Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SGDJ 4.83%
2 AAUM 4.64%
3 LBO 4.02%
4 GPZ 3.93%
5 SGDM 2.94%
6 PSP 2.76%
7 FMTM 2.74%
8 DDIV 2.52%
9 GINX 2.28%
10 GOAU 2.11%
11 GOEX 1.93%
12 CNAV 1.88%
13 AMID 1.86%
14 BMVP 1.79%
15 OAKG 1.76%
16 SAEF 1.63%
17 KCE 1.38%
18 LIVR 1.34%
19 TMVE 1.31%
20 DVLU 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 31.02M (11.86%) 327.99K
Increased by +1.06%
Mar 31, 26
2 Vanguard Group Inc 26.37M (10.08%) 934.24K
Increased by +3.54%
Dec 31, 25
3 Capital World Investors 17.83M (6.81%) -2.14M
Decreased by -12.02%
Mar 31, 26
4 Harris Associates L.P. 16.58M (6.34%) 1.39M
Increased by +8.36%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 11.82M (4.52%) 11.82M
Increased by +100.00%
Mar 31, 26
6 Vanguard Capital Management, LLC 11.39M (4.35%) 11.39M
Increased by +100.00%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 10.17M (3.89%) -17.50K
Decreased by -0.17%
Mar 31, 26
8 State Street Corp 9.68M (3.70%) 135.75K
Increased by +1.40%
Mar 31, 26
9 State Street Corporation 8.07M (3.08%) 165.81K
Increased by +2.05%
Mar 31, 24
10 Massachusetts Financial Services Company 7.65M (2.92%) -86.29K
Decreased by -1.13%
Mar 31, 26
11 Millennium Management LLC 6.80M (2.60%) -1.54M
Decreased by -22.60%
Mar 31, 26
12 William Blair Investment Management, LLC 6.30M (2.41%) -830.79K
Decreased by -13.18%
Mar 31, 26
13 Alkeon Capital Management, LLC 5.94M (2.27%) 0.00
Increased by 0.00%
Mar 31, 26
14 Boston Partners Global Investors, Inc 5.53M (2.11%) -636.93K
Decreased by -11.51%
Dec 31, 25
15 Goldman Sachs Group Inc 5.19M (1.98%) 4.31M
Increased by +83.00%
Dec 31, 23
16 Vulcan Value Partners, LLC 5.18M (1.98%) -153.16K
Decreased by -2.96%
Mar 31, 25
17 Geode Capital Management, LLC 5.15M (1.97%) 149.24K
Increased by +2.90%
Mar 31, 26
18 NORGES BANK 4.88M (1.86%) 1.96M
Increased by +40.11%
Dec 31, 25
19 Ariel Investments, LLC 3.98M (1.52%) 31.42K
Increased by +0.79%
Mar 31, 26
20 JPMorgan Chase & Co 3.84M (1.47%) 1.55M
Increased by +40.50%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 11.35M (4.34%) -3.08M
Decreased by -27.11%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 8.80M (3.36%) 1.65K
Increased by +0.02%
May 29, 26
3 Vanguard Total Stock Mkt Idx Inv 8.04M (3.07%) 20.10K
Increased by +0.25%
Apr 30, 26
4 Vanguard US Total Market Shares ETF 7.32M (2.80%) -115.87K
Decreased by -1.58%
Sep 30, 24
5 Oakmark Investor 6.72M (2.57%) 29.00K
Increased by +0.43%
Mar 31, 26
6 Vanguard Small Cap Index 5.81M (2.22%) -11.99K
Decreased by -0.21%
Apr 30, 26
7 American Funds Washington Mutual A 5.52M (2.11%) 821.39K
Increased by +14.89%
Mar 31, 26
8 Capital Group Wash Mutual Invtrs Comp 5.52M (2.11%) 821.39K
Increased by +14.89%
Mar 31, 26
9 Vanguard Windsor II Inv 5.15M (1.97%) 1.01M
Increased by +19.69%
Mar 31, 26
10 Vanguard Small Cap Value Index Inv 3.73M (1.43%) 26.29K
Increased by +0.70%
Apr 30, 26
11 MFS Mid Cap Growth A 3.64M (1.39%) 0.00
Increased by 0.00%
Apr 30, 26
12 MFS Mid Cap Growth Equity 3.64M (1.39%) -16.88K
Decreased by -0.46%
Mar 31, 26
13 Vanguard Institutional Extnd Mkt Idx Tr 2.93M (1.12%) 28.00K
Increased by +0.96%
Apr 30, 26
14 Vulcan Value Partners Focus 2.65M (1.01%) -37.87K
Decreased by -1.43%
Mar 31, 25
15 State Street® SPDR® S&P MIDCAP 400® ETF 1.96M (0.75%) 7.38K
Increased by +0.38%
Apr 30, 26
16 Vulcan Value Partners Large Cap Value 1.89M (0.72%) -410.79K
Decreased by -21.72%
Sep 30, 24
17 BlackRock Equity Dividend Instl 1.84M (0.70%) -17.55K
Decreased by -0.95%
Apr 30, 26
18 Ariel Fund Investor 1.72M (0.66%) 102.25K
Increased by +5.94%
Mar 31, 26
19 MFS Mid Cap Value A 1.67M (0.64%) 0.00
Increased by 0.00%
Apr 30, 26
20 MFS Mid Cap Value Equity 1.67M (0.64%) -72.16K
Decreased by -4.31%
Mar 31, 26