Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.13%
2 CTIF 4.84%
3 BCUS 4.74%
4 SEMG 4.49%
5 WBIF 4.49%
6 ECOZ 4.22%
7 UTRN 4.02%
8 NUMG 3.96%
9 WBIG 3.91%
10 MDCP 3.25%
11 PRN 3.22%
12 HWAY 2.85%
13 SEIQ 2.51%
14 GGTL 2.12%
15 GAST 2.12%
16 PWC 2.06%
17 CACG 2.04%
18 FRIZ 2.02%
19 TGLB 2.00%
20 LEAD 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.67M (13.06%) -65.59K
Decreased by -1.16%
Dec 31, 25
2 BlackRock Inc 4.11M (9.47%) -15.61K
Decreased by -0.38%
Sep 30, 25
3 State Street Corp 2.00M (4.60%) 13.78K
Increased by +0.69%
Sep 30, 25
4 State Street Corporation 1.95M (4.50%) -79.15K
Decreased by -4.05%
Mar 31, 24
5 FMR Inc 1.24M (2.85%) -64.51K
Decreased by -5.22%
Jun 30, 25
6 Geode Capital Management, LLC 1.22M (2.81%) 10.53K
Increased by +0.86%
Dec 31, 25
7 Wellington Management Company LLP 1.07M (2.47%) 1.00M
Increased by +93.60%
Dec 31, 25
8 Wells Fargo & Co 978.48K (2.26%) -39.65K
Decreased by -4.05%
Sep 30, 25
9 ClearBridge Advisors, LLC 844.25K (1.95%) -14.45K
Decreased by -1.71%
Dec 31, 25
10 GAMMA Investing LLC 692.47K (1.60%) 691.78K
Increased by +99.90%
Mar 31, 25
11 Northern Trust Corp 659.16K (1.52%) 3.11K
Increased by +0.47%
Sep 30, 25
12 Parnassus Investments LLC 640.16K (1.48%) -116.64K
Decreased by -18.22%
Dec 31, 25
13 T. Rowe Price Associates, Inc. 637.70K (1.47%) 573.51K
Increased by +89.93%
Sep 30, 25
14 UBS Asset Mgmt Americas Inc 612.55K (1.41%) -88.52K
Decreased by -14.45%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 577.57K (1.33%) -3.24K
Decreased by -0.56%
Sep 30, 25
16 Franklin Resources Inc 538.35K (1.24%) -1.32K
Decreased by -0.24%
Sep 30, 25
17 NORGES BANK 514.30K (1.19%) -1.84K
Decreased by -0.36%
Dec 31, 25
18 Bank of America Corp 490.41K (1.13%) -135.16K
Decreased by -27.56%
Sep 30, 25
19 Massachusetts Financial Services Company 477.69K (1.10%) 34.31K
Increased by +7.18%
Dec 31, 25
20 JPMorgan Chase & Co 469.04K (1.08%) -350.93K
Decreased by -74.82%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.43M (3.29%) 8.15K
Increased by +0.57%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 1.39M (3.20%) -14.44K
Decreased by -1.04%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.26M (2.91%) 8.65K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 1.13M (2.60%) 10.93K
Increased by +0.97%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 981.80K (2.26%) 3.42K
Increased by +0.35%
Feb 28, 26
6 Vanguard Wellington Inv 853.38K (1.97%) 853.38K
Increased by +100.00%
Dec 31, 25
7 iShares Core S&P 500 ETF 557.58K (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 555.79K (1.28%) 2.58K
Increased by +0.46%
Jan 31, 26
9 Fidelity® Contrafund® 551.69K (1.27%) 28.90K
Increased by +5.24%
Nov 30, 23
10 SPDR® S&P 500 ETF 551.56K (1.27%) -8.06K
Decreased by -1.46%
Mar 31, 25
11 Vanguard Growth Index Investor 546.41K (1.26%) 1.58K
Increased by +0.29%
Feb 28, 26
12 Parnassus Core Equity Investor 544.44K (1.25%) -16.15K
Decreased by -2.97%
Feb 28, 26
13 SPDR® S&P 500® ETF Trust 536.97K (1.24%) -2.81K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 532.54K (1.23%) -4.11K
Decreased by -0.77%
Mar 31, 24
15 SPDR® S&P 500® ETF 529.28K (1.22%) 6.58K
Increased by +1.24%
Aug 31, 25
16 Fidelity® 500 Index 518.56K (1.20%) 3.30K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 515.39K (1.19%) -3.83K
Decreased by -0.74%
Feb 28, 26
18 Franklin Rising Dividends A 390.00K (0.90%) 0.00
Increased by 0.00%
Jan 31, 26
19 Franklin Rising Dividends Fund A 390.00K (0.90%) 0.00
Increased by 0.00%
Feb 28, 26
20 JPMorgan Large Cap Growth I 388.29K (0.89%) 0.00
Increased by 0.00%
Jun 30, 25