Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 8.21%
2 FCTE 5.13%
3 MJO 4.89%
4 MJJ 4.89%
5 THCX 4.25%
6 PIO 4.13%
7 FIW 4.06%
8 WBIL 3.99%
9 UTRN 3.91%
10 STNC 3.70%
11 EQTY 3.49%
12 FBT 3.41%
13 TMFM 3.17%
14 BMED 2.96%
15 ETFT 2.65%
16 RISN 2.62%
17 IVEG 2.59%
18 MDEV 2.41%
19 DEF 2.14%
20 RYJ 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.47M (7.62%) -186.96K
Decreased by -2.50%
Dec 31, 25
2 BlackRock Inc 6.07M (6.19%) -497.16K
Decreased by -8.20%
Sep 30, 25
3 Fundsmith LLP 3.56M (3.63%) -397.52K
Decreased by -11.17%
Dec 31, 25
4 Wealthfront Advisers LLC 3.09M (3.15%) 3.08M
Increased by +99.91%
Dec 31, 24
5 State Street Corp 2.68M (2.74%) 3.33K
Increased by +0.12%
Sep 30, 25
6 Massachusetts Financial Services Company 2.62M (2.68%) -64.98K
Decreased by -2.48%
Dec 31, 25
7 State Street Corporation 2.54M (2.59%) 22.79K
Increased by +0.90%
Mar 31, 24
8 AllianceBernstein L.P. 2.08M (2.13%) -1.94M
Decreased by -92.92%
Sep 30, 25
9 Bank of New York Mellon Corp 1.76M (1.80%) -51.08K
Decreased by -2.90%
Jun 30, 25
10 Geode Capital Management, LLC 1.59M (1.63%) 8.59K
Increased by +0.54%
Dec 31, 25
11 Amvescap Plc. 1.47M (1.50%) 359.60K
Increased by +24.42%
Sep 30, 25
12 HHG PLC 1.30M (1.33%) 395.95K
Increased by +30.40%
Sep 30, 25
13 Mawer Investment Management Ltd 1.30M (1.33%) -252.26K
Decreased by -19.42%
Dec 31, 25
14 Veritas Asset Management LLP 1.24M (1.27%) 656.44K
Increased by +52.89%
Dec 31, 25
15 FUNDSMITH INVESTMENT SERVICES LTD. 1.15M (1.17%) -210.08K
Decreased by -18.33%
Dec 31, 25
16 Nordea Investment Mgmt Bank Demark A/s 871.08K (0.89%) -52.14K
Decreased by -5.99%
Jun 30, 24
17 Principal Financial Group Inc 869.18K (0.89%) 46.34K
Increased by +5.33%
Sep 30, 25
18 American Century Companies Inc 832.89K (0.85%) 212.75K
Increased by +25.54%
Sep 30, 23
19 Generation Investment Management LLP 755.33K (0.77%) -774.79K
Decreased by -102.58%
Mar 31, 25
20 Ako Capital Llp 753.46K (0.77%) -53.49K
Decreased by -7.10%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fundsmith Equity I Acc 3.35M (3.42%) 0.00
Increased by 0.00%
Dec 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.10M (3.16%) 1.22M
Increased by +39.35%
Feb 28, 26
3 Vanguard 500 Index Investor 2.53M (2.58%) 1.01M
Increased by +40.00%
Feb 28, 26
4 Vanguard Mid Cap Index Institutional 2.13M (2.18%) 843.30K
Increased by +39.54%
Feb 28, 26
5 Vanguard US Total Market Shares ETF 1.88M (1.92%) 1.36K
Increased by +0.07%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 1.69M (1.72%) 10.60K
Increased by +0.63%
May 31, 25
7 iShares Core S&P 500 ETF 1.25M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
8 State Street® SPDR® S&P 500® ETF 1.16M (1.18%) -8.72K
Decreased by -0.75%
Feb 28, 26
9 First Eagle Global A 1.09M (1.11%) 1.09M
Increased by +100.00%
Feb 28, 26
10 Janus Henderson Enterprise D 927.20K (0.95%) 0.00
Increased by 0.00%
Jan 31, 26
11 Janus Inst Mid Cap Growth CF 927.20K (0.95%) -29.66K
Decreased by -3.20%
Dec 31, 25
12 AllianceBernstein US L/C Growth Eqty MF 857.00K (0.87%) 0.00
Increased by 0.00%
Dec 30, 25
13 Vanguard Mid-Cap Growth ETF 813.02K (0.83%) 314.10K
Increased by +38.63%
Feb 28, 26
14 Vanguard Growth Index Investor 805.58K (0.82%) 316.83K
Increased by +39.33%
Feb 28, 26
15 Fidelity 500 Index 756.41K (0.77%) 3.51K
Increased by +0.46%
Jan 31, 26
16 SPDR® S&P 500 ETF 739.07K (0.75%) -10.85K
Decreased by -1.47%
Mar 31, 25
17 State Street®HlthCrSelSectSPDR®ETF 729.51K (0.74%) -3.13K
Decreased by -0.43%
Feb 28, 26
18 SPDR® S&P 500® ETF Trust 719.44K (0.73%) -3.78K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 717.97K (0.73%) 8.86K
Increased by +1.23%
Aug 31, 25
20 Impax Leaders Strategy Composite 716.23K (0.73%) 132.44K
Increased by +18.49%
Nov 30, 24