Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CARD 7.85%
2 CARU 7.85%
3 FTXR 7.79%
4 IVFVC 4.21%
5 UTRN 4.10%
6 NLSI 4.08%
7 PKW 3.53%
8 DVLU 3.38%
9 MADE 3.34%
10 TAAG 3.18%
11 DHLX 3.02%
12 PEZ 2.92%
13 TADS 2.90%
14 VLUE 2.81%
15 FCUS 2.79%
16 GRBIC 2.60%
17 ACSI 2.60%
18 VFLO 2.41%
19 ACTX_old 2.40%
20 SEIV 2.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 108.14M (12.04%) -1.45M
Decreased by -1.34%
Dec 31, 25
2 BlackRock Inc 84.38M (9.39%) -3.27M
Decreased by -3.88%
Dec 31, 25
3 State Street Corporation 52.79M (5.88%) -6.83M
Decreased by -12.94%
Mar 31, 24
4 State Street Corp 45.73M (5.09%) -859.57K
Decreased by -1.88%
Dec 31, 25
5 Franklin Resources Inc 36.04M (4.01%) 3.89M
Increased by +10.78%
Mar 31, 26
6 Capital Research & Mgmt Co - Division 3 26.23M (2.92%) -442.85K
Decreased by -1.69%
Sep 30, 23
7 Greenhaven Associates Inc 23.15M (2.58%) 115.90K
Increased by +0.50%
Mar 31, 24
8 Geode Capital Management, LLC 22.24M (2.48%) 267.48K
Increased by +1.20%
Dec 31, 25
9 Putnam Investments LLC 20.24M (2.25%) 2.91M
Increased by +14.36%
Dec 31, 23
10 Putnam Investments, LLC., a Franklin Templeton company 20.24M (2.25%) 2.91M
Increased by +14.36%
Dec 31, 23
11 Capital World Investors 18.62M (2.07%) -919.76K
Decreased by -4.94%
Mar 31, 26
12 FMR Inc 15.87M (1.77%) 5.12M
Increased by +32.25%
Dec 31, 25
13 Dimensional Fund Advisors, Inc. 14.23M (1.58%) 77.10K
Increased by +0.54%
Mar 31, 26
14 Harris Associates L.P. 13.46M (1.50%) -3.95M
Decreased by -29.35%
Mar 31, 26
15 Morgan Stanley - Brokerage Accounts 13.19M (1.47%) 494.40K
Increased by +3.75%
Dec 31, 25
16 Viking Global Investors LP 13.02M (1.45%) 5.83M
Increased by +44.78%
Jun 30, 25
17 D. E. Shaw & Co LP 12.49M (1.39%) 2.81M
Increased by +22.50%
Dec 31, 25
18 T. Rowe Price Associates, Inc. 12.25M (1.36%) -1.34M
Decreased by -10.94%
Dec 31, 23
19 Amvescap Plc. 12.12M (1.35%) 1.96M
Increased by +16.16%
Mar 31, 26
20 NORGES BANK 11.30M (1.26%) 2.27M
Increased by +20.08%
Dec 31, 25

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 28.71M (3.20%) -787.95K
Decreased by -2.74%
Mar 31, 26
3 Vanguard 500 Index Investor 23.01M (2.56%) -982.49K
Decreased by -4.27%
Mar 31, 26
4 Vanguard Mid Cap Index Institutional 19.53M (2.17%) -747.77K
Decreased by -3.83%
Mar 31, 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%) 304.70K
Increased by +2.07%
Mar 31, 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 11.69M (1.30%) 34.32K
Increased by +0.29%
Apr 30, 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 11.54M (1.28%) -327.47K
Decreased by -2.84%
Mar 31, 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 10.78M (1.20%) 35.24K
Increased by +0.33%
Apr 30, 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