Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 5.27%
2 FCTE 5.24%
3 BMED 4.86%
4 BEEZ 4.32%
5 UTRN 3.96%
6 AGNG 3.38%
7 FFLS 3.27%
8 NEWZ 3.23%
9 HECO 3.09%
10 STNC 3.06%
11 LNGR 3.02%
12 GDOC 2.93%
13 IWFG 2.76%
14 MDEV 2.29%
15 USRD 2.22%
16 INAU 2.13%
17 BCSM 2.09%
18 BLCR 2.08%
19 FMED 2.07%
20 WBIL 2.07%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 70.08M (12.21%) -283.77K
Decreased by -0.40%
Dec 31, 25
2 BlackRock Inc 52.59M (9.16%) 129.02K
Increased by +0.25%
Mar 31, 26
3 Vanguard Capital Management, LLC 37.73M (6.57%) 37.73M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 26.78M (4.66%) -179.87K
Decreased by -0.67%
Mar 31, 24
5 Vanguard Portfolio Management, LLC 26.41M (4.60%) 26.41M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 26.30M (4.58%) 304.88K
Increased by +1.16%
Mar 31, 26
7 Wellington Management Company LLP 22.01M (3.83%) 217.15K
Increased by +0.99%
Mar 31, 26
8 JPMorgan Chase & Co 21.74M (3.79%) -4.28M
Decreased by -19.68%
Mar 31, 26
9 Bank of New York Mellon Corp 16.74M (2.92%) -755.04K
Decreased by -4.51%
Mar 31, 26
10 FMR Inc 14.50M (2.53%) -2.08M
Decreased by -14.33%
Mar 31, 26
11 Geode Capital Management, LLC 13.13M (2.29%) 348.88K
Increased by +2.66%
Mar 31, 26
12 Jennison Associates LLC 13.07M (2.28%) -714.24K
Decreased by -5.47%
Mar 31, 26
13 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 12.81M (2.23%) 5.08M
Increased by +39.65%
Mar 31, 26
14 Ninety One UK Limited 12.40M (2.16%) 4.66M
Increased by +37.60%
Mar 31, 26
15 Fisher Asset Management, LLC 10.10M (1.76%) 325.19K
Increased by +3.22%
Mar 31, 25
16 NORGES BANK 9.43M (1.64%) 2.00M
Increased by +21.25%
Dec 31, 25
17 Capital Research & Mgmt Co - Division 3 9.04M (1.58%) -21.21M
Decreased by -234.61%
Dec 31, 23
18 T. Rowe Price Associates, Inc. 7.34M (1.28%) 819.48K
Increased by +11.17%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 7.06M (1.23%) -253.42K
Decreased by -3.59%
Mar 31, 26
20 Brown Advisory Holdings Inc 7.03M (1.22%) -302.61K
Decreased by -4.30%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 19.11M (3.33%) 85.77K
Increased by +0.45%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.50M (3.22%) 55.47K
Increased by +0.30%
Apr 30, 26
3 Vanguard 500 Index Investor 15.05M (2.62%) 269.80K
Increased by +1.79%
Apr 30, 26
4 Vanguard Health Care Inv 14.83M (2.58%) -145.02K
Decreased by -0.98%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 12.57M (2.19%) 28.00K
Increased by +0.22%
Apr 30, 26
6 American Funds Growth Fund of Amer A 8.32M (1.45%) 1.70M
Increased by +20.40%
Sep 30, 23
7 Capital Group Growth Fnd of Amer Comp 8.32M (1.45%) 1.70M
Increased by +20.40%
Sep 30, 23
8 iShares Core S&P 500 ETF 7.65M (1.33%) 23.39K
Increased by +0.31%
May 29, 26
9 Fidelity 500 Index 7.44M (1.30%) 25.61K
Increased by +0.34%
Apr 30, 26
10 SPDR® S&P 500 ETF 7.34M (1.28%) -107.57K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 7.15M (1.24%) -37.48K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 7.14M (1.24%) -15.48K
Decreased by -0.22%
Apr 30, 24
13 SPDR® S&P 500® ETF 7.10M (1.24%) 87.28K
Increased by +1.23%
Aug 31, 25
14 Fidelity® 500 Index 7.08M (1.23%) 45.08K
Increased by +0.64%
Nov 30, 23
15 State Street® SPDR® S&P 500® ETF 7.02M (1.22%) 9.44K
Increased by +0.13%
May 29, 26
16 Vanguard Value Index Inv 5.38M (0.94%) 15.46K
Increased by +0.29%
Apr 30, 26
17 Capital Group AMCAP Composite 4.93M (0.86%) 602.81K
Increased by +12.24%
Sep 30, 23
18 VA CollegeAmerica Amcap 529A 4.93M (0.86%) 602.81K
Increased by +12.24%
Sep 30, 23
19 American Funds New Perspective A 4.85M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23
20 Capital Group New Perspective Comp 4.85M (0.84%) 0.00
Increased by 0.00%
Sep 30, 23