Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.79%
2 WBIL 4.18%
3 UTRN 4.01%
4 MGRO 3.64%
5 KMID 3.45%
6 XHB 3.14%
7 MOTE 3.05%
8 FMTM 2.92%
9 DVOL 2.38%
10 MVFD 2.10%
11 FTDS 1.84%
12 VNMC 1.75%
13 DFRA 1.68%
14 ABLD 1.68%
15 RYJ 1.60%
16 UPGD 1.60%
17 DRES 1.59%
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 6.59M (7.70%) -796.97K
Decreased by -12.10%
Dec 31, 25
3 Boston Partners Global Investors, Inc 4.45M (5.20%) -165.61K
Decreased by -3.72%
Mar 31, 26
4 State Street Corp 4.24M (4.95%) 2.98K
Increased by +0.07%
Dec 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 4.04M (4.73%) -339.15K
Decreased by -8.39%
Dec 31, 25
6 State Street Corporation 4.01M (4.69%) 43.46K
Increased by +1.08%
Mar 31, 24
7 Apg All Pensions Group 3.63M (4.25%) -2.08M
Decreased by -57.33%
Sep 30, 24
8 Geode Capital Management, LLC 2.69M (3.15%) 13.88K
Increased by +0.52%
Dec 31, 25
9 Massachusetts Financial Services Company 2.51M (2.94%) -79.00K
Decreased by -3.14%
Mar 31, 26
10 Amvescap Plc. 1.96M (2.29%) 552.37K
Increased by +28.25%
Mar 31, 26
11 Brown Advisory Holdings Inc 1.94M (2.27%) -1.29K
Decreased by -0.07%
Dec 31, 25
12 Van Eck Associates Corporation 1.58M (1.85%) -1.34M
Decreased by -84.52%
Sep 30, 25
13 Lord, Abbett & Co LLC 1.34M (1.57%) -87.28K
Decreased by -6.52%
Dec 31, 25
14 Deutsche Bank AG 1.32M (1.55%) 99.78K
Increased by +7.55%
Mar 31, 26
15 Pictet Asset Manangement SA 1.31M (1.54%) -55.86K
Decreased by -4.26%
Dec 31, 24
16 Nordea Investment Mgmt Bank Demark A/s 1.27M (1.48%) -57.83K
Decreased by -4.56%
Mar 31, 26
17 Ako Capital Llp 1.24M (1.45%) -973.69K
Decreased by -78.72%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 1.21M (1.42%) -125.53K
Decreased by -10.38%
Dec 31, 25
19 Northern Trust Corp 1.13M (1.32%) -28.11K
Decreased by -2.48%
Mar 31, 26
20 Intermede Investment Partners Ltd 1.04M (1.21%) -42.69K
Decreased by -4.12%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.74M (3.20%) 21.54K
Increased by +0.79%
Mar 31, 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 VanEck Morningstar Wide Moat ETF 2.21M (2.58%) -1.71K
Decreased by -0.08%
Aug 30, 25
6 Vanguard 500 Index Investor 2.19M (2.56%) -21.86K
Decreased by -1.00%
Mar 31, 26
7 Vanguard Small Cap Index 1.99M (2.33%) 35.05K
Increased by +1.76%
Mar 31, 26
8 JHancock Disciplined Value Mid Cap I 1.75M (2.04%) -141.43K
Decreased by -8.09%
Mar 31, 26
9 Vanguard Small Cap Value Index Inv 1.27M (1.48%) 10.91K
Increased by +0.86%
Mar 31, 26
10 Invesco S&P 500® Equal Weight ETF 1.15M (1.35%) -351.00
Decreased by -0.03%
Apr 30, 26
11 iShares Core S&P 500 ETF 1.11M (1.30%) 3.25K
Increased by +0.29%
Apr 30, 26
12 Fidelity 500 Index 1.10M (1.29%) 3.84K
Increased by +0.35%
Mar 31, 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 SPDR® S&P 500 ETF Trust 1.04M (1.22%) 2.34K
Increased by +0.23%
Apr 30, 24
18 SPDR® S&P 500® ETF 1.03M (1.21%) 12.90K
Increased by +1.25%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 1.03M (1.21%) 3.35K
Increased by +0.32%
Apr 30, 26
20 Fidelity® 500 Index 1.02M (1.20%) 6.51K
Increased by +0.64%
Nov 30, 23