Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYT 16.37%
2 TPOR 12.44%
3 SHPP 9.93%
4 FTXR 8.02%
5 TOS 6.47%
6 DRES 5.43%
7 KAT 5.03%
8 DHLX 4.71%
9 NRSH 4.70%
10 CAMX 4.68%
11 BILT 4.43%
12 HWAY 4.37%
13 SUPL 4.32%
14 MFVL 4.19%
15 RIFR 4.19%
16 NFRX 4.14%
17 GLIX 4.08%
18 UTRN 4.04%
19 GKAT 4.03%
20 PRVS 4.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 59.33M (10.02%) 659.38K
Increased by +1.11%
Dec 31, 25
2 BlackRock Inc 48.60M (8.21%) 3.48M
Increased by +7.17%
Sep 30, 25
3 State Street Corp 25.25M (4.26%) 13.09K
Increased by +0.05%
Sep 30, 25
4 State Street Corporation 24.67M (4.17%) -67.81K
Decreased by -0.27%
Mar 31, 24
5 JPMorgan Chase & Co 21.72M (3.67%) 13.29M
Increased by +61.20%
Sep 30, 25
6 Capital World Investors 20.14M (3.40%) 9.66M
Increased by +47.95%
Dec 31, 25
7 Geode Capital Management, LLC 15.36M (2.59%) 296.81K
Increased by +1.93%
Dec 31, 25
8 Morgan Stanley - Brokerage Accounts 12.03M (2.03%) 2.21M
Increased by +18.40%
Sep 30, 25
9 Bank of America Corp 11.99M (2.02%) 167.13K
Increased by +1.39%
Sep 30, 25
10 Capital Research Global Investors 10.98M (1.85%) 2.27M
Increased by +20.65%
Dec 31, 25
11 UBS Asset Mgmt Americas Inc 9.18M (1.55%) 3.86M
Increased by +42.08%
Sep 30, 25
12 Capital Research & Mgmt Co - Division 3 8.42M (1.42%) 42.29K
Increased by +0.50%
Jun 30, 25
13 NORGES BANK 7.69M (1.30%) -373.67K
Decreased by -4.86%
Dec 31, 25
14 Massachusetts Financial Services Company 7.61M (1.28%) -400.52K
Decreased by -5.27%
Dec 31, 25
15 Franklin Resources Inc 7.16M (1.21%) 1.14M
Increased by +15.91%
Sep 30, 25
16 Soroban Capital Partners LP 7.05M (1.19%) -1.21M
Decreased by -17.21%
Dec 31, 23
17 Northern Trust Corp 6.88M (1.16%) 210.18K
Increased by +3.05%
Sep 30, 25
18 Amvescap Plc. 6.55M (1.11%) 1.15M
Increased by +17.63%
Sep 30, 25
19 Fisher Asset Management, LLC 6.43M (1.09%) 2.58K
Increased by +0.04%
Dec 31, 25
20 Goldman Sachs Group Inc 6.39M (1.08%) 3.25M
Increased by +50.84%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 19.29M (3.26%) -50.27K
Decreased by -0.26%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.76M (3.17%) 73.53K
Increased by +0.39%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 17.19M (2.90%) 120.06K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 15.26M (2.58%) 144.85K
Increased by +0.95%
Feb 28, 26
5 AF High Growth (AFRIS) 13.92M (2.35%) 13.92M
Increased by +100.00%
Feb 29, 24
6 iShares Core S&P 500 ETF 7.56M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
7 Fidelity 500 Index 7.54M (1.27%) 34.94K
Increased by +0.46%
Jan 31, 26
8 SPDR® S&P 500 ETF 7.52M (1.27%) -133.02K
Decreased by -1.77%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 7.32M (1.24%) -38.34K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 7.22M (1.22%) 88.80K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 7.21M (1.22%) 16.29K
Increased by +0.23%
Apr 30, 24
12 UBS HV Tax-Opt Global Selections - Agg 7.19M (1.21%) 7.19M
Increased by +100.00%
Jun 30, 24
13 UBS Tax-Opt Digital Transformation theme 7.19M (1.21%) 7.19M
Increased by +100.00%
Jun 30, 24
14 UBS HV Global Selections - Agg 7.19M (1.21%) 7.19M
Increased by +99.98%
Jun 30, 24
15 Fidelity® 500 Index 7.10M (1.20%) 45.19K
Increased by +0.64%
Nov 30, 23
16 State Street® SPDR® S&P 500® ETF 6.98M (1.18%) -52.94K
Decreased by -0.76%
Feb 28, 26
17 American Funds Washington Mutual A 6.63M (1.12%) 1.38M
Increased by +20.76%
Dec 31, 25
18 Capital Group Wash Mutual Invtrs Comp 6.63M (1.12%) 1.38M
Increased by +20.76%
Dec 31, 25
19 Global Balanced (AFRIS) 6.39M (1.08%) 6.39M
Increased by +100.00%
Feb 29, 24
20 American Funds American Balanced A 5.61M (0.95%) 3.37M
Increased by +60.11%
Dec 31, 25