Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RVER 10.53%
2 UTRN 4.17%
3 CVRD 3.28%
4 RNDV 3.02%
5 KNGZ 2.96%
6 SDOG 2.83%
7 WLDR 2.80%
8 BIGD 2.73%
9 FCFY 2.65%
10 FOVL 2.51%
11 DIVL 2.50%
12 AIBU 2.44%
13 WFH 2.31%
14 FLOW 2.29%
15 RJMG 2.28%
16 NUMV 2.27%
17 QDIV 2.22%
18 SMRI 2.22%
19 SKYY 2.17%
20 IVES 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 173.06M (13.10%) 1.92M
Increased by +1.11%
Dec 31, 25
2 BlackRock Inc 145.71M (11.03%) 3.39M
Increased by +2.33%
Dec 31, 25
3 Bank of America Corp 72.25M (5.47%) 17.34M
Increased by +24.00%
Dec 31, 25
4 State Street Corp 70.15M (5.31%) -1.08M
Decreased by -1.53%
Dec 31, 25
5 State Street Corporation 68.19M (5.16%) -2.53M
Decreased by -3.70%
Mar 31, 24
6 JPMorgan Chase & Co 51.28M (3.88%) -43.44M
Decreased by -84.71%
Dec 31, 25
7 Dodge & Cox 48.49M (3.67%) -5.69M
Decreased by -11.73%
Mar 31, 24
8 Capital World Investors 37.54M (2.84%) 37.54M
Increased by +100.00%
Dec 31, 25
9 Geode Capital Management, LLC 34.87M (2.64%) 431.73K
Increased by +1.24%
Dec 31, 25
10 Goldman Sachs Group Inc 26.00M (1.97%) -24.33M
Decreased by -93.55%
Jun 30, 25
11 Amundi 24.79M (1.88%) -3.80M
Decreased by -15.32%
Sep 30, 23
12 Slate Path Capital LP 24.40M (1.85%) 6.89M
Increased by +28.23%
Dec 31, 25
13 Ameriprise Financial Inc 23.85M (1.81%) 1.79M
Increased by +7.50%
Dec 31, 25
14 Arrowstreet Capital Limited Partnership 23.40M (1.77%) 1.11M
Increased by +4.75%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 22.70M (1.72%) 4.90M
Increased by +21.59%
Dec 31, 25
16 Pacer Advisors, INC. 22.34M (1.69%) -5.04M
Decreased by -22.57%
Dec 31, 24
17 Nomura Holdings Inc 19.40M (1.47%) 11.52M
Increased by +59.37%
Jun 30, 25
18 PRIMECAP Management Company 19.21M (1.45%) -1.68M
Decreased by -8.73%
Dec 31, 25
19 Elliott Investment Management LP 18.63M (1.41%) 0.00
Increased by 0.00%
Dec 31, 25
20 Barrow Hanley Mewhinney & Strauss LLC 18.05M (1.37%) 18.05M
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 42.22M (3.20%) 496.52K
Increased by +1.18%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 41.15M (3.12%) 29.64K
Increased by +0.07%
Sep 30, 24
3 Performer (AFRIS) 39.23M (2.97%) 39.23M
Increased by +100.00%
Feb 29, 24
4 Dodge & Cox Stock I 37.60M (2.85%) -4.26M
Decreased by -11.32%
Mar 31, 24
5 Vanguard Institutional 500 Index Trust 37.36M (2.83%) 263.30K
Increased by +0.70%
May 31, 25
6 Vanguard 500 Index Investor 33.84M (2.56%) -102.86K
Decreased by -0.30%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 28.71M (2.17%) 27.65K
Increased by +0.10%
Mar 31, 26
8 JPMorgan Equity Income I 25.00M (1.89%) 781.98K
Increased by +3.13%
Feb 28, 26
9 JPM US Equity Income-MA 24.44M (1.85%) 3.59M
Increased by +14.69%
Dec 31, 25
10 JPM US Equity Income-Composite 23.13M (1.75%) -1.31M
Decreased by -5.64%
Mar 31, 26
11 iShares Core S&P 500 ETF 17.14M (1.30%) 25.18K
Increased by +0.15%
Apr 29, 26
12 Fidelity 500 Index 16.97M (1.28%) 178.23K
Increased by +1.05%
Mar 31, 26
13 SPDR® S&P 500 ETF 16.34M (1.24%) -62.25K
Decreased by -0.38%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 15.90M (1.20%) -83.38K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 15.87M (1.20%) 195.06K
Increased by +1.23%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 15.75M (1.19%) -17.01K
Decreased by -0.11%
Apr 30, 26
17 SPDR® S&P 500 ETF Trust 15.33M (1.16%) 107.94K
Increased by +0.70%
May 30, 24
18 American Funds American Balanced A 15.23M (1.15%) 142.79K
Increased by +0.94%
Mar 31, 26
19 Fidelity® 500 Index 15.05M (1.14%) 95.77K
Increased by +0.64%
Nov 30, 23
20 Vanguard Information Technology ETF 12.39M (0.94%) -14.07K
Decreased by -0.11%
Mar 31, 26