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 MVAL 2.84%
11 CBLS 2.76%
12 TOGA_old 2.54%
13 ETFT 2.42%
14 MOAT 2.40%
15 MGRO 2.35%
16 JRNY 2.33%
17 PSL 2.23%
18 LBAY 2.22%
19 TOGA 2.16%
20 RSPS 2.12%

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 Capital World Investors 12.14M (4.93%) 13.82K
Increased by +0.11%
Sep 30, 25
5 State Street Corp 11.12M (4.52%) 259.05K
Increased by +2.33%
Sep 30, 25
6 State Street Corporation 9.66M (3.92%) -30.20K
Decreased by -0.31%
Mar 31, 24
7 Eagle Capital Management LLC 8.73M (3.55%) -239.20K
Decreased by -2.74%
Dec 31, 25
8 Schroder Investment Management Group 8.14M (3.31%) 5.29M
Increased by +64.94%
Dec 31, 25
9 Edgewood Management LLC 7.92M (3.22%) -77.31K
Decreased by -0.98%
Jun 30, 24
10 Independent Franchise Partners LLP 7.84M (3.18%) 83.86K
Increased by +1.07%
Dec 31, 25
11 Amvescap Plc. 7.33M (2.98%) -261.65K
Decreased by -3.57%
Sep 30, 25
12 JPMorgan Chase & Co 6.27M (2.55%) 4.41M
Increased by +70.40%
Sep 30, 25
13 Bank of New York Mellon Corp 6.11M (2.48%) 1.94M
Increased by +31.69%
Sep 30, 25
14 Geode Capital Management, LLC 5.98M (2.43%) 63.79K
Increased by +1.07%
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 Van Eck Associates Corporation 4.35M (1.77%) -457.27K
Decreased by -10.51%
Sep 30, 25
19 J Stern & Co LLP 4.09M (1.66%) 4.00M
Increased by +97.72%
Dec 31, 25
20 American Century Companies Inc 4.01M (1.63%) -497.39K
Decreased by -12.39%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.00M (2.84%) 5.28K
Increased by +0.08%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 6.66M (2.71%) 49.43K
Increased by +0.74%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.66M (2.70%) 14.77K
Increased by +0.22%
Jan 31, 26
4 Vanguard 500 Index Investor 6.26M (2.54%) 39.07K
Increased by +0.62%
Jan 31, 26
5 Fundsmith Equity I Acc 4.94M (2.00%) 0.00
Increased by 0.00%
Jun 30, 23
6 Vanguard Mid Cap Index Institutional 4.58M (1.86%) -23.91K
Decreased by -0.52%
Jan 31, 26
7 Fidelity Contrafund 4.27M (1.73%) 529.50K
Increased by +12.40%
Jan 31, 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 VanEck Morningstar Wide Moat 3.35M (1.36%) -631.68K
Decreased by -18.84%
Dec 31, 25
11 VanEck Morningstar Wide Moat ETF 3.28M (1.33%) -4.04K
Decreased by -0.12%
Feb 28, 26
12 Invesco World Dev Countries Eq Mother 3.27M (1.33%) -36.00
Decreased by -0.00%
Jul 23, 25
13 iShares Core S&P 500 ETF 3.13M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
14 Fidelity 500 Index 3.12M (1.27%) 14.48K
Increased by +0.46%
Jan 31, 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 2.91M (1.18%) 12.15K
Increased by +0.42%
Feb 27, 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