Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GNRX 9.36%
2 EKG 8.09%
3 LGHT 5.81%
4 EDOC 4.56%
5 BBH 4.31%
6 HEAL 4.29%
7 DIVE 4.25%
8 UTRN 3.99%
9 FBT 3.55%
10 OAKG 3.26%
11 IBB 3.25%
12 IBLN 3.20%
13 RULE 3.12%
14 VNMC 2.63%
15 NEWZ 2.41%
16 FDHT 2.38%
17 POWA 2.35%
18 AIEQ 2.18%
19 MID 2.16%
20 OAKM 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.65M (12.39%) 159.90K
Increased by +0.81%
Dec 31, 25
2 BlackRock Inc 14.16M (8.93%) -628.47K
Decreased by -4.44%
Dec 31, 25
3 Harris Associates L.P. 12.18M (7.68%) 863.56K
Increased by +7.09%
Mar 31, 26
4 State Street Corporation 7.96M (5.02%) 43.01K
Increased by +0.54%
Mar 31, 24
5 State Street Corp 7.45M (4.70%) -102.01K
Decreased by -1.37%
Dec 31, 25
6 JPMorgan Chase & Co 5.41M (3.41%) 1.61M
Increased by +29.74%
Mar 31, 26
7 Artisan Partners Limited Partnership 5.06M (3.19%) 1.69M
Increased by +33.36%
Mar 31, 26
8 Geode Capital Management, LLC 4.37M (2.76%) 24.45K
Increased by +0.56%
Dec 31, 25
9 Boston Partners Global Investors, Inc 4.24M (2.67%) 151.58K
Increased by +3.58%
Mar 31, 26
10 FMR Inc 3.48M (2.19%) -187.22K
Decreased by -5.38%
Dec 31, 25
11 Farallon Capital Management, L.L.C. 3.41M (2.15%) 288.70K
Increased by +8.46%
Mar 31, 25
12 AllianceBernstein L.P. 3.30M (2.08%) -293.54K
Decreased by -8.88%
Dec 31, 25
13 Amvescap Plc. 3.26M (2.06%) 780.76K
Increased by +23.94%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 2.58M (1.63%) 277.45K
Increased by +10.76%
Dec 31, 25
15 Mitsubishi UFJ Asset Management Co.,Ltd 2.38M (1.50%) -232.35K
Decreased by -9.77%
Sep 30, 24
16 Longview Partners 2.24M (1.42%) 16.93K
Increased by +0.75%
Sep 30, 24
17 Longview Partners (Guernsey) Ltd. 2.24M (1.42%) 16.93K
Increased by +0.75%
Sep 30, 24
18 Longview Partners (Guernsey) Limited 2.22M (1.40%) -126.18K
Decreased by -5.68%
Dec 31, 25
19 NORGES BANK 2.21M (1.39%) 492.52K
Increased by +22.32%
Dec 31, 25
20 AQR Capital Management LLC 2.14M (1.35%) 361.53K
Increased by +16.90%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.49M (3.46%) 3.87K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.39M (3.40%) 269.49K
Increased by +5.00%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 4.76M (3.00%) 33.11K
Increased by +0.70%
May 31, 25
4 AF High Growth (AFRIS) 4.69M (2.96%) 4.69M
Increased by +100.00%
Feb 29, 24
5 Vanguard 500 Index Investor 4.32M (2.72%) -62.65K
Decreased by -1.45%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 3.67M (2.31%) 150.91K
Increased by +4.12%
Mar 31, 26
7 Oakmark Investor 2.68M (1.69%) -26.00K
Decreased by -0.97%
Mar 31, 26
8 Oakmark Select Investor 2.35M (1.48%) 240.00K
Increased by +10.23%
Mar 31, 26
9 iShares Core S&P 500 ETF 2.19M (1.38%) 6.43K
Increased by +0.29%
Apr 30, 26
10 SPDR® S&P 500 ETF Trust 2.17M (1.37%) 4.86K
Increased by +0.22%
Apr 30, 24
11 Fidelity 500 Index 2.17M (1.37%) -1.36K
Decreased by -0.06%
Mar 31, 26
12 Global Balanced (AFRIS) 2.15M (1.36%) 2.15M
Increased by +100.00%
Feb 29, 24
13 Fidelity® 500 Index 2.13M (1.35%) 13.58K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500 ETF 2.08M (1.31%) -96.30K
Decreased by -4.63%
Mar 31, 25
15 State Street® SPDR® S&P 500® ETF 2.04M (1.28%) 6.63K
Increased by +0.33%
Apr 30, 26
16 SPDR® S&P 500® ETF Trust 2.03M (1.28%) -10.58K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.99M (1.26%) 24.54K
Increased by +1.23%
Aug 31, 25
18 Vanguard Windsor II Inv 1.81M (1.14%) 102.00K
Increased by +5.65%
Mar 31, 26
19 Vanguard Health Care Inv 1.60M (1.01%) 0.00
Increased by 0.00%
Jun 30, 24
20 Vanguard Value Index Inv 1.57M (0.99%) 62.33K
Increased by +3.97%
Mar 31, 26