Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QQLV 4.35%
2 UTRN 4.05%
3 MDPL 3.58%
4 STNC 3.51%
5 ARTY 3.26%
6 MTK 2.85%
7 NEWZ 2.84%
8 FTCS 2.52%
9 NVQ 2.52%
10 NVQ_old 2.52%
11 FMTM 2.50%
12 BVNSC 2.30%
13 VSMV 1.98%
14 QVAL 1.98%
15 UPGD 1.94%
16 RYJ 1.94%
17 DIVB 1.90%
18 KONG 1.89%
19 PWC 1.86%
20 MBOX 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 60.21M (12.74%) -138.44K
Decreased by -0.23%
Dec 31, 25
2 BlackRock Inc 44.34M (9.38%) -241.68K
Decreased by -0.55%
Mar 31, 26
3 Vanguard Capital Management, LLC 31.08M (6.58%) 31.08M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 26.16M (5.53%) 26.16M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 24.17M (5.11%) -815.33K
Decreased by -3.37%
Mar 31, 26
6 State Street Corporation 23.84M (5.04%) 204.68K
Increased by +0.86%
Mar 31, 24
7 JPMorgan Chase & Co 20.94M (4.43%) 2.99M
Increased by +14.28%
Mar 31, 26
8 Pzena Investment Management, LLC 20.26M (4.29%) 2.63M
Increased by +13.00%
Mar 31, 26
9 Amvescap Plc. 18.09M (3.83%) 5.67M
Increased by +31.34%
Mar 31, 26
10 Geode Capital Management, LLC 14.78M (3.13%) 427.08K
Increased by +2.89%
Mar 31, 26
11 Dodge & Cox 14.27M (3.02%) -710.43K
Decreased by -4.98%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 13.27M (2.81%) 5.81M
Increased by +43.76%
Mar 31, 26
13 Capital Research Global Investors 9.51M (2.01%) 3.15M
Increased by +33.17%
Mar 31, 26
14 FMR Inc 9.23M (1.95%) -1.05M
Decreased by -11.40%
Jun 30, 25
15 NORGES BANK 8.32M (1.76%) 2.08M
Increased by +24.95%
Dec 31, 25
16 GQG Partners LLC 8.12M (1.72%) 8.12M
Increased by +100.00%
Dec 31, 25
17 HSBC Holdings PLC 8.02M (1.70%) -277.03K
Decreased by -3.45%
Dec 31, 23
18 Bank of New York Mellon Corp 7.63M (1.62%) -775.87K
Decreased by -10.16%
Mar 31, 26
19 Citadel Advisors Llc 7.13M (1.51%) 6.50M
Increased by +91.17%
Dec 31, 25
20 Goldman Sachs Group Inc 6.99M (1.48%) 1.15M
Increased by +16.38%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 15.68M (3.32%) -60.58K
Decreased by -0.39%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 15.23M (3.22%) 35.47K
Increased by +0.23%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 14.07M (2.98%) 98.43K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 12.40M (2.62%) 222.72K
Increased by +1.80%
Apr 30, 26
5 Dodge & Cox Stock I 11.10M (2.35%) -533.30K
Decreased by -4.81%
Mar 31, 26
6 Invesco QQQ Trust 10.39M (2.20%) 48.89K
Increased by +0.47%
May 29, 26
7 Vanguard Mid Cap Index Institutional 10.35M (2.19%) 14.00K
Increased by +0.14%
Apr 30, 26
8 Performer (AFRIS) 8.70M (1.84%) 8.70M
Increased by +100.00%
Feb 29, 24
9 Goldman Sachs GQG Ptnrs Intl Opps Instl 6.35M (1.34%) 6.35M
Increased by +100.00%
Dec 31, 25
10 iShares Core S&P 500 ETF 6.30M (1.33%) 19.25K
Increased by +0.31%
May 29, 26
11 SPDR® S&P 500 ETF 6.15M (1.30%) -108.51K
Decreased by -1.76%
Mar 31, 25
12 Fidelity 500 Index 6.13M (1.30%) 21.13K
Increased by +0.34%
Apr 30, 26
13 SPDR® S&P 500 ETF Trust 6.05M (1.28%) -46.77K
Decreased by -0.77%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 5.99M (1.27%) -31.43K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 5.94M (1.26%) 73.37K
Increased by +1.24%
Aug 31, 25
16 Fidelity® 500 Index 5.89M (1.25%) 37.45K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 5.75M (1.22%) 6.12K
Increased by +0.11%
May 31, 26
18 JPMorgan Equity Premium Income ETF 5.50M (1.16%) 4.15K
Increased by +0.08%
May 29, 26
19 American Funds American Mutual A 5.28M (1.12%) 3.28M
Increased by +62.12%
Mar 31, 26
20 Capital Group American Mutual Comp 5.28M (1.12%) 3.28M
Increased by +62.12%
Mar 31, 26