Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KLXY 6.82%
2 EWQ 4.55%
3 KLXY 4.37%
4 UTRN 3.94%
5 NBCC 3.91%
6 DIP 3.53%
7 BCIL 3.40%
8 MVAL 3.35%
9 FLFR 3.20%
10 MOTE 3.07%
11 PSL 2.89%
12 RSPS 2.86%
13 RHS 2.80%
14 CAMX 2.79%
15 CBLS 2.76%
16 CEFA 2.74%
17 MOAT 2.70%
18 TOGA_old 2.54%
19 THMZ 2.46%
20 FEZ 2.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.90M (10.99%) 341.24K
Increased by +1.27%
Jun 30, 25
2 BlackRock Inc 16.75M (6.84%) 1.12M
Increased by +6.69%
Jun 30, 25
3 FMR Inc 15.69M (6.41%) 1.08M
Increased by +6.88%
Jun 30, 25
4 Capital World Investors 12.13M (4.95%) 6.42M
Increased by +52.91%
Jun 30, 25
5 State Street Corp 10.86M (4.44%) 69.96K
Increased by +0.64%
Jun 30, 25
6 State Street Corporation 9.66M (3.94%) -30.20K
Decreased by -0.31%
Mar 31, 24
7 Eagle Capital Management LLC 9.63M (3.93%) -47.53K
Decreased by -0.49%
Jun 30, 25
8 JPMorgan Chase & Co 8.34M (3.40%) 2.53M
Increased by +30.40%
Mar 31, 25
9 Edgewood Management LLC 7.92M (3.24%) -77.31K
Decreased by -0.98%
Jun 30, 24
10 Independent Franchise Partners LLP 7.89M (3.22%) -84.40K
Decreased by -1.07%
Jun 30, 25
11 Amvescap Plc. 7.60M (3.10%) 914.59K
Increased by +12.04%
Jun 30, 25
12 Geode Capital Management, LLC 5.91M (2.41%) 892.63K
Increased by +15.10%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 5.73M (2.34%) 1.55M
Increased by +27.07%
Jun 30, 25
14 Van Eck Associates Corporation 4.81M (1.96%) -383.10K
Decreased by -7.96%
Jun 30, 25
15 Capital Research & Mgmt Co - Division 3 4.64M (1.89%) -619.70K
Decreased by -13.37%
Dec 31, 23
16 Goldman Sachs Group Inc 4.53M (1.85%) -210.43K
Decreased by -4.64%
Dec 31, 24
17 Bank of New York Mellon Corp 4.18M (1.71%) 1.09M
Increased by +26.02%
Jun 30, 25
18 American Century Companies Inc 4.01M (1.64%) -497.39K
Decreased by -12.39%
Jun 30, 25
19 Royal Bank of Canada 3.98M (1.63%) -884.84K
Decreased by -22.22%
Sep 30, 23
20 Massachusetts Financial Services Company 3.63M (1.48%) -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 (2.86%) 5.28K
Increased by +0.08%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 6.66M (2.72%) 49.43K
Increased by +0.74%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 6.63M (2.71%) -158.43K
Decreased by -2.39%
Jul 31, 25
4 Vanguard 500 Index Investor 5.80M (2.37%) -849.74K
Decreased by -14.66%
Jul 31, 25
5 Fundsmith Equity I Acc 4.94M (2.02%) 0.00
Increased by 0.00%
Jun 30, 23
6 Vanguard Mid Cap Index Institutional 4.70M (1.92%) 50.60K
Increased by +1.08%
Jul 31, 25
7 VanEck Morningstar Wide Moat 4.45M (1.82%) -444.01K
Decreased by -9.98%
Jun 30, 25
8 VanEck Morningstar Wide Moat ETF 4.28M (1.75%) -3.30K
Decreased by -0.08%
Aug 30, 25
9 Vanguard Wellington™ Inv 4.23M (1.73%) 4.23M
Increased by +100.00%
Jun 30, 24
10 Edgewood Growth Instl 4.19M (1.71%) -35.98K
Decreased by -0.86%
Jun 30, 24
11 American Funds American Balanced A 3.11M (1.27%) 3.11M
Increased by +100.00%
Dec 31, 24
12 Fidelity 500 Index 2.97M (1.21%) 1.27K
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 2.91M (1.19%) -42.01K
Decreased by -1.44%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.83M (1.16%) -14.90K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.82M (1.15%) 34.91K
Increased by +1.24%
Aug 31, 25
16 iShares Core S&P 500 ETF 2.82M (1.15%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 2.81M (1.15%) -21.80K
Decreased by -0.78%
Mar 31, 24
18 Fidelity® 500 Index 2.70M (1.10%) 17.19K
Increased by +0.64%
Nov 30, 23
19 American Funds New Perspective A 2.70M (1.10%) 2.70M
Increased by +100.00%
Jun 30, 25
20 Capital Group New Perspective Comp 2.70M (1.10%) 2.70M
Increased by +100.00%
Jun 30, 25