Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BPAY 4.59%
2 UTRN 4.10%
3 LBAY 4.00%
4 IPAY 3.98%
5 FINX 3.85%
6 LEND 2.63%
7 FOVL 2.50%
8 OAKM 2.30%
9 FORH 1.88%
10 ISHP 1.85%
11 ABCS 1.83%
12 COWS 1.76%
13 HCOW 1.72%
14 GBGR 1.69%
15 FTXD 1.66%
16 MMID 1.49%
17 RYF 1.43%
18 EPMV 1.32%
19 SRHQ 1.31%
20 RSPF 1.29%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.18M (10.14%) -367.30K
Decreased by -1.58%
Dec 31, 25
2 BlackRock Inc 19.69M (8.62%) -243.08K
Decreased by -1.23%
Dec 31, 25
3 Harris Associates L.P. 11.86M (5.19%) 506.96K
Increased by +4.28%
Mar 31, 26
4 Pzena Investment Management, LLC 11.62M (5.08%) 205.88K
Increased by +1.77%
Mar 31, 26
5 State Street Corporation 10.56M (4.62%) -24.63K
Decreased by -0.23%
Mar 31, 24
6 State Street Corp 10.37M (4.54%) -128.23K
Decreased by -1.24%
Dec 31, 25
7 Barclays PLC 9.30M (4.07%) 2.56M
Increased by +27.57%
Dec 31, 25
8 Synovus Financial Corp 7.65M (3.35%) -61.52K
Decreased by -0.80%
Sep 30, 25
9 Pinnacle Financial Partners Inc 7.57M (3.31%) 7.57M
Increased by +100.00%
Dec 31, 25
10 Ameriprise Financial Inc 7.32M (3.20%) -29.79K
Decreased by -0.41%
Dec 31, 25
11 Bank of America Corp 6.75M (2.96%) -361.28K
Decreased by -5.35%
Dec 31, 25
12 Glenview Capital Management LLC 6.36M (2.78%) 439.27K
Increased by +6.91%
Mar 31, 26
13 Geode Capital Management, LLC 6.31M (2.76%) -76.93K
Decreased by -1.22%
Dec 31, 25
14 T. Rowe Price Associates, Inc. 4.90M (2.15%) -962.77K
Decreased by -19.64%
Mar 31, 25
15 Boston Partners Global Investors, Inc 4.80M (2.10%) 12.20K
Increased by +0.25%
Mar 31, 24
16 Amvescap Plc. 3.83M (1.68%) 503.27K
Increased by +13.14%
Mar 31, 26
17 NORGES BANK 3.57M (1.56%) 144.73K
Increased by +4.06%
Dec 31, 25
18 Millennium Management LLC 3.50M (1.53%) 1.40M
Increased by +39.92%
Jun 30, 24
19 Orbis Allan Gray Ltd 3.22M (1.41%) -2.49M
Decreased by -77.23%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 3.05M (1.33%) 86.29K
Increased by +2.83%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.21M (3.16%) -130.74K
Decreased by -1.81%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 6.50M (2.85%) 5.89K
Increased by +0.09%
Sep 30, 24
3 Vanguard 500 Index Investor 5.80M (2.54%) -185.27K
Decreased by -3.20%
Mar 31, 26
4 Oakmark Investor 5.71M (2.50%) 281.00K
Increased by +4.92%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 5.39M (2.36%) -24.53K
Decreased by -0.45%
May 31, 25
6 Vanguard Mid Cap Index Institutional 4.57M (2.00%) -545.83K
Decreased by -11.93%
Mar 31, 26
7 Columbia Seligman Tech & Info A 4.35M (1.90%) 0.00
Increased by 0.00%
Mar 31, 26
8 Columbia Seligman Technology Growth 4.35M (1.90%) 0.00
Increased by 0.00%
Mar 31, 26
9 Vanguard Windsor II Inv 3.87M (1.69%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Wellington™ Inv 3.16M (1.38%) -2.42M
Decreased by -76.49%
Dec 31, 23
11 SPDR® S&P 500 ETF Trust 3.14M (1.38%) -24.49K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500 ETF 3.08M (1.35%) -133.86K
Decreased by -4.35%
Mar 31, 25
13 iShares Core S&P 500 ETF 3.08M (1.35%) 9.04K
Increased by +0.29%
Apr 30, 26
14 Fidelity 500 Index 3.04M (1.33%) 26.25K
Increased by +0.86%
Mar 31, 26
15 Fidelity® 500 Index 3.03M (1.33%) 19.28K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF Trust 3.00M (1.31%) -15.77K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.95M (1.29%) 36.18K
Increased by +1.23%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 2.84M (1.24%) 9.25K
Increased by +0.33%
Apr 30, 26
19 Pzena Large Cap Value 2.58M (1.13%) 0.00
Increased by 0.00%
Apr 30, 26
20 Vanguard Windsor Investor Shares 2.58M (1.13%) 0.00
Increased by 0.00%
Mar 31, 26