Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BRNY 7.24%
2 FXZ 7.02%
3 PAGG 6.79%
4 RSPM 5.77%
5 RTM 5.77%
6 LSAT 5.57%
7 MOO 5.55%
8 SOIL 5.17%
9 SMCF 4.98%
10 PWER 4.86%
11 TADS 4.81%
12 SHRY 4.39%
13 ZIG 4.39%
14 FTAG 4.33%
15 UTRN 4.00%
16 FTRI 3.80%
17 MDCP 3.63%
18 VEGI 3.62%
19 EPSB 3.43%
20 FCPI 3.41%

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 12.63M (8.28%) -144.45K
Decreased by -1.14%
Sep 30, 25
3 State Street Corporation 9.30M (6.10%) 22.12K
Increased by +0.24%
Mar 31, 24
4 State Street Corp 7.97M (5.22%) -12.95K
Decreased by -0.16%
Sep 30, 25
5 T. Rowe Price Associates, Inc. 6.96M (4.57%) -570.06K
Decreased by -8.19%
Sep 30, 25
6 Charles Schwab Investment Management Inc 6.21M (4.07%) -83.84K
Decreased by -1.35%
Dec 31, 25
7 Victory Capital Management Inc. 5.01M (3.29%) 480.13K
Increased by +9.58%
Sep 30, 25
8 Geode Capital Management, LLC 4.39M (2.88%) -3.00K
Decreased by -0.07%
Sep 30, 25
9 FMR Inc 4.35M (2.85%) -310.33K
Decreased by -7.13%
Dec 31, 25
10 Dimensional Fund Advisors, Inc. 4.31M (2.83%) 1.18M
Increased by +27.33%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 3.66M (2.40%) 317.75K
Increased by +8.68%
Sep 30, 25
12 Boston Partners Global Investors, Inc 3.59M (2.35%) 476.77K
Increased by +13.29%
Sep 30, 25
13 Capital World Investors 3.55M (2.33%) -951.55K
Decreased by -26.78%
Mar 31, 24
14 Ameriprise Financial Inc 3.35M (2.20%) 63.94K
Increased by +1.91%
Sep 30, 25
15 Amvescap Plc. 3.19M (2.09%) -720.42K
Decreased by -22.59%
Sep 30, 25
16 Goldman Sachs Group Inc 3.09M (2.03%) 2.18M
Increased by +70.38%
Dec 31, 23
17 Northern Trust Corp 2.98M (1.96%) 114.79K
Increased by +3.85%
Sep 30, 25
18 UBS Asset Mgmt Americas Inc 2.91M (1.91%) -222.43K
Decreased by -7.64%
Dec 31, 24
19 Pacer Advisors, INC. 2.51M (1.64%) 1.05M
Increased by +42.08%
Jun 30, 25
20 NORGES BANK 2.50M (1.64%) 1.10M
Increased by +43.75%
Dec 31, 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 4.90M (3.21%) 10.24K
Increased by +0.21%
Jan 31, 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 3.97M (2.61%) 24.86K
Increased by +0.63%
Jan 31, 26
6 Vanguard Small Cap Index 3.53M (2.32%) -521.00
Decreased by -0.01%
Jan 31, 26
7 Sycamore Mid Cap Value Comp 2.80M (1.84%) 2.71M
Increased by +96.78%
Mar 31, 25
8 JHancock Disciplined Value Mid Cap I 2.56M (1.68%) -69.09K
Decreased by -2.70%
Dec 31, 25
9 Victory Sycamore Established Value R 2.46M (1.61%) -591.00K
Decreased by -24.03%
Dec 31, 25
10 SPDR® S&P 500 ETF Trust 2.30M (1.51%) -17.85K
Decreased by -0.77%
Mar 31, 24
11 Vanguard Small Cap Value Index Inv 2.27M (1.49%) -17.20K
Decreased by -0.76%
Jan 31, 26
12 Fidelity® 500 Index 2.25M (1.47%) 14.31K
Increased by +0.64%
Nov 30, 23
13 Invesco S&P 500® Equal Weight ETF 2.24M (1.47%) -969.00
Decreased by -0.04%
Feb 27, 26
14 SPDR® S&P 500 ETF 2.17M (1.42%) -31.62K
Decreased by -1.46%
Mar 31, 25
15 T. Rowe Price US Lg-Cp Equity Inc Comp 2.15M (1.41%) -70.00K
Decreased by -3.25%
Dec 31, 25
16 SPDR® S&P 500® ETF Trust 2.11M (1.38%) -11.02K
Decreased by -0.52%
Mar 31, 25
17 T. Rowe Price Equity Income 2.10M (1.38%) -50.00K
Decreased by -2.38%
Jan 31, 26
18 iShares Core S&P 500 ETF 1.99M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
19 Fidelity 500 Index 1.98M (1.30%) 9.19K
Increased by +0.46%
Jan 31, 26
20 SPDR® S&P 500® ETF 1.96M (1.29%) 24.04K
Increased by +1.23%
Aug 31, 25