Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 7.32%
2 DEMZ 4.14%
3 KSEA 4.05%
4 UTRN 3.90%
5 DFNL 3.16%
6 BCIL 3.07%
7 JPEF 2.97%
8 FICS 2.16%
9 HUSV 1.78%
10 KIE 1.74%
11 EQRR 1.59%
12 CZAR 1.59%
13 RYF 1.39%
14 ULVM 1.39%
15 VFMV 1.38%
16 SPLV 1.31%
17 RSPF 1.28%
18 SPGP 1.27%
19 TEQI 1.27%
20 PXLV 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.43M (11.65%) 108.88K
Increased by +0.56%
Dec 31, 25
2 BlackRock Inc 14.01M (8.40%) -275.60K
Decreased by -1.97%
Mar 31, 26
3 Vanguard Capital Management, LLC 10.85M (6.50%) 10.85M
Increased by +100.00%
Mar 31, 26
4 JPMorgan Chase & Co 8.92M (5.35%) -159.62K
Decreased by -1.79%
Mar 31, 26
5 State Street Corporation 8.02M (4.81%) -224.69K
Decreased by -2.80%
Mar 31, 24
6 State Street Corp 7.86M (4.71%) -17.13K
Decreased by -0.22%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 7.06M (4.23%) 7.06M
Increased by +100.00%
Mar 31, 26
8 NORGES BANK 5.48M (3.29%) -1.78M
Decreased by -32.48%
Dec 31, 25
9 Geode Capital Management, LLC 5.33M (3.19%) 326.71K
Increased by +6.13%
Mar 31, 26
10 T. Rowe Price Associates, Inc. 4.08M (2.44%) 91.64K
Increased by +2.25%
Mar 31, 26
11 Amvescap Plc. 3.69M (2.21%) 464.21K
Increased by +12.57%
Mar 31, 26
12 The Goldman Sachs Group Inc 3.61M (2.16%) 370.45K
Increased by +10.27%
Mar 31, 26
13 Citadel Advisors Llc 3.58M (2.15%) 28.38K
Increased by +0.79%
Mar 31, 26
14 Allspring Global Investments Holdings, LLC 2.77M (1.66%) -61.70K
Decreased by -2.23%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 2.27M (1.36%) 28.02K
Increased by +1.23%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 2.14M (1.28%) -82.59K
Decreased by -3.86%
Mar 31, 26
17 Northern Trust Corp 1.89M (1.14%) -139.62K
Decreased by -7.37%
Mar 31, 26
18 Charles Schwab Investment Management Inc 1.60M (0.96%) 32.01K
Increased by +1.99%
Mar 31, 26
19 Davis Selected Advisers 1.45M (0.87%) -64.49K
Decreased by -4.45%
Dec 31, 23
20 Legal & General Group PLC 1.31M (0.79%) 35.13K
Increased by +2.68%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.94M (3.56%) 2.77K
Increased by +0.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.24M (3.14%) 18.59K
Increased by +0.35%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 5.03M (3.01%) 37.48K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 4.38M (2.63%) 78.37K
Increased by +1.79%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 3.57M (2.14%) 7.81K
Increased by +0.22%
Apr 30, 26
6 JPM US Mid Cap Value-MA 2.77M (1.66%) -392.07K
Decreased by -14.16%
Mar 31, 25
7 JPM US Value Advantage-MA 2.55M (1.53%) 2.44M
Increased by +95.82%
Sep 30, 23
8 JPM America Equity A (dist) USD 2.42M (1.45%) -71.95K
Decreased by -2.97%
Mar 31, 26
9 JPM America Equity A dist USD 2.37M (1.42%) -53.29K
Decreased by -2.25%
Apr 30, 26
10 iShares Core S&P 500 ETF 2.23M (1.34%) 6.83K
Increased by +0.31%
May 29, 26
11 SPDR® S&P 500 ETF 2.20M (1.32%) -84.59K
Decreased by -3.85%
Mar 31, 25
12 Allspring Mid Value SMA 2.19M (1.31%) -63.50K
Decreased by -2.90%
Mar 31, 26
13 Allspring Special Mid Cap Value Inst 2.19M (1.31%) 0.00
Increased by 0.00%
Apr 30, 26
14 Allspring Special US Mid Cap Value Eq 2.19M (1.31%) -63.50K
Decreased by -2.90%
Mar 31, 26
15 Fidelity 500 Index 2.17M (1.30%) 7.46K
Increased by +0.34%
Apr 30, 26
16 SPDR® S&P 500 ETF Trust 2.16M (1.30%) 4.86K
Increased by +0.22%
Apr 30, 24
17 Fidelity® 500 Index 2.15M (1.29%) 13.72K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF Trust 2.14M (1.28%) -11.23K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 2.11M (1.26%) 25.81K
Increased by +1.22%
Aug 31, 25
20 State Street® SPDR® S&P 500® ETF 2.05M (1.23%) 2.16K
Increased by +0.11%
May 31, 26