Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 VBB 6.45%
2 FDFF 6.00%
3 WCAP 5.00%
4 LBO 4.71%
5 BLCN 4.22%
6 NITE 4.15%
7 UTRN 3.99%
8 SCHD 3.80%
9 CZAR 3.51%
10 FMTM 3.34%
11 IBLN 3.31%
12 GAUD 3.31%
13 AAUM 3.27%
14 FLV 3.19%
15 BCFN 3.03%
16 CVRD 2.98%
17 BKCG 2.98%
18 QUSA 2.88%
19 SAMT 2.80%
20 ESNG 2.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.06M (9.76%) 221.12K
Increased by +1.57%
Dec 31, 25
2 BlackRock Inc 10.13M (7.03%) 39.69K
Increased by +0.39%
Mar 31, 26
3 Vanguard Capital Management, LLC 9.24M (6.41%) 9.24M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 6.28M (4.36%) 14.12K
Increased by +0.22%
Mar 31, 26
5 State Street Corporation 5.93M (4.11%) 72.95K
Increased by +1.23%
Mar 31, 24
6 CI Private Wealth LLC 5.61M (3.89%) 5.50M
Increased by +98.15%
Dec 31, 25
7 Temasek Holdings Ltd. 5.33M (3.70%) 237.67K
Increased by +4.46%
Mar 31, 26
8 Bank of America Corp 5.23M (3.63%) 35.07K
Increased by +0.67%
Mar 31, 26
9 Capital Research Global Investors 4.61M (3.20%) 771.48K
Increased by +16.73%
Mar 31, 26
10 Wellington Management Company LLP 3.64M (2.53%) 2.19M
Increased by +60.19%
Mar 31, 26
11 Vanguard Portfolio Management, LLC 3.53M (2.45%) 3.53M
Increased by +100.00%
Mar 31, 26
12 GAMMA Investing LLC 3.50M (2.43%) 3.50M
Increased by +99.90%
Mar 31, 25
13 Capital World Investors 3.46M (2.40%) -91.31K
Decreased by -2.64%
Sep 30, 25
14 Morgan Stanley - Brokerage Accounts 3.44M (2.38%) -70.67K
Decreased by -2.06%
Mar 31, 26
15 Geode Capital Management, LLC 3.25M (2.26%) 86.33K
Increased by +2.65%
Mar 31, 26
16 NORGES BANK 2.56M (1.78%) 42.54K
Increased by +1.66%
Dec 31, 25
17 Wells Fargo & Co 2.48M (1.72%) -24.57K
Decreased by -0.99%
Mar 31, 26
18 Rockefeller Capital Management L.P. 2.32M (1.61%) 2.16M
Increased by +92.97%
Dec 31, 25
19 Franklin Resources Inc 2.23M (1.55%) 158.42K
Increased by +7.11%
Mar 31, 26
20 JPMorgan Chase & Co 2.04M (1.42%) 838.53K
Increased by +41.02%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.46M (3.09%) 13.52K
Increased by +0.30%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 4.46M (3.09%) -9.88K
Decreased by -0.22%
Sep 30, 24
3 Vanguard 500 Index Investor 3.74M (2.60%) 67.73K
Increased by +1.81%
Apr 30, 26
4 Schwab US Dividend Equity ETF™ 2.74M (1.90%) 2.25K
Increased by +0.08%
Feb 28, 25
5 iShares Core S&P 500 ETF 1.90M (1.32%) 5.80K
Increased by +0.30%
May 29, 26
6 Fidelity 500 Index 1.85M (1.28%) 6.36K
Increased by +0.34%
Apr 30, 26
7 SPDR® S&P 500 ETF 1.81M (1.26%) -26.66K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 1.76M (1.22%) -9.29K
Decreased by -0.53%
Mar 31, 25
9 SPDR® S&P 500® ETF 1.76M (1.22%) 21.76K
Increased by +1.24%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 1.74M (1.21%) 1.85K
Increased by +0.11%
May 31, 26
11 SPDR® S&P 500 ETF Trust 1.65M (1.15%) 3.73K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 1.64M (1.13%) 10.41K
Increased by +0.64%
Nov 30, 23
13 American Funds Washington Mutual A 1.55M (1.07%) -256.01K
Decreased by -16.56%
Mar 31, 26
14 Capital Group Wash Mutual Invtrs Comp 1.55M (1.07%) -256.01K
Decreased by -16.56%
Mar 31, 26
15 Vanguard Value Index Inv 1.30M (0.90%) 3.74K
Increased by +0.29%
Apr 30, 26
16 JPM US Equity Income-MA 1.26M (0.88%) 1.26M
Increased by +99.90%
Sep 30, 23
17 Vanguard Wellington Inv 1.25M (0.87%) 472.07K
Increased by +37.76%
Mar 31, 26
18 Vanguard Wellington™ Inv 1.16M (0.81%) 0.00
Increased by 0.00%
Dec 31, 23
19 American Funds Invmt Co of Amer A 1.04M (0.72%) 445.81K
Increased by +42.66%
Mar 31, 26
20 Capital Group Investment Co of Amer Comp 1.04M (0.72%) 445.81K
Increased by +42.66%
Mar 31, 26