Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IVFVC 5.07%
2 GASZ 4.41%
3 VNSE 4.10%
4 MADE 4.09%
5 UTRN 4.00%
6 PLGI 3.99%
7 BEEZ 3.83%
8 PRVS 3.77%
9 EPMV 3.41%
10 DIVC 3.33%
11 FMTM 3.28%
12 MDLV 3.26%
13 BRIF 3.21%
14 PRN 3.20%
15 RULE 3.15%
16 LOPP 3.11%
17 EPMB 2.75%
18 XKST 2.57%
19 FTDS 2.52%
20 RJDI 2.51%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.75M (12.92%) 98.54K
Increased by +0.56%
Dec 31, 25
2 BlackRock Inc 11.84M (8.61%) 33.19K
Increased by +0.28%
Mar 31, 26
3 Vanguard Capital Management, LLC 8.98M (6.53%) 8.98M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 7.50M (5.46%) 7.50M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 6.81M (4.95%) 297.84K
Increased by +4.38%
Mar 31, 26
6 State Street Corporation 6.07M (4.42%) -259.69K
Decreased by -4.28%
Mar 31, 24
7 FMR Inc 5.43M (3.95%) -220.93K
Decreased by -4.07%
Mar 31, 26
8 Geode Capital Management, LLC 3.75M (2.73%) 161.92K
Increased by +4.32%
Mar 31, 26
9 Fisher Asset Management, LLC 3.50M (2.55%) 86.34K
Increased by +2.47%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 3.07M (2.23%) -167.75K
Decreased by -5.47%
Mar 31, 26
11 Pathway Financial Advisors, LLC 2.53M (1.84%) 2.52M
Increased by +99.68%
Sep 30, 24
12 Goldman Sachs Group Inc 2.44M (1.77%) 1.47M
Increased by +60.24%
Dec 31, 23
13 JPMorgan Chase & Co 2.21M (1.61%) 1.08M
Increased by +48.93%
Sep 30, 25
14 Capital Research Global Investors 2.21M (1.61%) -100.15K
Decreased by -4.54%
Sep 30, 23
15 Columbia Mgmt Investment Advisers, LLC 2.05M (1.49%) 174.66K
Increased by +8.54%
Sep 30, 24
16 Bank of America Corp 1.76M (1.28%) 121.10K
Increased by +6.89%
Mar 31, 26
17 Northern Trust Corp 1.72M (1.25%) 20.50K
Increased by +1.19%
Mar 31, 26
18 NORGES BANK 1.69M (1.23%) 146.67K
Increased by +8.67%
Dec 31, 25
19 UBS Asset Mgmt Americas Inc 1.58M (1.15%) 149.38K
Increased by +9.45%
Mar 31, 26
20 Hotchkis & Wiley Capital Management LLC 1.53M (1.12%) 209.42K
Increased by +13.66%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.40M (3.20%) 13.56K
Increased by +0.31%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 4.35M (3.17%) 19.72K
Increased by +0.45%
Sep 30, 24
3 Vanguard 500 Index Investor 3.58M (2.61%) 64.37K
Increased by +1.80%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 2.99M (2.18%) 6.62K
Increased by +0.22%
Apr 30, 26
5 Loomis Sayles Core Disc Alpha Trust Cl B 2.28M (1.66%) 2.28M
Increased by +100.00%
Jun 30, 25
6 iShares Core S&P 500 ETF 1.82M (1.32%) 5.59K
Increased by +0.31%
May 29, 26
7 Fidelity 500 Index 1.77M (1.29%) 6.09K
Increased by +0.34%
Apr 30, 26
8 SPDR® S&P 500 ETF 1.71M (1.24%) -25.11K
Decreased by -1.47%
Mar 31, 25
9 State Street® SPDR® S&P 500® ETF 1.67M (1.21%) 1.76K
Increased by +0.11%
May 31, 26
10 SPDR® S&P 500® ETF Trust 1.66M (1.21%) -8.75K
Decreased by -0.53%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.66M (1.21%) 20.49K
Increased by +1.23%
Aug 31, 25
12 Fidelity® 500 Index 1.65M (1.20%) 10.50K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500 ETF Trust 1.61M (1.17%) 3.65K
Increased by +0.23%
Apr 30, 24
14 Pacer US Cash Cows 100 ETF 1.55M (1.13%) 3.37K
Increased by +0.22%
Apr 30, 24
15 Vanguard Value Index Inv 1.28M (0.93%) 3.71K
Increased by +0.29%
Apr 30, 26
16 American Funds American Mutual A 1.20M (0.87%) -102.49K
Decreased by -8.57%
Sep 30, 23
17 Capital Group American Mutual Comp 1.20M (0.87%) -102.49K
Decreased by -8.57%
Sep 30, 23
18 American Funds Income Fund of Amer A 1.00M (0.73%) 0.00
Increased by 0.00%
Sep 30, 23
19 T. Rowe Price U.S. Large-Cap Core Tr-B 912.16K (0.66%) 62.81K
Increased by +6.89%
Mar 31, 24
20 Loomis Sayles Long Corp Disc Alpha 910.00K (0.66%) 910.00K
Increased by +100.00%
Dec 31, 24