advisors L.P. 8.21M (1.72%) -873.79K
Decreased by -10.64%
Dec 31, 25
16 GQG Partners LLC 8.12M (1.70%) 8.12M
Increased by +100.00%
Dec 31, 25
17 HSBC Holdings PLC 8.02M (1.68%) -277.03K
Decreased by -3.45%
Dec 31, 23
18 Wellington Management Company LLP 7.79M (1.63%) 1.33M
Increased by +17.09%
Jun 30, 25
19 Citadel Advisors Llc 7.13M (1.50%) 6.50M
Increased by +91.17%
Dec 31, 25
20 Goldman Sachs Group Inc 6.99M (1.47%) 1.15M
Increased by +16.38%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 15.68M (3.29%) -60.58K
Decreased by -0.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 15.26M (3.20%) 64.69K
Increased by +0.42%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 14.07M (2.95%) 98.43K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 12.42M (2.60%) 118.43K
Increased by +0.95%
Feb 28, 26
5 Dodge & Cox Stock I 11.63M (2.44%) -1.07M
Decreased by -9.21%
Dec 31, 25
6 Vanguard Mid Cap Index Institutional 10.49M (2.20%) 36.29K
Increased by +0.35%
Feb 28, 26
7 Invesco QQQ Trust 10.26M (2.15%) 0.00
Increased by 0.00%
Feb 28, 26
8 Performer (AFRIS) 8.70M (1.82%) 8.70M
Increased by +100.00%
Feb 29, 24
9 Goldman Sachs GQG Ptnrs Intl Opps Instl 6.35M (1.33%) 6.35M
Increased by +100.00%
Dec 31, 25
10 SPDR® S&P 500 ETF 6.15M (1.29%) -108.51K
Decreased by -1.76%
Mar 31, 25
11 iShares Core S&P 500 ETF 6.15M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity 500 Index 6.13M (1.29%) 28.42K
Increased by +0.46%
Jan 31, 26
13 SPDR® S&P 500 ETF Trust 6.05M (1.27%) -46.77K
Decreased by -0.77%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 5.99M (1.26%) -31.43K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 5.94M (1.24%) 73.37K
Increased by +1.24%
Aug 31, 25
16 Fidelity® 500 Index 5.89M (1.23%) 37.45K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 5.69M (1.19%) -42.99K
Decreased by -0.76%
Feb 28, 26
18 JPMorgan Equity Premium Income ETF 5.41M (1.13%) 8.28K
Increased by +0.15%
Feb 27, 26
19 JPM US Large Cap Growth-MA 4.57M (0.96%) 4.19M
Increased by +91.75%
Sep 30, 23
20 Vanguard Value Index Inv 4.49M (0.94%) 52.63K
Increased by +1.17%
Feb 28, 26