Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 15.97%
2 DHLX 5.72%
3 FCTE 5.21%
4 ACT_old 5.00%
5 HART 4.87%
6 PJP 4.05%
7 UTRN 3.97%
8 CVRD 3.90%
9 TMED 3.59%
10 SAMM 3.53%
11 DIP 3.34%
12 PWV 3.24%
13 QLTY 3.15%
14 NEWZ 3.12%
15 GDOC 3.12%
16 SCHD 3.08%
17 GVLE 3.03%
18 CWS 2.95%
19 XLV 2.89%
20 IYH 2.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 175.56M (10.14%) 2.40M
Increased by +1.37%
Dec 31, 25
2 BlackRock Inc 146.91M (8.49%) 5.35M
Increased by +3.64%
Dec 31, 25
3 State Street Corp 79.85M (4.61%) 1.63M
Increased by +2.04%
Dec 31, 25
4 State Street Corporation 74.74M (4.32%) 51.46K
Increased by +0.07%
Mar 31, 24
5 Capital Research Global Investors 49.78M (2.88%) 10.61M
Increased by +21.31%
Mar 31, 26
6 J Stern & Co LLP 39.32M (2.27%) 39.01M
Increased by +99.20%
Dec 31, 25
7 Geode Capital Management, LLC 38.41M (2.22%) -134.40K
Decreased by -0.35%
Dec 31, 25
8 Capital Research & Mgmt Co - Division 3 37.50M (2.17%) -25.73M
Decreased by -68.62%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 36.73M (2.12%) -1.91M
Decreased by -5.19%
Dec 31, 25
10 T. Rowe Price Investment Management,Inc. 30.66M (1.77%) 12.89M
Increased by +42.05%
Dec 31, 25
11 JPMorgan Chase & Co 26.77M (1.55%) 4.57M
Increased by +17.09%
Mar 31, 26
12 NORGES BANK 23.46M (1.35%) 1.21M
Increased by +5.15%
Dec 31, 25
13 Wellington Management Company LLP 23.43M (1.35%) 188.62K
Increased by +0.80%
Dec 31, 25
14 Franklin Resources Inc 20.02M (1.16%) 8.87M
Increased by +44.29%
Mar 31, 26
15 Bank of America Corp 19.83M (1.15%) -975.20K
Decreased by -4.92%
Dec 31, 25
16 Northern Trust Corp 19.39M (1.12%) -381.68K
Decreased by -1.97%
Mar 31, 26
17 Wells Fargo & Co 15.91M (0.92%) -375.92K
Decreased by -2.36%
Mar 31, 26
18 Massachusetts Financial Services Company 15.50M (0.90%) 980.52K
Increased by +6.33%
Mar 31, 26
19 The Goldman Sachs Group Inc 15.50M (0.90%) -632.17K
Decreased by -4.08%
Dec 31, 25
20 Goldman Sachs Group Inc 15.20M (0.88%) -742.84K
Decreased by -4.89%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Performer (AFRIS) 87.24M (5.04%) 87.24M
Increased by +100.00%
Feb 29, 24
2 Vanguard Total Stock Mkt Idx Inv 55.19M (3.19%) 188.37K
Increased by +0.34%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 55.12M (3.18%) 25.73K
Increased by +0.05%
Sep 30, 24
4 Vanguard 500 Index Investor 44.28M (2.56%) -445.61K
Decreased by -1.01%
Mar 31, 26
5 Schwab US Dividend Equity ETF™ 31.76M (1.83%) 27.39K
Increased by +0.09%
Apr 30, 26
6 iShares Core S&P 500 ETF 22.49M (1.30%) 65.97K
Increased by +0.29%
Apr 30, 26
7 Fidelity 500 Index 22.21M (1.28%) 77.41K
Increased by +0.35%
Mar 31, 26
8 SPDR® S&P 500 ETF 21.58M (1.25%) -316.66K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF 21.01M (1.21%) 258.57K
Increased by +1.23%
Aug 31, 25
10 SPDR® S&P 500® ETF Trust 21.01M (1.21%) -110.05K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 20.93M (1.21%) -162.90K
Decreased by -0.78%
Mar 31, 24
12 State Street® SPDR® S&P 500® ETF 20.77M (1.20%) 67.74K
Increased by +0.33%
Apr 30, 26
13 Fidelity® 500 Index 20.22M (1.17%) 128.69K
Increased by +0.64%
Nov 30, 23
14 Vanguard Value Index Inv 16.06M (0.93%) -137.39K
Decreased by -0.86%
Mar 31, 26
15 American Funds Washington Mutual A 16.01M (0.92%) -3.68M
Decreased by -22.96%
Mar 31, 26
16 Capital Group Wash Mutual Invtrs Comp 16.01M (0.92%) -3.68M
Decreased by -22.96%
Mar 31, 26
17 Health Care Select Sector SPDR® ETF 13.03M (0.75%) -65.63K
Decreased by -0.50%
Mar 31, 24
18 Capital Group AMCAP Composite 12.99M (0.75%) -16.98K
Decreased by -0.13%
Mar 31, 24
19 VA CollegeAmerica Amcap 529A 12.99M (0.75%) -16.98K
Decreased by -0.13%
Mar 31, 24
20 Capital Group Growth Fnd of Amer Comp 12.94M (0.75%) 240.95K
Increased by +1.86%
Mar 31, 24