Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 5.17%
2 KLXY 4.94%
3 UTRN 3.94%
4 NBCC 3.91%
5 DIP 3.53%
6 XEML 3.47%
7 BCIL 3.40%
8 FLFR 3.20%
9 MOTE 3.07%
10 EWQ 2.94%
11 MVAL 2.91%
12 CBLS 2.76%
13 RSPS 2.68%
14 RHS 2.68%
15 TOGA_old 2.54%
16 MGRO 2.35%
17 JRNY 2.33%
18 MOAT 2.29%
19 EAGL 2.25%
20 LBAY 2.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.95M (11.35%) 1.04M
Increased by +3.73%
Dec 31, 25
2 BlackRock Inc 18.55M (7.53%) 474.25K
Increased by +2.56%
Mar 31, 26
3 FMR Inc 18.11M (7.36%) 1.77M
Increased by +9.75%
Mar 31, 26
4 Vanguard Capital Management, LLC 16.07M (6.53%) 16.07M
Increased by +100.00%
Mar 31, 26
5 Bank of America Corp 13.84M (5.62%) 12.53M
Increased by +90.48%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 12.14M (4.93%) 12.14M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 11.79M (4.79%) 207.19K
Increased by +1.76%
Mar 31, 26
8 State Street Corporation 9.66M (3.92%) -30.20K
Decreased by -0.31%
Mar 31, 24
9 Schroder Investment Management Group 8.02M (3.26%) -121.99K
Decreased by -1.52%
Mar 31, 26
10 Eagle Capital Management LLC 7.93M (3.22%) -796.93K
Decreased by -10.05%
Mar 31, 26
11 Edgewood Management LLC 7.92M (3.22%) -77.31K
Decreased by -0.98%
Jun 30, 24
12 Bank of New York Mellon Corp 6.79M (2.76%) -704.02K
Decreased by -10.36%
Mar 31, 26
13 Geode Capital Management, LLC 6.65M (2.70%) 345.16K
Increased by +5.19%
Mar 31, 26
14 Independent Franchise Partners LLP 6.63M (2.69%) -1.21M
Decreased by -18.23%
Mar 31, 26
15 JPMorgan Chase & Co 6.27M (2.55%) 4.41M
Increased by +70.40%
Sep 30, 25
16 Amvescap Plc. 5.21M (2.12%) -1.37M
Decreased by -26.24%
Mar 31, 26
17 Capital Research & Mgmt Co - Division 3 4.64M (1.88%) -619.70K
Decreased by -13.37%
Dec 31, 23
18 Goldman Sachs Group Inc 4.53M (1.84%) -210.43K
Decreased by -4.64%
Dec 31, 24
19 J Stern & Co LLP 4.09M (1.66%) 4.00M
Increased by +97.72%
Dec 31, 25
20 Capital World Investors 4.07M (1.65%) -3.68M
Decreased by -90.34%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.88M (3.20%) 19.64K
Increased by +0.25%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 7.00M (2.84%) 5.28K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.66M (2.71%) 49.43K
Increased by +0.74%
May 31, 25
4 Vanguard 500 Index Investor 6.41M (2.60%) 114.89K
Increased by +1.79%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 5.35M (2.17%) 12.53K
Increased by +0.23%
Apr 30, 26
6 Fundsmith Equity I Acc 4.94M (2.00%) 0.00
Increased by 0.00%
Jun 30, 23
7 Vanguard Wellington™ Inv 4.23M (1.72%) 4.23M
Increased by +100.00%
Jun 30, 24
8 Edgewood Growth Instl 4.19M (1.70%) -35.98K
Decreased by -0.86%
Jun 30, 24
9 Invesco World Dev Countries Eq Mother 3.27M (1.33%) -36.00
Decreased by -0.00%
Jul 23, 25
10 iShares Core S&P 500 ETF 3.26M (1.32%) 9.94K
Increased by +0.31%
May 29, 26
11 VanEck Morningstar Wide Moat 3.20M (1.30%) -157.04K
Decreased by -4.91%
Mar 31, 26
12 Fidelity 500 Index 3.17M (1.29%) 10.91K
Increased by +0.34%
Apr 30, 26
13 American Funds American Balanced A 3.11M (1.26%) 3.11M
Increased by +100.00%
Dec 31, 24
14 VanEck Morningstar Wide Moat ETF 3.04M (1.23%) -4.00K
Decreased by -0.13%
May 30, 26
15 State Street® SPDR® S&P 500® ETF 2.96M (1.20%) 4.03K
Increased by +0.14%
May 29, 26
16 SPDR® S&P 500 ETF 2.91M (1.18%) -42.01K
Decreased by -1.44%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 2.83M (1.15%) -14.90K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.82M (1.15%) 34.91K
Increased by +1.24%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 2.81M (1.14%) -21.80K
Decreased by -0.78%
Mar 31, 24
20 Fidelity® 500 Index 2.70M (1.10%) 17.19K
Increased by +0.64%
Nov 30, 23