Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GSFP 3.33%
2 PHO 3.11%
3 SAMT 2.83%
4 DRES 2.78%
5 COWS 2.59%
6 HCOW 2.56%
7 NRSH 2.53%
8 FEMA 2.43%
9 FIXT 2.43%
10 FIW 2.31%
11 SOLR 2.27%
12 SULR 2.27%
13 PKB 2.17%
14 DVOL 2.12%
15 VETS 1.90%
16 PIO 1.89%
17 VTRN 1.78%
18 QVAL 1.76%
19 MVFD 1.63%
20 MPAY 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 15.76M (12.33%) 553.38K
Increased by +3.51%
Mar 31, 26
2 Vanguard Group Inc 12.29M (9.61%) -231.37K
Decreased by -1.88%
Dec 31, 25
3 PRIMECAP Management Company 8.65M (6.77%) -20.21K
Decreased by -0.23%
Mar 31, 26
4 Vanguard Capital Management, LLC 5.80M (4.54%) 5.80M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 5.51M (4.31%) 5.51M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 5.05M (3.95%) 168.77K
Increased by +3.34%
Mar 31, 24
7 State Street Corp 5.04M (3.94%) -2.13K
Decreased by -0.04%
Mar 31, 26
8 Amvescap Plc. 3.58M (2.80%) -741.29K
Decreased by -20.73%
Mar 31, 26
9 UBS Asset Mgmt Americas Inc 3.48M (2.72%) 708.05K
Increased by +20.33%
Mar 31, 26
10 First Trust Advisors L.P. 3.03M (2.37%) -1.05M
Decreased by -34.82%
Mar 31, 26
11 Barrow Hanley Mewhinney & Strauss LLC 2.85M (2.23%) 883.30K
Increased by +30.96%
Mar 31, 26
12 Geode Capital Management, LLC 2.47M (1.93%) 25.17K
Increased by +1.02%
Mar 31, 26
13 NORGES BANK 2.16M (1.69%) 375.76K
Increased by +17.43%
Dec 31, 25
14 Pictet Asset Manangement SA 2.13M (1.67%) -793.97K
Decreased by -37.30%
Mar 31, 26
15 FMR Inc 2.11M (1.65%) 921.65K
Increased by +43.72%
Mar 31, 26
16 Northern Trust Corp 1.96M (1.54%) -70.26K
Decreased by -3.58%
Mar 31, 26
17 Starboard Value LP 1.81M (1.42%) -1.08M
Decreased by -59.70%
Dec 31, 23
18 Findlay Park Partners LLP 1.80M (1.41%) -399.10K
Decreased by -22.16%
Dec 31, 24
19 Morgan Stanley - Brokerage Accounts 1.68M (1.31%) 137.18K
Increased by +8.17%
Mar 31, 26
20 AllianceBernstein L.P. 1.52M (1.19%) -1.09M
Decreased by -71.91%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 4.39M (3.43%) 822.00
Increased by +0.02%
May 29, 26
2 Vanguard US Total Market Shares ETF 4.26M (3.33%) -61.36K
Decreased by -1.44%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 4.12M (3.22%) 9.48K
Increased by +0.23%
Apr 30, 26
4 Vanguard Capital Opportunity Inv 3.44M (2.69%) -12.10K
Decreased by -0.35%
Mar 31, 26
5 Vanguard Small Cap Index 2.98M (2.33%) -6.18K
Decreased by -0.21%
Apr 30, 26
6 Vanguard Small Cap Value Index Inv 1.91M (1.50%) 13.59K
Increased by +0.71%
Apr 30, 26
7 Pictet Water Segregated Accounts 1.70M (1.33%) 1.70M
Increased by +100.00%
Mar 31, 24
8 Vanguard PRIMECAP Core Inv 1.70M (1.33%) 42.50K
Increased by +2.50%
Mar 31, 26
9 First Trust Rising Dividend Achiev ETF 1.58M (1.24%) 0.00
Increased by 0.00%
May 31, 26
10 Vanguard Institutional Extnd Mkt Idx Tr 1.46M (1.14%) 14.66K
Increased by +1.00%
Apr 30, 26
11 First Trust Capital Strength ETF 1.46M (1.14%) 0.00
Increased by 0.00%
Aug 28, 25
12 Impax Water Strategy Composite 1.35M (1.06%) 1.82K
Increased by +0.13%
Mar 31, 26
13 Fidelity® Mid-Cap Stock 1.20M (0.94%) 0.00
Increased by 0.00%
Nov 30, 23
14 PRIMECAP Odyssey Aggressive Growth 1.11M (0.87%) -2.70K
Decreased by -0.24%
Mar 31, 26
15 PRIMECAP Odyssey Stock 1.07M (0.84%) -30.18K
Decreased by -2.81%
Mar 31, 26
16 SPDR® S&P MIDCAP 400 ETF Trust 1.01M (0.79%) -25.34K
Decreased by -2.50%
Jul 31, 25
17 Deka-DividendenStrategie CF A (A) 1.00M (0.78%) 280.00K
Increased by +28.00%
Mar 31, 25
18 Invesco Value Opportunities A 985.66K (0.77%) 0.00
Increased by 0.00%
Jul 31, 25
19 State Street® SPDR® S&P MIDCAP 400® ETF 978.14K (0.77%) 3.68K
Increased by +0.38%
Apr 30, 26
20 Global X US Infrastructure Dev ETF 964.82K (0.75%) -1.40K
Decreased by -0.15%
May 29, 26