Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ESGU 1000.00%
2 KARS 4.17%
3 UTRN 3.96%
4 CAMX 3.59%
5 FDRV 2.94%
6 MID 2.89%
7 CABZ 2.75%
8 XKST 2.64%
9 DVLU 2.59%
10 SOLR 2.52%
11 SULR 2.52%
12 IDRV 2.51%
13 SSPX 2.32%
14 RSPD 2.32%
15 USRD 2.12%
16 RCD 2.07%
17 FORH 1.98%
18 FTXR 1.94%
19 QVAL 1.73%
20 MOTO 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.02M (11.95%) -326.36K
Decreased by -1.30%
Dec 31, 25
2 BlackRock Inc 19.03M (9.09%) -275.68K
Decreased by -1.45%
Mar 31, 26
3 Vanguard Capital Management, LLC 13.86M (6.62%) 13.86M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 11.02M (5.26%) -38.11K
Decreased by -0.35%
Mar 31, 24
5 State Street Corp 9.80M (4.68%) -271.52K
Decreased by -2.77%
Mar 31, 26
6 Massachusetts Financial Services Company 9.55M (4.56%) -543.14K
Decreased by -5.69%
Dec 31, 25
7 Vanguard Portfolio Management, LLC 9.02M (4.31%) 9.02M
Increased by +100.00%
Mar 31, 26
8 NORGES BANK 8.34M (3.99%) 5.59M
Increased by +67.04%
Dec 31, 25
9 Geode Capital Management, LLC 5.83M (2.78%) 4.06K
Increased by +0.07%
Mar 31, 26
10 Barrow Hanley Mewhinney & Strauss LLC 5.21M (2.49%) 809.03K
Increased by +15.54%
Mar 31, 26
11 UBS Asset Mgmt Americas Inc 5.15M (2.46%) -139.74K
Decreased by -2.71%
Mar 31, 26
12 JPMorgan Chase & Co 4.74M (2.27%) 2.58M
Increased by +54.34%
Sep 30, 25
13 Capital World Investors 4.71M (2.25%) -1.27M
Decreased by -26.99%
Sep 30, 24
14 Nordea Investment Mgmt Bank Demark A/s 4.69M (2.24%) 112.23K
Increased by +2.39%
Mar 31, 26
15 Impax Asset Management Group PLC 4.59M (2.19%) 322.00K
Increased by +7.01%
Mar 31, 26
16 Amvescap Plc. 4.42M (2.11%) 1.43M
Increased by +32.32%
Mar 31, 26
17 Capital Research Global Investors 4.37M (2.09%) -798.24K
Decreased by -18.27%
Dec 31, 23
18 Sands Capital Management, LLC 4.23M (2.02%) -110.07K
Decreased by -2.60%
Sep 30, 23
19 EdgePoint Investment Group, Inc. 4.09M (1.95%) -120.47K
Decreased by -2.94%
Jun 30, 24
20 Boston Partners Global Investors, Inc 4.08M (1.95%) -16.06K
Decreased by -0.39%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.42M (4.02%) -185.32K
Decreased by -2.20%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.79M (3.24%) 30.25K
Increased by +0.45%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 6.53M (3.12%) 48.36K
Increased by +0.74%
May 31, 25
4 UBS: Global Equity 5.65M (2.70%) 0.00
Increased by 0.00%
Dec 31, 25
5 Vanguard 500 Index Investor 5.52M (2.63%) 99.16K
Increased by +1.80%
Apr 30, 26
6 Vanguard Small Cap Index 4.91M (2.35%) -1.59K
Decreased by -0.03%
Apr 30, 26
7 AF High Growth (AFRIS) 4.89M (2.33%) 4.89M
Increased by +100.00%
Feb 29, 24
8 Vanguard Windsor™ II Inv 3.43M (1.64%) 0.00
Increased by 0.00%
Jun 30, 25
9 SPDR® S&P 500 ETF Trust 3.42M (1.63%) -26.23K
Decreased by -0.77%
Mar 31, 24
10 Vanguard Growth Index Investor 3.31M (1.58%) 16.26K
Increased by +0.49%
Nov 30, 24
11 Fidelity® 500 Index 3.30M (1.57%) 20.97K
Increased by +0.64%
Nov 30, 23
12 Vanguard Small Cap Value Index Inv 3.16M (1.51%) 29.56K
Increased by +0.94%
Apr 30, 26
13 Sands Capital Global Growth Equity 3.10M (1.48%) -47.52K
Decreased by -1.53%
Sep 30, 23
14 SPDR® S&P 500 ETF 2.85M (1.36%) -113.77K
Decreased by -3.99%
Mar 31, 25
15 American Funds Growth Fund of Amer A 2.83M (1.35%) -640.14K
Decreased by -22.66%
Sep 30, 24
16 Capital Group Growth Fnd of Amer Comp 2.83M (1.35%) -640.14K
Decreased by -22.66%
Sep 30, 24
17 iShares Core S&P 500 ETF 2.80M (1.34%) 8.56K
Increased by +0.31%
May 29, 26
18 SPDR® S&P 500® ETF Trust 2.78M (1.33%) -14.58K
Decreased by -0.52%
Mar 31, 25
19 Invesco S&P 500® Equal Weight ETF 2.75M (1.31%) 5.25K
Increased by +0.19%
May 29, 26
20 Fidelity 500 Index 2.73M (1.30%) 9.35K
Increased by +0.34%
Apr 30, 26