Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.24%
2 BMED 4.47%
3 IHI 4.44%
4 BEEZ 4.32%
5 UTRN 3.96%
6 NEWZ 3.23%
7 FFLS 3.14%
8 HECO 3.09%
9 STNC 3.06%
10 LNGR 3.02%
11 AGNG 2.97%
12 GDOC 2.89%
13 IWFG 2.76%
14 FMED 2.52%
15 JDOC 2.46%
16 MDEV 2.39%
17 USRD 2.22%
18 ANEW 2.13%
19 INAU 2.13%
20 BAFE 2.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.08M (12.10%) -283.77K
Decreased by -0.40%
Dec 31, 25
2 BlackRock Inc 54.29M (9.38%) -1.35M
Decreased by -2.49%
Sep 30, 25
3 JPMorgan Chase & Co 50.12M (8.66%) 23.34M
Increased by +46.58%
Sep 30, 25
4 State Street Corporation 26.78M (4.62%) -179.87K
Decreased by -0.67%
Mar 31, 24
5 State Street Corp 25.62M (4.42%) -14.75K
Decreased by -0.06%
Sep 30, 25
6 Wellington Management Company LLP 21.79M (3.76%) 989.53K
Increased by +4.54%
Dec 31, 25
7 Bank of New York Mellon Corp 19.01M (3.28%) 1.42M
Increased by +7.49%
Sep 30, 25
8 FMR Inc 16.58M (2.86%) 2.00M
Increased by +12.08%
Dec 31, 25
9 Jennison Associates LLC 13.78M (2.38%) -178.26K
Decreased by -1.29%
Dec 31, 25
10 Geode Capital Management, LLC 12.78M (2.21%) -52.24K
Decreased by -0.41%
Dec 31, 25
11 Fisher Asset Management, LLC 10.10M (1.74%) 325.19K
Increased by +3.22%
Mar 31, 25
12 NORGES BANK 9.43M (1.63%) 2.00M
Increased by +21.25%
Dec 31, 25
13 Capital Research & Mgmt Co - Division 3 9.04M (1.56%) -21.21M
Decreased by -234.61%
Dec 31, 23
14 Ninety One UK Limited 7.73M (1.34%) -8.08M
Decreased by -104.49%
Dec 31, 25
15 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 7.73M (1.34%) -1.51M
Decreased by -19.51%
Dec 31, 25
16 T. Rowe Price Associates, Inc. 7.34M (1.27%) 819.48K
Increased by +11.17%
Jun 30, 24
17 Brown Advisory Holdings Inc 7.33M (1.27%) -25.66K
Decreased by -0.35%
Dec 31, 25
18 Goldman Sachs Group Inc 7.03M (1.21%) 3.57M
Increased by +50.74%
Dec 31, 23
19 AllianceBernstein L.P. 6.98M (1.21%) -13.36M
Decreased by -191.28%
Sep 30, 24
20 Morgan Stanley - Brokerage Accounts 6.51M (1.12%) -985.24K
Decreased by -15.14%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 19.11M (3.30%) 85.77K
Increased by +0.45%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.35M (3.17%) 78.97K
Increased by +0.43%
Feb 28, 26
3 Vanguard Health Care Inv 14.97M (2.59%) 1.86M
Increased by +12.39%
Dec 31, 25
4 Vanguard 500 Index Investor 14.93M (2.58%) 142.12K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 12.61M (2.18%) 43.75K
Increased by +0.35%
Feb 28, 26
6 American Funds Growth Fund of Amer A 8.32M (1.44%) 1.70M
Increased by +20.40%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 8.32M (1.44%) 1.70M
Increased by +20.40%
Sep 30, 23
8 iShares Core S&P 500 ETF 7.40M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity 500 Index 7.37M (1.27%) 34.17K
Increased by +0.46%
Jan 31, 26
10 SPDR® S&P 500 ETF 7.34M (1.27%) -107.57K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 7.15M (1.23%) -37.48K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 7.14M (1.23%) -15.48K
Decreased by -0.22%
Apr 30, 24
13 SPDR® S&P 500® ETF 7.10M (1.23%) 87.28K
Increased by +1.23%
Aug 31, 25
14 Fidelity® 500 Index 7.08M (1.22%) 45.08K
Increased by +0.64%
Nov 30, 23
15 State Street® SPDR® S&P 500® ETF 6.84M (1.18%) -51.71K
Decreased by -0.76%
Feb 28, 26
16 Vanguard Value Index Inv 5.40M (0.93%) 62.55K
Increased by +1.16%
Feb 28, 26
17 Capital Group AMCAP Composite 4.93M (0.85%) 602.81K
Increased by +12.24%
Sep 30, 23
18 VA CollegeAmerica Amcap 529A 4.93M (0.85%) 602.81K
Increased by +12.24%
Sep 30, 23
19 American Funds New Perspective A 4.85M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23
20 Capital Group New Perspective Comp 4.85M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23