Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPO 7.97%
2 KNGS 5.66%
3 BAMV 4.53%
4 MVAL 4.52%
5 UTRN 3.92%
6 ADPV 3.46%
7 TBG 3.25%
8 MNA 2.87%
9 RSPS 2.86%
10 RHS 2.86%
11 TPMN 2.81%
12 DIVZ 2.67%
13 MOAT 2.64%
14 DIVP 2.53%
15 DDIV 2.49%
16 MRGR 2.36%
17 XLP 2.24%
18 FDIV 2.02%
19 FLV 1.98%
20 SDOG 1.91%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 234.95M (12.25%) 1.60M
Increased by +0.68%
Dec 31, 25
2 BlackRock Inc 145.30M (7.58%) -14.25M
Decreased by -9.81%
Mar 31, 26
3 FMR Inc 135.09M (7.05%) 40.98M
Increased by +30.33%
Mar 31, 26
4 Vanguard Capital Management, LLC 124.42M (6.49%) 124.42M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 119.57M (6.24%) 706.11K
Increased by +0.59%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 92.46M (4.82%) 92.46M
Increased by +100.00%
Mar 31, 26
7 Pentwater Capital Management LP 52.00M (2.71%) -4.72M
Decreased by -9.08%
Mar 31, 26
8 Geode Capital Management, LLC 51.27M (2.67%) 1.41M
Increased by +2.75%
Mar 31, 26
9 Massachusetts Financial Services Company 49.74M (2.59%) -18.74M
Decreased by -37.68%
Mar 31, 26
10 Independent Franchise Partners LLP 49.21M (2.57%) 1.06M
Increased by +2.16%
Mar 31, 26
11 NORGES BANK 43.88M (2.29%) 18.20M
Increased by +41.48%
Dec 31, 25
12 Millennium Management LLC 31.80M (1.66%) 10.00M
Increased by +31.45%
Mar 31, 26
13 Starboard Value LP 27.31M (1.42%) 0.00
Increased by 0.00%
Mar 31, 26
14 D. E. Shaw & Co LP 26.28M (1.37%) -150.21K
Decreased by -0.57%
Mar 31, 26
15 Balyasny Asset Management LLC 24.56M (1.28%) 343.45K
Increased by +1.40%
Mar 31, 26
16 Dimensional Fund Advisors, Inc. 22.27M (1.16%) 196.98K
Increased by +0.88%
Mar 31, 26
17 The Goldman Sachs Group Inc 22.12M (1.15%) 5.99M
Increased by +27.10%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 21.37M (1.11%) 4.14M
Increased by +19.39%
Mar 31, 26
19 HBK INVESTMENTS L P 21.00M (1.10%) 18.46M
Increased by +87.93%
Mar 31, 26
20 UBS Group AG 20.76M (1.08%) -20.99M
Decreased by -101.08%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 FPA Crescent 136.00M (7.09%) 136.00M
Increased by +100.00%
Sep 30, 25
2 Vanguard Total Stock Mkt Idx Inv 61.09M (3.19%) 234.05K
Increased by +0.38%
Apr 30, 26
3 Vanguard 500 Index Investor 49.68M (2.59%) 892.55K
Increased by +1.80%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 41.50M (2.16%) 96.67K
Increased by +0.23%
Apr 30, 26
5 iShares Core S&P 500 ETF 25.24M (1.32%) 77.14K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 24.55M (1.28%) 84.56K
Increased by +0.34%
Apr 30, 26
7 State Street® SPDR® S&P 500® ETF 23.16M (1.21%) 24.51K
Increased by +0.11%
May 31, 26
8 State Street® SPDR® S&P® Dividend ETF 19.75M (1.03%) 0.00
Increased by 0.00%
May 31, 26
9 State Street®CnsmrStpSelSectSPDR®ETF 18.86M (0.98%) -52.99K
Decreased by -0.28%
May 31, 26
10 VanEck Morningstar Wide Moat 17.97M (0.94%) -134.11K
Decreased by -0.75%
Mar 31, 26
11 Vanguard Value Index Inv 17.77M (0.93%) 50.41K
Increased by +0.28%
Apr 30, 26
12 VanEck Morningstar Wide Moat ETF 17.09M (0.89%) -22.51K
Decreased by -0.13%
May 30, 26
13 Strategic Advisers Fidelity US TtlStk 17.03M (0.89%) -4.28M
Decreased by -25.14%
Apr 30, 26
14 BlackRock Event Driven Equity Instl 15.72M (0.82%) 0.00
Increased by 0.00%
Apr 30, 26
15 Fidelity Series Large Cap Stock 14.03M (0.73%) 2.46M
Increased by +17.54%
Apr 30, 26
16 Vanguard Mid-Cap Value ETF 12.49M (0.65%) 21.75K
Increased by +0.17%
Apr 30, 26
17 Invesco S&P 500 ETF 12.03M (0.63%) 12.03M
Increased by +100.00%
Jul 31, 25
18 Vanguard Institutional Index I 10.61M (0.55%) -179.90K
Decreased by -1.70%
Apr 30, 26
19 State St S&P 500® Idx SL Cl I 10.28M (0.54%) -51.30K
Decreased by -0.50%
May 31, 26
20 Invesco S&P 500® Equal Weight ETF 9.52M (0.50%) 18.20K
Increased by +0.19%
May 29, 26