Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BNKU 10.11%
2 BNKD 10.11%
3 KBWB 4.43%
4 UTRN 3.95%
5 GSIB 3.83%
6 STNC 3.58%
7 USFE 3.58%
8 ZIG 3.54%
9 PFI 3.16%
10 BCUS 3.12%
11 OAKM 3.12%
12 VLLU 3.02%
13 PKW 2.99%
14 DVOL 2.97%
15 DFNL 2.92%
16 TADS 2.80%
17 VBB 2.80%
18 WLTG 2.77%
19 GRNI 2.69%
20 GRNY 2.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 71.32M (10.42%) 647.85K
Increased by +0.91%
Dec 31, 25
2 BlackRock Inc 62.19M (9.09%) -439.06K
Decreased by -0.71%
Dec 31, 25
3 FMR Inc 33.11M (4.84%) -1.48M
Decreased by -4.48%
Dec 31, 25
4 State Street Corporation 32.64M (4.77%) -768.78K
Decreased by -2.36%
Mar 31, 24
5 State Street Corp 32.40M (4.73%) -128.61K
Decreased by -0.40%
Dec 31, 25
6 Dodge & Cox 23.40M (3.42%) -2.41M
Decreased by -10.30%
Mar 31, 26
7 Geode Capital Management, LLC 18.47M (2.70%) -368.42K
Decreased by -2.00%
Dec 31, 25
8 Bank of America Corp 16.87M (2.47%) 149.35K
Increased by +0.89%
Dec 31, 25
9 Artisan Partners Limited Partnership 15.48M (2.26%) 716.04K
Increased by +4.63%
Mar 31, 26
10 JPMorgan Chase & Co 14.89M (2.18%) 695.94K
Increased by +4.67%
Mar 31, 26
11 Ameriprise Financial Inc 14.36M (2.10%) 1.01M
Increased by +7.04%
Dec 31, 25
12 NORGES BANK 12.05M (1.76%) 173.69K
Increased by +1.44%
Dec 31, 25
13 Goldman Sachs Group Inc 11.20M (1.64%) 5.27M
Increased by +47.03%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 11.20M (1.64%) -3.44M
Decreased by -30.74%
Dec 31, 25
15 Longview Partners (Guernsey) Ltd. 11.11M (1.62%) -1.49M
Decreased by -13.37%
Dec 31, 23
16 Davis Selected Advisers 10.28M (1.50%) -2.32M
Decreased by -22.55%
Mar 31, 24
17 Nuveen Asset Management, LLC 10.22M (1.49%) -210.19K
Decreased by -2.06%
Dec 31, 24
18 Arnhold & S. Bleichroeder Advisers, LLC 9.87M (1.44%) 122.44K
Increased by +1.24%
Mar 31, 26
19 Hotchkis & Wiley Capital Management LLC 9.52M (1.39%) -373.27K
Decreased by -3.92%
Dec 31, 23
20 Wells Fargo & Co 8.99M (1.31%) -4.04K
Decreased by -0.04%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 23.39M (3.42%) -283.64K
Decreased by -1.21%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 21.82M (3.19%) -233.04K
Decreased by -1.07%
Mar 31, 26
3 Vanguard 500 Index Investor 17.52M (2.56%) -412.06K
Decreased by -2.35%
Mar 31, 26
4 Dodge & Cox Stock I 17.33M (2.53%) -1.67M
Decreased by -9.67%
Mar 31, 26
5 Fidelity® 500 Index 9.07M (1.33%) 57.75K
Increased by +0.64%
Nov 30, 23
6 SPDR® S&P 500 ETF Trust 8.98M (1.31%) 20.30K
Increased by +0.23%
Apr 30, 24
7 SPDR® S&P 500 ETF 8.93M (1.30%) -254.29K
Decreased by -2.85%
Mar 31, 25
8 iShares Core S&P 500 ETF 8.90M (1.30%) 26.13K
Increased by +0.29%
Apr 30, 26
9 Fidelity 500 Index 8.79M (1.28%) -85.34K
Decreased by -0.97%
Mar 31, 26
10 SPDR® S&P 500® ETF Trust 8.69M (1.27%) -45.58K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 8.64M (1.26%) 106.26K
Increased by +1.23%
Aug 31, 25
12 State Street® SPDR® S&P 500® ETF 8.21M (1.20%) 26.80K
Increased by +0.33%
Apr 30, 26
13 Columbia Dividend Value 7.25M (1.06%) -143.44K
Decreased by -1.98%
Mar 31, 26
14 Columbia Dividend Income Inst 7.23M (1.06%) -17.70K
Decreased by -0.24%
Apr 30, 26
15 First Eagle Global A 6.98M (1.02%) 0.00
Increased by 0.00%
Mar 31, 26
16 JPM US Equity Income-MA 6.44M (0.94%) -253.28K
Decreased by -3.93%
Dec 31, 25
17 Vanguard Value Index Inv 6.35M (0.93%) -142.47K
Decreased by -2.24%
Mar 31, 26
18 Fidelity Contrafund 5.94M (0.87%) -265.20K
Decreased by -4.46%
Mar 31, 26
19 JPM US Equity Income-Composite 5.93M (0.87%) -507.68K
Decreased by -8.56%
Mar 31, 26
20 JPMorgan Equity Income I 5.93M (0.87%) -38.29K
Decreased by -0.65%
Mar 31, 26