Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 DIP 3.48%
3 RHS 2.95%
4 RSPS 2.90%
5 MVAL 2.86%
6 BVAL 2.84%
7 VSDA 2.83%
8 MOAT 2.55%
9 UPGD 2.20%
10 RYJ 2.20%
11 ACSI 2.19%
12 MOTE 2.17%
13 SPHD 2.05%
14 FDIV 2.05%
15 MGRO 2.03%
16 TBG 2.01%
17 TIME 2.00%
18 SNPD 1.94%
19 JMID 1.89%
20 FXG 1.78%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.68M (13.02%) -54.68K
Decreased by -0.35%
Dec 31, 25
2 BlackRock Inc 10.38M (8.62%) -124.26K
Decreased by -1.20%
Sep 30, 25
3 State Street Corp 8.43M (7.00%) 282.79K
Increased by +3.35%
Sep 30, 25
4 State Street Corporation 8.13M (6.75%) -268.18K
Decreased by -3.30%
Mar 31, 24
5 Mizuho Securities USA Inc 4.51M (3.74%) 4.50M
Increased by +99.79%
Sep 30, 24
6 Amvescap Plc. 4.00M (3.32%) 750.41K
Increased by +18.78%
Sep 30, 25
7 Morgan Stanley - Brokerage Accounts 3.20M (2.65%) 493.62K
Increased by +15.45%
Sep 30, 25
8 Geode Capital Management, LLC 3.16M (2.62%) 21.57K
Increased by +0.68%
Sep 30, 25
9 Stifel Financial Corp 3.04M (2.52%) 615.70K
Increased by +20.27%
Sep 30, 25
10 Van Eck Associates Corporation 2.71M (2.25%) 1.31M
Increased by +48.43%
Sep 30, 25
11 JPMorgan Chase & Co 1.86M (1.54%) 1.13M
Increased by +60.62%
Sep 30, 25
12 Royal Bank of Canada 1.80M (1.49%) -1.85M
Decreased by -102.95%
Sep 30, 25
13 Arrowstreet Capital Limited Partnership 1.62M (1.34%) 142.46K
Increased by +8.80%
Dec 31, 25
14 Mariner Value Strategies, LLC 1.60M (1.33%) 960.09K
Increased by +60.09%
Jun 30, 24
15 Northern Trust Corp 1.54M (1.28%) 70.78K
Increased by +4.60%
Sep 30, 25
16 Renaissance Technologies Corp 1.53M (1.27%) 576.40K
Increased by +37.63%
Sep 30, 23
17 Millennium Management LLC 1.50M (1.24%) 905.61K
Increased by +60.56%
Jun 30, 25
18 Bank of America Corp 1.47M (1.22%) 348.29K
Increased by +23.77%
Sep 30, 25
19 Balyasny Asset Management LLC 1.42M (1.18%) 316.19K
Increased by +22.24%
Dec 31, 24
20 Wells Fargo & Co 1.40M (1.17%) -202.86K
Decreased by -14.45%
Sep 30, 23

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 3.85M (3.19%) 7.70K
Increased by +0.20%
Jan 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 3.11M (2.58%) 19.54K
Increased by +0.63%
Jan 31, 26
5 VanEck Morningstar Wide Moat 2.87M (2.39%) 415.42K
Increased by +14.45%
Dec 31, 25
6 VanEck Morningstar Wide Moat ETF 2.81M (2.33%) -3.46K
Decreased by -0.12%
Feb 27, 26
7 Vanguard Small Cap Index 2.76M (2.29%) -755.00
Decreased by -0.03%
Jan 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 1.77M (1.47%) -13.57K
Decreased by -0.76%
Jan 31, 26
10 Invesco S&P 500® Equal Weight ETF 1.66M (1.38%) 5.62K
Increased by +0.34%
Feb 26, 26
11 iShares Core S&P 500 ETF 1.56M (1.29%) 267.57K
Increased by +17.18%
Feb 25, 26
12 Fidelity 500 Index 1.54M (1.28%) -2.05K
Decreased by -0.13%
Dec 31, 25
13 SPDR® S&P 500 ETF 1.54M (1.28%) -23.09K
Decreased by -1.50%
Mar 31, 25
14 ProShares S&P 500 Dividend Aristocrats 1.51M (1.25%) 0.00
Increased by 0.00%
Feb 26, 26
15 SPDR® S&P 500® ETF Trust 1.50M (1.24%) -7.78K
Decreased by -0.52%
Mar 31, 25
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 Fidelity® 500 Index 1.44M (1.20%) 9.18K
Increased by +0.64%
Nov 30, 23
19 State Street® SPDR® S&P 500® ETF 1.43M (1.19%) -2.56K
Decreased by -0.18%
Feb 26, 26
20 State Street®CnsmrStpSelSectSPDR®ETF 1.26M (1.05%) -19.35K
Decreased by -1.53%
Feb 26, 26