Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.97%
2 FDV 4.16%
3 UTRN 4.09%
4 QQLV 3.74%
5 QUSA 3.51%
6 STNC 3.42%
7 DIVS 3.03%
8 NEWZ 2.93%
9 CZAR 2.92%
10 CCOR 2.92%
11 GAUD 2.81%
12 RISN 2.56%
13 XUDV 2.45%
14 UDI 2.30%
15 QQEW 2.08%
16 SMRI 2.08%
17 FTGS 2.02%
18 SDOG 1.98%
19 PEY 1.87%
20 TPMN 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.35M (13.19%) 4.58M
Increased by +10.82%
Dec 31, 25
2 Capital Research & Mgmt Co - Division 3 30.27M (9.43%) 11.24M
Increased by +37.15%
Dec 31, 25
3 BlackRock Inc 27.97M (8.71%) 598.43K
Increased by +2.14%
Sep 30, 25
4 State Street Corp 13.77M (4.29%) -293.72K
Decreased by -2.13%
Sep 30, 25
5 State Street Corporation 13.04M (4.06%) -42.71K
Decreased by -0.33%
Mar 31, 24
6 Charles Schwab Investment Management Inc 11.55M (3.60%) 263.15K
Increased by +2.28%
Dec 31, 25
7 Geode Capital Management, LLC 9.71M (3.02%) 78.76K
Increased by +0.81%
Dec 31, 25
8 Wells Fargo & Co 8.81M (2.74%) -159.97K
Decreased by -1.82%
Sep 30, 25
9 Select Equity Group LP 5.72M (1.78%) 1.36M
Increased by +23.77%
Dec 31, 25
10 Bank of America Corp 5.64M (1.76%) -167.27K
Decreased by -2.97%
Sep 30, 25
11 Bank of New York Mellon Corp 5.58M (1.74%) -3.11M
Decreased by -55.67%
Sep 30, 25
12 Morgan Stanley - Brokerage Accounts 4.86M (1.51%) 150.58K
Increased by +3.10%
Sep 30, 25
13 Fidelity Management and Research Company 4.44M (1.38%) 4.44M
Increased by +100.00%
Dec 31, 23
14 Northern Trust Corp 4.42M (1.38%) -507.36K
Decreased by -11.47%
Sep 30, 25
15 FMR Inc 4.32M (1.34%) -150.44K
Decreased by -3.48%
Sep 30, 23
16 Amvescap Plc. 4.29M (1.34%) -93.17K
Decreased by -2.17%
Sep 30, 25
17 JPMorgan Chase & Co 3.29M (1.03%) 748.89K
Increased by +22.75%
Sep 30, 25
18 Dimensional Fund Advisors, Inc. 2.88M (0.90%) 76.82K
Increased by +2.67%
Dec 31, 25
19 Capital World Investors 2.76M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24
20 UBS Asset Mgmt Americas Inc 2.73M (0.85%) -1.07M
Decreased by -39.24%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 13.59M (4.23%) 6.12M
Increased by +45.03%
Dec 31, 25
2 Capital Group Wash Mutual Invtrs Comp 13.59M (4.23%) 6.12M
Increased by +45.03%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 10.25M (3.19%) 7.33K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 10.24M (3.19%) 41.93K
Increased by +0.41%
Feb 28, 26
5 Schwab US Dividend Equity ETF™ 10.00M (3.11%) 25.84K
Increased by +0.26%
Feb 28, 26
6 Vanguard Institutional 500 Index Trust 9.11M (2.84%) 60.91K
Increased by +0.67%
May 31, 25
7 Vanguard 500 Index Investor 8.33M (2.60%) 79.26K
Increased by +0.95%
Feb 28, 26
8 Invesco QQQ Trust 7.65M (2.38%) 0.00
Increased by 0.00%
Feb 28, 26
9 Vanguard Mid Cap Index Institutional 7.04M (2.19%) 24.30K
Increased by +0.35%
Feb 28, 26
10 American Funds Fundamental Invs A 5.18M (1.61%) 3.53M
Increased by +68.03%
Dec 31, 25
11 Capital Group Fundamental Invtrs Comp 5.18M (1.61%) 3.53M
Increased by +68.03%
Dec 31, 25
12 iShares Core S&P 500 ETF 4.13M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 4.12M (1.28%) 19.08K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 3.99M (1.24%) -58.28K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 3.88M (1.21%) -20.30K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 3.87M (1.21%) 47.56K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 3.82M (1.19%) -28.92K
Decreased by -0.76%
Feb 28, 26
18 SPDR® S&P 500 ETF Trust 3.77M (1.18%) 23.68K
Increased by +0.63%
Feb 29, 24
19 Fidelity® 500 Index 3.74M (1.16%) 23.80K
Increased by +0.64%
Nov 30, 23
20 American Funds Invmt Co of Amer A 2.79M (0.87%) 351.69K
Increased by +12.62%
Dec 31, 25