Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.75%
2 WBIL 4.18%
3 UTRN 4.01%
4 MGRO 3.64%
5 KMID 3.47%
6 MOTE 3.05%
7 XHB 2.98%
8 DRES 2.96%
9 FMTM 2.92%
10 DVOL 2.38%
11 MVFD 2.10%
12 RYJ 2.02%
13 UPGD 2.02%
14 FTDS 1.86%
15 VNMC 1.75%
16 ABLD 1.70%
17 DFRA 1.70%
18 PFUT 1.54%
19 WBIF 1.35%
20 PLDR 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.61M (12.41%) -9.95K
Decreased by -0.09%
Dec 31, 25
2 BlackRock Inc 6.62M (7.74%) 32.40K
Increased by +0.49%
Mar 31, 26
3 Vanguard Capital Management, LLC 5.60M (6.56%) 5.60M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.59M (5.37%) 4.59M
Increased by +100.00%
Mar 31, 26
5 Boston Partners Global Investors, Inc 4.45M (5.20%) -165.61K
Decreased by -3.72%
Mar 31, 26
6 State Street Corp 4.27M (5.00%) 35.52K
Increased by +0.83%
Mar 31, 26
7 State Street Corporation 4.01M (4.69%) 43.46K
Increased by +1.08%
Mar 31, 24
8 Kayne Anderson Rudnick Investment Management LLC 3.64M (4.25%) -406.36K
Decreased by -11.18%
Mar 31, 26
9 Apg All Pensions Group 3.63M (4.25%) -2.08M
Decreased by -57.33%
Sep 30, 24
10 Geode Capital Management, LLC 2.79M (3.26%) 93.95K
Increased by +3.37%
Mar 31, 26
11 Massachusetts Financial Services Company 2.51M (2.94%) -79.00K
Decreased by -3.14%
Mar 31, 26
12 Amvescap Plc. 1.96M (2.29%) 552.37K
Increased by +28.25%
Mar 31, 26
13 Brown Advisory Holdings Inc 1.94M (2.27%) 1.78K
Increased by +0.09%
Mar 31, 26
14 Van Eck Associates Corporation 1.58M (1.85%) -1.34M
Decreased by -84.52%
Sep 30, 25
15 Deutsche Bank AG 1.32M (1.55%) 99.78K
Increased by +7.55%
Mar 31, 26
16 Pictet Asset Manangement SA 1.31M (1.54%) -55.86K
Decreased by -4.26%
Dec 31, 24
17 Nordea Investment Mgmt Bank Demark A/s 1.27M (1.48%) -57.83K
Decreased by -4.56%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 1.27M (1.48%) 56.31K
Increased by +4.45%
Mar 31, 26
19 Ako Capital Llp 1.24M (1.45%) -973.69K
Decreased by -78.72%
Sep 30, 23
20 Lord, Abbett & Co LLC 1.23M (1.44%) -106.39K
Decreased by -8.64%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.74M (3.21%) 5.67K
Increased by +0.21%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 2.74M (3.20%) -43.54K
Decreased by -1.59%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.47M (2.89%) 15.30K
Increased by +0.62%
May 31, 25
4 VanEck Morningstar Wide Moat 2.30M (2.69%) -385.98K
Decreased by -16.80%
Jun 30, 25
5 Vanguard 500 Index Investor 2.23M (2.61%) 40.03K
Increased by +1.79%
Apr 30, 26
6 VanEck Morningstar Wide Moat ETF 2.21M (2.58%) -1.71K
Decreased by -0.08%
Aug 30, 25
7 Vanguard Small Cap Index 1.98M (2.32%) -4.16K
Decreased by -0.21%
Apr 30, 26
8 JHancock Disciplined Value Mid Cap I 1.75M (2.04%) 0.00
Increased by 0.00%
Apr 30, 26
9 Vanguard Small Cap Value Index Inv 1.28M (1.49%) 9.68K
Increased by +0.76%
Apr 30, 26
10 Invesco S&P 500® Equal Weight ETF 1.15M (1.34%) 2.21K
Increased by +0.19%
May 29, 26
11 iShares Core S&P 500 ETF 1.13M (1.32%) 3.45K
Increased by +0.30%
May 29, 26
12 Fidelity 500 Index 1.10M (1.29%) 3.78K
Increased by +0.34%
Apr 30, 26
13 Russell CDN_Core Equity SMA 1.09M (1.28%) 540.11K
Increased by +49.47%
Dec 31, 23
14 Russell Investments Core Equity SMA 1.09M (1.28%) 0.00
Increased by 0.00%
Jun 30, 25
15 SPDR® S&P 500 ETF 1.08M (1.27%) -15.81K
Decreased by -1.46%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 1.05M (1.23%) -5.51K
Decreased by -0.52%
Mar 31, 25
17 State Street® SPDR® S&P 500® ETF 1.04M (1.22%) 1.10K
Increased by +0.11%
May 31, 26
18 SPDR® S&P 500 ETF Trust 1.04M (1.22%) 2.34K
Increased by +0.23%
Apr 30, 24
19 SPDR® S&P 500® ETF 1.03M (1.21%) 12.90K
Increased by +1.25%
Aug 31, 25
20 Fidelity® 500 Index 1.02M (1.20%) 6.51K
Increased by +0.64%
Nov 30, 23