Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 EPRE 4.63%
4 PBJ 4.48%
5 LBAY 4.35%
6 UTRN 4.10%
7 FTXG 3.72%
8 QQLV 3.26%
9 CBLS 3.26%
10 OAKM 3.18%
11 RHS 2.83%
12 RSPS 2.83%
13 DIVP 2.75%
14 DIVE 2.73%
15 TCAF 2.48%
16 SAWG 2.47%
17 XLP 2.43%
18 PSL 2.22%
19 FDIV 2.19%
20 OAKG 2.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 160.96M (13.21%) 1.54M
Increased by +0.96%
Dec 31, 25
2 FMR Inc 135.49M (11.12%) 32.12M
Increased by +23.70%
Dec 31, 25
3 JPMorgan Chase & Co 114.15M (9.37%) 45.16M
Increased by +39.56%
Sep 30, 25
4 BlackRock Inc 108.87M (8.94%) -4.65M
Decreased by -4.27%
Sep 30, 25
5 Capital World Investors 98.45M (8.08%) -16.31M
Decreased by -16.56%
Dec 31, 25
6 Harris Associates L.P. 86.27M (7.08%) 23.65M
Increased by +27.41%
Dec 31, 25
7 State Street Corp 64.59M (5.30%) 986.70K
Increased by +1.53%
Sep 30, 25
8 Wellington Management Company LLP 57.00M (4.68%) 15.39M
Increased by +27.00%
Dec 31, 25
9 T. Rowe Price Investment Management,Inc. 44.68M (3.67%) 44.68M
Increased by +100.00%
Dec 31, 25
10 State Street Corporation 44.01M (3.61%) 739.90K
Increased by +1.68%
Mar 31, 24
11 Geode Capital Management, LLC 31.80M (2.61%) 1.19M
Increased by +3.73%
Dec 31, 25
12 Morgan Stanley - Brokerage Accounts 24.63M (2.02%) -2.39M
Decreased by -9.72%
Sep 30, 25
13 Barrow Hanley Mewhinney & Strauss LLC 21.25M (1.74%) 688.52K
Increased by +3.24%
Dec 31, 25
14 NORGES BANK 20.29M (1.67%) 3.09M
Increased by +15.25%
Dec 31, 25
15 Amvescap Plc. 17.26M (1.42%) -14.20M
Decreased by -82.26%
Sep 30, 25
16 Capital Research & Mgmt Co - Division 3 16.86M (1.38%) 16.05M
Increased by +95.21%
Dec 31, 25
17 UBS Group AG 13.90M (1.14%) 4.76M
Increased by +34.23%
Sep 30, 25
18 Allspring Global Investments Holdings, LLC 13.53M (1.11%) -1.11M
Decreased by -8.20%
Dec 31, 25
19 Northern Trust Corp 13.43M (1.10%) -961.64K
Decreased by -7.16%
Sep 30, 25
20 T. Rowe Price Associates, Inc. 12.72M (1.04%) -18.12M
Decreased by -142.46%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 47.16M (3.87%) 7.87M
Increased by +16.68%
Dec 31, 25
2 Capital Group Wash Mutual Invtrs Comp 47.16M (3.87%) 7.87M
Increased by +16.68%
Dec 31, 25
3 Vanguard Total Stock Mkt Idx Inv 40.81M (3.35%) 232.80K
Increased by +0.57%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 38.63M (3.17%) 4.91M
Increased by +12.71%
May 31, 25
5 Vanguard 500 Index Investor 34.94M (2.87%) 332.51K
Increased by +0.95%
Feb 28, 26
6 Vanguard US Total Market Shares ETF 34.32M (2.82%) 24.64K
Increased by +0.07%
Sep 30, 24
7 Invesco QQQ Trust 28.89M (2.37%) 0.00
Increased by 0.00%
Feb 28, 26
8 Vanguard Mid Cap Index Institutional 28.05M (2.30%) 97.63K
Increased by +0.35%
Feb 28, 26
9 American Funds American Balanced A 27.19M (2.23%) -5.35M
Decreased by -19.68%
Dec 31, 25
10 Vanguard Equity-Income Inv 24.70M (2.03%) 8.58M
Increased by +34.74%
Dec 31, 25
11 Oakmark Investor 22.43M (1.84%) 799.70K
Increased by +3.57%
Dec 31, 25
12 Strategic Advisers Fidelity US TtlStk 20.13M (1.65%) 1.15M
Increased by +5.73%
Jan 31, 26
13 iShares Core S&P 500 ETF 17.32M (1.42%) 0.00
Increased by 0.00%
Feb 28, 26
14 American Funds Income Fund of Amer A 17.27M (1.42%) 88.93K
Increased by +0.51%
Dec 31, 25
15 Fidelity 500 Index 17.26M (1.42%) 80.01K
Increased by +0.46%
Jan 31, 26
16 Oakmark Select Investor 16.57M (1.36%) 4.62M
Increased by +27.88%
Dec 31, 25
17 SPDR® S&P 500® ETF 16.41M (1.35%) 201.89K
Increased by +1.23%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 15.96M (1.31%) -121.18K
Decreased by -0.76%
Feb 28, 26
19 T. Rowe Price Capital Appreciation 15.94M (1.31%) 0.00
Increased by 0.00%
Jan 31, 26
20 American Funds American Mutual A 14.93M (1.23%) -21.80K
Decreased by -0.15%
Mar 31, 24