Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AAUM 5.06%
2 SGDJ 4.67%
3 LBO 4.37%
4 GPZ 4.30%
5 SGDM 2.96%
6 PSP 2.87%
7 FMTM 2.74%
8 DDIV 2.52%
9 GINX 2.28%
10 GOAU 2.17%
11 GOEX 2.08%
12 OAKG 2.03%
13 SAEF 1.99%
14 CNAV 1.88%
15 AMID 1.86%
16 BMVP 1.79%
17 KCE 1.50%
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 32.50M (12.36%) 1.06M
Increased by +3.26%
Sep 30, 25
2 Vanguard Group Inc 26.37M (10.03%) 934.24K
Increased by +3.54%
Dec 31, 25
3 Capital World Investors 19.97M (7.60%) -5.00K
Decreased by -0.03%
Dec 31, 25
4 Harris Associates L.P. 15.20M (5.78%) 4.27M
Increased by +28.10%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 10.11M (3.84%) 969.95K
Increased by +9.60%
Sep 30, 25
6 State Street Corp 9.94M (3.78%) 1.72M
Increased by +17.30%
Sep 30, 25
7 Millennium Management LLC 8.34M (3.17%) 3.41M
Increased by +40.89%
Dec 31, 25
8 State Street Corporation 8.07M (3.07%) 165.81K
Increased by +2.05%
Mar 31, 24
9 Massachusetts Financial Services Company 7.74M (2.94%) 117.22K
Increased by +1.52%
Dec 31, 25
10 William Blair Investment Management, LLC 7.13M (2.71%) -1.62M
Decreased by -22.67%
Dec 31, 25
11 Alkeon Capital Management, LLC 5.94M (2.26%) 0.00
Increased by 0.00%
Dec 31, 25
12 Boston Partners Global Investors, Inc 5.53M (2.10%) -636.93K
Decreased by -11.51%
Dec 31, 25
13 Goldman Sachs Group Inc 5.19M (1.97%) 4.31M
Increased by +83.00%
Dec 31, 23
14 Vulcan Value Partners, LLC 5.18M (1.97%) -153.16K
Decreased by -2.96%
Mar 31, 25
15 Geode Capital Management, LLC 5.00M (1.90%) 79.13K
Increased by +1.58%
Dec 31, 25
16 NORGES BANK 4.88M (1.85%) 1.96M
Increased by +40.11%
Dec 31, 25
17 UBS Group AG 4.04M (1.54%) 407.49K
Increased by +10.09%
Sep 30, 25
18 Ariel Investments, LLC 3.95M (1.50%) -283.05K
Decreased by -7.17%
Dec 31, 25
19 JPMorgan Chase & Co 3.84M (1.46%) 1.55M
Increased by +40.50%
Sep 30, 24
20 Royal Bank of Canada 3.31M (1.26%) 2.99M
Increased by +90.16%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Income Fund of Amer A 11.35M (4.32%) -3.08M
Decreased by -27.11%
Mar 31, 26
2 iShares Core S&P Mid-Cap ETF 8.60M (3.27%) 13.43K
Increased by +0.16%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 8.02M (3.05%) -519.65K
Decreased by -6.48%
Mar 31, 26
4 Vanguard US Total Market Shares ETF 7.32M (2.79%) -115.87K
Decreased by -1.58%
Sep 30, 24
5 Oakmark Investor 6.69M (2.54%) 0.00
Increased by 0.00%
Dec 31, 25
6 Vanguard Small Cap Index 5.82M (2.22%) -314.06K
Decreased by -5.39%
Mar 31, 26
7 American Funds Washington Mutual A 5.52M (2.10%) 821.39K
Increased by +14.89%
Mar 31, 26
8 Capital Group Wash Mutual Invtrs Comp 4.69M (1.79%) 0.00
Increased by 0.00%
Dec 31, 25
9 Vanguard Windsor II Inv 4.14M (1.57%) 4.14M
Increased by +100.00%
Dec 31, 25
10 Vanguard Small Cap Value Index Inv 3.71M (1.41%) -235.71K
Decreased by -6.36%
Mar 31, 26
11 MFS Mid Cap Growth A 3.66M (1.39%) 0.00
Increased by 0.00%
Feb 28, 26
12 MFS Mid Cap Growth Equity 3.66M (1.39%) 127.32K
Increased by +3.48%
Dec 31, 25
13 Vanguard Institutional Extnd Mkt Idx Tr 2.90M (1.10%) 73.05K
Increased by +2.52%
Mar 31, 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 (0.74%) 53.28K
Increased by +2.72%
Mar 31, 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 1.87M (0.71%) -18.35K
Decreased by -0.98%
Feb 28, 26
18 MFS Mid Cap Value Equity 1.74M (0.66%) -70.66K
Decreased by -4.05%
Dec 31, 25
19 Ariel Fund Investor 1.72M (0.65%) 102.25K
Increased by +5.94%
Mar 31, 26
20 MFS Mid Cap Value A 1.70M (0.65%) -21.38K
Decreased by -1.26%
Feb 28, 26