Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AQWA 8.54%
2 EVX 7.96%
3 SBM 7.77%
4 SMN 7.77%
5 PIO 7.75%
6 PHO 7.47%
7 EBLU 7.35%
8 TBLU 7.35%
9 IYM 6.16%
10 RNEW 5.71%
11 IWTR 5.51%
12 AHOY 4.85%
13 VAW 4.80%
14 FMAT 4.52%
15 XLB 4.33%
16 IVEG 4.06%
17 UTRN 3.98%
18 CGW 3.96%
19 CBLS 3.85%
20 FIW 3.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.33M (8.87%) 137.58K
Increased by +0.54%
Dec 31, 25
2 BlackRock Inc 22.64M (7.93%) 756.27K
Increased by +3.34%
Sep 30, 25
3 JPMorgan Chase & Co 12.98M (4.55%) 9.38M
Increased by +72.26%
Sep 30, 25
4 State Street Corporation 11.48M (4.02%) -203.00K
Decreased by -1.77%
Mar 31, 24
5 State Street Corp 11.21M (3.93%) 1.57K
Increased by +0.01%
Sep 30, 25
6 Morgan Stanley - Brokerage Accounts 7.44M (2.61%) 220.41K
Increased by +2.96%
Sep 30, 25
7 Geode Capital Management, LLC 5.64M (1.97%) 46.57K
Increased by +0.83%
Dec 31, 25
8 Gates Bill & Melinda Foundation 5.22M (1.83%) 0.00
Increased by 0.00%
Dec 31, 25
9 Wellington Management Company LLP 4.71M (1.65%) -50.99K
Decreased by -1.08%
Jun 30, 25
10 Capital World Investors 3.89M (1.36%) 3.89M
Increased by +100.00%
Dec 31, 25
11 Aristotle Capital Management LLC 3.89M (1.36%) -182.84K
Decreased by -4.70%
Dec 31, 25
12 Pictet Asset Manangement SA 3.86M (1.35%) 202.45K
Increased by +5.24%
Dec 31, 25
13 Royal Bank of Canada 3.62M (1.27%) -3.45M
Decreased by -95.17%
Sep 30, 25
14 UBS Asset Mgmt Americas Inc 3.43M (1.20%) -597.30K
Decreased by -17.43%
Sep 30, 25
15 NORGES BANK 3.35M (1.18%) 208.48K
Increased by +6.22%
Dec 31, 25
16 Northern Trust Corp 2.93M (1.03%) -129.35K
Decreased by -4.42%
Sep 30, 25
17 Goldman Sachs Group Inc 2.72M (0.95%) 173.30K
Increased by +6.38%
Mar 31, 25
18 FMR Inc 2.69M (0.94%) 197.73K
Increased by +7.36%
Jun 30, 25
19 Franklin Resources Inc 2.65M (0.93%) -131.91K
Decreased by -4.98%
Sep 30, 25
20 Amvescap Plc. 2.64M (0.92%) -65.39K
Decreased by -2.48%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.11M (2.84%) -27.80K
Decreased by -0.34%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.06M (2.82%) 39.15K
Increased by +0.49%
Feb 28, 26
3 Vanguard 500 Index Investor 6.56M (2.30%) 61.95K
Increased by +0.94%
Feb 28, 26
4 Vanguard Dividend Growth Inv 3.69M (1.29%) -27.60K
Decreased by -0.75%
Jun 30, 25
5 iShares Core S&P 500 ETF 3.25M (1.14%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 3.24M (1.13%) 15.01K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 3.14M (1.10%) -45.88K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 3.05M (1.07%) -15.98K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 3.04M (1.07%) 37.44K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 3.00M (1.05%) 6.79K
Increased by +0.23%
Apr 30, 24
11 State Street® SPDR® S&P 500® ETF 3.00M (1.05%) -22.80K
Decreased by -0.76%
Feb 28, 26
12 Fidelity® 500 Index 2.96M (1.04%) 18.81K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 2.95M (1.03%) 9.04K
Increased by +0.31%
Feb 28, 26
14 American Funds New Perspective A 2.12M (0.74%) 2.12M
Increased by +100.00%
Dec 31, 25
15 Capital Group New Perspective Comp 2.12M (0.74%) 2.12M
Increased by +100.00%
Dec 31, 25
16 VanEck Morningstar Wide Moat ETF 1.72M (0.60%) 2.67K
Increased by +0.16%
Jan 31, 24
17 VanEck Morningstar Wide Moat 1.67M (0.58%) 131.95K
Increased by +7.91%
Dec 31, 23
18 Capital Group American Mutual Comp 1.63M (0.57%) -2.38K
Decreased by -0.15%
Mar 31, 24
19 JPMorgan Equity Premium Income ETF 1.56M (0.55%) 2.39K
Increased by +0.15%
Feb 27, 26
20 American Funds American Mutual A 1.46M (0.51%) -165.55K
Decreased by -11.32%
Jun 30, 24