Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 4.65%
2 IYT 4.51%
3 EVNT 4.43%
4 UTRN 4.31%
5 TADS 4.23%
6 GLIX 4.22%
7 FTXR 4.21%
8 MNA 4.02%
9 SUPL 3.94%
10 SHPP 3.67%
11 CSIO 3.66%
12 HWAY 3.61%
13 PAVE 2.99%
14 BDVG 2.96%
15 TPOR 2.87%
16 ARB 2.79%
17 FLV 2.68%
18 RULE 2.67%
19 CCOR 2.65%
20 MRGR 2.36%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.83M (9.29%) 272.65K
Increased by +1.31%
Dec 31, 25
2 BlackRock Inc 15.28M (6.81%) 370.32K
Increased by +2.42%
Mar 31, 26
3 Vanguard Capital Management, LLC 14.59M (6.50%) 14.59M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 9.83M (4.39%) 123.50K
Increased by +1.26%
Mar 31, 26
5 State Street Corporation 9.08M (4.05%) -103.67K
Decreased by -1.14%
Mar 31, 24
6 Dodge & Cox 6.26M (2.79%) -3.37M
Decreased by -53.79%
Mar 31, 26
7 Geode Capital Management, LLC 5.08M (2.26%) 198.16K
Increased by +3.90%
Mar 31, 26
8 Millennium Management LLC 4.58M (2.04%) 433.65K
Increased by +9.46%
Mar 31, 26
9 Boston Partners Global Investors, Inc 4.16M (1.85%) 138.68K
Increased by +3.33%
Mar 31, 25
10 Vanguard Portfolio Management, LLC 4.03M (1.80%) 4.03M
Increased by +100.00%
Mar 31, 26
11 EdgePoint Investment Group, Inc. 4.00M (1.78%) 29.75K
Increased by +0.74%
Mar 31, 25
12 NORGES BANK 3.76M (1.68%) 1.36M
Increased by +36.23%
Dec 31, 25
13 Mizuho Securities USA Inc 3.31M (1.48%) 3.30M
Increased by +99.47%
Sep 30, 24
14 Pentwater Capital Management LP 3.22M (1.44%) 201.00K
Increased by +6.24%
Mar 31, 26
15 Bank of America Corp 3.20M (1.43%) -27.63K
Decreased by -0.86%
Mar 31, 26
16 Lazard Asset Management LLC 3.09M (1.38%) -1.33M
Decreased by -42.99%
Mar 31, 25
17 Northern Trust Corp 2.64M (1.18%) -54.70K
Decreased by -2.07%
Mar 31, 26
18 Morgan Stanley - Brokerage Accounts 2.63M (1.17%) -2.57K
Decreased by -0.10%
Mar 31, 26
19 Citadel Advisors Llc 2.62M (1.17%) 81.74K
Increased by +3.12%
Mar 31, 26
20 JPMorgan Chase & Co 2.56M (1.14%) -7.18M
Decreased by -280.44%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.15M (3.19%) 5.15K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.15M (3.19%) 22.38K
Increased by +0.31%
Apr 30, 26
3 Vanguard 500 Index Investor 5.82M (2.60%) 104.43K
Increased by +1.79%
Apr 30, 26
4 Dodge & Cox Stock I 4.12M (1.84%) -2.12M
Decreased by -51.48%
Mar 31, 26
5 iShares Core S&P 500 ETF 2.96M (1.32%) 9.04K
Increased by +0.31%
May 29, 26
6 Fidelity 500 Index 2.88M (1.28%) 9.90K
Increased by +0.34%
Apr 30, 26
7 SPDR® S&P 500 ETF 2.82M (1.26%) -41.23K
Decreased by -1.46%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 2.74M (1.22%) -14.36K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 2.73M (1.22%) -21.17K
Decreased by -0.78%
Mar 31, 24
10 SPDR® S&P 500® ETF 2.72M (1.21%) 33.40K
Increased by +1.23%
Aug 31, 25
11 State Street® SPDR® S&P 500® ETF 2.72M (1.21%) 2.88K
Increased by +0.11%
May 31, 26
12 Fidelity® 500 Index 2.65M (1.18%) 16.84K
Increased by +0.64%
Nov 30, 23
13 Vanguard Value Index Inv 2.08M (0.93%) 5.94K
Increased by +0.29%
Apr 30, 26
14 T. Rowe Price U.S. Value Equity Tr-Z 2.07M (0.92%) 454.91K
Increased by +21.94%
Mar 31, 25
15 EdgePoint Global 1.91M (0.85%) 44.50K
Increased by +2.34%
Jun 30, 25
16 EdgePoint Global Portfolio Series F 1.91M (0.85%) 44.50K
Increased by +2.34%
Jun 30, 25
17 Lazard Global Listed Infrastructure Inst 1.83M (0.82%) 255.00K
Increased by +13.92%
Mar 31, 25
18 Lazard Glbl Listed Infrastruct USD Hedge 1.77M (0.79%) -60.38K
Decreased by -3.41%
Jun 30, 25
19 Lazard Global Listed Infrastructure Open 1.77M (0.79%) -60.38K
Decreased by -3.41%
Jun 30, 25
20 JPM US Equity-MA 1.57M (0.70%) 1.57M
Increased by +99.87%
Dec 31, 23