Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.12%
2 UTRN 3.93%
3 XHS 2.05%
4 UPGD 2.02%
5 RYJ 2.02%
6 RSPH 1.70%
7 RYH 1.58%
8 FLV 1.46%
9 RNIN 1.23%
10 GURU 1.14%
11 TAX 1.09%
12 SHRT 1.00%
13 DEMZ 1.00%
14 LSAF 0.98%
15 FXH 0.94%
16 FMCE 0.92%
17 QQJG 0.81%
18 SZNE 0.77%
19 BSMC 0.74%
20 DSTL 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kohlberg Kravis Roberts & Co LP 15.65M (16.52%) 0.00
Increased by 0.00%
Dec 31, 25
2 JPMorgan Chase & Co 12.42M (13.11%) 6.16M
Increased by +49.65%
Sep 30, 25
3 Vanguard Group Inc 11.59M (12.23%) -412.58K
Decreased by -3.56%
Dec 31, 25
4 BlackRock Inc 6.68M (7.05%) -626.11K
Decreased by -9.38%
Sep 30, 25
5 Artisan Partners Limited Partnership 6.65M (7.02%) -185.66K
Decreased by -2.79%
Dec 31, 25
6 State Street Corporation 6.39M (6.74%) -116.86K
Decreased by -1.83%
Mar 31, 24
7 Amvescap Plc. 4.73M (5.00%) 184.76K
Increased by +3.90%
Sep 30, 25
8 State Street Corp 4.48M (4.73%) -743.92K
Decreased by -16.60%
Sep 30, 25
9 FMR Inc 3.97M (4.19%) -28.80K
Decreased by -0.72%
Dec 31, 25
10 American Century Companies Inc 3.67M (3.87%) -847.16K
Decreased by -23.11%
Dec 31, 25
11 Geode Capital Management, LLC 2.82M (2.98%) -321.82K
Decreased by -11.41%
Sep 30, 25
12 Dimensional Fund Advisors, Inc. 2.82M (2.97%) 220.15K
Increased by +7.82%
Dec 31, 25
13 Generation Investment Management LLP 2.74M (2.90%) -1.66M
Decreased by -60.49%
Dec 31, 24
14 Boston Partners Global Investors, Inc 2.64M (2.78%) 1.56M
Increased by +59.03%
Dec 31, 23
15 Ameriprise Financial Inc 2.52M (2.66%) 256.16K
Increased by +10.15%
Sep 30, 25
16 Southpoint Capital Advisors LP 2.50M (2.64%) 700.00K
Increased by +28.00%
Dec 31, 25
17 Perpetual Ltd 2.38M (2.52%) -35.51K
Decreased by -1.49%
Jun 30, 24
18 Palestra Capital Management LLC 2.38M (2.52%) -1.95M
Decreased by -81.75%
Dec 31, 25
19 Swedbank AB 2.36M (2.49%) -271.63K
Decreased by -11.53%
Sep 30, 24
20 Fiduciary Management, Inc. of Milwaukee 2.29M (2.42%) -146.74K
Decreased by -6.40%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.99M (4.21%) -68.69K
Decreased by -1.72%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 3.55M (3.74%) 22.51K
Increased by +0.63%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.14M (3.32%) 6.90K
Increased by +0.22%
Jan 31, 26
4 Vanguard 500 Index Investor 2.55M (2.69%) 15.98K
Increased by +0.63%
Jan 31, 26
5 JPM US Mid Cap Value-MA 2.34M (2.47%) 44.13K
Increased by +1.89%
Mar 31, 25
6 Vanguard Small Cap Index 2.27M (2.39%) -449.00
Decreased by -0.02%
Jan 31, 26
7 Invesco S&P 500® Equal Weight ETF 2.25M (2.37%) 7.55K
Increased by +0.34%
Feb 26, 26
8 JPM US Mid Cap Value-Composite 1.71M (1.81%) 53.42K
Increased by +3.12%
Dec 31, 25
9 JPMorgan Mid Cap Value L 1.71M (1.81%) 90.24K
Increased by +5.26%
Dec 31, 25
10 Fidelity Low-Priced Stock 1.63M (1.72%) 0.00
Increased by 0.00%
Nov 30, 25
11 JPMorgan Value Advantage L 1.60M (1.69%) 0.00
Increased by 0.00%
Jul 31, 25
12 American Century Mid Cap Value Inv 1.56M (1.65%) -403.41K
Decreased by -25.82%
Dec 31, 25
13 American Century U.S. Mid Cap Value 1.56M (1.65%) -403.41K
Decreased by -25.82%
Dec 31, 25
14 SPDR® S&P 500 ETF 1.55M (1.64%) -22.63K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 1.54M (1.63%) -3.31K
Decreased by -0.21%
Apr 30, 24
16 Fidelity® 500 Index 1.52M (1.61%) 9.69K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF Trust 1.51M (1.59%) -7.88K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.47M (1.56%) 17.96K
Increased by +1.22%
Aug 31, 25
19 Vanguard Mid Cap Index Institutional 1.46M (1.54%) -1.23K
Decreased by -0.08%
Jan 31, 24
20 Vanguard Small Cap Value Index Inv 1.46M (1.54%) -11.04K
Decreased by -0.76%
Jan 31, 26