Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 STRN 5.62%
3 FDIQ 4.89%
4 BCDF 4.48%
5 TADS 4.33%
6 INFL 4.20%
7 NLSI 4.13%
8 EQTY 4.03%
9 UTRN 4.02%
10 KBWR 3.95%
11 WCAP 3.77%
12 NEWZ 3.60%
13 BKC 3.58%
14 CWS 3.43%
15 LRGG 3.28%
16 PRCS 3.10%
17 OAKM 3.06%
18 LBAY 2.99%
19 GGTL 2.92%
20 GAST 2.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 54.15M (9.64%) 413.64K
Increased by +0.76%
Dec 31, 25
2 J Stern & Co LLP 54.11M (9.63%) 53.80M
Increased by +99.43%
Dec 31, 25
3 BlackRock Inc 52.90M (9.42%) -819.10K
Decreased by -1.55%
Mar 31, 26
4 Vanguard Capital Management, LLC 36.91M (6.57%) 36.91M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 25.55M (4.55%) -102.76K
Decreased by -0.40%
Mar 31, 26
6 State Street Corporation 23.31M (4.15%) 69.59K
Increased by +0.30%
Mar 31, 24
7 Harris Associates L.P. 16.34M (2.91%) 757.73K
Increased by +4.64%
Mar 31, 26
8 Morgan Stanley - Brokerage Accounts 14.49M (2.58%) -1.39M
Decreased by -9.58%
Mar 31, 26
9 Geode Capital Management, LLC 12.77M (2.27%) 272.38K
Increased by +2.13%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 11.81M (2.10%) 11.81M
Increased by +100.00%
Mar 31, 26
11 T. Rowe Price Associates, Inc. 10.76M (1.92%) 2.02M
Increased by +18.77%
Mar 31, 26
12 JPMorgan Chase & Co 10.74M (1.91%) 3.85M
Increased by +35.89%
Mar 31, 26
13 Wellington Management Company LLP 10.18M (1.81%) 2.05M
Increased by +20.15%
Mar 31, 26
14 T. Rowe Price Investment Management,Inc. 9.33M (1.66%) -4.54M
Decreased by -48.74%
Sep 30, 24
15 NORGES BANK 8.76M (1.56%) 347.76K
Increased by +3.97%
Dec 31, 25
16 Parnassus Investments, LLC 8.43M (1.50%) 1.62M
Increased by +19.24%
Dec 31, 23
17 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 8.39M (1.49%) 1.66M
Increased by +19.78%
Sep 30, 24
18 Royal Bank of Canada 8.29M (1.48%) -1.03M
Decreased by -12.45%
Mar 31, 26
19 Veritas Asset Management LLP 7.42M (1.32%) -284.57K
Decreased by -3.83%
Mar 31, 24
20 Northern Trust Corp 6.93M (1.23%) 10.95K
Increased by +0.16%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 18.20M (3.24%) 27.74K
Increased by +0.15%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.10M (3.22%) 53.28K
Increased by +0.29%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 16.34M (2.91%) 114.36K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 14.73M (2.62%) 264.48K
Increased by +1.80%
Apr 30, 26
5 iShares Core S&P 500 ETF 7.48M (1.33%) 22.84K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 7.28M (1.30%) 25.03K
Increased by +0.34%
Apr 30, 26
7 SPDR® S&P 500 ETF 7.15M (1.27%) -104.08K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 6.96M (1.24%) -36.50K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500® ETF 6.92M (1.23%) 85.26K
Increased by +1.23%
Aug 31, 25
10 MS INVF Global Brands A USD 6.89M (1.23%) -135.08K
Decreased by -1.96%
Jun 30, 24
11 State Street® SPDR® S&P 500® ETF 6.84M (1.22%) 7.26K
Increased by +0.11%
May 31, 26
12 SPDR® S&P 500 ETF Trust 6.77M (1.21%) 15.30K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 6.63M (1.18%) 52.79K
Increased by +0.80%
Oct 31, 23
14 UBS HV Global Selections - Agg 6.03M (1.07%) 6.03M
Increased by +99.95%
Jun 30, 24
15 UBS HV Tax-Opt Global Selections - Agg 6.03M (1.07%) 6.03M
Increased by +100.00%
Jun 30, 24
16 UBS Tax-Opt Digital Transformation theme 6.03M (1.07%) 6.03M
Increased by +100.00%
Jun 30, 24
17 Vanguard Value Index Inv 5.26M (0.94%) 15.02K
Increased by +0.29%
Apr 30, 26
18 Oakmark Investor 4.24M (0.75%) 143.00K
Increased by +3.37%
Mar 31, 26
19 Vanguard Wellington™ Inv 4.19M (0.75%) -3.13M
Decreased by -74.63%
Mar 31, 24
20 Parnassus Core Equity Investor 4.11M (0.73%) -109.75K
Decreased by -2.67%
Apr 30, 26