Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIO 8.63%
2 AQWA 8.54%
3 PHO 8.20%
4 EVX 8.07%
5 SMN 7.77%
6 SBM 7.77%
7 TBLU 7.74%
8 EBLU 7.74%
9 IYM 6.45%
10 RNEW 5.71%
11 IWTR 5.51%
12 AHOY 4.85%
13 FMAT 4.69%
14 XLB 4.66%
15 VAW 4.63%
16 IVEG 4.06%
17 CGW 4.05%
18 UTRN 3.98%
19 RTM 3.93%
20 RSPM 3.93%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.33M (9.04%) 137.58K
Increased by +0.54%
Dec 31, 25
2 BlackRock Inc 22.81M (8.14%) 217.94K
Increased by +0.96%
Mar 31, 26
3 Vanguard Capital Management, LLC 16.52M (5.90%) 16.52M
Increased by +100.00%
Mar 31, 26
4 JPMorgan Chase & Co 11.66M (4.16%) 1.04M
Increased by +8.92%
Mar 31, 26
5 State Street Corporation 11.48M (4.10%) -203.00K
Decreased by -1.77%
Mar 31, 24
6 State Street Corp 11.22M (4.01%) 128.10K
Increased by +1.14%
Mar 31, 26
7 Morgan Stanley - Brokerage Accounts 7.79M (2.78%) -92.06K
Decreased by -1.18%
Mar 31, 26
8 Vanguard Portfolio Management, LLC 6.32M (2.26%) 6.32M
Increased by +100.00%
Mar 31, 26
9 Geode Capital Management, LLC 5.99M (2.14%) 355.19K
Increased by +5.93%
Mar 31, 26
10 Gates Bill & Melinda Foundation 5.22M (1.86%) 0.00
Increased by 0.00%
Mar 31, 26
11 Wellington Management Company LLP 4.71M (1.68%) -50.99K
Decreased by -1.08%
Jun 30, 25
12 Capital World Investors 3.89M (1.39%) 3.89M
Increased by +100.00%
Dec 31, 25
13 Aristotle Capital Management LLC 3.71M (1.32%) -180.09K
Decreased by -4.86%
Mar 31, 26
14 UBS Asset Mgmt Americas Inc 3.57M (1.27%) 97.70K
Increased by +2.74%
Mar 31, 26
15 Royal Bank of Canada 3.50M (1.25%) -32.17K
Decreased by -0.92%
Mar 31, 26
16 NORGES BANK 3.35M (1.20%) 208.48K
Increased by +6.22%
Dec 31, 25
17 Pictet Asset Manangement SA 3.26M (1.16%) -601.23K
Decreased by -18.45%
Mar 31, 26
18 Capital Research Global Investors 3.07M (1.10%) 1.74M
Increased by +56.74%
Mar 31, 26
19 Northern Trust Corp 2.78M (0.99%) -70.65K
Decreased by -2.54%
Mar 31, 26
20 Goldman Sachs Group Inc 2.72M (0.97%) 173.30K
Increased by +6.38%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.11M (2.90%) -27.80K
Decreased by -0.34%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.04M (2.87%) -32.53K
Decreased by -0.40%
Jun 30, 26
3 Vanguard 500 Index Investor 6.58M (2.35%) -95.12K
Decreased by -1.45%
Jun 30, 26
4 Vanguard Dividend Growth Inv 3.69M (1.32%) -27.60K
Decreased by -0.75%
Jun 30, 25
5 iShares Core S&P 500 ETF 3.49M (1.25%) 11.03K
Increased by +0.32%
Jun 30, 26
6 Fidelity 500 Index 3.26M (1.16%) -4.55K
Decreased by -0.14%
May 31, 26
7 SPDR® S&P 500 ETF 3.14M (1.12%) -45.88K
Decreased by -1.46%
Mar 31, 25
8 State Street® SPDR® S&P 500® ETF 3.06M (1.09%) -39.98K
Decreased by -1.31%
Jun 30, 26
9 SPDR® S&P 500® ETF Trust 3.05M (1.09%) -15.98K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.04M (1.09%) 37.44K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 3.00M (1.07%) 6.79K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 2.96M (1.06%) 18.81K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 2.88M (1.03%) -1.19K
Decreased by -0.04%
Jun 30, 26
14 American Funds New Perspective A 2.12M (0.76%) 2.12M
Increased by +100.00%
Dec 31, 25
15 Capital Group New Perspective Comp 2.12M (0.76%) 2.12M
Increased by +100.00%
Dec 31, 25
16 JPMorgan Equity Premium Income ETF 2.05M (0.73%) 520.00
Increased by +0.03%
Jun 30, 26
17 VanEck Morningstar Wide Moat ETF 1.72M (0.61%) 2.67K
Increased by +0.16%
Jan 31, 24
18 VanEck Morningstar Wide Moat 1.67M (0.60%) 131.95K
Increased by +7.91%
Dec 31, 23
19 American Funds American Mutual A 1.45M (0.52%) 0.00
Increased by 0.00%
Jun 30, 26
20 Capital Group American Mutual Comp 1.45M (0.52%) 0.00
Increased by 0.00%
Jun 30, 26