Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.13%
2 CTIF 4.93%
3 BCUS 4.74%
4 WBIF 4.49%
5 SEMG 4.28%
6 ECOZ 4.22%
7 UTRN 4.02%
8 NUMG 3.98%
9 WBIG 3.91%
10 MDCP 3.25%
11 PRN 3.22%
12 HWAY 2.64%
13 STNC 2.22%
14 GGTL 2.12%
15 GAST 2.12%
16 PDP 2.07%
17 DVOL 2.07%
18 PWC 2.06%
19 CACG 2.04%
20 PFUT 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.67M (13.11%) -65.59K
Decreased by -1.16%
Dec 31, 25
2 BlackRock Inc 4.54M (10.50%) 427.88K
Increased by +9.43%
Dec 31, 25
3 State Street Corp 2.02M (4.67%) 23.40K
Increased by +1.16%
Dec 31, 25
4 State Street Corporation 1.95M (4.52%) -79.15K
Decreased by -4.05%
Mar 31, 24
5 FMR Inc 1.24M (2.86%) -64.51K
Decreased by -5.22%
Jun 30, 25
6 Geode Capital Management, LLC 1.22M (2.82%) 10.53K
Increased by +0.86%
Dec 31, 25
7 Wellington Management Company LLP 1.07M (2.48%) 1.00M
Increased by +93.60%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 1.03M (2.38%) 389.59K
Increased by +37.92%
Dec 31, 25
9 Wells Fargo & Co 953.96K (2.21%) -24.52K
Decreased by -2.57%
Dec 31, 25
10 ClearBridge Advisors, LLC 844.25K (1.95%) -14.45K
Decreased by -1.71%
Dec 31, 25
11 GAMMA Investing LLC 692.47K (1.60%) 691.78K
Increased by +99.90%
Mar 31, 25
12 Parnassus Investments LLC 640.16K (1.48%) -116.64K
Decreased by -18.22%
Dec 31, 25
13 Northern Trust Corp 629.81K (1.46%) -29.35K
Decreased by -4.66%
Dec 31, 25
14 UBS Asset Mgmt Americas Inc 612.55K (1.42%) -88.52K
Decreased by -14.45%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 557.30K (1.29%) -20.26K
Decreased by -3.64%
Dec 31, 25
16 Franklin Resources Inc 527.42K (1.22%) -10.93K
Decreased by -2.07%
Dec 31, 25
17 NORGES BANK 514.30K (1.19%) -1.84K
Decreased by -0.36%
Dec 31, 25
18 Bank of America Corp 505.24K (1.17%) 14.83K
Increased by +2.94%
Dec 31, 25
19 Massachusetts Financial Services Company 477.69K (1.11%) 34.31K
Increased by +7.18%
Dec 31, 25
20 JPMorgan Chase & Co 469.04K (1.09%) -350.93K
Decreased by -74.82%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.43M (3.31%) 419.00
Increased by +0.03%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 1.39M (3.21%) -14.44K
Decreased by -1.04%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.26M (2.92%) 8.65K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 1.11M (2.58%) -12.67K
Decreased by -1.14%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 972.19K (2.25%) -9.61K
Decreased by -0.99%
Mar 31, 26
6 Vanguard Wellington Inv 768.84K (1.78%) -84.54K
Decreased by -11.00%
Mar 31, 26
7 iShares Core S&P 500 ETF 564.20K (1.31%) 234.00
Increased by +0.04%
Apr 29, 26
8 Fidelity 500 Index 558.66K (1.29%) 1.95K
Increased by +0.35%
Mar 31, 26
9 Fidelity® Contrafund® 551.69K (1.28%) 28.90K
Increased by +5.24%
Nov 30, 23
10 SPDR® S&P 500 ETF 551.56K (1.28%) -8.06K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 536.97K (1.24%) -2.81K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 532.54K (1.23%) -4.11K
Decreased by -0.77%
Mar 31, 24
13 SPDR® S&P 500® ETF 529.28K (1.22%) 6.58K
Increased by +1.24%
Aug 31, 25
14 Parnassus Core Equity Investor 528.25K (1.22%) -16.19K
Decreased by -3.06%
Mar 31, 26
15 Vanguard Growth Index Investor 522.12K (1.21%) -24.29K
Decreased by -4.65%
Mar 31, 26
16 State Street® SPDR® S&P 500® ETF 522.01K (1.21%) -550.00
Decreased by -0.11%
Apr 30, 26
17 Fidelity® 500 Index 518.56K (1.20%) 3.30K
Increased by +0.64%
Nov 30, 23
18 Franklin Rising Dividends A 390.00K (0.90%) 0.00
Increased by 0.00%
Mar 31, 26
19 Franklin Rising Dividends Fund A 390.00K (0.90%) 0.00
Increased by 0.00%
Feb 28, 26
20 JPMorgan Large Cap Growth I 388.29K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25