Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 6.10%
2 KLXY 4.68%
3 EWQ 4.40%
4 CAMX 4.04%
5 UTRN 3.94%
6 NBCC 3.91%
7 DIP 3.53%
8 MVAL 3.47%
9 FLFR 3.20%
10 CBLS 3.13%
11 MOTE 3.07%
12 BCIL 2.95%
13 RSPS 2.92%
14 RHS 2.92%
15 MOAT 2.88%
16 PSL 2.78%
17 TOGA_old 2.54%
18 MGRO 2.35%
19 CEFA 2.35%
20 JRNY 2.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.90M (11.53%) 341.24K
Increased by +1.27%
Jun 30, 25
2 BlackRock Inc 16.75M (7.18%) 1.12M
Increased by +6.69%
Jun 30, 25
3 FMR Inc 15.69M (6.72%) 1.08M
Increased by +6.88%
Jun 30, 25
4 Capital World Investors 12.13M (5.20%) 6.42M
Increased by +52.91%
Jun 30, 25
5 State Street Corp 10.86M (4.65%) 69.96K
Increased by +0.64%
Jun 30, 25
6 State Street Corporation 9.66M (4.14%) -30.20K
Decreased by -0.31%
Mar 31, 24
7 Eagle Capital Management LLC 9.63M (4.13%) -47.53K
Decreased by -0.49%
Jun 30, 25
8 JPMorgan Chase & Co 8.34M (3.57%) 2.53M
Increased by +30.40%
Mar 31, 25
9 Edgewood Management LLC 7.92M (3.40%) -77.31K
Decreased by -0.98%
Jun 30, 24
10 Independent Franchise Partners LLP 7.89M (3.38%) -84.40K
Decreased by -1.07%
Jun 30, 25
11 Amvescap Plc. 7.60M (3.26%) 914.59K
Increased by +12.04%
Jun 30, 25
12 Geode Capital Management, LLC 5.91M (2.53%) 892.63K
Increased by +15.10%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 5.73M (2.46%) 1.55M
Increased by +27.07%
Jun 30, 25
14 Van Eck Associates Corporation 4.81M (2.06%) -383.10K
Decreased by -7.96%
Jun 30, 25
15 Capital Research & Mgmt Co - Division 3 4.64M (1.99%) -619.70K
Decreased by -13.37%
Dec 31, 23
16 Goldman Sachs Group Inc 4.53M (1.94%) -210.43K
Decreased by -4.64%
Dec 31, 24
17 Bank of New York Mellon Corp 4.18M (1.79%) 1.09M
Increased by +26.02%
Jun 30, 25
18 American Century Companies Inc 4.01M (1.72%) -497.39K
Decreased by -12.39%
Jun 30, 25
19 Royal Bank of Canada 3.98M (1.71%) -884.84K
Decreased by -22.22%
Sep 30, 23
20 Massachusetts Financial Services Company 3.63M (1.56%) -1.04M
Decreased by -28.62%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.00M (3.00%) 5.28K
Increased by +0.08%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 6.66M (2.86%) 49.43K
Increased by +0.74%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.63M (2.84%) -158.43K
Decreased by -2.39%
Jul 31, 25
4 Vanguard 500 Index Investor 5.80M (2.48%) -849.74K
Decreased by -14.66%
Jul 31, 25
5 Fundsmith Equity I Acc 4.94M (2.12%) 0.00
Increased by 0.00%
Jun 30, 23
6 Vanguard Mid Cap Index Institutional 4.70M (2.02%) 50.60K
Increased by +1.08%
Jul 31, 25
7 VanEck Morningstar Wide Moat 4.45M (1.91%) -444.01K
Decreased by -9.98%
Jun 30, 25
8 VanEck Morningstar Wide Moat ETF 4.28M (1.83%) -3.30K
Decreased by -0.08%
Aug 30, 25
9 Vanguard Wellington™ Inv 4.23M (1.81%) 4.23M
Increased by +100.00%
Jun 30, 24
10 Edgewood Growth Instl 4.19M (1.79%) -35.98K
Decreased by -0.86%
Jun 30, 24
11 American Funds American Balanced A 3.11M (1.33%) 3.11M
Increased by +100.00%
Dec 31, 24
12 Fidelity 500 Index 2.97M (1.27%) 1.27K
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 2.91M (1.25%) -42.01K
Decreased by -1.44%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.83M (1.21%) -14.90K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.82M (1.21%) 34.91K
Increased by +1.24%
Aug 31, 25
16 iShares Core S&P 500 ETF 2.82M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 2.81M (1.20%) -21.80K
Decreased by -0.78%
Mar 31, 24
18 Fidelity® 500 Index 2.70M (1.16%) 17.19K
Increased by +0.64%
Nov 30, 23
19 American Funds New Perspective A 2.70M (1.16%) 2.70M
Increased by +100.00%
Jun 30, 25
20 Capital Group New Perspective Comp 2.70M (1.16%) 2.70M
Increased by +100.00%
Jun 30, 25