Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 8.63%
2 AQWA 8.54%
3 EVX 8.26%
4 EBLU 7.97%
5 TBLU 7.97%
6 SBM 7.77%
7 SMN 7.77%
8 IYM 6.40%
9 RNEW 5.71%
10 IWTR 5.51%
11 AHOY 4.85%
12 VAW 4.80%
13 FMAT 4.65%
14 XLB 4.46%
15 FIW 4.32%
16 PIO 4.15%
17 CGW 4.08%
18 IVEG 4.06%
19 UTRN 3.98%
20 CBLS 3.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.33M (8.87%) 137.58K
Increased by +0.54%
Dec 31, 25
2 BlackRock Inc 22.64M (7.93%) 756.27K
Increased by +3.34%
Sep 30, 25
3 JPMorgan Chase & Co 12.98M (4.55%) 9.38M
Increased by +72.26%
Sep 30, 25
4 State Street Corporation 11.48M (4.02%) -203.00K
Decreased by -1.77%
Mar 31, 24
5 State Street Corp 11.21M (3.93%) 1.57K
Increased by +0.01%
Sep 30, 25
6 Morgan Stanley - Brokerage Accounts 7.44M (2.61%) 220.41K
Increased by +2.96%
Sep 30, 25
7 Geode Capital Management, LLC 5.59M (1.96%) 109.24K
Increased by +1.95%
Sep 30, 25
8 Gates Bill & Melinda Foundation 5.22M (1.83%) 0.00
Increased by 0.00%
Dec 31, 25
9 Wellington Management Company LLP 4.71M (1.65%) -50.99K
Decreased by -1.08%
Jun 30, 25
10 Aristotle Capital Management LLC 3.89M (1.36%) -182.84K
Decreased by -4.70%
Dec 31, 25
11 Pictet Asset Manangement SA 3.86M (1.35%) 202.45K
Increased by +5.24%
Dec 31, 25
12 Royal Bank of Canada 3.62M (1.27%) -3.45M
Decreased by -95.17%
Sep 30, 25
13 UBS Asset Mgmt Americas Inc 3.43M (1.20%) -597.30K
Decreased by -17.43%
Sep 30, 25
14 NORGES BANK 3.35M (1.18%) 208.48K
Increased by +6.22%
Dec 31, 25
15 Northern Trust Corp 2.93M (1.03%) -129.35K
Decreased by -4.42%
Sep 30, 25
16 Goldman Sachs Group Inc 2.72M (0.95%) 173.30K
Increased by +6.38%
Mar 31, 25
17 FMR Inc 2.69M (0.94%) 197.73K
Increased by +7.36%
Jun 30, 25
18 Franklin Resources Inc 2.65M (0.93%) -131.91K
Decreased by -4.98%
Sep 30, 25
19 Amvescap Plc. 2.64M (0.92%) -65.39K
Decreased by -2.48%
Sep 30, 25
20 Capital Research & Mgmt Co - Division 3 2.59M (0.91%) -415.71K
Decreased by -16.04%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.11M (2.84%) -27.80K
Decreased by -0.34%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.02M (2.81%) 16.77K
Increased by +0.21%
Jan 31, 26
3 Vanguard 500 Index Investor 6.49M (2.28%) 40.23K
Increased by +0.62%
Jan 31, 26
4 Vanguard Dividend Growth Inv 3.69M (1.29%) -27.60K
Decreased by -0.75%
Jun 30, 25
5 iShares Core S&P 500 ETF 3.25M (1.14%) 0.00
Increased by 0.00%
Feb 28, 26
6 Fidelity 500 Index 3.24M (1.13%) 15.01K
Increased by +0.46%
Jan 31, 26
7 SPDR® S&P 500 ETF 3.14M (1.10%) -45.88K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 3.05M (1.07%) -15.98K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 3.04M (1.07%) 37.44K
Increased by +1.23%
Aug 31, 25
10 State Street® SPDR® S&P 500® ETF 3.02M (1.06%) 12.66K
Increased by +0.42%
Feb 27, 26
11 SPDR® S&P 500 ETF Trust 3.00M (1.05%) 6.79K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 2.96M (1.04%) 18.81K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 2.94M (1.03%) 17.98K
Increased by +0.61%
Jan 31, 26
14 American Funds New Perspective A 2.12M (0.74%) 2.12M
Increased by +100.00%
Dec 31, 25
15 Capital Group New Perspective Comp 2.12M (0.74%) 2.12M
Increased by +100.00%
Dec 31, 25
16 VanEck Morningstar Wide Moat ETF 1.72M (0.60%) 2.67K
Increased by +0.16%
Jan 31, 24
17 VanEck Morningstar Wide Moat 1.67M (0.58%) 131.95K
Increased by +7.91%
Dec 31, 23
18 Capital Group American Mutual Comp 1.63M (0.57%) -2.38K
Decreased by -0.15%
Mar 31, 24
19 JPMorgan Equity Premium Income ETF 1.56M (0.55%) 2.39K
Increased by +0.15%
Feb 27, 26
20 American Funds American Mutual A 1.46M (0.51%) -165.55K
Decreased by -11.32%
Jun 30, 24