Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 EVX 8.00%
4 DHLX 6.07%
5 RNEW 6.01%
6 CCSO 5.27%
7 GSFP 5.24%
8 IDU 5.10%
9 EASY 4.95%
10 PRCS 4.82%
11 BBHL 4.32%
12 KSEA 4.12%
13 UTRN 3.96%
14 TXS 3.53%
15 JGRW 3.49%
16 NEWZ 3.48%
17 CCOR 3.31%
18 VSMV 3.31%
19 YALL 3.28%
20 STNC 3.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.99M (9.70%) 553.61K
Increased by +1.42%
Dec 31, 25
2 BlackRock Inc 29.76M (7.40%) -170.27K
Decreased by -0.57%
Sep 30, 25
3 Gates Bill & Melinda Foundation 28.93M (7.20%) 0.00
Increased by 0.00%
Dec 31, 25
4 State Street Corporation 18.57M (4.62%) 708.90K
Increased by +3.82%
Mar 31, 24
5 State Street Corp 17.11M (4.26%) -1.33M
Decreased by -7.77%
Sep 30, 25
6 Geode Capital Management, LLC 8.99M (2.24%) 117.48K
Increased by +1.31%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 7.62M (1.90%) 109.88K
Increased by +1.44%
Sep 30, 25
8 Ameriprise Financial Inc 5.67M (1.41%) 277.25K
Increased by +4.89%
Sep 30, 25
9 Parnassus Investments LLC 5.28M (1.31%) -336.03K
Decreased by -6.37%
Dec 31, 25
10 Parnassus Investments, LLC 4.80M (1.19%) 16.21K
Increased by +0.34%
Dec 31, 23
11 NORGES BANK 4.66M (1.16%) 4.91K
Increased by +0.11%
Dec 31, 25
12 Capital World Investors 4.23M (1.05%) 1.30M
Increased by +30.84%
Mar 31, 24
13 Northern Trust Corp 3.95M (0.98%) 11.69K
Increased by +0.30%
Sep 30, 25
14 Capital Research Global Investors 3.89M (0.97%) -182.93K
Decreased by -4.70%
Mar 31, 24
15 Wells Fargo & Co 3.74M (0.93%) 69.40K
Increased by +1.86%
Sep 30, 25
16 JPMorgan Chase & Co 3.66M (0.91%) 1.65M
Increased by +45.14%
Sep 30, 25
17 Nordea Investment Mgmt Bank Demark A/s 3.53M (0.88%) 236.44K
Increased by +6.70%
Dec 31, 25
18 Goldman Sachs Group Inc 3.53M (0.88%) -338.72K
Decreased by -9.60%
Jun 30, 25
19 Bank of America Corp 3.35M (0.83%) 264.87K
Increased by +7.90%
Sep 30, 25
20 The Goldman Sachs Group Inc 3.32M (0.83%) -210.70K
Decreased by -6.35%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.74M (3.17%) 53.45K
Increased by +0.42%
Feb 28, 26
2 Vanguard US Total Market Shares ETF 12.71M (3.16%) -4.25K
Decreased by -0.03%
Sep 30, 24
3 Vanguard 500 Index Investor 9.53M (2.37%) 91.00K
Increased by +0.95%
Feb 28, 26
4 iShares Core S&P 500 ETF 4.72M (1.18%) 0.00
Increased by 0.00%
Feb 28, 26
5 Fidelity 500 Index 4.71M (1.17%) 21.83K
Increased by +0.46%
Jan 31, 26
6 SPDR® S&P 500 ETF 4.54M (1.13%) -66.65K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 4.42M (1.10%) -23.22K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500® ETF 4.42M (1.10%) 54.40K
Increased by +1.23%
Aug 31, 25
9 State Street® SPDR® S&P 500® ETF 4.37M (1.09%) -33.05K
Decreased by -0.76%
Feb 28, 26
10 SPDR® S&P 500 ETF Trust 4.33M (1.08%) 9.81K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 4.30M (1.07%) 27.33K
Increased by +0.64%
Nov 30, 23
12 Parnassus Core Equity Investor 3.99M (0.99%) -117.40K
Decreased by -2.94%
Feb 28, 26
13 Vanguard Value Index Inv 3.76M (0.93%) 48.47K
Increased by +1.29%
Feb 28, 26
14 American Funds American Mutual A 2.37M (0.59%) -104.15K
Decreased by -4.40%
Mar 31, 24
15 Capital Group American Mutual Comp 2.37M (0.59%) -104.15K
Decreased by -4.40%
Mar 31, 24
16 Columbia Dividend Value 2.22M (0.55%) -37.48K
Decreased by -1.69%
Dec 31, 25
17 Columbia Dividend Income Inst 2.19M (0.54%) -12.24K
Decreased by -0.56%
Feb 28, 26
18 State Street® IndstrlSelSectSPDR®ETF 2.15M (0.54%) -7.26K
Decreased by -0.34%
Feb 28, 26
19 Vanguard Institutional Index I 2.10M (0.52%) -15.54K
Decreased by -0.74%
Feb 28, 26
20 Vanguard Dividend Appreciation ETF 2.04M (0.51%) 8.06K
Increased by +0.39%
Feb 28, 26