Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMN 7.23%
2 SBM 7.23%
3 TINT 5.31%
4 JHMA 4.37%
5 RTM 4.09%
6 RSPM 4.09%
7 UTRN 3.91%
8 ADPV 3.67%
9 PYZ 3.13%
10 LSAT 2.92%
11 MVFD 2.74%
12 XLB 2.45%
13 QDIV 2.08%
14 IDAT 2.07%
15 FTIF 1.99%
16 QIS 1.82%
17 UYM 1.81%
18 SHRT 1.79%
19 SYNB 1.71%
20 BRIF 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.79M (12.44%) 50.79M
Increased by +100.00%
Dec 31, 25
2 BlackRock Inc 30.81M (7.55%) 30.81M
Increased by +100.00%
Dec 31, 25
3 State Street Corp 18.41M (4.51%) 215.93K
Increased by +1.17%
Dec 31, 25
4 State Street Corporation 16.94M (4.15%) -234.93K
Decreased by -1.39%
Mar 31, 24
5 Amvescap Plc. 11.93M (2.92%) -2.59M
Decreased by -21.71%
Mar 31, 26
6 Geode Capital Management, LLC 11.02M (2.70%) 74.36K
Increased by +0.67%
Dec 31, 25
7 Nuveen, LLC 10.66M (2.61%) 1.70M
Increased by +15.90%
Dec 31, 25
8 Massachusetts Financial Services Company 8.04M (1.97%) -3.43M
Decreased by -42.70%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 8.04M (1.97%) 816.80K
Increased by +10.16%
Dec 31, 25
10 Nuveen Asset Management, LLC 7.12M (1.74%) -11.74K
Decreased by -0.16%
Dec 31, 24
11 Franklin Resources Inc 6.97M (1.71%) 6.97M
Increased by +100.00%
Dec 31, 25
12 D. E. Shaw & Co LP 5.36M (1.31%) 1.22M
Increased by +22.68%
Jun 30, 25
13 Northern Trust Corp 5.22M (1.28%) 324.86K
Increased by +6.23%
Mar 31, 26
14 Putnam Investments LLC 5.20M (1.27%) 159.44K
Increased by +3.07%
Dec 31, 23
15 Putnam Investments, LLC., a Franklin Templeton company 5.20M (1.27%) 159.44K
Increased by +3.07%
Dec 31, 23
16 JPMorgan Chase & Co 4.27M (1.04%) 920.30K
Increased by +21.58%
Mar 31, 26
17 Boston Partners Global Investors, Inc 4.01M (0.98%) 524.74K
Increased by +13.09%
Sep 30, 25
18 Caisse De Depot Et Placement Du Quebec 3.95M (0.97%) 1.01M
Increased by +25.58%
Mar 31, 26
19 The Goldman Sachs Group Inc 3.81M (0.93%) -1.95M
Decreased by -51.17%
Dec 31, 25
20 Bank of America Corp 3.79M (0.93%) 3.79M
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 12.97M (3.18%) -264.86K
Decreased by -2.04%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 11.91M (2.92%) 8.56K
Increased by +0.07%
Sep 30, 24
3 Vanguard 500 Index Investor 10.42M (2.55%) -357.50K
Decreased by -3.43%
Mar 31, 26
4 Vanguard Small Cap Index 9.44M (2.31%) -74.36K
Decreased by -0.79%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 8.40M (2.06%) 90.44K
Increased by +1.08%
Jul 31, 25
6 Vanguard Small Cap Value Index Inv 6.01M (1.47%) -102.63K
Decreased by -1.71%
Mar 31, 26
7 Fidelity® 500 Index 5.35M (1.31%) 34.04K
Increased by +0.64%
Nov 30, 23
8 iShares Core S&P 500 ETF 5.29M (1.30%) 15.54K
Increased by +0.29%
Apr 30, 26
9 Fidelity 500 Index 5.23M (1.28%) -106.29K
Decreased by -2.03%
Mar 31, 26
10 SPDR® S&P 500 ETF 5.19M (1.27%) -76.26K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 5.08M (1.25%) 11.47K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 5.05M (1.24%) -26.57K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 5.05M (1.24%) 62.24K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 4.86M (1.19%) 15.95K
Increased by +0.33%
Apr 30, 26
15 Victory Sycamore Established Value R 4.45M (1.09%) 4.45M
Increased by +100.00%
Mar 31, 26
16 Putnam Large Cap Value A 4.16M (1.02%) 0.00
Increased by 0.00%
Jan 31, 26
17 Putnam US Large Cap Value Equity 4.16M (1.02%) 4.16M
Increased by +100.00%
Dec 31, 25
18 CREF Stock R3 4.13M (1.01%) 101.87K
Increased by +2.47%
Jul 31, 25
19 State Street®MatSelSectSPDR®ETF 3.68M (0.90%) 33.38K
Increased by +0.91%
Apr 30, 26
20 Invesco S&P 500® Equal Weight ETF 3.67M (0.90%) -1.10K
Decreased by -0.03%
Apr 30, 26