Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 5.17%
2 KLXY 4.94%
3 EWQ 4.16%
4 UTRN 3.94%
5 NBCC 3.91%
6 DIP 3.53%
7 BCIL 3.40%
8 FLFR 3.20%
9 MOTE 3.07%
10 CBLS 2.76%
11 MVAL 2.59%
12 TOGA_old 2.54%
13 RHS 2.46%
14 RSPS 2.46%
15 MGRO 2.35%
16 JRNY 2.33%
17 LBAY 2.22%
18 TOGA 2.16%
19 MOAT 2.05%
20 EAGL 1.99%

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 16.84M (6.84%) 97.13K
Increased by +0.58%
Sep 30, 25
3 FMR Inc 16.35M (6.64%) 5.40M
Increased by +33.02%
Dec 31, 25
4 State Street Corp 11.12M (4.52%) 259.05K
Increased by +2.33%
Sep 30, 25
5 State Street Corporation 9.66M (3.92%) -30.20K
Decreased by -0.31%
Mar 31, 24
6 Eagle Capital Management LLC 8.73M (3.55%) -239.20K
Decreased by -2.74%
Dec 31, 25
7 Schroder Investment Management Group 8.14M (3.31%) 5.29M
Increased by +64.94%
Dec 31, 25
8 Edgewood Management LLC 7.92M (3.22%) -77.31K
Decreased by -0.98%
Jun 30, 24
9 Independent Franchise Partners LLP 7.84M (3.18%) 83.86K
Increased by +1.07%
Dec 31, 25
10 Capital World Investors 7.75M (3.15%) -4.39M
Decreased by -56.64%
Dec 31, 25
11 Amvescap Plc. 7.33M (2.98%) -261.65K
Decreased by -3.57%
Sep 30, 25
12 Geode Capital Management, LLC 6.31M (2.56%) 331.53K
Increased by +5.26%
Dec 31, 25
13 JPMorgan Chase & Co 6.27M (2.55%) 4.41M
Increased by +70.40%
Sep 30, 25
14 Bank of New York Mellon Corp 6.11M (2.48%) 1.94M
Increased by +31.69%
Sep 30, 25
15 Capital Research & Mgmt Co - Division 3 4.64M (1.88%) -619.70K
Decreased by -13.37%
Dec 31, 23
16 Goldman Sachs Group Inc 4.53M (1.84%) -210.43K
Decreased by -4.64%
Dec 31, 24
17 Morgan Stanley - Brokerage Accounts 4.53M (1.84%) -1.20M
Decreased by -26.61%
Sep 30, 25
18 J Stern & Co LLP 4.09M (1.66%) 4.00M
Increased by +97.72%
Dec 31, 25
19 American Century Companies Inc 4.01M (1.63%) -497.39K
Decreased by -12.39%
Jun 30, 25
20 Royal Bank of Canada 3.98M (1.62%) -884.84K
Decreased by -22.22%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.86M (3.19%) 1.18M
Increased by +14.98%
Mar 31, 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 6.30M (2.56%) -27.44K
Decreased by -0.44%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 5.34M (2.17%) 747.23K
Increased by +13.99%
Mar 31, 26
6 Fundsmith Equity I Acc 4.94M (2.00%) 0.00
Increased by 0.00%
Jun 30, 23
7 Fidelity Contrafund 4.66M (1.89%) 391.50K
Increased by +8.40%
Feb 28, 26
8 Vanguard Wellington™ Inv 4.23M (1.72%) 4.23M
Increased by +100.00%
Jun 30, 24
9 Edgewood Growth Instl 4.19M (1.70%) -35.98K
Decreased by -0.86%
Jun 30, 24
10 Invesco World Dev Countries Eq Mother 3.27M (1.33%) -36.00
Decreased by -0.00%
Jul 23, 25
11 VanEck Morningstar Wide Moat ETF 3.20M (1.30%) -1.33K
Decreased by -0.04%
Mar 31, 26
12 VanEck Morningstar Wide Moat 3.20M (1.30%) -157.04K
Decreased by -4.91%
Mar 31, 26
13 iShares Core S&P 500 ETF 3.18M (1.29%) -1.73K
Decreased by -0.05%
Mar 31, 26
14 Fidelity 500 Index 3.13M (1.27%) 5.16K
Increased by +0.17%
Feb 28, 26
15 American Funds American Balanced A 3.11M (1.26%) 3.11M
Increased by +100.00%
Dec 31, 24
16 SPDR® S&P 500 ETF 2.91M (1.18%) -42.01K
Decreased by -1.44%
Mar 31, 25
17 State Street® SPDR® S&P 500® ETF 2.85M (1.16%) -7.06K
Decreased by -0.25%
Mar 31, 26
18 SPDR® S&P 500® ETF Trust 2.83M (1.15%) -14.90K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 2.82M (1.15%) 34.91K
Increased by +1.24%
Aug 31, 25
20 SPDR® S&P 500 ETF Trust 2.81M (1.14%) -21.80K
Decreased by -0.78%
Mar 31, 24