Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SHRY 5.43%
2 UTRN 4.23%
3 FMKT 3.38%
4 RSPC 3.20%
5 PEJ 3.12%
6 EWCO 2.95%
7 XLC 2.77%
8 MVFD 2.70%
9 NEWZ 2.62%
10 BRNY 2.52%
11 ECML 2.27%
12 SAGP 2.17%
13 FCFY 2.10%
14 FLOW 2.07%
15 QMOM 2.06%
16 CALF 2.06%
17 QVAL 2.01%
18 CPAI 2.00%
19 SMRI 1.94%
20 BMVP 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.44M (7.42%) -144.45K
Decreased by -0.59%
Dec 31, 25
2 BlackRock Inc 19.80M (6.01%) -1.19M
Decreased by -6.03%
Dec 31, 25
3 State Street Corp 16.38M (4.97%) -2.35M
Decreased by -14.35%
Dec 31, 25
4 State Street Corporation 15.22M (4.62%) 482.33K
Increased by +3.17%
Mar 31, 24
5 The Goldman Sachs Group Inc 12.51M (3.80%) 9.48M
Increased by +75.77%
Dec 31, 25
6 Ninety One UK Limited 11.33M (3.44%) -561.26K
Decreased by -4.95%
Sep 30, 23
7 Dodge & Cox 10.90M (3.31%) -716.60K
Decreased by -6.58%
Mar 31, 26
8 Pacer Advisors, INC. 8.34M (2.53%) 425.19K
Increased by +5.10%
Dec 31, 24
9 Independent Franchise Partners LLP 8.17M (2.48%) -1.60M
Decreased by -19.61%
Mar 31, 26
10 Geode Capital Management, LLC 6.53M (1.98%) 29.92K
Increased by +0.46%
Dec 31, 25
11 LSV Asset Management 6.42M (1.95%) -169.09K
Decreased by -2.63%
Mar 31, 26
12 Holocene Advisors, LP 4.89M (1.48%) -774.72K
Decreased by -15.85%
Dec 31, 25
13 Genworth Financial Wealth Mgmt Inc 4.85M (1.47%) -22.89K
Decreased by -0.47%
Dec 31, 25
14 Amvescap Plc. 4.11M (1.25%) 853.24K
Increased by +20.74%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 3.86M (1.17%) -318.44K
Decreased by -8.25%
Dec 31, 25
16 Dimensional Fund Advisors, Inc. 3.76M (1.14%) 52.44K
Increased by +1.39%
Mar 31, 26
17 Point72 Asset Management, L.P. 3.53M (1.07%) -6.21M
Decreased by -175.78%
Jun 30, 24
18 First Trust Advisors L.P. 3.40M (1.03%) 119.33K
Increased by +3.51%
Dec 31, 25
19 Robeco Institutional Asset Management BV 3.35M (1.02%) 215.99K
Increased by +6.45%
Mar 31, 26
20 Northern Trust Corp 3.20M (0.97%) 39.86K
Increased by +1.25%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 State Street® CommServSelSectSPDR®ETF 11.05M (3.35%) 22.65K
Increased by +0.20%
Apr 30, 26
2 Dodge & Cox Stock I 9.01M (2.73%) -341.20K
Decreased by -3.79%
Mar 31, 26
3 Pacer US Cash Cows 100 ETF 8.26M (2.51%) 12.21K
Increased by +0.15%
Feb 28, 25
4 The Comm Svcs Sel Sect SPDR® ETF 7.50M (2.28%) 48.20K
Increased by +0.64%
Aug 29, 25
5 Vanguard US Total Market Shares ETF 7.47M (2.27%) -255.68K
Decreased by -3.42%
Sep 30, 24
6 Communication Services Sel Sect SPDR®ETF 6.10M (1.85%) -4.19K
Decreased by -0.07%
Apr 30, 24
7 Vanguard Total Stock Mkt Idx Inv 5.94M (1.80%) 25.80K
Increased by +0.43%
Mar 31, 26
8 Vanguard 500 Index Investor 5.07M (1.54%) -293.13K
Decreased by -5.78%
Mar 31, 26
9 Ninety One GSF Glb Frchs I Acc USD 4.17M (1.26%) 0.00
Increased by 0.00%
Oct 31, 23
10 Ninety One Global Franchise 4.17M (1.26%) -72.18K
Decreased by -1.73%
Sep 30, 23
11 Vanguard Mid Cap Index Institutional 3.90M (1.18%) -141.09K
Decreased by -3.61%
Mar 31, 26
12 Fidelity® 500 Index 2.94M (0.89%) 13.25K
Increased by +0.45%
Nov 30, 23
13 SPDR® S&P 500 ETF Trust 2.92M (0.89%) 6.39K
Increased by +0.22%
Apr 30, 24
14 SPDR® S&P 500 ETF 2.71M (0.82%) -83.03K
Decreased by -3.06%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 2.64M (0.80%) -13.82K
Decreased by -0.52%
Mar 31, 25
16 iShares Core S&P 500 ETF 2.59M (0.79%) 7.61K
Increased by +0.29%
Apr 30, 26
17 SPDR® S&P 500® ETF 2.59M (0.79%) 31.88K
Increased by +1.23%
Aug 31, 25
18 Fidelity 500 Index 2.56M (0.78%) -85.21K
Decreased by -3.33%
Mar 31, 26
19 State Street® SPDR® S&P 500® ETF 2.38M (0.72%) 7.84K
Increased by +0.33%
Apr 30, 26
20 BlackRock Equity Dividend Instl 2.32M (0.71%) -990.49K
Decreased by -42.62%
Sep 30, 24