Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FINX 6.12%
2 FNTC 5.64%
3 SWAR 5.33%
4 IGV 4.76%
5 PFOE 4.65%
6 BEEZ 4.25%
7 UTRN 4.10%
8 CLOD 3.88%
9 WCAP 3.84%
10 BELT 3.74%
11 PNQI 3.61%
12 SEMG 3.59%
13 BCFN 3.38%
14 NEWZ 3.25%
15 HECO 3.24%
16 FINQ 3.07%
17 PWB 3.02%
18 BOUT 2.98%
19 QOWZ 2.95%
20 DVGR 2.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.92M (10.70%) 296.45K
Increased by +1.03%
Dec 31, 25
2 BlackRock Inc 27.50M (10.17%) 1.67M
Increased by +6.08%
Sep 30, 25
3 JPMorgan Chase & Co 21.14M (7.82%) 12.32M
Increased by +58.27%
Sep 30, 25
4 State Street Corp 12.88M (4.77%) 158.46K
Increased by +1.23%
Sep 30, 25
5 State Street Corporation 11.83M (4.38%) 257.19K
Increased by +2.17%
Mar 31, 24
6 Geode Capital Management, LLC 6.61M (2.45%) 87.45K
Increased by +1.32%
Dec 31, 25
7 T. Rowe Price Associates, Inc. 6.32M (2.34%) -1.92M
Decreased by -30.30%
Sep 30, 25
8 Morgan Stanley - Brokerage Accounts 5.04M (1.86%) 546.45K
Increased by +10.84%
Sep 30, 25
9 NORGES BANK 4.62M (1.71%) 466.81K
Increased by +10.11%
Dec 31, 25
10 Amvescap Plc. 3.76M (1.39%) 271.41K
Increased by +7.22%
Sep 30, 25
11 Wellington Management Company LLP 3.60M (1.33%) -427.61K
Decreased by -11.87%
Dec 31, 25
12 Northern Trust Corp 3.45M (1.28%) 158.84K
Increased by +4.60%
Sep 30, 25
13 UBS Asset Mgmt Americas Inc 3.34M (1.23%) 1.32K
Increased by +0.04%
Sep 30, 25
14 State Farm Mutual Automobile Ins Co 3.06M (1.13%) 0.00
Increased by 0.00%
Dec 31, 25
15 T. Rowe Price Investment Management,Inc. 2.91M (1.08%) 1.09M
Increased by +37.57%
Jun 30, 24
16 GAMMA Investing LLC 2.83M (1.05%) 2.82M
Increased by +99.86%
Mar 31, 25
17 FMR Inc 2.77M (1.03%) 98.44K
Increased by +3.55%
Dec 31, 25
18 The Goldman Sachs Group Inc 2.64M (0.97%) 595.67K
Increased by +22.60%
Sep 30, 25
19 Bank of America Corp 2.58M (0.95%) 212.68K
Increased by +8.25%
Mar 31, 24
20 Brown Advisory Holdings Inc 2.54M (0.94%) -309.63K
Decreased by -12.19%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 8.80M (3.26%) 39.33K
Increased by +0.45%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 8.42M (3.11%) 8.51K
Increased by +0.10%
Sep 30, 24
3 Vanguard 500 Index Investor 7.17M (2.65%) 68.33K
Increased by +0.95%
Feb 28, 26
4 Invesco QQQ Trust 5.92M (2.19%) 0.00
Increased by 0.00%
Feb 28, 26
5 iShares Core S&P 500 ETF 3.55M (1.31%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 3.54M (1.31%) 16.42K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 3.48M (1.29%) -54.88K
Decreased by -1.58%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 3.39M (1.25%) -17.71K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 3.38M (1.25%) 41.49K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 3.31M (1.23%) 7.47K
Increased by +0.23%
Apr 30, 24
11 State Street® SPDR® S&P 500® ETF 3.28M (1.22%) -24.79K
Decreased by -0.75%
Feb 28, 26
12 Fidelity® 500 Index 3.26M (1.21%) 20.77K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 3.03M (1.12%) 9.18K
Increased by +0.30%
Feb 28, 26
14 The Technology Select Sector SPDR® ETF 2.26M (0.84%) 1.06K
Increased by +0.05%
Aug 31, 25
15 State Street®TechSelSectSPDR®ETF 2.16M (0.80%) -11.01K
Decreased by -0.51%
Feb 28, 26
16 Technology Select Sector SPDR® ETF 1.94M (0.72%) 2.16K
Increased by +0.11%
Apr 30, 24
17 Vanguard Information Technology ETF 1.88M (0.69%) -179.00
Decreased by -0.01%
Feb 28, 26
18 Vanguard Institutional Index I 1.58M (0.58%) -11.81K
Decreased by -0.75%
Feb 28, 26
19 Vanguard Dividend Appreciation ETF 1.54M (0.57%) 6.34K
Increased by +0.41%
Feb 28, 26
20 State St S&P 500® Indx SL Cl III 1.49M (0.55%) 1.68K
Increased by +0.11%
Feb 28, 26