Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 6.25%
2 HWAY 5.03%
3 BWTG 4.31%
4 ACEP 4.20%
5 RSHO 4.20%
6 UTRN 4.16%
7 SAMM 3.89%
8 HVAC 3.88%
9 MADE 3.62%
10 BRNY 3.39%
11 RULE 3.24%
12 PPA 3.20%
13 BCUS 2.98%
14 PAVE 2.96%
15 PJFV 2.93%
16 BIBL 2.87%
17 AFOS 2.72%
18 DFTT 2.68%
19 FRIZ 2.56%
20 BDIV 2.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.14M (8.86%) 33.61K
Increased by +0.30%
Dec 31, 25
2 BlackRock Inc 9.85M (7.83%) 61.67K
Increased by +0.63%
Sep 30, 25
3 State Street Corp 9.52M (7.57%) -71.15K
Decreased by -0.75%
Sep 30, 25
4 State Street Corporation 5.45M (4.34%) 21.69K
Increased by +0.40%
Mar 31, 24
5 Procyon Private Wealth Partners, LLC 5.07M (4.03%) 3.00
Increased by +0.00%
Dec 31, 25
6 FMR Inc 4.07M (3.23%) 338.94K
Increased by +8.33%
Dec 31, 25
7 Bank of America Corp 3.90M (3.10%) 22.71K
Increased by +0.58%
Sep 30, 25
8 JPMorgan Chase & Co 3.57M (2.83%) 1.49M
Increased by +41.79%
Sep 30, 25
9 T. Rowe Price Associates, Inc. 2.84M (2.26%) -19.73K
Decreased by -0.69%
Sep 30, 25
10 Geode Capital Management, LLC 2.77M (2.20%) -10.78K
Decreased by -0.39%
Dec 31, 25
11 Aristotle Capital Management LLC 2.71M (2.16%) -151.96K
Decreased by -5.60%
Dec 31, 25
12 Capital World Investors 2.60M (2.07%) 16.70K
Increased by +0.64%
Dec 31, 25
13 Amvescap Plc. 2.30M (1.83%) -45.78K
Decreased by -1.99%
Sep 30, 25
14 Ameriprise Financial Inc 2.21M (1.76%) 13.31K
Increased by +0.60%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 2.11M (1.68%) -16.77K
Decreased by -0.79%
Sep 30, 25
16 NORGES BANK 2.00M (1.59%) 61.69K
Increased by +3.09%
Dec 31, 25
17 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.75M (1.39%) 79.52K
Increased by +4.55%
Dec 31, 25
18 GAMMA Investing LLC 1.74M (1.38%) 1.73M
Increased by +99.85%
Mar 31, 25
19 UBS Group AG 1.69M (1.34%) 715.83K
Increased by +42.40%
Mar 31, 25
20 Charles Schwab Investment Management Inc 1.58M (1.25%) -23.07K
Decreased by -1.46%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.07M (3.24%) 3.00K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.99M (3.17%) 17.76K
Increased by +0.44%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 3.66M (2.91%) 25.47K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 3.25M (2.58%) 30.97K
Increased by +0.95%
Feb 28, 26
5 iShares Core S&P 500 ETF 1.61M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 1.60M (1.27%) 7.43K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 1.60M (1.27%) -23.56K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 1.56M (1.24%) -8.21K
Decreased by -0.53%
Mar 31, 25
9 SPDR® S&P 500® ETF 1.54M (1.23%) 18.98K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500 ETF Trust 1.52M (1.21%) 3.42K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 1.50M (1.19%) 9.52K
Increased by +0.64%
Nov 30, 23
12 State Street® SPDR® S&P 500® ETF 1.49M (1.18%) -11.32K
Decreased by -0.76%
Feb 28, 26
13 Vanguard Wellington™ Inv 1.38M (1.10%) -50.98K
Decreased by -3.69%
Jun 30, 25
14 Vanguard Value Index Inv 1.18M (0.93%) 14.74K
Increased by +1.25%
Feb 28, 26
15 JPM US Equity Income-MA 1.14M (0.90%) 1.14M
Increased by +99.90%
Sep 30, 23
16 Columbia Dividend Value 1.12M (0.89%) -18.97K
Decreased by -1.69%
Dec 31, 25
17 Columbia Dividend Income Inst 1.11M (0.88%) -6.20K
Decreased by -0.56%
Feb 28, 26
18 American Funds Washington Mutual A 1.02M (0.81%) 0.00
Increased by 0.00%
Dec 31, 25
19 Capital Group Wash Mutual Invtrs Comp 1.02M (0.81%) 0.00
Increased by 0.00%
Dec 31, 25
20 Vanguard Windsor II Inv 854.00K (0.68%) 0.00
Increased by 0.00%
Dec 31, 25