Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IEDI 5.59%
2 PKB 4.88%
3 FCTE 4.84%
4 ITB 4.48%
5 RTH 4.41%
6 UTRN 4.09%
7 NAIL 3.71%
8 RSMV 3.70%
9 PKW 3.56%
10 MAVF 3.34%
11 XHB 3.34%
12 XLY 3.30%
13 HOMZ 3.26%
14 MILN 3.18%
15 CLAW 3.09%
16 DVGR 3.07%
17 AILV 2.91%
18 CVRD 2.91%
19 SHRY 2.86%
20 ESNG 2.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 JPMorgan Chase & Co 75.21M (13.46%) 43.69M
Increased by +58.09%
Sep 30, 25
2 Vanguard Group Inc 56.23M (10.06%) 924.63K
Increased by +1.64%
Dec 31, 25
3 BlackRock Inc 39.17M (7.01%) -122.08K
Decreased by -0.31%
Sep 30, 25
4 FMR Inc 27.53M (4.93%) 1.75M
Increased by +6.35%
Dec 31, 25
5 State Street Corp 25.04M (4.48%) 124.50K
Increased by +0.50%
Sep 30, 25
6 State Street Corporation 24.41M (4.37%) -478.64K
Decreased by -1.96%
Mar 31, 24
7 Geode Capital Management, LLC 13.33M (2.38%) 887.58K
Increased by +6.66%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 11.57M (2.07%) 311.20K
Increased by +2.69%
Sep 30, 25
9 Wells Fargo & Co 10.17M (1.82%) -94.00K
Decreased by -0.92%
Sep 30, 25
10 Bank of America Corp 9.89M (1.77%) -280.93K
Decreased by -2.84%
Sep 30, 25
11 NORGES BANK 8.27M (1.48%) 273.13K
Increased by +3.30%
Dec 31, 25
12 Pershing Square Capital Management, L.p. 7.07M (1.26%) -402.23K
Decreased by -5.69%
Sep 30, 23
13 Northern Trust Corp 6.83M (1.22%) 103.83K
Increased by +1.52%
Sep 30, 25
14 Massachusetts Financial Services Company 6.37M (1.14%) -228.03K
Decreased by -3.58%
Dec 31, 25
15 Goldman Sachs Group Inc 5.10M (0.91%) 142.82K
Increased by +2.80%
Jun 30, 25
16 The Goldman Sachs Group Inc 4.93M (0.88%) -162.80K
Decreased by -3.30%
Sep 30, 25
17 Amvescap Plc. 4.83M (0.86%) 240.12K
Increased by +4.97%
Sep 30, 25
18 UBS Asset Mgmt Americas Inc 4.62M (0.83%) -1.30M
Decreased by -28.09%
Sep 30, 25
19 T. Rowe Price Associates, Inc. 4.52M (0.81%) 235.61K
Increased by +5.22%
Sep 30, 25
20 Bank of New York Mellon Corp 4.29M (0.77%) 463.01K
Increased by +10.78%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 18.04M (3.23%) 754.00
Increased by +0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 17.74M (3.17%) 88.91K
Increased by +0.50%
Feb 28, 26
3 Vanguard 500 Index Investor 14.42M (2.58%) 137.43K
Increased by +0.95%
Feb 28, 26
4 AF High Growth (AFRIS) 12.85M (2.30%) 12.85M
Increased by +100.00%
Feb 29, 24
5 iShares Core S&P 500 ETF 7.15M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 7.13M (1.27%) 33.03K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 7.02M (1.26%) -134.19K
Decreased by -1.91%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 6.84M (1.22%) -35.86K
Decreased by -0.52%
Mar 31, 25
9 Fidelity® 500 Index 6.83M (1.22%) 43.45K
Increased by +0.64%
Nov 30, 23
10 SPDR® S&P 500 ETF Trust 6.82M (1.22%) 15.35K
Increased by +0.22%
Apr 30, 24
11 SPDR® S&P 500® ETF 6.76M (1.21%) 83.24K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 6.59M (1.18%) -50.03K
Decreased by -0.76%
Feb 28, 26
13 Global Balanced (AFRIS) 5.89M (1.05%) 5.89M
Increased by +100.00%
Feb 29, 24
14 Fidelity Contrafund 5.25M (0.94%) 715.22K
Increased by +13.63%
Jan 31, 26
15 Vanguard Value Index Inv 5.23M (0.94%) 64.69K
Increased by +1.24%
Feb 28, 26
16 JPM US Large Cap Growth-MA 4.86M (0.87%) 4.41M
Increased by +90.81%
Sep 30, 23
17 MFS Large Cap Value Equity 4.26M (0.76%) -174.25K
Decreased by -4.09%
Dec 31, 25
18 MFS Value A 4.20M (0.75%) 4.20M
Increased by +100.00%
Jan 31, 26
19 JPMorgan US Equity L 3.31M (0.59%) -32.46K
Decreased by -0.98%
Jan 31, 26
20 JPM US Equity Income-Composite 3.20M (0.57%) -68.94K
Decreased by -2.15%
Dec 31, 25