Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.06%
2 BELT 4.00%
3 RSHO 3.35%
4 BKUS 2.38%
5 STNC 2.35%
6 OCEN 2.30%
7 MID 2.29%
8 BOUT 2.15%
9 FTIF 1.89%
10 CZA 1.86%
11 RUNN 1.74%
12 UPGR 1.72%
13 BECO 1.54%
14 PWB 1.48%
15 NSCR 1.48%
16 SUPP 1.42%
17 PLDR 1.40%
18 PVAL 1.35%
19 RGI 1.23%
20 RSPN 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 45.19M (11.58%) -177.61K
Decreased by -0.39%
Dec 31, 25
2 Capital World Investors 31.24M (8.01%) 1.82M
Increased by +5.84%
Mar 31, 26
3 Capital Research Global Investors 29.47M (7.55%) 9.99M
Increased by +33.91%
Mar 31, 26
4 BlackRock Inc 29.30M (7.51%) -689.04K
Decreased by -2.35%
Mar 31, 26
5 Vanguard Capital Management, LLC 24.36M (6.24%) 24.36M
Increased by +100.00%
Mar 31, 26
6 FMR Inc 21.00M (5.38%) 13.75M
Increased by +65.47%
Mar 31, 26
7 T. Rowe Price Associates, Inc. 20.33M (5.21%) 11.64M
Increased by +57.25%
Mar 31, 26
8 T. Rowe Price Investment Management,Inc. 17.81M (4.56%) -19.16M
Decreased by -107.58%
Mar 31, 26
9 Franklin Resources Inc 16.93M (4.34%) 1.29M
Increased by +7.59%
Mar 31, 26
10 Vanguard Portfolio Management, LLC 16.89M (4.33%) 16.89M
Increased by +100.00%
Mar 31, 26
11 State Street Corporation 15.61M (4.00%) 279.26K
Increased by +1.79%
Mar 31, 24
12 State Street Corp 15.43M (3.96%) -29.69K
Decreased by -0.19%
Mar 31, 26
13 JPMorgan Chase & Co 15.13M (3.88%) 2.92M
Increased by +19.30%
Mar 31, 26
14 Capital Research & Mgmt Co - Division 3 13.22M (3.39%) -39.13M
Decreased by -296.05%
Mar 31, 26
15 Geode Capital Management, LLC 9.61M (2.46%) 141.58K
Increased by +1.47%
Mar 31, 26
16 Putnam Investments LLC 9.44M (2.42%) 696.61K
Increased by +7.38%
Dec 31, 23
17 Putnam Investments, LLC., a Franklin Templeton company 9.44M (2.42%) 696.61K
Increased by +7.38%
Dec 31, 23
18 Morgan Stanley - Brokerage Accounts 8.05M (2.06%) 1.49M
Increased by +18.46%
Mar 31, 26
19 Fisher Asset Management, LLC 7.21M (1.85%) 282.65K
Increased by +3.92%
Mar 31, 26
20 HHG PLC 6.58M (1.69%) 146.45K
Increased by +2.23%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.77M (3.27%) 9.39K
Increased by +0.07%
Sep 30, 24
2 Core Plus Full Discretion CIT D 12.77M (3.27%) 12.77M
Increased by +100.00%
Dec 31, 25
3 Loomis Sayles CPFD CIT 12.77M (3.27%) 12.77M
Increased by +100.00%
Dec 31, 25
4 Loomis Sayles Inv Grade Bond CIT 12.77M (3.27%) 12.77M
Increased by +100.00%
Dec 31, 25
5 Vanguard Total Stock Mkt Idx Inv 12.47M (3.20%) 30.19K
Increased by +0.24%
Apr 30, 26
6 Vanguard Institutional 500 Index Trust 11.46M (2.94%) 78.38K
Increased by +0.68%
May 31, 25
7 VA CollegeAmerica Amcap 529A 11.14M (2.86%) 0.00
Increased by 0.00%
Dec 31, 24
8 American Funds AMCAP A 10.53M (2.70%) 3.25M
Increased by +30.81%
Mar 31, 26
9 Capital Group AMCAP Composite 10.53M (2.70%) 3.25M
Increased by +30.81%
Mar 31, 26
10 American Funds Invmt Co of Amer A 9.86M (2.53%) 550.28K
Increased by +5.58%
Mar 31, 26
11 Capital Group Investment Co of Amer Comp 9.86M (2.53%) 550.28K
Increased by +5.58%
Mar 31, 26
12 American Funds American Balanced A 9.85M (2.53%) -5.56M
Decreased by -56.39%
Mar 31, 26
13 American Funds Growth Fund of Amer A 9.60M (2.46%) -7.99M
Decreased by -83.19%
Mar 31, 26
14 Capital Group Growth Fnd of Amer Comp 9.60M (2.46%) -7.99M
Decreased by -83.19%
Mar 31, 26
15 Vanguard 500 Index Investor 9.23M (2.37%) 165.38K
Increased by +1.79%
Apr 30, 26
16 Vanguard Mid Cap Index Institutional 8.48M (2.17%) 19.93K
Increased by +0.23%
Apr 30, 26
17 American Funds Washington Mutual A 7.93M (2.03%) -657.99K
Decreased by -8.29%
Dec 31, 25
18 Capital Group Wash Mutual Invtrs Comp 7.93M (2.03%) -657.99K
Decreased by -8.29%
Dec 31, 25
19 UBS: Global Equity 6.96M (1.78%) 1.04M
Increased by +14.96%
Dec 31, 25
20 American Funds New Perspective A 6.62M (1.70%) -1.01M
Decreased by -15.32%
Dec 31, 25