Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 MVAL 3.94%
3 DIP 3.48%
4 BVAL 2.84%
5 RHS 2.47%
6 RSPS 2.47%
7 VSDA 2.34%
8 MOAT 2.27%
9 RYJ 2.20%
10 UPGD 2.20%
11 ACSI 2.19%
12 MOTE 2.17%
13 FDIV 2.05%
14 MGRO 2.03%
15 TBG 2.01%
16 QVAL 1.95%
17 JMID 1.89%
18 SPHD 1.76%
19 STNC 1.75%
20 CSTK 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.68M (13.01%) -54.68K
Decreased by -0.35%
Dec 31, 25
2 BlackRock Inc 10.30M (8.55%) -79.09K
Decreased by -0.77%
Dec 31, 25
3 State Street Corp 8.42M (6.99%) -9.61K
Decreased by -0.11%
Dec 31, 25
4 State Street Corporation 8.13M (6.75%) -268.18K
Decreased by -3.30%
Mar 31, 24
5 Amvescap Plc. 4.86M (4.03%) -21.10K
Decreased by -0.43%
Mar 31, 26
6 Mizuho Securities USA Inc 4.51M (3.74%) 4.50M
Increased by +99.79%
Sep 30, 24
7 Geode Capital Management, LLC 3.17M (2.63%) 10.06K
Increased by +0.32%
Dec 31, 25
8 Van Eck Associates Corporation 3.14M (2.60%) 426.43K
Increased by +13.60%
Dec 31, 25
9 Stifel Financial Corp 3.04M (2.52%) 615.70K
Increased by +20.27%
Sep 30, 25
10 Morgan Stanley - Brokerage Accounts 2.29M (1.90%) -902.66K
Decreased by -39.36%
Dec 31, 25
11 JPMorgan Chase & Co 1.86M (1.54%) 1.13M
Increased by +60.62%
Sep 30, 25
12 Arrowstreet Capital Limited Partnership 1.62M (1.34%) 142.46K
Increased by +8.80%
Dec 31, 25
13 Mariner Value Strategies, LLC 1.60M (1.33%) 960.09K
Increased by +60.09%
Jun 30, 24
14 Northern Trust Corp 1.59M (1.32%) 16.95K
Increased by +1.06%
Mar 31, 26
15 Renaissance Technologies Corp 1.53M (1.27%) 576.40K
Increased by +37.63%
Sep 30, 23
16 Millennium Management LLC 1.50M (1.24%) 905.61K
Increased by +60.56%
Jun 30, 25
17 Citadel Advisors Llc 1.43M (1.19%) 1.40M
Increased by +98.17%
Dec 31, 25
18 Balyasny Asset Management LLC 1.42M (1.18%) 316.19K
Increased by +22.24%
Dec 31, 24
19 Wells Fargo & Co 1.40M (1.17%) -202.86K
Decreased by -14.45%
Sep 30, 23
20 ProShare Advisors LLC 1.37M (1.13%) 68.79K
Increased by +5.04%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.93M (3.26%) 2.77K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.83M (3.18%) -20.62K
Decreased by -0.54%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 3.50M (2.91%) 25.56K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 3.08M (2.56%) -58.55K
Decreased by -1.90%
Mar 31, 26
5 VanEck Morningstar Wide Moat 2.93M (2.43%) 55.69K
Increased by +1.90%
Mar 31, 26
6 VanEck Morningstar Wide Moat ETF 2.86M (2.38%) -7.33K
Decreased by -0.26%
Apr 30, 26
7 Vanguard Small Cap Index 2.79M (2.32%) 21.75K
Increased by +0.78%
Mar 31, 26
8 Vanguard Mid Cap Index Institutional 2.75M (2.28%) 29.65K
Increased by +1.08%
Jul 31, 25
9 Vanguard Small Cap Value Index Inv 1.78M (1.47%) -2.62K
Decreased by -0.15%
Mar 31, 26
10 iShares Core S&P 500 ETF 1.56M (1.30%) 4.62K
Increased by +0.30%
Apr 30, 26
11 Fidelity 500 Index 1.54M (1.28%) -8.20K
Decreased by -0.53%
Mar 31, 26
12 SPDR® S&P 500 ETF 1.54M (1.28%) -23.09K
Decreased by -1.50%
Mar 31, 25
13 Invesco S&P 500® Equal Weight ETF 1.50M (1.25%) -455.00
Decreased by -0.03%
Apr 30, 26
14 SPDR® S&P 500® ETF Trust 1.50M (1.24%) -7.78K
Decreased by -0.52%
Mar 31, 25
15 ProShares S&P 500 Dividend Aristocrats 1.50M (1.24%) 0.00
Increased by 0.00%
Apr 30, 26
16 SPDR® S&P 500 ETF Trust 1.50M (1.24%) -11.69K
Decreased by -0.78%
Mar 31, 24
17 SPDR® S&P 500® ETF 1.48M (1.23%) 18.22K
Increased by +1.23%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 1.45M (1.20%) 4.69K
Increased by +0.32%
Apr 30, 26
19 Fidelity® 500 Index 1.44M (1.20%) 9.18K
Increased by +0.64%
Nov 30, 23
20 Invesco Comstock A 1.38M (1.14%) 118.30K
Increased by +8.58%
Mar 31, 26