Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.15%
2 CTIF 4.77%
3 NLSI 4.18%
4 WBIE 4.12%
5 UTRN 4.09%
6 TMFM 3.99%
7 BEEZ 3.57%
8 FINQ 3.16%
9 KBWR 3.08%
10 CCOR 3.02%
11 LCAP 2.97%
12 NEWZ 2.80%
13 CWS 2.69%
14 DVOL 2.58%
15 JGRW 2.44%
16 BOUT 2.44%
17 TDV 2.32%
18 GAUD 2.14%
19 BBHM 2.11%
20 KMID 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.05M (13.08%) -243.92K
Decreased by -1.62%
Dec 31, 25
2 BlackRock Inc 10.52M (9.14%) 116.80K
Increased by +1.11%
Dec 31, 25
3 State Street Corp 5.99M (5.21%) 375.70K
Increased by +6.27%
Dec 31, 25
4 State Street Corporation 4.88M (4.24%) 69.42K
Increased by +1.42%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 4.07M (3.54%) -432.35K
Decreased by -10.62%
Dec 31, 25
6 AllianceBernstein L.P. 3.65M (3.17%) -43.82K
Decreased by -1.20%
Dec 31, 25
7 Geode Capital Management, LLC 3.35M (2.91%) 12.52K
Increased by +0.37%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 3.06M (2.66%) -527.55K
Decreased by -17.24%
Dec 31, 25
9 Baillie Gifford & Co Limited. 2.80M (2.44%) -166.81K
Decreased by -5.95%
Dec 31, 23
10 HHG PLC 2.63M (2.29%) -483.12K
Decreased by -18.34%
Dec 31, 25
11 T. Rowe Price Investment Management,Inc. 2.26M (1.97%) 20.22K
Increased by +0.89%
Jun 30, 25
12 Barclays PLC 2.01M (1.74%) 35.17K
Increased by +1.75%
Dec 31, 25
13 Mitsubishi UFJ Asset Management Co.,Ltd 1.87M (1.62%) -35.03K
Decreased by -1.88%
Dec 31, 25
14 Ameriprise Financial Inc 1.78M (1.54%) 538.30K
Increased by +30.27%
Dec 31, 25
15 Northern Trust Corp 1.67M (1.45%) -37.38K
Decreased by -2.23%
Dec 31, 25
16 NORGES BANK 1.55M (1.35%) 1.04M
Increased by +67.17%
Dec 31, 25
17 Amvescap Plc. 1.55M (1.34%) 113.81K
Increased by +7.35%
Dec 31, 25
18 Capital Research & Mgmt Co - Division 3 1.51M (1.31%) -23.92K
Decreased by -1.59%
Jun 30, 25
19 Apg All Pensions Group 1.49M (1.30%) -183.31K
Decreased by -12.27%
Sep 30, 25
20 Van Eck Associates Corporation 1.48M (1.28%) 774.75K
Increased by +52.52%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.71M (3.23%) 26.06K
Increased by +0.70%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 3.71M (3.22%) -32.96K
Decreased by -0.89%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.33M (2.89%) 23.28K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 2.97M (2.58%) -28.03K
Decreased by -0.94%
Mar 31, 26
5 Schwab US Dividend Equity ETF™ 2.70M (2.35%) 2.30K
Increased by +0.09%
Apr 30, 26
6 Vanguard Mid Cap Index Institutional 2.52M (2.19%) -14.87K
Decreased by -0.59%
Mar 31, 26
7 AllianceBernstein US L/C Growth Eqty MF 1.61M (1.40%) -18.76K
Decreased by -1.17%
Feb 27, 26
8 MS INVF Global Brands A USD 1.54M (1.34%) -30.23K
Decreased by -1.96%
Jun 30, 24
9 VanEck Morningstar Wide Moat 1.54M (1.33%) 204.52K
Increased by +13.32%
Mar 31, 26
10 iShares Core S&P 500 ETF 1.51M (1.31%) 2.33K
Increased by +0.15%
Apr 29, 26
11 VanEck Morningstar Wide Moat ETF 1.50M (1.30%) -3.84K
Decreased by -0.26%
Apr 30, 26
12 Fidelity 500 Index 1.49M (1.30%) 5.46K
Increased by +0.37%
Mar 31, 26
13 SPDR® S&P 500 ETF 1.46M (1.27%) -21.39K
Decreased by -1.47%
Mar 31, 25
14 Janus Inst Mid Cap Growth CF 1.43M (1.24%) -351.89K
Decreased by -24.56%
Dec 31, 25
15 SPDR® S&P 500® ETF 1.42M (1.24%) 17.46K
Increased by +1.23%
Aug 31, 25
16 SPDR® S&P 500® ETF Trust 1.42M (1.23%) -7.45K
Decreased by -0.53%
Mar 31, 25
17 State Street® SPDR® S&P 500® ETF 1.40M (1.21%) -1.50K
Decreased by -0.11%
Apr 30, 26
18 SPDR® S&P 500 ETF Trust 1.39M (1.21%) 3.15K
Increased by +0.23%
Apr 30, 24
19 Fidelity® 500 Index 1.38M (1.20%) 8.76K
Increased by +0.64%
Nov 30, 23
20 T. Rowe Price US Dividend Growth Eq SMA 1.35M (1.17%) 1.35M
Increased by +99.99%
Dec 31, 23