Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 7.13%
2 DEMZ 4.63%
3 KSEA 4.05%
4 UTRN 3.90%
5 DFNL 3.53%
6 JPEF 3.48%
7 BCIL 2.88%
8 FICS 2.19%
9 IAK 1.99%
10 KIE 1.82%
11 HUSV 1.78%
12 EQRR 1.59%
13 CZAR 1.59%
14 ULVM 1.51%
15 RYF 1.39%
16 FXO 1.38%
17 RSPF 1.30%
18 PXLV 1.29%
19 SPGP 1.27%
20 SPVM 1.27%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 19.75M (11.68%) 8.42M
Increased by +42.62%
Sep 30, 25
2 Vanguard Group Inc 19.43M (11.49%) 108.88K
Increased by +0.56%
Dec 31, 25
3 BlackRock Inc 14.08M (8.33%) -509.30K
Decreased by -3.62%
Sep 30, 25
4 State Street Corporation 8.02M (4.74%) -224.69K
Decreased by -2.80%
Mar 31, 24
5 State Street Corp 7.87M (4.65%) -194.43K
Decreased by -2.47%
Sep 30, 25
6 NORGES BANK 5.48M (3.24%) -1.78M
Decreased by -32.48%
Dec 31, 25
7 Geode Capital Management, LLC 5.00M (2.96%) 271.23K
Increased by +5.43%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 3.64M (2.15%) -15.81K
Decreased by -0.43%
Sep 30, 25
9 Citadel Advisors Llc 3.55M (2.10%) -45.52K
Decreased by -1.28%
Dec 31, 25
10 Amvescap Plc. 3.36M (1.99%) 12.31K
Increased by +0.37%
Sep 30, 25
11 Allspring Global Investments Holdings, LLC 2.83M (1.67%) -68.80K
Decreased by -2.43%
Dec 31, 25
12 The Goldman Sachs Group Inc 2.45M (1.45%) 1.53M
Increased by +62.30%
Sep 30, 25
13 Dimensional Fund Advisors, Inc. 2.24M (1.33%) -33.91K
Decreased by -1.51%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 2.16M (1.28%) 151.57K
Increased by +7.02%
Sep 30, 25
15 Northern Trust Corp 2.12M (1.26%) -3.46K
Decreased by -0.16%
Sep 30, 25
16 Charles Schwab Investment Management Inc 1.57M (0.93%) -531.00
Decreased by -0.03%
Dec 31, 25
17 Davis Selected Advisers 1.45M (0.86%) -64.49K
Decreased by -4.45%
Dec 31, 23
18 UBS Asset Mgmt Americas Inc 1.31M (0.78%) -317.03K
Decreased by -24.18%
Sep 30, 25
19 Boston Partners Global Investors, Inc 1.29M (0.76%) -65.13K
Decreased by -5.04%
Dec 31, 25
20 Legal & General Group PLC 1.28M (0.76%) -63.16K
Decreased by -4.94%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.94M (3.51%) 2.77K
Increased by +0.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.22M (3.09%) 7.82K
Increased by +0.15%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 5.03M (2.97%) 37.48K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 4.36M (2.58%) 41.48K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 3.59M (2.13%) 12.47K
Increased by +0.35%
Feb 28, 26
6 JPM US Mid Cap Value-MA 2.77M (1.64%) -392.07K
Decreased by -14.16%
Mar 31, 25
7 JPM US Value Advantage-MA 2.55M (1.51%) 2.44M
Increased by +95.82%
Sep 30, 23
8 JPM America Equity A (dist) USD 2.49M (1.47%) 102.92K
Increased by +4.13%
Feb 28, 26
9 Allspring Mid Value SMA 2.25M (1.33%) -136.70K
Decreased by -6.07%
Dec 31, 25
10 Allspring Special US Mid Cap Value Eq 2.25M (1.33%) -136.70K
Decreased by -6.07%
Dec 31, 25
11 SPDR® S&P 500 ETF 2.20M (1.30%) -84.59K
Decreased by -3.85%
Mar 31, 25
12 Allspring Special Mid Cap Value Inst 2.19M (1.29%) -63.50K
Decreased by -2.90%
Feb 28, 26
13 iShares Core S&P 500 ETF 2.16M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
14 SPDR® S&P 500 ETF Trust 2.16M (1.28%) 4.86K
Increased by +0.22%
Apr 30, 24
15 Fidelity® 500 Index 2.15M (1.27%) 13.72K
Increased by +0.64%
Nov 30, 23
16 Fidelity 500 Index 2.15M (1.27%) 9.98K
Increased by +0.46%
Jan 31, 26
17 SPDR® S&P 500® ETF Trust 2.14M (1.27%) -11.23K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.11M (1.25%) 25.81K
Increased by +1.22%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 2.00M (1.18%) -15.15K
Decreased by -0.76%
Feb 28, 26
20 T. Rowe Price US Lg-Cp Equity Inc Comp 1.92M (1.14%) 150.00K
Increased by +7.81%
Dec 31, 25