Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BBHM 4.86%
2 SPRX 4.80%
3 MDCP 4.43%
4 SAMM 3.89%
5 UTRN 3.73%
6 XTH 3.59%
7 CVRD 3.43%
8 FCUS 3.25%
9 TIME 3.20%
10 EPMB 3.07%
11 THMZ 3.06%
12 USRD 2.83%
13 CZA 2.79%
14 SRHQ 2.79%
15 MID 2.78%
16 TENG 2.76%
17 SSPX 2.71%
18 EQTY 2.55%
19 TOLL 2.50%
20 NUMV 2.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.53M (12.63%) 101.86K
Increased by +0.47%
Dec 31, 25
2 T. Rowe Price Associates, Inc. 17.33M (10.17%) -1.62M
Decreased by -9.37%
Sep 30, 25
3 BlackRock Inc 16.87M (9.89%) 319.24K
Increased by +1.89%
Sep 30, 25
4 State Street Corp 7.99M (4.69%) 17.87K
Increased by +0.22%
Sep 30, 25
5 State Street Corporation 7.80M (4.57%) -58.15K
Decreased by -0.75%
Mar 31, 24
6 T. Rowe Price Investment Management,Inc. 5.27M (3.09%) 1.92M
Increased by +36.41%
Dec 31, 25
7 Geode Capital Management, LLC 4.90M (2.88%) -250.93K
Decreased by -5.12%
Dec 31, 25
8 Boston Partners Global Investors, Inc 4.03M (2.36%) -840.66K
Decreased by -20.86%
Dec 31, 25
9 Capital World Investors 3.94M (2.31%) 240.06K
Increased by +6.09%
Dec 31, 25
10 Victory Capital Management Inc. 2.30M (1.35%) -716.63K
Decreased by -31.09%
Dec 31, 25
11 Nuveen, LLC 2.20M (1.29%) 2.20M
Increased by +100.00%
Mar 31, 25
12 AllianceBernstein L.P. 2.19M (1.28%) -70.15K
Decreased by -3.21%
Jun 30, 24
13 Jennison Associates LLC 2.15M (1.26%) -1.61M
Decreased by -75.00%
Sep 30, 24
14 NORGES BANK 2.14M (1.26%) 210.84K
Increased by +9.84%
Dec 31, 25
15 Millennium Management LLC 2.11M (1.24%) 661.82K
Increased by +31.38%
Sep 30, 23
16 UBS Asset Mgmt Americas Inc 2.10M (1.23%) -252.47K
Decreased by -12.04%
Sep 30, 25
17 Northern Trust Corp 2.08M (1.22%) 34.10K
Increased by +1.64%
Sep 30, 25
18 Amvescap Plc. 2.05M (1.20%) 41.04K
Increased by +2.00%
Sep 30, 25
19 Goldman Sachs Group Inc 2.04M (1.20%) 1.05M
Increased by +51.29%
Dec 31, 23
20 Morgan Stanley - Brokerage Accounts 2.01M (1.18%) 326.03K
Increased by +16.24%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.54M (3.25%) 4.14K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.41M (3.17%) 22.48K
Increased by +0.42%
Feb 28, 26
3 T. Rowe Price U.S. Value Equity Tr-D 5.18M (3.04%) 277.37K
Increased by +5.36%
Dec 31, 25
4 Vanguard Institutional 500 Index Trust 4.92M (2.88%) 34.12K
Increased by +0.69%
May 31, 25
5 T. Rowe Price U.S. Value Equity Tr-Z 4.49M (2.63%) 861.68K
Increased by +19.19%
Mar 31, 25
6 Vanguard 500 Index Investor 4.42M (2.59%) 41.91K
Increased by +0.95%
Feb 28, 26
7 T. Rowe Price US Value Equity Composite 4.00M (2.35%) -450.00
Decreased by -0.01%
Dec 31, 25
8 T. Rowe Price Value 3.91M (2.29%) -89.69K
Decreased by -2.29%
Jan 31, 26
9 Vanguard Mid Cap Index Institutional 3.72M (2.18%) 12.92K
Increased by +0.35%
Feb 28, 26
10 Swedbank Robur Technology A 2.30M (1.35%) 0.00
Increased by 0.00%
Jul 31, 25
11 UBS: Global Equity 2.23M (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
12 iShares Core S&P 500 ETF 2.19M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 2.18M (1.28%) 10.12K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 2.15M (1.26%) -40.52K
Decreased by -1.88%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 2.10M (1.23%) 4.68K
Increased by +0.22%
Apr 30, 24
16 SPDR® S&P 500® ETF Trust 2.09M (1.23%) -11.02K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.09M (1.23%) 25.55K
Increased by +1.22%
Aug 31, 25
18 Fidelity® 500 Index 2.08M (1.22%) 13.23K
Increased by +0.64%
Nov 30, 23
19 American Funds Fundamental Invs A 2.03M (1.19%) 57.82K
Increased by +2.85%
Dec 31, 25
20 Capital Group Fundamental Invtrs Comp 2.03M (1.19%) 57.82K
Increased by +2.85%
Dec 31, 25