Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARU 8.15%
2 CARD 8.15%
3 FTXR 7.67%
4 IVFVC 4.21%
5 UTRN 4.10%
6 NLSI 4.08%
7 PKW 3.52%
8 VLUE 3.37%
9 DVLU 3.35%
10 TAAG 3.18%
11 MADE 3.13%
12 DHLX 3.02%
13 TADS 2.90%
14 PEZ 2.87%
15 FCUS 2.79%
16 GRBIC 2.60%
17 ACSI 2.59%
18 CABZ 2.51%
19 ACTX_old 2.40%
20 OAKM 2.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 108.14M (12.03%) -1.45M
Decreased by -1.34%
Dec 31, 25
2 BlackRock Inc 82.66M (9.20%) -1.72M
Decreased by -2.08%
Mar 31, 26
3 Vanguard Capital Management, LLC 58.74M (6.54%) 58.74M
Increased by +100.00%
Mar 31, 26
4 State Street Corporation 52.79M (5.87%) -6.83M
Decreased by -12.94%
Mar 31, 24
5 State Street Corp 44.51M (4.95%) -1.22M
Decreased by -2.73%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 37.79M (4.20%) 37.79M
Increased by +100.00%
Mar 31, 26
7 Franklin Resources Inc 36.04M (4.01%) 3.89M
Increased by +10.78%
Mar 31, 26
8 Capital Research & Mgmt Co - Division 3 26.23M (2.92%) -442.85K
Decreased by -1.69%
Sep 30, 23
9 Greenhaven Associates Inc 23.15M (2.58%) 115.90K
Increased by +0.50%
Mar 31, 24
10 Geode Capital Management, LLC 22.02M (2.45%) -217.59K
Decreased by -0.99%
Mar 31, 26
11 Putnam Investments LLC 20.24M (2.25%) 2.91M
Increased by +14.36%
Dec 31, 23
12 Putnam Investments, LLC., a Franklin Templeton company 20.24M (2.25%) 2.91M
Increased by +14.36%
Dec 31, 23
13 Capital World Investors 18.62M (2.07%) -919.76K
Decreased by -4.94%
Mar 31, 26
14 FMR Inc 15.11M (1.68%) -764.84K
Decreased by -5.06%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 14.23M (1.58%) 77.10K
Increased by +0.54%
Mar 31, 26
16 AQR Capital Management LLC 13.89M (1.55%) 3.01M
Increased by +21.66%
Mar 31, 26
17 Harris Associates L.P. 13.46M (1.50%) -3.95M
Decreased by -29.35%
Mar 31, 26
18 D. E. Shaw & Co LP 12.32M (1.37%) -172.39K
Decreased by -1.40%
Mar 31, 26
19 T. Rowe Price Associates, Inc. 12.25M (1.36%) -1.34M
Decreased by -10.94%
Dec 31, 23
20 Amvescap Plc. 12.12M (1.35%) 1.96M
Increased by +16.16%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 35.64M (3.97%) -451.26K
Decreased by -1.27%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 28.80M (3.20%) 87.53K
Increased by +0.30%
Apr 30, 26
3 Vanguard 500 Index Investor 23.43M (2.61%) 421.06K
Increased by +1.80%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 19.57M (2.18%) 42.77K
Increased by +0.22%
Apr 30, 26
5 Fidelity® 500 Index 16.03M (1.78%) 102.03K
Increased by +0.64%
Nov 30, 23
6 Putnam Large Cap Value A 14.72M (1.64%) 0.00
Increased by 0.00%
Apr 30, 26
7 Putnam US Large Cap Value Equity 13.94M (1.55%) 0.00
Increased by 0.00%
Dec 31, 25
8 SPDR® S&P 500 ETF Trust 13.93M (1.55%) -108.23K
Decreased by -0.78%
Mar 31, 24
9 SPDR® S&P 500 ETF 12.38M (1.38%) -1.51M
Decreased by -12.19%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 12.05M (1.34%) -63.18K
Decreased by -0.52%
Mar 31, 25
11 iShares Core S&P 500 ETF 11.91M (1.33%) 36.43K
Increased by +0.31%
May 29, 26
12 American Funds Capital World Gr&Inc A 11.65M (1.30%) 0.00
Increased by 0.00%
Dec 31, 23
13 Capital Group World Growth & Inc Cmp 11.65M (1.30%) 0.00
Increased by 0.00%
Dec 31, 23
14 SPDR® S&P 500® ETF 11.59M (1.29%) 142.94K
Increased by +1.23%
Aug 31, 25
15 Fidelity 500 Index 11.58M (1.29%) 39.85K
Increased by +0.34%
Apr 30, 26
16 Performer (AFRIS) 11.18M (1.24%) 11.18M
Increased by +100.00%
Feb 29, 24
17 American Funds American Balanced A 11.00M (1.22%) 0.00
Increased by 0.00%
Sep 30, 24
18 State Street® SPDR® S&P 500® ETF 10.89M (1.21%) 11.55K
Increased by +0.11%
May 31, 26
19 American Funds Growth Fund of Amer A 10.00M (1.11%) -1.14M
Decreased by -11.36%
Mar 31, 26
20 Capital Group Growth Fnd of Amer Comp 10.00M (1.11%) -1.14M
Decreased by -11.36%
Mar 31, 26