Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUPL 4.07%
2 UTRN 3.99%
3 SHRY 3.97%
4 RNLC 3.91%
5 FMTM 3.62%
6 KMID 3.58%
7 NRSH 3.49%
8 RISN 3.27%
9 AIRR 3.18%
10 IYT 3.07%
11 XTN 3.02%
12 BOBP 2.89%
13 QDIV 2.85%
14 USFE 2.52%
15 TPOR 2.50%
16 DDIV 2.48%
17 EPAI 2.36%
18 RULE 2.28%
19 AQEC 2.20%
20 FCUS 2.16%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.57M (12.33%) 364.16K
Increased by +2.50%
Dec 31, 25
2 BlackRock Inc 9.72M (8.23%) -902.92K
Decreased by -9.29%
Sep 30, 25
3 Arnhold & S. Bleichroeder Advisers, LLC 9.07M (7.68%) -1.49M
Decreased by -16.43%
Dec 31, 25
4 State Street Corporation 7.88M (6.67%) -89.34K
Decreased by -1.13%
Mar 31, 24
5 State Street Corp 6.87M (5.82%) -546.89K
Decreased by -7.96%
Sep 30, 25
6 Wellington Management Company LLP 5.45M (4.62%) -1.69M
Decreased by -30.98%
Dec 31, 25
7 FMR Inc 4.38M (3.70%) 902.50K
Increased by +20.62%
Dec 31, 25
8 Boston Partners Global Investors, Inc 3.73M (3.16%) 213.25K
Increased by +5.71%
Sep 30, 25
9 Goldman Sachs Group Inc 3.56M (3.01%) 2.00M
Increased by +56.21%
Dec 31, 23
10 Geode Capital Management, LLC 3.20M (2.71%) 24.27K
Increased by +0.76%
Sep 30, 25
11 Van Eck Associates Corporation 3.02M (2.56%) -4.64K
Decreased by -0.15%
Sep 30, 25
12 Cresset Asset Management, LLC 2.20M (1.86%) 428.00
Increased by +0.02%
Sep 30, 24
13 Ancora Advisors LLC 2.12M (1.80%) -2.00K
Decreased by -0.09%
Dec 31, 23
14 Morgan Stanley - Brokerage Accounts 1.98M (1.68%) 103.41K
Increased by +5.21%
Sep 30, 25
15 Amvescap Plc. 1.97M (1.67%) -429.90K
Decreased by -21.79%
Sep 30, 25
16 Bank of New York Mellon Corp 1.94M (1.64%) -76.33K
Decreased by -3.94%
Sep 30, 25
17 Northern Trust Corp 1.79M (1.52%) -3.86K
Decreased by -0.22%
Sep 30, 25
18 D. E. Shaw & Co LP 1.68M (1.42%) -489.70K
Decreased by -29.21%
Dec 31, 25
19 UBS Asset Mgmt Americas Inc 1.64M (1.39%) 227.41K
Increased by +13.84%
Jun 30, 25
20 Pacer Advisors, INC. 1.59M (1.35%) -56.85K
Decreased by -3.57%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 5.75M (4.87%) -1.42M
Decreased by -24.65%
Jan 31, 26
2 Vanguard Total Stock Mkt Idx Inv 3.72M (3.15%) 16.86K
Increased by +0.45%
Jan 31, 26
3 Vanguard US Total Market Shares ETF 3.52M (2.98%) 2.60K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.37M (2.86%) 21.19K
Increased by +0.63%
May 31, 25
5 Schwab US Dividend Equity ETF™ 3.08M (2.61%) 2.54K
Increased by +0.08%
Feb 28, 25
6 Vanguard 500 Index Investor 3.01M (2.55%) 18.94K
Increased by +0.63%
Jan 31, 26
7 Vanguard Small Cap Index 2.68M (2.27%) -352.00
Decreased by -0.01%
Jan 31, 26
8 VanEck Morningstar Wide Moat ETF 2.48M (2.10%) 0.00
Increased by 0.00%
Aug 31, 24
9 VanEck Morningstar Wide Moat 2.48M (2.10%) -48.43K
Decreased by -1.96%
Jun 30, 24
10 Vanguard Small Cap Value Index Inv 1.72M (1.45%) -12.97K
Decreased by -0.75%
Jan 31, 26
11 iShares Core S&P 500 ETF 1.51M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
12 First Trust RBA Amer Indl RenaisTM ETF 1.51M (1.27%) 5.09K
Increased by +0.34%
Feb 26, 26
13 Fidelity 500 Index 1.50M (1.27%) 6.96K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 1.46M (1.24%) -20.93K
Decreased by -1.43%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 1.42M (1.21%) -7.56K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.42M (1.20%) 17.71K
Increased by +1.24%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 1.41M (1.19%) 5.87K
Increased by +0.42%
Feb 27, 26
18 SPDR® S&P 500 ETF Trust 1.41M (1.19%) -10.90K
Decreased by -0.78%
Mar 31, 24
19 Fidelity® 500 Index 1.36M (1.15%) 8.63K
Increased by +0.64%
Nov 30, 23
20 Pacer US Cash Cows 100 ETF 1.25M (1.06%) 2.24K
Increased by +0.18%
Mar 28, 24