Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UMI 4.82%
2 TPMN 4.82%
3 MORE 4.67%
4 ENFR 4.63%
5 PIPE 4.35%
6 EINC 3.97%
7 BAMD 3.75%
8 IAT 3.42%
9 GHII 3.29%
10 FMKT 3.27%
11 ADPV 2.96%
12 XVOL 2.85%
13 KBWB 2.79%
14 FTXO 2.79%
15 TPYP 2.65%
16 WBIY 2.55%
17 PFI 2.46%
18 KRU 2.21%
19 SDOG 2.21%
20 XUDV 2.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Bank of Nova Scotia 163.00M (15.10%) 900.95K
Increased by +0.55%
Mar 31, 26
2 Vanguard Group Inc 124.81M (11.56%) 1.19M
Increased by +0.96%
Dec 31, 25
3 BlackRock Inc 88.72M (8.22%) -5.37M
Decreased by -6.06%
Mar 31, 26
4 Vanguard Capital Management, LLC 65.88M (6.10%) 65.88M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 51.49M (4.77%) 51.49M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 47.13M (4.37%) 998.23K
Increased by +2.12%
Mar 31, 26
7 FMR Inc 46.73M (4.33%) 4.26M
Increased by +9.11%
Mar 31, 26
8 State Street Corporation 46.37M (4.30%) -2.13M
Decreased by -4.60%
Mar 31, 24
9 Fuller & Thaler Asset Management Inc 26.81M (2.48%) 1.77M
Increased by +6.58%
Dec 31, 25
10 Geode Capital Management, LLC 25.43M (2.35%) 1.44M
Increased by +5.67%
Mar 31, 26
11 Citadel Advisors Llc 22.21M (2.06%) 18.46M
Increased by +83.10%
Sep 30, 23
12 Ontario Teachers Pension Plan Board 21.69M (2.01%) 1.75M
Increased by +8.06%
Mar 31, 24
13 Amvescap Plc. 19.24M (1.78%) -1.33M
Decreased by -6.92%
Mar 31, 26
14 Wellington Management Company LLP 17.16M (1.59%) -4.95M
Decreased by -28.83%
Mar 31, 26
15 Millennium Management LLC 17.06M (1.58%) 5.72M
Increased by +33.54%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 16.69M (1.55%) -6.03M
Decreased by -36.11%
Mar 31, 26
17 Franklin Resources Inc 15.14M (1.40%) -662.35K
Decreased by -4.38%
Dec 31, 25
18 The Goldman Sachs Group Inc 14.49M (1.34%) 1.09M
Increased by +7.49%
Mar 31, 26
19 Capital Research & Mgmt Co - Division 3 14.02M (1.30%) 5.12K
Increased by +0.04%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 14.00M (1.30%) -730.39K
Decreased by -5.22%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 34.69M (3.21%) 65.82K
Increased by +0.19%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 29.35M (2.72%) -366.23K
Decreased by -1.25%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 28.34M (2.62%) 208.25K
Increased by +0.73%
May 31, 25
4 Fuller & Thaler Behavrl Small-Cap Value 27.85M (2.58%) 814.35K
Increased by +2.92%
Nov 30, 23
5 Schwab US Dividend Equity ETF™ 24.39M (2.26%) 20.30K
Increased by +0.08%
Feb 28, 25
6 Vanguard 500 Index Investor 24.30M (2.25%) 436.67K
Increased by +1.80%
Apr 30, 26
7 Vanguard Mid Cap Index Institutional 23.59M (2.19%) 54.65K
Increased by +0.23%
Apr 30, 26
8 T. Rowe Price U.S. Value Equity Tr-D 15.98M (1.48%) 258.86K
Increased by +1.62%
Jun 30, 25
9 T. Rowe Price U.S. Value Equity Tr-Z 15.72M (1.46%) 5.44M
Increased by +34.59%
Mar 31, 25
10 iShares Select Dividend ETF 13.87M (1.29%) 0.00
Increased by 0.00%
May 29, 26
11 T. Rowe Price US Value Equity Composite 13.58M (1.26%) -72.61K
Decreased by -0.53%
Jun 30, 25
12 T. Rowe Price Value 13.55M (1.26%) -28.40K
Decreased by -0.21%
Jul 31, 25
13 iShares Core S&P 500 ETF 12.35M (1.14%) 37.74K
Increased by +0.31%
May 29, 26
14 SPDR® S&P 500 ETF 12.34M (1.14%) -179.80K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 12.01M (1.11%) -63.18K
Decreased by -0.53%
Mar 31, 25
16 Fidelity 500 Index 12.01M (1.11%) 41.25K
Increased by +0.34%
Apr 30, 26
17 SPDR® S&P 500® ETF 11.98M (1.11%) 146.49K
Increased by +1.22%
Aug 31, 25
18 Strategic Advisers Fidelity US TtlStk 11.90M (1.10%) 3.23M
Increased by +27.11%
Apr 30, 26
19 State Street® SPDR® S&P 500® ETF 11.26M (1.04%) 11.99K
Increased by +0.11%
May 31, 26
20 SPDR® S&P 500 ETF Trust 11.08M (1.03%) 25.02K
Increased by +0.23%
Apr 30, 24