Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ABEQ 7.32%
2 DEMZ 4.11%
3 KSEA 4.05%
4 UTRN 3.90%
5 DFNL 3.28%
6 JPEF 3.07%
7 BCIL 2.72%
8 FICS 2.03%
9 HUSV 1.79%
10 KIE 1.77%
11 EQRR 1.59%
12 CZAR 1.59%
13 ULVM 1.43%
14 RYF 1.39%
15 VFMV 1.38%
16 SPLV 1.32%
17 TEQI 1.30%
18 RSPF 1.28%
19 SPGP 1.27%
20 SPVM 1.26%

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 14.28M (8.56%) 204.78K
Increased by +1.43%
Dec 31, 25
3 JPMorgan Chase & Co 8.92M (5.35%) -159.62K
Decreased by -1.79%
Mar 31, 26
4 State Street Corporation 8.02M (4.81%) -224.69K
Decreased by -2.80%
Mar 31, 24
5 State Street Corp 7.88M (4.72%) 6.97K
Increased by +0.09%
Dec 31, 25
6 NORGES BANK 5.48M (3.29%) -1.78M
Decreased by -32.48%
Dec 31, 25
7 Geode Capital Management, LLC 5.00M (3.00%) 271.23K
Increased by +5.43%
Dec 31, 25
8 T. Rowe Price Associates, Inc. 3.98M (2.39%) 345.00K
Increased by +8.66%
Dec 31, 25
9 Amvescap Plc. 3.69M (2.21%) 464.21K
Increased by +12.57%
Mar 31, 26
10 Citadel Advisors Llc 3.55M (2.13%) -45.52K
Decreased by -1.28%
Dec 31, 25
11 The Goldman Sachs Group Inc 3.24M (1.94%) 786.82K
Increased by +24.30%
Dec 31, 25
12 Allspring Global Investments Holdings, LLC 2.83M (1.70%) -68.80K
Decreased by -2.43%
Dec 31, 25
13 Dimensional Fund Advisors, Inc. 2.27M (1.36%) 28.02K
Increased by +1.23%
Mar 31, 26
14 Morgan Stanley - Brokerage Accounts 2.22M (1.33%) 61.06K
Increased by +2.75%
Dec 31, 25
15 Northern Trust Corp 1.89M (1.14%) -139.62K
Decreased by -7.37%
Mar 31, 26
16 Charles Schwab Investment Management Inc 1.57M (0.94%) -531.00
Decreased by -0.03%
Dec 31, 25
17 Davis Selected Advisers 1.45M (0.87%) -64.49K
Decreased by -4.45%
Dec 31, 23
18 Legal & General Group PLC 1.31M (0.79%) 35.13K
Increased by +2.68%
Mar 31, 26
19 UBS Group AG 1.29M (0.77%) 477.07K
Increased by +37.03%
Mar 31, 26
20 HSBC Holdings PLC 1.28M (0.77%) 610.55K
Increased by +47.65%
Dec 31, 25

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 5.23M (3.13%) 1.93K
Increased by +0.04%
Mar 31, 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 4.30M (2.58%) -53.34K
Decreased by -1.24%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 3.56M (2.13%) -32.66K
Decreased by -0.92%
Mar 31, 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 2.42M (1.45%) -71.95K
Decreased by -2.97%
Mar 31, 26
10 SPDR® S&P 500 ETF 2.20M (1.32%) -84.59K
Decreased by -3.85%
Mar 31, 25
11 Allspring Mid Value SMA 2.19M (1.31%) -63.50K
Decreased by -2.90%
Mar 31, 26
12 Allspring Special Mid Cap Value Inst 2.19M (1.31%) 0.00
Increased by 0.00%
Apr 30, 26
13 Allspring Special US Mid Cap Value Eq 2.19M (1.31%) -63.50K
Decreased by -2.90%
Mar 31, 26
14 iShares Core S&P 500 ETF 2.19M (1.31%) 6.43K
Increased by +0.29%
Apr 30, 26
15 SPDR® S&P 500 ETF Trust 2.16M (1.30%) 4.86K
Increased by +0.22%
Apr 30, 24
16 Fidelity 500 Index 2.16M (1.29%) 1.20K
Increased by +0.06%
Mar 31, 26
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 2.03M (1.22%) 6.57K
Increased by +0.32%
Apr 30, 26