Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GLIX 6.05%
2 PMR 5.01%
3 GLIF 4.93%
4 TOLZ 4.65%
5 XEML 4.55%
6 CSIO 4.13%
7 INFR 3.84%
8 SCHY 3.78%
9 DIVE 3.68%
10 MDPL 3.59%
11 EWQ 3.55%
12 UPWD 3.48%
13 NEWZ 3.36%
14 EQRR 3.20%
15 BOUT 3.19%
16 IPAV 3.08%
17 ULTY 3.02%
18 GARA 2.85%
19 HELS 2.83%
20 FMTM 2.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.31M (12.49%) 412.54K
Increased by +1.51%
Dec 31, 25
2 BlackRock Inc 23.86M (10.92%) 1.16M
Increased by +4.87%
Sep 30, 25
3 State Street Corp 10.96M (5.01%) 913.37K
Increased by +8.33%
Sep 30, 25
4 Pzena Investment Management, LLC 10.68M (4.88%) -1.00M
Decreased by -9.37%
Dec 31, 25
5 State Street Corporation 9.50M (4.35%) -134.04K
Decreased by -1.41%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 6.01M (2.75%) -3.33M
Decreased by -55.33%
Jun 30, 25
7 Geode Capital Management, LLC 5.71M (2.61%) 42.94K
Increased by +0.75%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 5.01M (2.29%) -15.73M
Decreased by -313.89%
Dec 31, 24
9 Capital World Investors 4.68M (2.14%) -4.37M
Decreased by -93.35%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.65M (2.13%) -194.54K
Decreased by -4.19%
Sep 30, 25
11 Arnhold & S. Bleichroeder Advisers, LLC 4.42M (2.02%) -1.56M
Decreased by -35.29%
Dec 31, 25
12 Bank of America Corp 3.78M (1.73%) 34.88K
Increased by +0.92%
Sep 30, 25
13 AQR Capital Management LLC 3.73M (1.71%) 1.21M
Increased by +32.37%
Dec 31, 25
14 Longview Partners (Guernsey) Ltd. 3.57M (1.64%) 5.61K
Increased by +0.16%
Sep 30, 24
15 Baillie Gifford & Co Limited. 3.32M (1.52%) 68.72K
Increased by +2.07%
Dec 31, 25
16 Longview Partners (Guernsey) Limited 3.25M (1.49%) -200.45K
Decreased by -6.16%
Mar 31, 25
17 Marshall Wace Asset Management Ltd 3.20M (1.47%) 2.50M
Increased by +77.93%
Mar 31, 25
18 The Goldman Sachs Group Inc 2.75M (1.26%) 204.30K
Increased by +7.43%
Dec 31, 25
19 Life Cycle Investment Partners Limited 2.74M (1.25%) 2.74M
Increased by +100.00%
Dec 31, 25
20 Amvescap Plc. 2.73M (1.25%) 188.95K
Increased by +6.93%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.97M (3.19%) 5.32K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.96M (3.18%) 43.94K
Increased by +0.63%
Feb 28, 26
3 Vanguard 500 Index Investor 5.66M (2.59%) 53.75K
Increased by +0.95%
Feb 28, 26
4 American Funds American Mutual A 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
5 Capital Group American Mutual Comp 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
6 Vanguard Mid Cap Index Institutional 4.78M (2.19%) 16.74K
Increased by +0.35%
Feb 28, 26
7 T. Rowe Price U.S. Growth Stock SMA 3.27M (1.50%) 3.27M
Increased by +100.00%
Dec 31, 23
8 First Eagle Global A 3.19M (1.46%) 0.00
Increased by 0.00%
Feb 28, 26
9 American Funds Invmt Co of Amer A 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
10 Capital Group Investment Co of Amer Comp 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
11 BlackRock Equity Dividend Instl 2.88M (1.32%) -350.62K
Decreased by -12.16%
Feb 28, 26
12 American Funds Fundamental Invs A 2.86M (1.31%) -2.00M
Decreased by -69.94%
Sep 30, 24
13 Capital Group Fundamental Invtrs Comp 2.86M (1.31%) -2.00M
Decreased by -69.94%
Sep 30, 24
14 American Funds Capital Income Bldr A 2.85M (1.30%) 135.40K
Increased by +4.76%
Sep 30, 24
15 T. Rowe Price Growth Stock 2.84M (1.30%) 0.00
Increased by 0.00%
Sep 30, 24
16 T. Rowe Price US Growth Stock Composite 2.84M (1.30%) 114.56K
Increased by +4.03%
Sep 30, 24
17 iShares Core S&P 500 ETF 2.83M (1.29%) -1.54K
Decreased by -0.05%
Mar 31, 26
18 Fidelity 500 Index 2.80M (1.28%) 4.62K
Increased by +0.16%
Feb 28, 26
19 SPDR® S&P 500 ETF 2.73M (1.25%) -39.99K
Decreased by -1.47%
Mar 31, 25
20 American Funds American Balanced A 2.69M (1.23%) -3.08M
Decreased by -114.48%
Mar 31, 25