Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 5.38%
2 QQQA 5.37%
3 UTRN 4.07%
4 TADS 4.06%
5 FTXR 3.98%
6 EQTY 3.45%
7 STNC 3.27%
8 DIP 3.15%
9 MADE 3.14%
10 RISN 3.12%
11 TUSA 2.21%
12 PWC 2.04%
13 BOUT 2.03%
14 RYJ 1.99%
15 UPGD 1.99%
16 YOKE 1.97%
17 DIV 1.94%
18 FTCS 1.88%
19 SMRI 1.86%
20 KVLE 1.84%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.48M (12.31%) 363.78K
Increased by +0.57%
Dec 31, 25
2 BlackRock Inc 35.95M (6.97%) 691.08K
Increased by +1.92%
Sep 30, 25
3 Wellington Management Company LLP 22.98M (4.46%) 3.60M
Increased by +15.66%
Dec 31, 25
4 State Street Corp 22.40M (4.35%) -132.27K
Decreased by -0.59%
Sep 30, 25
5 State Street Corporation 21.89M (4.25%) 248.61K
Increased by +1.14%
Mar 31, 24
6 Bank of America Corp 12.80M (2.48%) -1.42M
Decreased by -11.09%
Sep 30, 25
7 Geode Capital Management, LLC 12.31M (2.39%) 50.62K
Increased by +0.41%
Dec 31, 25
8 JPMorgan Chase & Co 11.69M (2.27%) 5.89M
Increased by +50.38%
Sep 30, 25
9 Massachusetts Financial Services Company 11.00M (2.13%) -368.34K
Decreased by -3.35%
Dec 31, 25
10 FMR Inc 8.99M (1.74%) 3.53M
Increased by +39.22%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 7.45M (1.45%) -314.37K
Decreased by -4.22%
Sep 30, 25
12 NORGES BANK 6.65M (1.29%) 1.67M
Increased by +25.20%
Dec 31, 25
13 Capital Research Global Investors 6.02M (1.17%) 45.09K
Increased by +0.75%
Dec 31, 25
14 Amvescap Plc. 5.40M (1.05%) 184.50K
Increased by +3.42%
Sep 30, 25
15 Kovitz Investment Group Partners, LLC 5.36M (1.04%) 4.22M
Increased by +78.74%
Dec 31, 24
16 Northern Trust Corp 5.29M (1.03%) -61.85K
Decreased by -1.17%
Sep 30, 25
17 Dimensional Fund Advisors, Inc. 5.16M (1.00%) -91.15K
Decreased by -1.77%
Dec 31, 25
18 Fisher Asset Management, LLC 5.07M (0.98%) -34.80K
Decreased by -0.69%
Dec 31, 25
19 UBS Group AG 4.62M (0.90%) 771.37K
Increased by +16.69%
Mar 31, 25
20 Legal & General Group PLC 4.32M (0.84%) -9.80K
Decreased by -0.23%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.61M (3.22%) 75.62K
Increased by +0.46%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 16.61M (3.22%) 11.60K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 14.92M (2.89%) 104.73K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 13.51M (2.62%) 128.45K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 11.42M (2.21%) 39.91K
Increased by +0.35%
Feb 28, 26
6 Invesco QQQ Trust 11.17M (2.17%) 0.00
Increased by 0.00%
Feb 28, 26
7 iShares Core S&P 500 ETF 6.70M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 6.67M (1.29%) 30.93K
Increased by +0.46%
Jan 31, 26
9 SPDR® S&P 500 ETF 6.52M (1.26%) -95.48K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 6.35M (1.23%) -33.26K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 6.33M (1.23%) 77.92K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 6.31M (1.22%) -49.14K
Decreased by -0.78%
Mar 31, 24
13 State Street® SPDR® S&P 500® ETF 6.18M (1.20%) -46.82K
Decreased by -0.76%
Feb 28, 26
14 MFS Large Cap Value Equity 6.13M (1.19%) -250.54K
Decreased by -4.09%
Dec 31, 25
15 Fidelity® 500 Index 6.09M (1.18%) 38.77K
Increased by +0.64%
Nov 30, 23
16 MFS Value A 6.04M (1.17%) 6.04M
Increased by +100.00%
Jan 31, 26
17 Vanguard Equity-Income Inv 5.96M (1.16%) -584.07K
Decreased by -9.81%
Dec 31, 25
18 Vanguard Wellington Inv 4.95M (0.96%) 1.49M
Increased by +30.20%
Dec 31, 25
19 Vanguard Value Index Inv 4.89M (0.95%) 56.43K
Increased by +1.15%
Feb 28, 26
20 Fidelity® Contrafund® 4.08M (0.79%) 228.97K
Increased by +5.62%
Nov 30, 23