Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DVP 4.75%
2 CTIF 4.48%
3 UTRN 4.00%
4 SHRY 3.48%
5 PFI 3.29%
6 MDPL 3.16%
7 LBAY 2.72%
8 JMID 2.65%
9 TSME 2.05%
10 WBIL 2.03%
11 FTCS 1.99%
12 FTGS 1.97%
13 FGSI 1.96%
14 STNC 1.96%
15 PWC 1.90%
16 EWI 1.90%
17 GDIV 1.87%
18 FLCG 1.80%
19 BMVP 1.77%
20 EQRR 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.26M (13.69%) -109.13K
Decreased by -0.89%
Dec 31, 25
2 BlackRock Inc 8.63M (9.63%) -235.28K
Decreased by -2.73%
Mar 31, 26
3 Vanguard Capital Management, LLC 5.93M (6.63%) 5.93M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 5.25M (5.87%) 5.25M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 4.59M (5.13%) 229.19K
Increased by +4.99%
Mar 31, 26
6 State Street Corporation 4.48M (5.01%) -21.09K
Decreased by -0.47%
Mar 31, 24
7 Geode Capital Management, LLC 2.87M (3.21%) 57.70K
Increased by +2.01%
Mar 31, 26
8 Aristotle Capital Management LLC 2.21M (2.47%) -100.25K
Decreased by -4.53%
Mar 31, 26
9 GAMMA Investing LLC 2.11M (2.36%) 2.11M
Increased by +99.80%
Mar 31, 25
10 Morgan Stanley - Brokerage Accounts 2.01M (2.24%) -89.17K
Decreased by -4.44%
Mar 31, 26
11 NORGES BANK 1.51M (1.69%) 214.34K
Increased by +14.16%
Dec 31, 25
12 Nuveen, LLC 1.50M (1.67%) 600.95K
Increased by +40.09%
Mar 31, 26
13 AQR Capital Management LLC 1.48M (1.65%) 389.44K
Increased by +26.40%
Mar 31, 26
14 JPMorgan Chase & Co 1.46M (1.63%) -1.80M
Decreased by -123.33%
Mar 31, 26
15 The Goldman Sachs Group Inc 1.46M (1.63%) 453.69K
Increased by +31.08%
Mar 31, 26
16 FMR Inc 1.22M (1.37%) 96.66K
Increased by +7.90%
Mar 31, 26
17 HSBC Holdings PLC 1.19M (1.33%) 614.75K
Increased by +51.77%
Dec 31, 25
18 UBS Group AG 1.17M (1.30%) 143.66K
Increased by +12.32%
Mar 31, 26
19 Boston Partners Global Investors, Inc 1.16M (1.29%) -15.69K
Decreased by -1.36%
Mar 31, 26
20 Nuveen Asset Management, LLC 1.14M (1.27%) -213.46K
Decreased by -18.79%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.11M (3.47%) -33.70K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.90M (3.24%) 8.40K
Increased by +0.29%
Apr 30, 26
3 Vanguard 500 Index Investor 2.37M (2.64%) 41.90K
Increased by +1.77%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 1.97M (2.20%) 4.59K
Increased by +0.23%
Apr 30, 26
5 SPDR® S&P 500 ETF Trust 1.22M (1.36%) -9.32K
Decreased by -0.76%
Mar 31, 24
6 iShares Core S&P 500 ETF 1.20M (1.34%) 19.18K
Increased by +1.60%
May 29, 26
7 SPDR® S&P 500 ETF 1.20M (1.34%) -28.27K
Decreased by -2.36%
Mar 31, 25
8 Fidelity® 500 Index 1.19M (1.33%) 9.47K
Increased by +0.80%
Oct 31, 23
9 Fidelity 500 Index 1.17M (1.31%) 4.03K
Increased by +0.34%
Apr 30, 26
10 SPDR® S&P 500® ETF Trust 1.16M (1.30%) -6.16K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.15M (1.29%) 14.17K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 1.10M (1.23%) 1.17K
Increased by +0.11%
May 31, 26
13 JPM US Equity-MA 1.05M (1.17%) 843.50K
Increased by +80.38%
Jun 30, 25
14 JPMorgan Equity Premium Income ETF 900.68K (1.01%) -527.00
Decreased by -0.06%
Aug 29, 25
15 Vanguard Value Index Inv 845.07K (0.94%) 2.33K
Increased by +0.28%
Apr 30, 26
16 JHancock Disciplined Value Mid Cap I 811.00K (0.91%) 0.00
Increased by 0.00%
Apr 30, 26
17 UBS HV Global Selections - Agg 763.13K (0.85%) 761.74K
Increased by +99.82%
Jun 30, 24
18 UBS HV Tax-Opt Global Selections - Agg 763.13K (0.85%) 763.13K
Increased by +100.00%
Jun 30, 24
19 UBS Tax-Opt Digital Transformation theme 763.13K (0.85%) 763.13K
Increased by +100.00%
Jun 30, 24
20 UBS: Global Equity 742.50K (0.83%) 0.00
Increased by 0.00%
Sep 30, 24