Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYT 8.75%
2 JETU 8.08%
3 JETD 8.08%
4 TPOR 6.01%
5 SUPL 5.65%
6 SHPP 5.00%
7 MFVL 4.66%
8 UAV 4.24%
9 UTRN 4.12%
10 FTXR 3.96%
11 FMTM 3.96%
12 SHRY 3.85%
13 MDPL 3.47%
14 COWS 3.26%
15 SEA 3.21%
16 HCOW 3.12%
17 DIVO 2.99%
18 AILV 2.90%
19 ESN 2.86%
20 MVFD 2.85%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.35M (10.59%) -94.26K
Decreased by -0.40%
Dec 31, 25
2 BlackRock Inc 16.82M (7.63%) -223.88K
Decreased by -1.33%
Dec 31, 25
3 Dodge & Cox 9.98M (4.53%) -5.60M
Decreased by -56.08%
Mar 31, 26
4 State Street Corp 9.52M (4.32%) 382.85K
Increased by +4.02%
Dec 31, 25
5 State Street Corporation 9.39M (4.26%) -242.35K
Decreased by -2.58%
Mar 31, 24
6 PRIMECAP Management Company 8.30M (3.77%) -209.66K
Decreased by -2.53%
Mar 31, 26
7 Franklin Resources Inc 5.90M (2.67%) 762.00K
Increased by +12.93%
Mar 31, 26
8 FMR Inc 5.01M (2.27%) 2.05M
Increased by +41.02%
Dec 31, 25
9 Geode Capital Management, LLC 4.99M (2.26%) 45.82K
Increased by +0.92%
Dec 31, 25
10 Valeo Financial Advisors, LLC 3.74M (1.70%) 3.73M
Increased by +99.65%
Jun 30, 25
11 Capital Research & Mgmt Co - Division 3 3.62M (1.64%) -685.77K
Decreased by -18.92%
Dec 31, 25
12 Amvescap Plc. 3.23M (1.46%) -329.70K
Decreased by -10.21%
Mar 31, 26
13 Morgan Stanley - Brokerage Accounts 3.18M (1.44%) -213.48K
Decreased by -6.71%
Dec 31, 25
14 JPMorgan Chase & Co 3.09M (1.40%) -32.19K
Decreased by -1.04%
Mar 31, 26
15 NORGES BANK 2.97M (1.35%) 310.30K
Increased by +10.43%
Dec 31, 25
16 AQR Capital Management LLC 2.92M (1.33%) 189.77K
Increased by +6.49%
Dec 31, 25
17 Putnam Investments LLC 2.89M (1.31%) 798.08K
Increased by +27.58%
Dec 31, 23
18 Putnam Investments, LLC., a Franklin Templeton company 2.89M (1.31%) 798.08K
Increased by +27.58%
Dec 31, 23
19 Dimensional Fund Advisors, Inc. 2.63M (1.19%) 52.96K
Increased by +2.01%
Mar 31, 26
20 T. Rowe Price Associates, Inc. 2.55M (1.16%) -23.27K
Decreased by -0.91%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.98M (3.17%) -33.82K
Decreased by -0.48%
Sep 30, 24
2 Dodge & Cox Stock I 6.75M (3.06%) -3.80M
Decreased by -56.32%
Mar 31, 26
3 Vanguard Total Stock Mkt Idx Inv 6.72M (3.05%) 4.42K
Increased by +0.07%
Mar 31, 26
4 Vanguard 500 Index Investor 5.51M (2.50%) -73.47K
Decreased by -1.33%
Mar 31, 26
5 Vanguard PRIMECAP Inv 5.38M (2.44%) -121.40K
Decreased by -2.26%
Mar 31, 26
6 iShares Core S&P 500 ETF 2.80M (1.27%) 8.19K
Increased by +0.29%
Apr 30, 26
7 Fidelity 500 Index 2.76M (1.25%) -112.00
Decreased by -0.00%
Mar 31, 26
8 SPDR® S&P 500 ETF 2.76M (1.25%) -82.25K
Decreased by -2.98%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 2.71M (1.23%) 16.99K
Increased by +0.63%
Feb 29, 24
10 Fidelity® 500 Index 2.70M (1.22%) 17.16K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 2.68M (1.22%) -14.04K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.67M (1.21%) 32.64K
Increased by +1.22%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 2.58M (1.17%) 8.44K
Increased by +0.33%
Apr 30, 26
14 Putnam Large Cap Value A 2.51M (1.14%) 51.95K
Increased by +2.07%
Mar 31, 26
15 Putnam US Large Cap Value Equity 2.38M (1.08%) 0.00
Increased by 0.00%
Dec 31, 25
16 Vanguard Mid Cap Index Institutional 2.29M (1.04%) -22.23K
Decreased by -0.97%
Mar 31, 26
17 Vanguard Value Index Inv 1.96M (0.89%) -21.27K
Decreased by -1.09%
Mar 31, 26
18 American Funds Invmt Co of Amer A 1.51M (0.69%) -156.14K
Decreased by -10.34%
Jun 30, 25
19 Capital Group Investment Co of Amer Comp 1.51M (0.69%) -156.14K
Decreased by -10.34%
Jun 30, 25
20 Vanguard Capital Opportunity Inv 1.35M (0.61%) -47.40K
Decreased by -3.50%
Mar 31, 26