Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 IHF 3.77%
3 MVFD 3.72%
4 MEDI 2.87%
5 GBLO 2.66%
6 GDOC 2.41%
7 SAGP 2.19%
8 VETS 2.13%
9 XHS 2.05%
10 SMRI 2.02%
11 VTRN 1.93%
12 QVAL 1.86%
13 RSPH 1.78%
14 LQPE 1.74%
15 ACSI 1.64%
16 EAGL 1.64%
17 RYH 1.61%
18 TMED 1.60%
19 SXQG 1.53%
20 VSMV 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.26M (11.86%) 106.03K
Increased by +0.74%
Dec 31, 25
2 Dodge & Cox 11.29M (9.39%) -47.75K
Decreased by -0.42%
Dec 31, 25
3 JPMorgan Chase & Co 10.16M (8.44%) 7.14M
Increased by +70.33%
Sep 30, 25
4 BlackRock Inc 9.94M (8.26%) -306.82K
Decreased by -3.09%
Sep 30, 25
5 Capital Research & Mgmt Co - Division 3 5.82M (4.84%) 3.10M
Increased by +53.24%
Dec 31, 25
6 State Street Corporation 5.61M (4.67%) -221.12K
Decreased by -3.94%
Mar 31, 24
7 State Street Corp 5.37M (4.46%) -12.05K
Decreased by -0.22%
Sep 30, 25
8 Massachusetts Financial Services Company 4.50M (3.74%) 1.01M
Increased by +22.43%
Dec 31, 25
9 Pzena Investment Management, LLC 4.07M (3.39%) 41.13K
Increased by +1.01%
Dec 31, 25
10 Eagle Capital Management LLC 3.25M (2.71%) -711.09K
Decreased by -21.85%
Dec 31, 25
11 FMR Inc 3.22M (2.67%) -44.76K
Decreased by -1.39%
Dec 31, 25
12 Geode Capital Management, LLC 3.18M (2.65%) 23.73K
Increased by +0.75%
Dec 31, 25
13 Wellington Management Company LLP 2.52M (2.09%) -53.18K
Decreased by -2.11%
Mar 31, 25
14 Sessa Capital, L.P 2.32M (1.93%) 106.04K
Increased by +4.57%
Dec 31, 25
15 T. Rowe Price Associates, Inc. 2.15M (1.79%) -90.10K
Decreased by -4.18%
Dec 31, 24
16 Sessa Capital IM LP 2.12M (1.77%) 1.74M
Increased by +82.09%
Jun 30, 25
17 Amvescap Plc. 2.04M (1.70%) 25.94K
Increased by +1.27%
Sep 30, 25
18 NORGES BANK 1.78M (1.48%) 158.64K
Increased by +8.90%
Dec 31, 25
19 Bank of New York Mellon Corp 1.72M (1.43%) 1.06M
Increased by +61.75%
Sep 30, 25
20 Morgan Stanley - Brokerage Accounts 1.70M (1.42%) 148.09K
Increased by +8.69%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 7.55M (6.28%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 3.82M (3.17%) 2.77K
Increased by +0.07%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.80M (3.16%) 6.43K
Increased by +0.17%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 3.43M (2.85%) 23.94K
Increased by +0.70%
May 31, 25
5 Vanguard 500 Index Investor 3.09M (2.57%) 29.15K
Increased by +0.94%
Feb 28, 26
6 Vanguard Mid Cap Index Institutional 2.61M (2.17%) 9.08K
Increased by +0.35%
Feb 28, 26
7 MFS Large Cap Value Equity 1.76M (1.46%) 533.37K
Increased by +30.39%
Dec 31, 25
8 MFS Value A 1.73M (1.44%) 1.73M
Increased by +100.00%
Jan 31, 26
9 American Funds Growth Fund of Amer A 1.64M (1.37%) 1.40M
Increased by +84.98%
Dec 31, 25
10 Capital Group Growth Fnd of Amer Comp 1.64M (1.37%) 1.40M
Increased by +84.98%
Dec 31, 25
11 Vanguard Health Care Inv 1.59M (1.33%) 0.00
Increased by 0.00%
Mar 31, 25
12 iShares Core S&P 500 ETF 1.53M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 1.53M (1.27%) 7.08K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 1.50M (1.25%) -22.01K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 1.46M (1.21%) -7.67K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.46M (1.21%) 17.96K
Increased by +1.23%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 1.46M (1.21%) 3.29K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 1.44M (1.20%) 9.19K
Increased by +0.64%
Nov 30, 23
19 Vanguard Wellington™ Inv 1.42M (1.18%) 33.81K
Increased by +2.38%
Sep 30, 24
20 State Street® SPDR® S&P 500® ETF 1.42M (1.18%) -10.71K
Decreased by -0.76%
Feb 28, 26