Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 5.71%
2 FCTE 5.13%
3 SEMG 4.99%
4 BCUS 4.74%
5 WBIF 4.49%
6 ECOZ 4.22%
7 UTRN 4.02%
8 WBIG 3.91%
9 MDCP 3.25%
10 PRN 3.22%
11 HWAY 2.92%
12 NUMG 2.59%
13 STNC 2.48%
14 LEAD 2.20%
15 DVOL 2.20%
16 PDP 2.14%
17 GAST 2.12%
18 GGTL 2.12%
19 FRIZ 2.12%
20 BMVP 2.11%

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 4.64M (10.74%) 104.63K
Increased by +2.25%
Mar 31, 26
3 Vanguard Capital Management, LLC 2.88M (6.67%) 2.88M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 2.31M (5.35%) 2.31M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 1.99M (4.61%) -25.36K
Decreased by -1.27%
Mar 31, 26
6 State Street Corporation 1.95M (4.52%) -79.15K
Decreased by -4.05%
Mar 31, 24
7 FMR Inc 1.24M (2.86%) -64.51K
Decreased by -5.22%
Jun 30, 25
8 Geode Capital Management, LLC 1.23M (2.85%) 13.13K
Increased by +1.07%
Mar 31, 26
9 Wellington Management Company LLP 1.03M (2.39%) -39.00K
Decreased by -3.78%
Mar 31, 26
10 Wells Fargo & Co 922.50K (2.13%) -31.46K
Decreased by -3.41%
Mar 31, 26
11 T. Rowe Price Associates, Inc. 905.42K (2.09%) -121.86K
Decreased by -13.46%
Mar 31, 26
12 ClearBridge Advisors, LLC 845.52K (1.96%) 1.27K
Increased by +0.15%
Mar 31, 26
13 GAMMA Investing LLC 692.47K (1.60%) 691.78K
Increased by +99.90%
Mar 31, 25
14 Parnassus Investments LLC 651.24K (1.51%) 11.08K
Increased by +1.70%
Mar 31, 26
15 UBS Asset Mgmt Americas Inc 638.35K (1.48%) 23.69K
Increased by +3.71%
Mar 31, 26
16 Northern Trust Corp 619.35K (1.43%) -10.46K
Decreased by -1.69%
Mar 31, 26
17 Morgan Stanley - Brokerage Accounts 545.57K (1.26%) -11.73K
Decreased by -2.15%
Mar 31, 26
18 Franklin Resources Inc 541.66K (1.25%) 14.24K
Increased by +2.63%
Mar 31, 26
19 Bank of America Corp 527.97K (1.22%) 22.73K
Increased by +4.31%
Mar 31, 26
20 NORGES BANK 514.30K (1.19%) -1.84K
Decreased by -0.36%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.43M (3.32%) 4.31K
Increased by +0.30%
Apr 30, 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 1.13M (2.62%) 20.78K
Increased by +1.83%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 974.30K (2.25%) 2.11K
Increased by +0.22%
Apr 30, 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 576.60K (1.33%) 1.79K
Increased by +0.31%
May 29, 26
8 Fidelity 500 Index 560.59K (1.30%) 1.93K
Increased by +0.34%
Apr 30, 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 State Street® SPDR® S&P 500® ETF 529.26K (1.22%) 550.00
Increased by +0.10%
May 31, 26
15 Vanguard Growth Index Investor 524.85K (1.21%) 2.73K
Increased by +0.52%
Apr 30, 26
16 Fidelity® 500 Index 518.56K (1.20%) 3.30K
Increased by +0.64%
Nov 30, 23
17 Parnassus Core Equity Investor 514.50K (1.19%) -13.75K
Decreased by -2.67%
Apr 30, 26
18 Franklin Rising Dividends Fund A 390.00K (0.90%) 0.00
Increased by 0.00%
Mar 31, 26
19 JPMorgan Large Cap Growth I 388.29K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
20 Vanguard Mid-Cap Growth ETF 341.39K (0.79%) -916.00
Decreased by -0.27%
Apr 30, 26