Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.15%
2 CTIF 4.77%
3 TMFM 4.30%
4 WBIE 4.12%
5 UTRN 4.09%
6 BEEZ 3.89%
7 KBWR 3.42%
8 FINQ 3.16%
9 CCOR 3.02%
10 CWS 3.01%
11 LCAP 2.97%
12 JGRW 2.81%
13 NEWZ 2.80%
14 DVOL 2.58%
15 GAUD 2.44%
16 BOUT 2.44%
17 KMID 2.23%
18 VNSE 2.22%
19 MOAT 2.13%
20 TDV 2.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.05M (12.96%) -243.92K
Decreased by -1.62%
Dec 31, 25
2 BlackRock Inc 10.41M (8.96%) -100.81K
Decreased by -0.97%
Sep 30, 25
3 State Street Corp 5.62M (4.84%) -23.01K
Decreased by -0.41%
Sep 30, 25
4 State Street Corporation 4.88M (4.20%) 69.42K
Increased by +1.42%
Mar 31, 24
5 Morgan Stanley - Brokerage Accounts 4.50M (3.88%) -556.40K
Decreased by -12.35%
Sep 30, 25
6 AllianceBernstein L.P. 3.69M (3.18%) 3.22M
Increased by +87.38%
Sep 30, 25
7 T. Rowe Price Associates, Inc. 3.59M (3.09%) 55.26K
Increased by +1.54%
Sep 30, 25
8 Geode Capital Management, LLC 3.35M (2.89%) 12.52K
Increased by +0.37%
Dec 31, 25
9 HHG PLC 3.12M (2.68%) 12.38K
Increased by +0.40%
Sep 30, 25
10 Baillie Gifford & Co Limited. 2.80M (2.41%) -166.81K
Decreased by -5.95%
Dec 31, 23
11 T. Rowe Price Investment Management,Inc. 2.26M (1.95%) 20.22K
Increased by +0.89%
Jun 30, 25
12 Barclays PLC 1.97M (1.70%) 14.63K
Increased by +0.74%
Sep 30, 25
13 Mitsubishi UFJ Asset Management Co.,Ltd 1.87M (1.61%) -35.03K
Decreased by -1.88%
Dec 31, 25
14 JPMorgan Chase & Co 1.84M (1.58%) 1.21M
Increased by +65.94%
Sep 30, 25
15 Northern Trust Corp 1.71M (1.47%) 105.70K
Increased by +6.17%
Sep 30, 25
16 NORGES BANK 1.55M (1.34%) 1.04M
Increased by +67.17%
Dec 31, 25
17 Stifel Financial Corp 1.51M (1.30%) -44.71K
Decreased by -2.96%
Sep 30, 25
18 Capital Research & Mgmt Co - Division 3 1.51M (1.30%) -23.92K
Decreased by -1.59%
Jun 30, 25
19 Apg All Pensions Group 1.49M (1.29%) -183.31K
Decreased by -12.27%
Sep 30, 25
20 Van Eck Associates Corporation 1.48M (1.27%) 774.75K
Increased by +52.52%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.71M (3.19%) -32.96K
Decreased by -0.89%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.69M (3.17%) 16.07K
Increased by +0.44%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 3.33M (2.87%) 23.28K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 3.00M (2.58%) 28.24K
Increased by +0.94%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 2.54M (2.18%) 8.71K
Increased by +0.34%
Feb 28, 26
6 AllianceBernstein US L/C Growth Eqty MF 1.63M (1.40%) 0.00
Increased by 0.00%
Dec 30, 25
7 MS INVF Global Brands A USD 1.54M (1.33%) -30.23K
Decreased by -1.96%
Jun 30, 24
8 iShares Core S&P 500 ETF 1.49M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
9 Fidelity 500 Index 1.48M (1.28%) 6.88K
Increased by +0.46%
Jan 31, 26
10 SPDR® S&P 500 ETF 1.46M (1.25%) -21.39K
Decreased by -1.47%
Mar 31, 25
11 Janus Inst Mid Cap Growth CF 1.43M (1.23%) -351.89K
Decreased by -24.56%
Dec 31, 25
12 SPDR® S&P 500® ETF 1.42M (1.22%) 17.46K
Increased by +1.23%
Aug 31, 25
13 SPDR® S&P 500® ETF Trust 1.42M (1.22%) -7.45K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 1.39M (1.20%) 3.15K
Increased by +0.23%
Apr 30, 24
15 State Street® SPDR® S&P 500® ETF 1.38M (1.19%) -10.40K
Decreased by -0.75%
Feb 28, 26
16 Fidelity® 500 Index 1.38M (1.18%) 8.76K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price US Dividend Growth Eq SMA 1.35M (1.16%) 1.35M
Increased by +99.99%
Dec 31, 23
18 VanEck Morningstar Wide Moat 1.33M (1.15%) 699.58K
Increased by +52.55%
Dec 31, 25
19 VanEck Morningstar Wide Moat ETF 1.30M (1.12%) -1.60K
Decreased by -0.12%
Feb 28, 26
20 Janus Henderson Enterprise D 1.28M (1.10%) -152.89K
Decreased by -11.94%
Jan 31, 26