Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 CAMX 3.99%
3 FIW 3.91%
4 BEEZ 3.88%
5 XHB 3.86%
6 STNC 3.80%
7 ITB 3.20%
8 MOAT 2.94%
9 MVAL 2.93%
10 MOTE 2.62%
11 ESN_old 2.40%
12 ESN 2.37%
13 QVAL 2.09%
14 OAKM 1.99%
15 EPMB 1.99%
16 DGLO 1.86%
17 NAIL 1.82%
18 RYJ 1.77%
19 CLAW 1.72%
20 SDG 1.66%

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 15.62M (7.78%) -882.24K
Decreased by -5.65%
Mar 31, 26
3 Vanguard Capital Management, LLC 13.22M (6.58%) 13.22M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 12.35M (6.15%) 12.35M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 9.96M (4.96%) -276.19K
Decreased by -2.77%
Mar 31, 26
6 State Street Corporation 9.73M (4.85%) 104.49K
Increased by +1.07%
Mar 31, 24
7 Harris Associates L.P. 8.60M (4.28%) -2.91M
Decreased by -33.79%
Mar 31, 26
8 JPMorgan Chase & Co 6.64M (3.31%) 578.08K
Increased by +8.70%
Mar 31, 26
9 Van Eck Associates Corporation 5.84M (2.91%) 2.47M
Increased by +42.23%
Mar 31, 26
10 Geode Capital Management, LLC 5.35M (2.67%) 39.84K
Increased by +0.74%
Mar 31, 26
11 Nordea Investment Mgmt Bank Demark A/s 4.50M (2.24%) 130.14K
Increased by +2.89%
Mar 31, 26
12 Boston Partners Global Investors, Inc 4.49M (2.24%) -1.24M
Decreased by -27.59%
Mar 31, 26
13 Massachusetts Financial Services Company 4.32M (2.15%) -158.29K
Decreased by -3.66%
Mar 31, 26
14 Wellington Management Company LLP 4.24M (2.11%) -591.25K
Decreased by -13.96%
Mar 31, 26
15 Amvescap Plc. 3.79M (1.89%) 381.98K
Increased by +10.08%
Mar 31, 26
16 Northern Trust Corp 3.28M (1.63%) -118.00K
Decreased by -3.60%
Mar 31, 26
17 Beutel, Goodman & Company Ltd. 3.17M (1.58%) -144.35K
Decreased by -4.56%
Mar 31, 26
18 NORGES BANK 3.07M (1.53%) 1.16M
Increased by +37.75%
Dec 31, 25
19 UBS Asset Mgmt Americas Inc 2.79M (1.39%) -396.70K
Decreased by -14.23%
Sep 30, 23
20 Morgan Stanley - Brokerage Accounts 2.76M (1.37%) 3.96K
Increased by +0.14%
Mar 31, 26

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 6.48M (3.22%) 26.16K
Increased by +0.40%
Apr 30, 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 5.28M (2.63%) 94.12K
Increased by +1.78%
Apr 30, 26
5 VanEck Morningstar Wide Moat 4.89M (2.44%) 2.32M
Increased by +47.48%
Mar 31, 26
6 Vanguard Small Cap Index 4.69M (2.34%) -5.35K
Decreased by -0.11%
Apr 30, 26
7 VanEck Morningstar Wide Moat ETF 4.65M (2.32%) -6.13K
Decreased by -0.13%
May 30, 26
8 Oakmark Investor 3.36M (1.67%) -1.22M
Decreased by -36.39%
Mar 31, 26
9 Vanguard Small Cap Value Index Inv 3.00M (1.49%) 4.59K
Increased by +0.15%
Apr 30, 26
10 Hartford Dividend and Growth Y 2.95M (1.47%) -28.84K
Decreased by -0.98%
Apr 30, 26
11 JHancock Disciplined Value Mid Cap I 2.78M (1.38%) 0.00
Increased by 0.00%
Apr 30, 26
12 Invesco S&P 500® Equal Weight ETF 2.69M (1.34%) 5.17K
Increased by +0.19%
May 29, 26
13 iShares Core S&P 500 ETF 2.68M (1.34%) 8.21K
Increased by +0.31%
May 29, 26
14 SPDR® S&P 500 ETF Trust 2.66M (1.33%) 5.85K
Increased by +0.22%
Apr 30, 24
15 SPDR® S&P 500 ETF 2.64M (1.31%) -87.60K
Decreased by -3.32%
Mar 31, 25
16 Fidelity® 500 Index 2.62M (1.31%) 16.68K
Increased by +0.64%
Nov 30, 23
17 Fidelity 500 Index 2.61M (1.30%) 8.95K
Increased by +0.34%
Apr 30, 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 2.43M (1.21%) 2.60K
Increased by +0.11%
May 31, 26