Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 10.76%
2 SEMG 4.34%
3 JGRW 4.29%
4 STNC 4.25%
5 CWS 4.05%
6 UTRN 3.98%
7 LNGR 3.59%
8 BIBL 3.45%
9 MNTL 3.40%
10 ETFT 3.00%
11 NEWZ 2.97%
12 BCUS 2.93%
13 GGRW 2.57%
14 AGNG 2.44%
15 XOUT 2.42%
16 DRUP 2.42%
17 BRIF 2.36%
18 KLDW 2.33%
19 DUNK 2.25%
20 DEMZ 2.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.91M (9.78%) 133.89K
Increased by +0.39%
Dec 31, 25
2 BlackRock Inc 26.73M (7.71%) 102.10K
Increased by +0.38%
Sep 30, 25
3 JPMorgan Chase & Co 23.88M (6.89%) 11.65M
Increased by +48.79%
Sep 30, 25
4 Greenleaf Trust 16.56M (4.78%) -79.28K
Decreased by -0.48%
Dec 31, 25
5 State Street Corp 14.94M (4.31%) -13.83K
Decreased by -0.09%
Sep 30, 25
6 State Street Corporation 14.35M (4.14%) 86.75K
Increased by +0.60%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 11.00M (3.17%) -900.55K
Decreased by -8.19%
Sep 30, 25
8 Geode Capital Management, LLC 7.54M (2.17%) 69.85K
Increased by +0.93%
Dec 31, 25
9 FMR Inc 7.15M (2.06%) -595.39K
Decreased by -8.32%
Jun 30, 25
10 Wellington Management Company LLP 6.49M (1.87%) 1.20M
Increased by +18.46%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 6.46M (1.86%) 236.33K
Increased by +3.66%
Sep 30, 25
12 AllianceBernstein L.P. 6.34M (1.83%) 741.54K
Increased by +11.70%
Sep 30, 25
13 Capital Research Global Investors 5.97M (1.72%) -307.74K
Decreased by -5.16%
Dec 31, 25
14 NORGES BANK 5.18M (1.50%) 427.31K
Increased by +8.24%
Dec 31, 25
15 Bank of New York Mellon Corp 4.54M (1.31%) -366.35K
Decreased by -8.07%
Sep 30, 25
16 Bank of America Corp 3.89M (1.12%) -86.20K
Decreased by -2.22%
Sep 30, 25
17 Fundsmith LLP 3.69M (1.06%) -903.78K
Decreased by -24.51%
Dec 31, 25
18 Northern Trust Corp 3.42M (0.99%) -5.18K
Decreased by -0.15%
Sep 30, 25
19 Royal Bank of Canada 3.34M (0.96%) -1.59M
Decreased by -47.54%
Sep 30, 25
20 Franklin Resources Inc 3.29M (0.95%) -64.08K
Decreased by -1.95%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.89M (3.14%) 45.84K
Increased by +0.42%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 10.87M (3.14%) 12.51K
Increased by +0.12%
Sep 30, 24
3 Vanguard 500 Index Investor 8.85M (2.55%) 83.81K
Increased by +0.95%
Feb 28, 26
4 iShares Core S&P 500 ETF 4.39M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
5 Fidelity 500 Index 4.37M (1.26%) 18.42K
Increased by +0.42%
Jan 31, 26
6 SPDR® S&P 500 ETF 4.27M (1.23%) -62.62K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF 4.16M (1.20%) 51.11K
Increased by +1.23%
Aug 31, 25
8 SPDR® S&P 500® ETF Trust 4.15M (1.20%) -21.82K
Decreased by -0.53%
Mar 31, 25
9 State Street® SPDR® S&P 500® ETF 4.05M (1.17%) -30.75K
Decreased by -0.76%
Feb 28, 26
10 SPDR® S&P 500 ETF Trust 4.00M (1.15%) 9.04K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 3.94M (1.14%) 25.06K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 3.81M (1.10%) 11.40K
Increased by +0.30%
Feb 28, 26
13 Fundsmith Equity I Acc 3.49M (1.01%) -109.55K
Decreased by -3.14%
Dec 31, 25
14 Vanguard Dividend Growth Inv 2.59M (0.75%) -383.50K
Decreased by -14.80%
Dec 31, 25
15 State Street®HlthCrSelSectSPDR®ETF 2.55M (0.74%) -10.97K
Decreased by -0.43%
Feb 28, 26
16 Health Care Select Sector SPDR® ETF 2.46M (0.71%) -3.20K
Decreased by -0.13%
Apr 30, 24
17 The Health Care Select Sector SPDR® ETF 2.35M (0.68%) 3.80K
Increased by +0.16%
Aug 31, 25
18 AllianceBernstein US L/C Growth Eqty MF 1.97M (0.57%) 0.00
Increased by 0.00%
Dec 30, 25
19 Vanguard Institutional Index I 1.95M (0.56%) -14.85K
Decreased by -0.76%
Feb 28, 26
20 Vanguard Dividend Appreciation ETF 1.89M (0.55%) 7.33K
Increased by +0.39%
Feb 28, 26