Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SBM 7.23%
2 SMN 7.23%
3 TINT 5.31%
4 JHMA 4.37%
5 UTRN 3.91%
6 RSPM 3.86%
7 RTM 3.86%
8 ADPV 3.39%
9 PYZ 2.96%
10 LSAT 2.92%
11 MVFD 2.74%
12 XLB 2.34%
13 IDAT 2.07%
14 QDIV 1.97%
15 FTIF 1.90%
16 QIS 1.82%
17 BRIF 1.81%
18 SHRT 1.79%
19 UYM 1.75%
20 SYNB 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 50.79M (37.33%) 50.79M
Increased by +100.00%
Dec 31, 25
2 BlackRock Inc 31.16M (22.90%) 349.91K
Increased by +1.12%
Mar 31, 26
3 Vanguard Capital Management, LLC 26.59M (19.54%) 26.59M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 19.30M (14.19%) 19.30M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 18.70M (13.75%) 291.45K
Increased by +1.56%
Mar 31, 26
6 State Street Corporation 16.94M (12.45%) -234.93K
Decreased by -1.39%
Mar 31, 24
7 Amvescap Plc. 11.93M (8.76%) -2.59M
Decreased by -21.71%
Mar 31, 26
8 Geode Capital Management, LLC 11.13M (8.18%) 108.05K
Increased by +0.97%
Mar 31, 26
9 Morgan Stanley - Brokerage Accounts 8.15M (5.99%) 111.89K
Increased by +1.37%
Mar 31, 26
10 Massachusetts Financial Services Company 8.04M (5.91%) -3.43M
Decreased by -42.70%
Jun 30, 25
11 Nuveen Asset Management, LLC 7.12M (5.23%) -11.74K
Decreased by -0.16%
Dec 31, 24
12 Franklin Resources Inc 6.97M (5.12%) 6.97M
Increased by +100.00%
Dec 31, 25
13 Nuveen, LLC 6.54M (4.81%) -4.12M
Decreased by -63.02%
Mar 31, 26
14 Victory Capital Management Inc. 6.28M (4.62%) 6.14M
Increased by +97.71%
Mar 31, 26
15 D. E. Shaw & Co LP 5.36M (3.94%) 1.22M
Increased by +22.68%
Jun 30, 25
16 Northern Trust Corp 5.22M (3.83%) 324.86K
Increased by +6.23%
Mar 31, 26
17 Putnam Investments LLC 5.20M (3.82%) 159.44K
Increased by +3.07%
Dec 31, 23
18 Putnam Investments, LLC., a Franklin Templeton company 5.20M (3.82%) 159.44K
Increased by +3.07%
Dec 31, 23
19 The Goldman Sachs Group Inc 4.70M (3.46%) 892.87K
Increased by +18.98%
Mar 31, 26
20 Bank of America Corp 4.63M (3.40%) 835.57K
Increased by +18.05%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 13.00M (9.55%) 29.96K
Increased by +0.23%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 11.91M (8.76%) 8.56K
Increased by +0.07%
Sep 30, 24
3 Vanguard 500 Index Investor 10.61M (7.80%) 190.14K
Increased by +1.79%
Apr 30, 26
4 Vanguard Small Cap Index 9.42M (6.92%) -20.53K
Decreased by -0.22%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 8.40M (6.18%) 90.44K
Increased by +1.08%
Jul 31, 25
6 Vanguard Small Cap Value Index Inv 6.05M (4.45%) 43.28K
Increased by +0.72%
Apr 30, 26
7 iShares Core S&P 500 ETF 5.39M (3.96%) 16.49K
Increased by +0.31%
May 29, 26
8 Fidelity® 500 Index 5.35M (3.93%) 34.04K
Increased by +0.64%
Nov 30, 23
9 Fidelity 500 Index 5.24M (3.85%) 18.06K
Increased by +0.34%
Apr 30, 26
10 SPDR® S&P 500 ETF 5.19M (3.82%) -76.26K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 5.08M (3.74%) 11.47K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 5.05M (3.71%) -26.57K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 5.05M (3.71%) 62.24K
Increased by +1.23%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 4.91M (3.61%) 5.24K
Increased by +0.11%
May 31, 26
15 Victory Sycamore Established Value R 4.45M (3.27%) 4.45M
Increased by +100.00%
Mar 31, 26
16 Putnam Large Cap Value A 4.16M (3.06%) 0.00
Increased by 0.00%
Jan 31, 26
17 Putnam US Large Cap Value Equity 4.16M (3.06%) 4.16M
Increased by +100.00%
Dec 31, 25
18 CREF Stock R3 4.13M (3.03%) 101.87K
Increased by +2.47%
Jul 31, 25
19 Invesco S&P 500® Equal Weight ETF 3.66M (2.69%) 6.97K
Increased by +0.19%
May 29, 26
20 State Street®MatSelSectSPDR®ETF 3.62M (2.66%) -51.48K
Decreased by -1.42%
May 31, 26