Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.15%
2 CTIF 4.19%
3 WBIE 4.12%
4 UTRN 4.09%
5 NLSI 4.02%
6 BEEZ 3.87%
7 TMFM 3.74%
8 FINQ 3.16%
9 KBWR 3.13%
10 CCOR 3.02%
11 LCAP 2.97%
12 NEWZ 2.80%
13 BBHM 2.73%
14 DVOL 2.58%
15 CWS 2.56%
16 BOUT 2.44%
17 KYC 2.26%
18 TDV 2.21%
19 GAUD 2.09%
20 DEF 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.05M (13.07%) -243.92K
Decreased by -1.62%
Dec 31, 25
2 BlackRock Inc 11.01M (9.56%) 481.31K
Increased by +4.37%
Mar 31, 26
3 Vanguard Capital Management, LLC 7.59M (6.60%) 7.59M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 6.36M (5.53%) 6.36M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 5.51M (4.78%) -487.10K
Decreased by -8.84%
Mar 31, 26
6 State Street Corporation 4.88M (4.24%) 69.42K
Increased by +1.42%
Mar 31, 24
7 AllianceBernstein L.P. 3.71M (3.23%) 66.61K
Increased by +1.79%
Mar 31, 26
8 Geode Capital Management, LLC 3.47M (3.01%) 110.25K
Increased by +3.18%
Mar 31, 26
9 Charles Schwab Investment Management Inc 3.38M (2.93%) 2.67M
Increased by +78.95%
Mar 31, 26
10 Baillie Gifford & Co Limited. 2.80M (2.44%) -166.81K
Decreased by -5.95%
Dec 31, 23
11 HHG PLC 2.48M (2.16%) -150.73K
Decreased by -6.07%
Mar 31, 26
12 Barclays PLC 2.10M (1.82%) 90.97K
Increased by +4.33%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 2.03M (1.76%) -2.05M
Decreased by -100.96%
Mar 31, 26
14 Amvescap Plc. 2.02M (1.75%) 471.01K
Increased by +23.33%
Mar 31, 26
15 Mitsubishi UFJ Asset Management Co.,Ltd 1.87M (1.62%) -35.03K
Decreased by -1.88%
Dec 31, 25
16 Ameriprise Financial Inc 1.85M (1.61%) 73.38K
Increased by +3.96%
Mar 31, 26
17 Northern Trust Corp 1.80M (1.56%) 120.79K
Increased by +6.73%
Mar 31, 26
18 Van Eck Associates Corporation 1.69M (1.46%) 210.10K
Increased by +12.47%
Mar 31, 26
19 The Goldman Sachs Group Inc 1.66M (1.45%) 724.25K
Increased by +43.52%
Mar 31, 26
20 AQR Capital Management LLC 1.62M (1.41%) 1.28M
Increased by +79.18%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.72M (3.23%) 8.71K
Increased by +0.23%
Apr 30, 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 3.03M (2.63%) 54.02K
Increased by +1.78%
Apr 30, 26
5 Schwab US Dividend Equity ETF™ 2.79M (2.42%) 5.36K
Increased by +0.19%
May 30, 26
6 Vanguard Mid Cap Index Institutional 2.53M (2.20%) 6.68K
Increased by +0.26%
Apr 30, 26
7 AllianceBernstein US L/C Growth Eqty MF 1.61M (1.40%) 0.00
Increased by 0.00%
Apr 30, 26
8 MS INVF Global Brands A USD 1.54M (1.34%) -30.23K
Decreased by -1.96%
Jun 30, 24
9 iShares Core S&P 500 ETF 1.54M (1.34%) 4.69K
Increased by +0.31%
May 29, 26
10 VanEck Morningstar Wide Moat 1.54M (1.33%) 204.52K
Increased by +13.32%
Mar 31, 26
11 Fidelity 500 Index 1.50M (1.30%) 5.15K
Increased by +0.34%
Apr 30, 26
12 VanEck Morningstar Wide Moat ETF 1.46M (1.27%) -1.92K
Decreased by -0.13%
May 30, 26
13 SPDR® S&P 500 ETF 1.46M (1.27%) -21.39K
Decreased by -1.47%
Mar 31, 25
14 SPDR® S&P 500® ETF 1.42M (1.24%) 17.46K
Increased by +1.23%
Aug 31, 25
15 SPDR® S&P 500® ETF Trust 1.42M (1.23%) -7.45K
Decreased by -0.53%
Mar 31, 25
16 State Street® SPDR® S&P 500® ETF 1.42M (1.23%) 1.50K
Increased by +0.11%
May 31, 26
17 SPDR® S&P 500 ETF Trust 1.39M (1.21%) 3.15K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 1.38M (1.20%) 8.76K
Increased by +0.64%
Nov 30, 23
19 T. Rowe Price US Dividend Growth Eq SMA 1.35M (1.17%) 1.35M
Increased by +99.99%
Dec 31, 23
20 Janus Inst Mid Cap Growth CF 1.28M (1.11%) -152.89K
Decreased by -11.94%
Mar 31, 26