Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBO 6.37%
2 AAUM 5.21%
3 GPZ 4.86%
4 USSE 4.15%
5 UTRN 4.07%
6 PFI 3.74%
7 XUDV 3.62%
8 BOUT 3.09%
9 BKIV 2.72%
10 MVFD 2.68%
11 EQRR 2.02%
12 FDIV 2.02%
13 FFTY 1.96%
14 BASG 1.93%
15 WBIL 1.86%
16 DDIV 1.85%
17 DIVG 1.83%
18 NUMG 1.79%
19 KCE 1.75%
20 ICAP 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.05M (12.06%) 4.37M
Increased by +16.79%
Dec 31, 25
2 BlackRock Inc 16.21M (7.50%) 3.25M
Increased by +20.07%
Dec 31, 25
3 Sumitomo Mitsui Financial Group Inc 13.36M (6.19%) 0.00
Increased by 0.00%
Dec 31, 25
4 Capital World Investors 11.78M (5.46%) 1.65M
Increased by +14.04%
Mar 31, 26
5 State Street Corp 8.51M (3.94%) 4.22M
Increased by +49.62%
Dec 31, 25
6 FMR Inc 8.14M (3.77%) 210.08K
Increased by +2.58%
Dec 31, 25
7 T. Rowe Price Associates, Inc. 5.99M (2.77%) -1.58M
Decreased by -26.43%
Dec 31, 25
8 Wellington Management Company LLP 5.83M (2.70%) -3.55M
Decreased by -60.96%
Dec 31, 25
9 Geode Capital Management, LLC 5.49M (2.54%) 1.96M
Increased by +35.77%
Dec 31, 25
10 Franklin Resources Inc 5.12M (2.37%) -272.79K
Decreased by -5.33%
Mar 31, 26
11 JPMorgan Chase & Co 4.52M (2.09%) -2.49M
Decreased by -54.99%
Mar 31, 26
12 Bank of America Corp 4.50M (2.08%) -65.12K
Decreased by -1.45%
Dec 31, 25
13 Canada Pension Plan Investment Board 4.48M (2.07%) 2.49M
Increased by +55.72%
Dec 31, 25
14 Principal Financial Group Inc 4.01M (1.86%) 169.60K
Increased by +4.23%
Mar 31, 26
15 Massachusetts Financial Services Company 3.85M (1.78%) -1.86M
Decreased by -48.34%
Mar 31, 26
16 State Street Corporation 3.49M (1.62%) 155.39K
Increased by +4.45%
Mar 31, 24
17 Morgan Stanley - Brokerage Accounts 3.24M (1.50%) -429.08K
Decreased by -13.24%
Dec 31, 25
18 Capital Research & Mgmt Co - Division 3 3.06M (1.41%) -1.20M
Decreased by -39.30%
Mar 31, 26
19 Millennium Management LLC 2.62M (1.21%) 878.11K
Increased by +33.50%
Sep 30, 23
20 NORGES BANK 2.45M (1.13%) 552.05K
Increased by +22.52%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.67M (3.09%) 145.80K
Increased by +2.19%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 5.61M (2.60%) -143.75K
Decreased by -2.56%
Sep 30, 24
3 Vanguard 500 Index Investor 5.25M (2.43%) -52.13K
Decreased by -0.99%
Mar 31, 26
4 Vanguard Equity-Income Inv 4.98M (2.31%) 2.76M
Increased by +55.42%
Mar 31, 26
5 Schwab US Dividend Equity ETF™ 4.76M (2.20%) 4.07K
Increased by +0.09%
Apr 30, 26
6 FS MVP Private Markets I 4.68M (2.17%) 4.68M
Increased by +100.00%
Feb 28, 26
7 Vanguard Mid Cap Index Institutional 4.53M (2.10%) 55.94K
Increased by +1.23%
Mar 31, 26
8 American Funds SMALLCAP World A 4.19M (1.94%) -102.69K
Decreased by -2.45%
Sep 30, 24
9 American Funds Growth Fund of Amer A 4.09M (1.89%) 724.32K
Increased by +17.70%
Mar 31, 26
10 Capital Group Growth Fnd of Amer Comp 4.09M (1.89%) 724.32K
Increased by +17.70%
Mar 31, 26
11 American Funds Fundamental Invs A 3.67M (1.70%) 0.00
Increased by 0.00%
Dec 31, 25
12 Capital Group Fundamental Invtrs Comp 3.67M (1.70%) 0.00
Increased by 0.00%
Dec 31, 25
13 American Funds Income Fund of Amer A 3.67M (1.70%) -531.17K
Decreased by -14.49%
Mar 31, 26
14 Franklin Rising Dividends A 3.27M (1.51%) 0.00
Increased by 0.00%
Mar 31, 26
15 Franklin Rising Dividends Fund A 3.27M (1.51%) 0.00
Increased by 0.00%
Mar 31, 26
16 American Funds American Balanced A 2.96M (1.37%) 2.96M
Increased by +100.00%
Mar 31, 26
17 Fidelity Magellan 2.85M (1.32%) -60.80K
Decreased by -2.13%
Jan 31, 26
18 Principal Aligned MidCap Equity 2.81M (1.30%) 127.64K
Increased by +4.54%
Mar 31, 26
19 Principal MidCap R5 2.81M (1.30%) 116.06K
Increased by +4.13%
Mar 31, 26
20 Fidelity® Magellan® 2.75M (1.27%) -1.80K
Decreased by -0.07%
Nov 30, 23