Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DUSA 7.74%
2 MOO 4.78%
3 FTXG 4.22%
4 UTRN 3.90%
5 FTRI 3.76%
6 DWLD 3.73%
7 MAVF 3.44%
8 STNC 3.30%
9 RSPS 3.14%
10 RHS 3.14%
11 PBJ 2.84%
12 HELS 2.76%
13 FXG 2.61%
14 TURF 2.52%
15 FOVL 2.38%
16 SYE 2.28%
17 SPCT 2.19%
18 UPGD 2.13%
19 RYJ 2.13%
20 FMKT 2.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.53M (13.29%) 46.88K
Increased by +0.13%
Dec 31, 25
2 BlackRock Inc 26.16M (9.52%) -459.46K
Decreased by -1.76%
Sep 30, 25
3 Pzena Investment Management, LLC 15.31M (5.57%) 1.48M
Increased by +9.67%
Dec 31, 25
4 State Street Corp 14.08M (5.12%) 85.28K
Increased by +0.61%
Sep 30, 25
5 State Street Corporation 12.89M (4.69%) -219.66K
Decreased by -1.70%
Mar 31, 24
6 Davis Selected Advisers 12.83M (4.67%) 2.87M
Increased by +22.34%
Dec 31, 25
7 AQR Capital Management LLC 8.11M (2.95%) 1.39M
Increased by +17.10%
Dec 31, 25
8 Geode Capital Management, LLC 7.46M (2.72%) 9.79K
Increased by +0.13%
Dec 31, 25
9 Wellington Management Company LLP 6.07M (2.21%) -253.92K
Decreased by -4.18%
Dec 31, 25
10 Amvescap Plc. 5.97M (2.17%) 107.88K
Increased by +1.81%
Sep 30, 25
11 FMR Inc 5.95M (2.17%) 107.35K
Increased by +1.80%
Jun 30, 25
12 NORGES BANK 5.26M (1.91%) 860.69K
Increased by +16.37%
Dec 31, 25
13 T. Rowe Price Associates, Inc. 5.10M (1.86%) -3.37M
Decreased by -65.98%
Sep 30, 25
14 Northern Trust Corp 4.51M (1.64%) -6.66K
Decreased by -0.15%
Sep 30, 25
15 Millennium Management LLC 3.79M (1.38%) 2.58M
Increased by +68.00%
Dec 31, 25
16 JPMorgan Chase & Co 3.76M (1.37%) 2.67M
Increased by +71.17%
Sep 30, 25
17 Capital Research Global Investors 3.72M (1.35%) 2.38M
Increased by +63.86%
Mar 31, 25
18 The Goldman Sachs Group Inc 3.72M (1.35%) 2.14M
Increased by +57.47%
Sep 30, 25
19 Morgan Stanley - Brokerage Accounts 3.34M (1.22%) -59.13K
Decreased by -1.77%
Sep 30, 25
20 Amundi 2.86M (1.04%) 1.08M
Increased by +37.85%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.03M (3.29%) 6.58K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.95M (3.26%) 68.85K
Increased by +0.77%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 8.14M (2.96%) 51.00K
Increased by +0.63%
May 31, 25
4 Vanguard Windsor Investor Shares 7.43M (2.70%) 546.67K
Increased by +7.36%
Dec 31, 25
5 Vanguard 500 Index Investor 7.28M (2.65%) 69.24K
Increased by +0.95%
Feb 28, 26
6 Vanguard Mid Cap Index Institutional 6.15M (2.24%) 21.10K
Increased by +0.34%
Feb 28, 26
7 Schwab US Dividend Equity ETF™ 4.51M (1.64%) -2.63K
Decreased by -0.06%
Jan 31, 24
8 Davis NY Venture A 3.67M (1.33%) 621.90K
Increased by +16.96%
Oct 31, 25
9 iShares Core S&P 500 ETF 3.61M (1.31%) 0.00
Increased by 0.00%
Feb 28, 26
10 Fidelity 500 Index 3.60M (1.31%) 16.68K
Increased by +0.46%
Jan 31, 26
11 Pzena Large Cap Value 3.55M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
12 SPDR® S&P 500 ETF 3.55M (1.29%) -52.08K
Decreased by -1.47%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 3.45M (1.26%) -18.14K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.44M (1.25%) 42.50K
Increased by +1.23%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 3.38M (1.23%) 7.65K
Increased by +0.23%
Apr 30, 24
16 American Funds Income Fund of Amer A 3.34M (1.22%) -1.48M
Decreased by -44.41%
Mar 31, 24
17 State Street® SPDR® S&P 500® ETF 3.33M (1.21%) -25.25K
Decreased by -0.76%
Feb 28, 26
18 Fidelity® 500 Index 3.33M (1.21%) 21.17K
Increased by +0.64%
Nov 30, 23
19 Victory Sycamore Established Value R 3.32M (1.21%) -155.00K
Decreased by -4.67%
Sep 30, 23
20 Invesco S&P 500® Equal Weight ETF 2.95M (1.07%) -1.27K
Decreased by -0.04%
Feb 27, 26