Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IAK 13.67%
2 KBWP 8.06%
3 GQGU 6.06%
4 GBDV 4.84%
5 FMCE 4.30%
6 NEWZ 4.28%
7 NLSI 4.17%
8 UTRN 4.05%
9 PFI 4.03%
10 HDV 3.80%
11 BELT 3.69%
12 SSPX 3.44%
13 BIBL 3.25%
14 BOUT 3.21%
15 USCF 3.20%
16 BWTG 3.20%
17 MFSV 3.15%
18 GFGF 3.15%
19 ABIG 3.03%
20 INNO 2.82%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 55.26M (9.47%) 593.61K
Increased by +1.07%
Dec 31, 25
2 BlackRock Inc 48.70M (8.34%) 1.08M
Increased by +2.21%
Sep 30, 25
3 JPMorgan Chase & Co 36.68M (6.28%) 21.31M
Increased by +58.09%
Sep 30, 25
4 State Street Corp 25.81M (4.42%) 78.37K
Increased by +0.30%
Sep 30, 25
5 State Street Corporation 24.41M (4.18%) -40.21K
Decreased by -0.16%
Mar 31, 24
6 Geode Capital Management, LLC 15.61M (2.67%) -47.22K
Decreased by -0.30%
Dec 31, 25
7 Capital Research & Mgmt Co - Division 3 14.92M (2.56%) 1.22M
Increased by +8.16%
Dec 31, 25
8 Bank of America Corp 13.37M (2.29%) 123.12K
Increased by +0.92%
Sep 30, 25
9 Massachusetts Financial Services Company 12.78M (2.19%) 28.17K
Increased by +0.22%
Dec 31, 25
10 Capital Research Global Investors 11.14M (1.91%) -23.91K
Decreased by -0.21%
Dec 31, 25
11 AllianceBernstein L.P. 10.79M (1.85%) -180.17K
Decreased by -1.67%
Sep 30, 25
12 GQG Partners LLC 10.43M (1.79%) 1.09M
Increased by +10.47%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 10.33M (1.77%) -1.01M
Decreased by -9.74%
Sep 30, 25
14 Capital World Investors 9.52M (1.63%) 17.49K
Increased by +0.18%
Dec 31, 25
15 Goldman Sachs Group Inc 9.10M (1.56%) 5.71M
Increased by +62.76%
Dec 31, 23
16 NORGES BANK 8.06M (1.38%) -19.72K
Decreased by -0.24%
Dec 31, 25
17 FMR Inc 6.91M (1.18%) -5.30M
Decreased by -76.73%
Dec 31, 25
18 Wellington Management Company LLP 6.51M (1.11%) 4.20M
Increased by +64.51%
Dec 31, 25
19 HHG PLC 6.30M (1.08%) -718.40K
Decreased by -11.41%
Mar 31, 25
20 Northern Trust Corp 6.02M (1.03%) -93.94K
Decreased by -1.56%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 18.55M (3.18%) 81.33K
Increased by +0.44%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 18.55M (3.18%) 5.71K
Increased by +0.03%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 16.66M (2.85%) 116.35K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 15.08M (2.58%) 143.03K
Increased by +0.95%
Feb 28, 26
5 MFS Large Cap Value Equity 8.22M (1.41%) -336.06K
Decreased by -4.09%
Dec 31, 25
6 MFS Value A 8.10M (1.39%) 8.10M
Increased by +100.00%
Jan 31, 26
7 iShares Core S&P 500 ETF 7.48M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
8 Fidelity 500 Index 7.45M (1.28%) 34.54K
Increased by +0.46%
Jan 31, 26
9 SPDR® S&P 500 ETF 7.29M (1.25%) -106.64K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 7.10M (1.22%) -37.15K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 7.08M (1.21%) 87.03K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 6.92M (1.18%) 15.66K
Increased by +0.23%
Apr 30, 24
13 State Street® SPDR® S&P 500® ETF 6.89M (1.18%) -52.33K
Decreased by -0.76%
Feb 28, 26
14 Fidelity® 500 Index 6.82M (1.17%) 43.41K
Increased by +0.64%
Nov 30, 23
15 American Funds Growth Fund of Amer A 6.68M (1.14%) -543.90K
Decreased by -8.15%
Dec 31, 25
16 Capital Group Growth Fnd of Amer Comp 6.68M (1.14%) -543.90K
Decreased by -8.15%
Dec 31, 25
17 Vanguard Value Index Inv 5.46M (0.94%) 69.03K
Increased by +1.26%
Feb 28, 26
18 American Funds American Mutual A 4.36M (0.75%) 410.78K
Increased by +9.42%
Dec 31, 25
19 Capital Group American Mutual Comp 4.36M (0.75%) 410.78K
Increased by +9.42%
Dec 31, 25
20 American Funds Washington Mutual A 4.32M (0.74%) 288.60K
Increased by +6.67%
Dec 31, 25