Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 IPAY 4.83%
4 FINX 4.77%
5 LEND 4.25%
6 UTRN 4.05%
7 WBIF 3.98%
8 BAMV 3.33%
9 LBAY 3.06%
10 COWS 2.63%
11 GOP 2.20%
12 POWA 2.10%
13 SOVF 2.06%
14 LGBT 1.93%
15 BPAY 1.93%
16 BEEX 1.79%
17 FTXD 1.77%
18 BLCV 1.67%
19 BASV 1.58%
20 PWV 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 90.09M (17.55%) 35.31M
Increased by +39.19%
Sep 30, 25
2 Vanguard Group Inc 62.79M (12.23%) -64.10K
Decreased by -0.10%
Dec 31, 25
3 BlackRock Inc 53.81M (10.48%) 5.01M
Increased by +9.31%
Sep 30, 25
4 Dodge & Cox 49.11M (9.57%) 6.01M
Increased by +12.23%
Dec 31, 25
5 Capital Research Global Investors 28.13M (5.48%) 172.36K
Increased by +0.61%
Dec 31, 25
6 State Street Corporation 25.62M (4.99%) -52.60K
Decreased by -0.21%
Mar 31, 24
7 State Street Corp 24.74M (4.82%) 31.00K
Increased by +0.13%
Sep 30, 25
8 Geode Capital Management, LLC 13.39M (2.61%) 11.57K
Increased by +0.09%
Dec 31, 25
9 Charles Schwab Investment Management Inc 11.20M (2.18%) 514.49K
Increased by +4.60%
Dec 31, 25
10 Goldman Sachs Group Inc 9.08M (1.77%) -1.58M
Decreased by -17.43%
Jun 30, 25
11 Wellington Management Company LLP 8.97M (1.75%) -1.12M
Decreased by -12.46%
Sep 30, 23
12 Amvescap Plc. 8.52M (1.66%) 448.71K
Increased by +5.27%
Sep 30, 25
13 Capital Research & Mgmt Co - Division 3 8.38M (1.63%) -816.39K
Decreased by -9.74%
Mar 31, 24
14 Longview Partners (Guernsey) Ltd. 8.01M (1.56%) 21.40K
Increased by +0.27%
Sep 30, 24
15 Nuveen Asset Management, LLC 8.01M (1.56%) 124.31K
Increased by +1.55%
Dec 31, 23
16 Fidelity International Ltd 7.90M (1.54%) -179.69K
Decreased by -2.27%
Mar 31, 25
17 FMR Inc 7.79M (1.52%) -89.72K
Decreased by -1.15%
Sep 30, 23
18 NORGES BANK 7.46M (1.45%) -212.98K
Decreased by -2.85%
Dec 31, 25
19 The Goldman Sachs Group Inc 7.22M (1.41%) -1.86M
Decreased by -25.78%
Sep 30, 25
20 Bank of America Corp 6.86M (1.34%) 200.13K
Increased by +2.92%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 33.30M (6.49%) 4.30M
Increased by +12.90%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 17.26M (3.36%) -334.63K
Decreased by -1.94%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 16.35M (3.19%) 28.12K
Increased by +0.17%
Feb 28, 26
4 American Funds American Mutual A 15.29M (2.98%) 0.00
Increased by 0.00%
Dec 31, 25
5 Capital Group American Mutual Comp 15.29M (2.98%) 0.00
Increased by 0.00%
Dec 31, 25
6 Vanguard Institutional 500 Index Trust 15.07M (2.94%) 107.41K
Increased by +0.71%
May 31, 25
7 Vanguard 500 Index Investor 13.32M (2.60%) 126.63K
Increased by +0.95%
Feb 28, 26
8 UBS: Global Equity 11.61M (2.26%) 0.00
Increased by 0.00%
Sep 30, 24
9 Vanguard Mid Cap Index Institutional 11.26M (2.19%) 39.09K
Increased by +0.35%
Feb 28, 26
10 SPDR® S&P 500 ETF Trust 7.15M (1.39%) -55.62K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 6.90M (1.35%) 43.93K
Increased by +0.64%
Nov 30, 23
12 iShares Core S&P 500 ETF 6.60M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
13 SPDR® S&P 500 ETF 6.59M (1.28%) -209.58K
Decreased by -3.18%
Mar 31, 25
14 Fidelity 500 Index 6.58M (1.28%) 30.50K
Increased by +0.46%
Jan 31, 26
15 SPDR® S&P 500® ETF Trust 6.41M (1.25%) -33.59K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 6.36M (1.24%) 78.18K
Increased by +1.23%
Aug 31, 25
17 JPM US Equity Income-Composite 6.33M (1.23%) 471.39K
Increased by +7.45%
Dec 31, 25
18 JPM US Equity Income-MA 6.33M (1.23%) 471.39K
Increased by +7.45%
Dec 31, 25
19 JPMorgan Equity Income I 6.27M (1.22%) -56.04K
Decreased by -0.89%
Jan 31, 26
20 American Funds IS® Growth-Income 1 6.21M (1.21%) -46.10K
Decreased by -0.74%
Dec 31, 25