Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DUSA 5.30%
2 ADPV 4.80%
3 DIP 4.39%
4 IHE 4.34%
5 DWLD 4.05%
6 UTRN 4.04%
7 WBIY 3.87%
8 FTXH 3.43%
9 FMTM 3.21%
10 STNC 3.20%
11 XUDV 3.06%
12 LBAY 2.92%
13 RULE 2.67%
14 PJP 2.51%
15 MVPA 2.45%
16 SDOG 2.26%
17 RDIV 2.20%
18 CALF 2.16%
19 WBIG 2.08%
20 CPAI 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 138.18M (12.11%) -2.09M
Decreased by -1.51%
Dec 31, 25
2 T. Rowe Price Associates, Inc. 84.06M (7.37%) 5.29M
Increased by +6.30%
Sep 30, 25
3 BlackRock Inc 81.96M (7.18%) -901.51K
Decreased by -1.10%
Sep 30, 25
4 Davis Selected Advisers 78.18M (6.85%) 8.83M
Increased by +11.30%
Dec 31, 25
5 State Street Corporation 62.76M (5.50%) 837.69K
Increased by +1.33%
Mar 31, 24
6 State Street Corp 55.71M (4.88%) 419.66K
Increased by +0.75%
Sep 30, 25
7 Dimensional Fund Advisors, Inc. 40.03M (3.51%) 2.66M
Increased by +6.64%
Dec 31, 25
8 Geode Capital Management, LLC 31.11M (2.73%) 1.19M
Increased by +3.83%
Dec 31, 25
9 Ameriprise Financial Inc 27.82M (2.44%) 4.67M
Increased by +16.78%
Sep 30, 25
10 Rubric Capital Management LP 25.50M (2.23%) 10.12M
Increased by +39.67%
Dec 31, 25
11 Amvescap Plc. 25.30M (2.22%) -2.32M
Decreased by -9.18%
Sep 30, 25
12 Deerfield Management Co 20.21M (1.77%) -3.89M
Decreased by -19.27%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 16.58M (1.45%) 832.37K
Increased by +5.02%
Sep 30, 25
14 FMR Inc 15.11M (1.32%) 4.06M
Increased by +26.88%
Dec 31, 25
15 Camber Capital Management LLC 15.00M (1.31%) 0.00
Increased by 0.00%
Dec 31, 24
16 Charles Schwab Investment Management Inc 13.50M (1.18%) 342.92K
Increased by +2.54%
Dec 31, 25
17 JPMorgan Chase & Co 13.31M (1.17%) 6.95M
Increased by +52.24%
Sep 30, 25
18 AQR Capital Management LLC 12.75M (1.12%) -481.10K
Decreased by -3.77%
Sep 30, 23
19 Bank of New York Mellon Corp 12.46M (1.09%) 2.15M
Increased by +17.27%
Sep 30, 25
20 AustralianSuper Pty Ltd 11.62M (1.02%) 0.00
Increased by 0.00%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 37.62M (3.30%) 29.20K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 36.54M (3.20%) 67.65K
Increased by +0.19%
Feb 28, 26
3 Pacer US Cash Cows 100 ETF 34.84M (3.05%) 51.49K
Increased by +0.15%
Feb 28, 25
4 Vanguard Institutional 500 Index Trust 33.94M (2.97%) 213.73K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 29.61M (2.59%) 281.50K
Increased by +0.95%
Feb 28, 26
6 Vanguard Small Cap Index 26.16M (2.29%) 70.02K
Increased by +0.27%
Feb 28, 26
7 Davis NY Venture A 20.34M (1.78%) 0.00
Increased by 0.00%
Oct 31, 25
8 Vanguard Small Cap Value Index Inv 16.80M (1.47%) 47.80K
Increased by +0.28%
Feb 28, 26
9 SPDR® S&P 500 ETF 14.89M (1.30%) -218.08K
Decreased by -1.46%
Mar 31, 25
10 Invesco S&P 500® Equal Weight ETF 14.69M (1.29%) -6.31K
Decreased by -0.04%
Feb 27, 26
11 iShares Core S&P 500 ETF 14.67M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
12 Fidelity 500 Index 14.63M (1.28%) 67.86K
Increased by +0.46%
Jan 31, 26
13 SPDR® S&P 500® ETF Trust 14.50M (1.27%) -75.71K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 14.21M (1.24%) 174.32K
Increased by +1.23%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 14.15M (1.24%) -30.62K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 13.98M (1.22%) 88.94K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 13.61M (1.19%) -102.66K
Decreased by -0.75%
Feb 28, 26
18 Vanguard Mid Cap Index Institutional 13.10M (1.15%) 124.23K
Increased by +0.95%
May 31, 25
19 T. Rowe Price US Lg-Cp Equity Inc Comp 12.40M (1.09%) 0.00
Increased by 0.00%
Dec 31, 25
20 T. Rowe Price Equity Income 12.01M (1.05%) -395.00K
Decreased by -3.29%
Jan 31, 26