Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 6.79%
2 FXZ 5.45%
3 SOIL 5.17%
4 SMCF 4.98%
5 TADS 4.81%
6 PWER 4.74%
7 MOO 4.62%
8 SHRY 4.39%
9 RTM 4.01%
10 RSPM 4.01%
11 UTRN 4.00%
12 ZIG 3.90%
13 FTAG 3.74%
14 LSAT 3.66%
15 MDCP 3.63%
16 VEGI 3.43%
17 FCPI 3.41%
18 IVEG 3.18%
19 PYZ 3.11%
20 FMTM 2.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.56M (12.82%) -206.74K
Decreased by -1.06%
Dec 31, 25
2 BlackRock Inc 12.19M (7.99%) -76.20K
Decreased by -0.62%
Mar 31, 26
3 Vanguard Capital Management, LLC 10.05M (6.59%) 10.05M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 9.30M (6.10%) 22.12K
Increased by +0.24%
Mar 31, 24
5 State Street Corp 7.89M (5.17%) 38.64K
Increased by +0.49%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 7.74M (5.07%) 7.74M
Increased by +100.00%
Mar 31, 26
7 T. Rowe Price Associates, Inc. 7.53M (4.93%) 604.75K
Increased by +8.03%
Mar 31, 26
8 Charles Schwab Investment Management Inc 6.21M (4.07%) -83.84K
Decreased by -1.35%
Dec 31, 25
9 Geode Capital Management, LLC 5.18M (3.39%) 890.98K
Increased by +17.20%
Mar 31, 26
10 Dimensional Fund Advisors, Inc. 4.46M (2.92%) 146.68K
Increased by +3.29%
Mar 31, 26
11 FMR Inc 4.36M (2.86%) 3.38K
Increased by +0.08%
Mar 31, 26
12 Ameriprise Financial Inc 3.13M (2.05%) -173.53K
Decreased by -5.55%
Mar 31, 26
13 Northern Trust Corp 3.11M (2.04%) -40.91K
Decreased by -1.32%
Mar 31, 26
14 Goldman Sachs Group Inc 3.09M (2.03%) 2.18M
Increased by +70.38%
Dec 31, 23
15 Amvescap Plc. 2.99M (1.96%) -578.66K
Decreased by -19.34%
Mar 31, 26
16 UBS Asset Mgmt Americas Inc 2.91M (1.91%) -222.43K
Decreased by -7.64%
Dec 31, 24
17 Allianz Asset Management AG 2.63M (1.73%) 9.01K
Increased by +0.34%
Mar 31, 26
18 Pacer Advisors, INC. 2.51M (1.64%) 1.05M
Increased by +42.08%
Jun 30, 25
19 NORGES BANK 2.50M (1.64%) 1.10M
Increased by +43.75%
Dec 31, 25
20 UBS Group AG 2.50M (1.64%) 796.63K
Increased by +31.85%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.72M (3.75%) -60.32K
Decreased by -1.05%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 4.95M (3.24%) 31.13K
Increased by +0.63%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.88M (3.20%) -12.17K
Decreased by -0.25%
Jun 30, 26
4 Schwab US Dividend Equity ETF™ 4.82M (3.16%) 13.21K
Increased by +0.27%
Feb 28, 26
5 Vanguard 500 Index Investor 3.99M (2.62%) -94.09K
Decreased by -2.36%
Jun 30, 26
6 Vanguard Small Cap Index 3.52M (2.31%) -12.17K
Decreased by -0.35%
Jun 30, 26
7 Sycamore Mid Cap Value Comp 2.80M (1.84%) 2.71M
Increased by +96.78%
Mar 31, 25
8 American Funds American Balanced A 2.71M (1.78%) 1.07M
Increased by +39.56%
Jun 30, 26
9 SPDR® S&P 500 ETF Trust 2.30M (1.51%) -17.85K
Decreased by -0.77%
Mar 31, 24
10 Fidelity® 500 Index 2.25M (1.47%) 14.31K
Increased by +0.64%
Nov 30, 23
11 Vanguard Small Cap Value Index Inv 2.24M (1.47%) -41.29K
Decreased by -1.85%
Jun 30, 26
12 SPDR® S&P 500 ETF 2.17M (1.42%) -31.62K
Decreased by -1.46%
Mar 31, 25
13 iShares Core S&P 500 ETF 2.12M (1.39%) 6.67K
Increased by +0.31%
Jun 30, 26
14 SPDR® S&P 500® ETF Trust 2.11M (1.38%) -11.02K
Decreased by -0.52%
Mar 31, 25
15 Fidelity 500 Index 2.00M (1.31%) -2.79K
Decreased by -0.14%
May 31, 26
16 SPDR® S&P 500® ETF 1.96M (1.29%) 24.04K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 1.86M (1.22%) -24.21K
Decreased by -1.30%
Jun 30, 26
18 T. Rowe Price Equity Income 1.81M (1.19%) -232.00K
Decreased by -12.79%
Jun 30, 26
19 T. Rowe Price US Lg-Cp Equity Inc Comp 1.81M (1.19%) -232.00K
Decreased by -12.79%
Jun 30, 26
20 Vanguard Mid Cap Index Institutional 1.81M (1.18%) 19.45K
Increased by +1.08%
Jul 31, 25