Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 BEEZ 3.88%
3 STNC 3.80%
4 XHB 3.80%
5 CAMX 3.75%
6 FIW 3.65%
7 ITB 3.13%
8 MVAL 2.70%
9 MOAT 2.69%
10 MOTE 2.62%
11 ESN 2.19%
12 OAKM 1.99%
13 NAIL 1.97%
14 QVAL 1.89%
15 EPMB 1.87%
16 DGLO 1.78%
17 RYJ 1.77%
18 CLAW 1.72%
19 DVLU 1.57%
20 EQOP 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.82M (13.85%) -328.37K
Decreased by -1.18%
Dec 31, 25
2 BlackRock Inc 16.50M (8.22%) 452.68K
Increased by +2.74%
Dec 31, 25
3 State Street Corp 10.24M (5.10%) 60.43K
Increased by +0.59%
Dec 31, 25
4 State Street Corporation 9.73M (4.84%) 104.49K
Increased by +1.07%
Mar 31, 24
5 Harris Associates L.P. 8.60M (4.28%) -2.91M
Decreased by -33.79%
Mar 31, 26
6 JPMorgan Chase & Co 6.64M (3.31%) 578.08K
Increased by +8.70%
Mar 31, 26
7 Geode Capital Management, LLC 5.31M (2.65%) -138.00
Decreased by -0.00%
Dec 31, 25
8 Wellington Management Company LLP 4.83M (2.40%) 2.09M
Increased by +43.21%
Dec 31, 25
9 Nordea Investment Mgmt Bank Demark A/s 4.50M (2.24%) 130.14K
Increased by +2.89%
Mar 31, 26
10 Boston Partners Global Investors, Inc 4.49M (2.24%) -1.24M
Decreased by -27.59%
Mar 31, 26
11 Massachusetts Financial Services Company 4.32M (2.15%) -158.29K
Decreased by -3.66%
Mar 31, 26
12 Holocene Advisors, LP 4.12M (2.05%) 164.72K
Increased by +4.00%
Dec 31, 25
13 Amvescap Plc. 3.79M (1.89%) 381.98K
Increased by +10.08%
Mar 31, 26
14 Van Eck Associates Corporation 3.38M (1.68%) 213.68K
Increased by +6.33%
Dec 31, 25
15 Beutel, Goodman & Company Ltd. 3.31M (1.65%) 679.32K
Increased by +20.52%
Dec 31, 25
16 Northern Trust Corp 3.28M (1.63%) -118.00K
Decreased by -3.60%
Mar 31, 26
17 NORGES BANK 3.07M (1.53%) 1.16M
Increased by +37.75%
Dec 31, 25
18 UBS Asset Mgmt Americas Inc 2.79M (1.39%) -396.70K
Decreased by -14.23%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 2.75M (1.37%) 48.21K
Increased by +1.75%
Dec 31, 25
20 Manning & Napier Group, LLC 2.71M (1.35%) -138.48K
Decreased by -5.11%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.92M (3.45%) -68.67K
Decreased by -0.99%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.45M (3.21%) -119.84K
Decreased by -1.86%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 6.03M (3.00%) 45.16K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 5.18M (2.58%) -160.10K
Decreased by -3.09%
Mar 31, 26
5 VanEck Morningstar Wide Moat 4.89M (2.44%) 2.32M
Increased by +47.48%
Mar 31, 26
6 VanEck Morningstar Wide Moat ETF 4.78M (2.38%) -12.24K
Decreased by -0.26%
Apr 30, 26
7 Vanguard Small Cap Index 4.70M (2.34%) -20.61K
Decreased by -0.44%
Mar 31, 26
8 Oakmark Investor 3.36M (1.67%) -1.22M
Decreased by -36.39%
Mar 31, 26
9 Vanguard Small Cap Value Index Inv 2.99M (1.49%) -37.76K
Decreased by -1.26%
Mar 31, 26
10 Hartford Dividend and Growth Y 2.98M (1.48%) -28.03K
Decreased by -0.94%
Mar 31, 26
11 JHancock Disciplined Value Mid Cap I 2.78M (1.38%) -219.20K
Decreased by -7.90%
Mar 31, 26
12 Invesco S&P 500® Equal Weight ETF 2.70M (1.34%) -819.00
Decreased by -0.03%
Apr 30, 26
13 SPDR® S&P 500 ETF Trust 2.66M (1.33%) 5.85K
Increased by +0.22%
Apr 30, 24
14 SPDR® S&P 500 ETF 2.64M (1.31%) -87.60K
Decreased by -3.32%
Mar 31, 25
15 iShares Core S&P 500 ETF 2.63M (1.31%) 7.74K
Increased by +0.29%
Apr 30, 26
16 Fidelity® 500 Index 2.62M (1.31%) 16.68K
Increased by +0.64%
Nov 30, 23
17 Fidelity 500 Index 2.60M (1.29%) -42.95K
Decreased by -1.65%
Mar 31, 26
18 SPDR® S&P 500® ETF Trust 2.57M (1.28%) -13.50K
Decreased by -0.53%
Mar 31, 25
19 SPDR® S&P 500® ETF 2.56M (1.28%) 31.37K
Increased by +1.22%
Aug 31, 25
20 State Street® SPDR® S&P 500® ETF 2.41M (1.20%) 7.91K
Increased by +0.33%
Apr 30, 26