Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.00%
2 XHB 3.63%
3 AQWA 3.50%
4 HVAC 3.30%
5 PHO 2.77%
6 PRN 2.76%
7 PUW 2.59%
8 COWS 2.28%
9 STNC 2.24%
10 HCOW 2.21%
11 DFRA 2.10%
12 FLV 2.03%
13 UPGD 1.94%
14 RYJ 1.94%
15 MGRO 1.93%
16 PIO 1.82%
17 FTDS 1.77%
18 BDVG 1.75%
19 UPGR 1.74%
20 FIW 1.63%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.10M (13.75%) 683.18K
Increased by +4.53%
Dec 31, 25
2 BlackRock Inc 7.33M (6.68%) 298.50K
Increased by +4.07%
Dec 31, 25
3 State Street Corporation 7.26M (6.62%) -143.40K
Decreased by -1.97%
Mar 31, 24
4 State Street Corp 5.91M (5.38%) 458.26K
Increased by +7.75%
Dec 31, 25
5 FMR Inc 5.73M (5.22%) 2.68M
Increased by +46.77%
Dec 31, 25
6 Amvescap Plc. 4.73M (4.31%) 169.83K
Increased by +3.59%
Mar 31, 26
7 Impax Asset Management Group PLC 4.28M (3.90%) -371.32K
Decreased by -8.68%
Mar 31, 26
8 American Century Companies Inc 4.00M (3.64%) 788.21K
Increased by +19.72%
Dec 31, 25
9 Geode Capital Management, LLC 3.50M (3.19%) 3.53K
Increased by +0.10%
Dec 31, 25
10 Select Equity Group LP 3.34M (3.04%) -877.97K
Decreased by -26.26%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 2.91M (2.65%) 101.45K
Increased by +3.49%
Dec 31, 25
12 ProShare Advisors LLC 2.34M (2.14%) 60.26K
Increased by +2.57%
Dec 31, 25
13 Pictet Asset Manangement SA 2.19M (1.99%) -267.19K
Decreased by -12.22%
Dec 31, 25
14 Earnest Partners LLC 2.07M (1.89%) -11.96K
Decreased by -0.58%
Dec 31, 25
15 First Trust Advisors L.P. 1.97M (1.79%) -543.90K
Decreased by -27.68%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 1.96M (1.79%) 64.87K
Increased by +3.31%
Mar 31, 26
17 Fisher Asset Management, LLC 1.83M (1.66%) -389.81K
Decreased by -21.35%
Mar 31, 25
18 Bank of America Corp 1.74M (1.58%) -61.43K
Decreased by -3.54%
Dec 31, 25
19 Millennium Management LLC 1.69M (1.54%) 913.24K
Increased by +54.08%
Jun 30, 25
20 Kbc Group NV 1.66M (1.51%) 13.95K
Increased by +0.84%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.76M (3.43%) -71.27K
Decreased by -1.89%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.61M (3.29%) 14.84K
Increased by +0.41%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 3.36M (3.06%) 21.19K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 2.86M (2.61%) -50.18K
Decreased by -1.75%
Mar 31, 26
5 Impax Water Strategy Composite 2.77M (2.53%) 3.99K
Increased by +0.14%
Mar 31, 26
6 Vanguard Small Cap Index 2.62M (2.38%) 43.02K
Increased by +1.64%
Mar 31, 26
7 Invesco S&P 500® Equal Weight ETF 2.48M (2.26%) -741.00
Decreased by -0.03%
Apr 30, 26
8 ProShares S&P 500 Dividend Aristocrats 2.29M (2.09%) 0.00
Increased by 0.00%
Apr 30, 26
9 Vanguard Equity-Income Inv 1.55M (1.41%) 258.24K
Increased by +16.63%
Mar 31, 26
10 Pictet-Water I EUR 1.49M (1.36%) -654.11K
Decreased by -43.95%
Jan 31, 26
11 SPDR® S&P 500 ETF 1.48M (1.35%) -22.16K
Decreased by -1.50%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 1.48M (1.35%) -11.53K
Decreased by -0.78%
Mar 31, 24
13 Vanguard Small Cap Growth Index Inv 1.46M (1.33%) 35.24K
Increased by +2.41%
Mar 31, 26
14 Fisher All World Equity 1.45M (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
15 iShares Core S&P 500 ETF 1.45M (1.32%) 4.29K
Increased by +0.30%
Apr 30, 26
16 SPDR® S&P 500® ETF Trust 1.44M (1.31%) -7.45K
Decreased by -0.52%
Mar 31, 25
17 Fidelity® 500 Index 1.44M (1.31%) 11.49K
Increased by +0.80%
Oct 31, 23
18 Fidelity 500 Index 1.44M (1.31%) -7.01K
Decreased by -0.49%
Mar 31, 26
19 BNP Paribas Aqua C C 1.41M (1.29%) 25.30K
Increased by +1.79%
Mar 31, 26
20 SPDR® S&P 500® ETF 1.41M (1.28%) 17.20K
Increased by +1.22%
Aug 31, 25