Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LITP 9.31%
2 REMX 7.89%
3 ILIT 7.01%
4 LIMI 6.96%
5 LIT 5.16%
6 IDRV 4.73%
7 SETM 4.67%
8 UTRN 4.20%
9 ACES 4.12%
10 GRZZ 3.91%
11 DMAT 3.76%
12 EART 3.76%
13 KARS 3.57%
14 RSPM 3.48%
15 RTM 3.48%
16 FCUS 3.09%
17 ION 3.05%
18 GNRX 2.99%
19 GMET 2.92%
20 EMET 2.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.53M (12.36%) -74.50K
Decreased by -0.51%
Dec 31, 25
2 Capital World Investors 9.84M (8.37%) 1.10M
Increased by +11.16%
Mar 31, 26
3 BlackRock Inc 8.73M (7.43%) 537.56K
Increased by +6.15%
Mar 31, 26
4 Vanguard Capital Management, LLC 7.66M (6.52%) 7.66M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 6.32M (5.37%) 6.32M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 5.93M (5.05%) 332.65K
Increased by +5.61%
Mar 31, 24
7 State Street Corp 5.22M (4.44%) -461.81K
Decreased by -8.84%
Mar 31, 26
8 Capital Research Global Investors 4.15M (3.53%) -750.00
Decreased by -0.02%
Jun 30, 25
9 Geode Capital Management, LLC 3.43M (2.92%) 433.09K
Increased by +12.61%
Mar 31, 26
10 Franklin Resources Inc 3.30M (2.81%) -2.47M
Decreased by -74.79%
Sep 30, 25
11 Bank of America Corp 2.98M (2.53%) -33.99K
Decreased by -1.14%
Mar 31, 26
12 PRIMECAP Management Company 2.66M (2.27%) -140.36K
Decreased by -5.27%
Mar 31, 26
13 Two Sigma Investments LLC 2.32M (1.97%) 1.06M
Increased by +45.65%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 2.25M (1.91%) -75.77K
Decreased by -3.37%
Mar 31, 26
15 Baillie Gifford & Co Limited. 2.13M (1.82%) -270.74K
Decreased by -12.69%
Dec 31, 24
16 UBS Group AG 2.11M (1.80%) -272.69K
Decreased by -12.92%
Sep 30, 25
17 JPMorgan Chase & Co 2.03M (1.73%) 903.35K
Increased by +44.53%
Mar 31, 26
18 Van Eck Associates Corporation 2.02M (1.72%) 658.75K
Increased by +32.67%
Mar 31, 26
19 Capital Research & Mgmt Co - Division 3 1.94M (1.65%) -3.86M
Decreased by -199.62%
Mar 31, 24
20 ProShare Advisors LLC 1.77M (1.50%) -247.11K
Decreased by -13.99%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds American Balanced A 4.00M (3.40%) 1.00M
Increased by +25.00%
Mar 31, 26
2 American Funds Growth Fund of Amer A 3.99M (3.40%) 0.00
Increased by 0.00%
Mar 31, 26
3 Capital Group Growth Fnd of Amer Comp 3.99M (3.40%) 0.00
Increased by 0.00%
Mar 31, 26
4 Vanguard Total Stock Mkt Idx Inv 3.76M (3.20%) 9.04K
Increased by +0.24%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 3.72M (3.16%) 2.85K
Increased by +0.08%
Sep 30, 24
6 American Funds Invmt Co of Amer A 3.49M (2.97%) 0.00
Increased by 0.00%
Jun 30, 25
7 Capital Group Investment Co of Amer Comp 3.49M (2.97%) 0.00
Increased by 0.00%
Jun 30, 25
8 Vanguard Institutional 500 Index Trust 3.34M (2.84%) 21.18K
Increased by +0.63%
May 31, 25
9 Vanguard 500 Index Investor 3.06M (2.60%) 55.53K
Increased by +1.82%
Apr 30, 26
10 Capital Group AMCAP Composite 2.90M (2.47%) -3.79K
Decreased by -0.13%
Mar 31, 24
11 Vanguard Small Cap Index 2.72M (2.31%) -5.93K
Decreased by -0.22%
Apr 30, 26
12 VA CollegeAmerica Amcap 529A 2.46M (2.09%) -443.06K
Decreased by -18.01%
Jun 30, 24
13 Templeton Growth A 2.28M (1.94%) 145.06K
Increased by +6.37%
Jan 31, 24
14 Franklin Income A1 2.00M (1.70%) -2.00M
Decreased by -100.00%
Jul 31, 25
15 iShares Core S&P 500 ETF 1.55M (1.32%) 4.76K
Increased by +0.31%
May 29, 26
16 Vanguard PRIMECAP Inv 1.55M (1.32%) -118.60K
Decreased by -7.65%
Mar 31, 26
17 Fidelity 500 Index 1.51M (1.28%) 5.20K
Increased by +0.34%
Apr 30, 26
18 SPDR® S&P 500 ETF 1.47M (1.25%) -21.39K
Decreased by -1.46%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 1.43M (1.21%) -7.45K
Decreased by -0.52%
Mar 31, 25
20 American Funds New Perspective A 1.42M (1.21%) 0.00
Increased by 0.00%
Dec 31, 23