Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BOUT 5.69%
2 KONG 5.66%
3 FCTE 5.20%
4 MDCP 4.65%
5 QUSA 4.63%
6 WBIE 4.42%
7 BEEZ 4.14%
8 IYM 4.11%
9 BCUS 4.10%
10 UTRN 4.05%
11 QQQA 4.01%
12 QINC 3.96%
13 QQLV 3.69%
14 LCLG 3.42%
15 NEWZ 3.34%
16 RISN 3.28%
17 HWAY 3.20%
18 PAVE 3.11%
19 GFGF 2.91%
20 TMFG 2.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 151.45M (13.23%) -63.13K
Decreased by -0.04%
Dec 31, 25
2 BlackRock Inc 103.92M (9.08%) 5.42M
Increased by +5.22%
Sep 30, 25
3 State Street Corp 54.10M (4.73%) -214.60K
Decreased by -0.40%
Sep 30, 25
4 Charles Schwab Investment Management Inc 47.30M (4.13%) 919.16K
Increased by +1.94%
Dec 31, 25
5 Geode Capital Management, LLC 37.70M (3.29%) 685.05K
Increased by +1.82%
Dec 31, 25
6 Bank of New York Mellon Corp 31.09M (2.72%) -3.77M
Decreased by -12.11%
Sep 30, 25
7 State Street Corporation 26.20M (2.29%) -1.55M
Decreased by -5.90%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 24.71M (2.16%) 2.10M
Increased by +8.51%
Sep 30, 25
9 Amvescap Plc. 18.22M (1.59%) 2.24M
Increased by +12.31%
Sep 30, 25
10 NORGES BANK 16.10M (1.41%) 892.94K
Increased by +5.55%
Dec 31, 25
11 Bank of America Corp 15.60M (1.36%) 173.58K
Increased by +1.11%
Sep 30, 25
12 JPMorgan Chase & Co 15.09M (1.32%) 7.51M
Increased by +49.76%
Sep 30, 25
13 Baird Financial Group, Inc. 14.84M (1.30%) 261.53K
Increased by +1.76%
Dec 31, 25
14 Northern Trust Corp 13.86M (1.21%) -25.07K
Decreased by -0.18%
Sep 30, 25
15 The Goldman Sachs Group Inc 13.58M (1.19%) 1.78M
Increased by +13.09%
Sep 30, 25
16 Royal Bank of Canada 13.36M (1.17%) -17.65M
Decreased by -132.09%
Sep 30, 25
17 Principal Financial Group Inc 12.57M (1.10%) -517.70K
Decreased by -4.12%
Sep 30, 25
18 Wellington Management Company LLP 12.10M (1.06%) 8.57M
Increased by +70.89%
Dec 31, 25
19 Goldman Sachs Group Inc 11.80M (1.03%) 233.31K
Increased by +1.98%
Jun 30, 25
20 UBS Asset Mgmt Americas Inc 11.24M (0.98%) -2.00M
Decreased by -17.76%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 36.30M (3.17%) 204.30K
Increased by +0.56%
Feb 28, 26
2 Schwab US Dividend Equity ETF™ 35.44M (3.10%) 90.59K
Increased by +0.26%
Feb 28, 26
3 Vanguard 500 Index Investor 29.53M (2.58%) 280.59K
Increased by +0.95%
Feb 28, 26
4 Vanguard Mid Cap Index Institutional 24.95M (2.18%) 86.83K
Increased by +0.35%
Feb 28, 26
5 Invesco QQQ Trust 24.42M (2.13%) 0.00
Increased by 0.00%
Feb 28, 26
6 Vanguard US Total Market Shares ETF 18.15M (1.59%) 12.48K
Increased by +0.07%
Sep 30, 24
7 iShares Core S&P 500 ETF 14.63M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 14.59M (1.27%) 67.61K
Increased by +0.46%
Jan 31, 26
9 SPDR® S&P 500® ETF 13.85M (1.21%) 170.52K
Increased by +1.23%
Aug 31, 25
10 Vanguard Growth Index Investor 13.75M (1.20%) 43.53K
Increased by +0.32%
Feb 28, 26
11 State Street® SPDR® S&P 500® ETF 13.52M (1.18%) -102.36K
Decreased by -0.76%
Feb 28, 26
12 Vanguard Mid-Cap Growth ETF 9.53M (0.83%) -88.68K
Decreased by -0.93%
Feb 28, 26
13 Global X US Infrastructure Dev ETF 7.80M (0.68%) 33.22K
Increased by +0.43%
Feb 27, 26
14 Principal Aligned MidCap Equity 7.50M (0.66%) -879.53K
Decreased by -11.72%
Dec 31, 25
15 Principal MidCap R5 7.24M (0.63%) -4.21M
Decreased by -58.19%
Jan 31, 26
16 SPDR® S&P 500 ETF 7.13M (0.62%) -104.47K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 6.94M (0.61%) -36.40K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 6.90M (0.60%) -53.72K
Decreased by -0.78%
Mar 31, 24
19 State Street® IndstrlSelSectSPDR®ETF 6.66M (0.58%) -22.49K
Decreased by -0.34%
Feb 28, 26
20 Fidelity® 500 Index 6.66M (0.58%) 42.37K
Increased by +0.64%
Nov 30, 23