Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.00%
2 IEDI 4.71%
3 ITB 4.43%
4 UTRN 4.09%
5 PKB 4.08%
6 RTH 4.00%
7 TSIC 3.91%
8 RSMV 3.70%
9 PKW 3.56%
10 MAVF 3.50%
11 CLAW 3.09%
12 HOMZ 2.96%
13 XHB 2.93%
14 AILV 2.91%
15 XLY 2.89%
16 SHRY 2.86%
17 DVGR 2.82%
18 ESNG 2.79%
19 CVRD 2.74%
20 RNLC 2.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 56.23M (10.05%) 924.63K
Increased by +1.64%
Dec 31, 25
2 BlackRock Inc 39.69M (7.09%) 45.55K
Increased by +0.11%
Mar 31, 26
3 JPMorgan Chase & Co 37.11M (6.63%) 1.04M
Increased by +2.81%
Mar 31, 26
4 Vanguard Capital Management, LLC 36.46M (6.52%) 36.46M
Increased by +100.00%
Mar 31, 26
5 FMR Inc 31.86M (5.69%) 4.33M
Increased by +13.59%
Mar 31, 26
6 State Street Corp 24.45M (4.37%) -245.57K
Decreased by -1.00%
Mar 31, 26
7 State Street Corporation 24.41M (4.36%) -478.64K
Decreased by -1.96%
Mar 31, 24
8 Vanguard Portfolio Management, LLC 14.26M (2.55%) 14.26M
Increased by +100.00%
Mar 31, 26
9 Geode Capital Management, LLC 14.11M (2.52%) 785.51K
Increased by +5.57%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 11.10M (1.98%) 267.08K
Increased by +2.41%
Mar 31, 26
11 Wells Fargo & Co 8.75M (1.56%) -226.67K
Decreased by -2.59%
Mar 31, 26
12 Bank of America Corp 8.49M (1.52%) -829.57K
Decreased by -9.77%
Mar 31, 26
13 NORGES BANK 8.27M (1.48%) 273.13K
Increased by +3.30%
Dec 31, 25
14 Pershing Square Capital Management, L.p. 7.07M (1.26%) -402.23K
Decreased by -5.69%
Sep 30, 23
15 T. Rowe Price Associates, Inc. 6.50M (1.16%) -59.25K
Decreased by -0.91%
Mar 31, 26
16 Northern Trust Corp 6.14M (1.10%) -418.23K
Decreased by -6.81%
Mar 31, 26
17 Massachusetts Financial Services Company 6.02M (1.08%) -351.67K
Decreased by -5.84%
Mar 31, 26
18 UBS Asset Mgmt Americas Inc 5.54M (0.99%) 508.16K
Increased by +9.18%
Mar 31, 26
19 Goldman Sachs Group Inc 5.10M (0.91%) 142.82K
Increased by +2.80%
Jun 30, 25
20 The Goldman Sachs Group Inc 4.96M (0.89%) 586.18K
Increased by +11.82%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 18.04M (3.23%) 754.00
Increased by +0.00%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 17.87M (3.19%) 52.79K
Increased by +0.30%
Apr 30, 26
3 Vanguard 500 Index Investor 14.54M (2.60%) 261.04K
Increased by +1.79%
Apr 30, 26
4 AF High Growth (AFRIS) 12.85M (2.30%) 12.85M
Increased by +100.00%
Feb 29, 24
5 Fidelity Contrafund 7.62M (1.36%) 1.75M
Increased by +23.02%
Apr 30, 26
6 iShares Core S&P 500 ETF 7.39M (1.32%) 22.56K
Increased by +0.31%
May 29, 26
7 Fidelity 500 Index 7.19M (1.28%) 24.72K
Increased by +0.34%
Apr 30, 26
8 SPDR® S&P 500 ETF 7.02M (1.26%) -134.19K
Decreased by -1.91%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 6.84M (1.22%) -35.86K
Decreased by -0.52%
Mar 31, 25
10 Fidelity® 500 Index 6.83M (1.22%) 43.45K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500 ETF Trust 6.82M (1.22%) 15.35K
Increased by +0.22%
Apr 30, 24
12 State Street® SPDR® S&P 500® ETF 6.77M (1.21%) 7.17K
Increased by +0.11%
May 31, 26
13 SPDR® S&P 500® ETF 6.76M (1.21%) 83.24K
Increased by +1.23%
Aug 31, 25
14 Global Balanced (AFRIS) 5.89M (1.05%) 5.89M
Increased by +100.00%
Feb 29, 24
15 Vanguard Value Index Inv 5.20M (0.93%) 15.14K
Increased by +0.29%
Apr 30, 26
16 JPM US Large Cap Growth-MA 4.86M (0.87%) 4.41M
Increased by +90.81%
Sep 30, 23
17 MFS Large Cap Value Equity 3.97M (0.71%) -295.67K
Decreased by -7.45%
Mar 31, 26
18 MFS Value A 3.90M (0.70%) -69.16K
Decreased by -1.77%
Apr 30, 26
19 JPM Tax-Smart - US Large Cap Leaders-MA 3.33M (0.59%) 3.31M
Increased by +99.39%
Mar 31, 26
20 JPM US Equity-MA 3.33M (0.59%) 3.32M
Increased by +99.91%
Mar 31, 26