Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.97%
2 WBIL 3.90%
3 GRNR 3.80%
4 KAT 3.59%
5 CWS 3.50%
6 FPX 3.16%
7 MVAL 3.05%
8 BAMV 2.83%
9 HVAC 2.79%
10 DVOL 2.72%
11 STNC 2.66%
12 DIVS 2.61%
13 MOAT 2.43%
14 DEF 1.97%
15 GKAT 1.96%
16 EMOT 1.89%
17 RYJ 1.79%
18 UPGD 1.79%
19 POWA 1.79%
20 MGRO 1.76%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.64M (12.53%) 10.04K
Increased by +0.02%
Dec 31, 25
2 J Stern & Co LLP 38.62M (9.95%) 38.18M
Increased by +98.86%
Dec 31, 25
3 BlackRock Inc 32.11M (8.28%) -436.85K
Decreased by -1.36%
Sep 30, 25
4 AllianceBernstein L.P. 16.94M (4.37%) -2.44M
Decreased by -14.41%
Sep 30, 25
5 State Street Corp 16.01M (4.13%) -32.59K
Decreased by -0.20%
Sep 30, 25
6 State Street Corporation 15.73M (4.06%) 90.10K
Increased by +0.57%
Mar 31, 24
7 JPMorgan Chase & Co 15.04M (3.88%) -7.07M
Decreased by -47.02%
Sep 30, 25
8 Morgan Stanley - Brokerage Accounts 13.08M (3.37%) -398.40K
Decreased by -3.05%
Sep 30, 25
9 Geode Capital Management, LLC 10.79M (2.78%) 29.64K
Increased by +0.27%
Dec 31, 25
10 NORGES BANK 8.82M (2.27%) 1.53M
Increased by +17.34%
Dec 31, 25
11 Franklin Resources Inc 7.42M (1.91%) 322.25K
Increased by +4.34%
Sep 30, 25
12 Massachusetts Financial Services Company 6.84M (1.76%) -248.94K
Decreased by -3.64%
Dec 31, 25
13 Grantham, Mayo, Van Otterloo & Co., LLC 5.46M (1.41%) 301.73K
Increased by +5.53%
Mar 31, 25
14 Dodge & Cox 5.03M (1.30%) -78.10K
Decreased by -1.55%
Dec 31, 23
15 Fiera Capital Corporation 5.02M (1.29%) -124.17K
Decreased by -2.47%
Dec 31, 25
16 Mitsubishi UFJ Asset Management Co.,Ltd 4.69M (1.21%) -92.84K
Decreased by -1.98%
Dec 31, 25
17 StonePine Asset Management Inc. 4.68M (1.21%) 163.48K
Increased by +3.49%
Dec 31, 25
18 BLS Capital Fondsmæglerselskab A/S 4.68M (1.21%) 225.91K
Increased by +4.83%
Dec 31, 25
19 Boston Partners Global Investors, Inc 4.64M (1.20%) -45.79K
Decreased by -0.99%
Sep 30, 23
20 Goldman Sachs Group Inc 4.45M (1.15%) 2.45M
Increased by +55.10%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.67M (3.26%) -140.43K
Decreased by -1.11%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.32M (3.18%) 59.14K
Increased by +0.48%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 11.28M (2.91%) 77.97K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 10.03M (2.58%) 95.66K
Increased by +0.95%
Feb 28, 26
5 Vanguard Mid Cap Index Institutional 8.47M (2.18%) 29.40K
Increased by +0.35%
Feb 28, 26
6 Putnam Large Cap Value A 6.31M (1.63%) 208.16K
Increased by +3.30%
Feb 28, 26
7 R233 Fundsmith Equity (GBP) 5.65M (1.46%) 0.00
Increased by 0.00%
Dec 31, 24
8 iShares Core S&P 500 ETF 5.00M (1.29%) -2.72K
Decreased by -0.05%
Mar 31, 26
9 Fidelity 500 Index 4.96M (1.28%) 8.18K
Increased by +0.16%
Feb 28, 26
10 SPDR® S&P 500 ETF 4.93M (1.27%) -112.38K
Decreased by -2.28%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 4.82M (1.24%) -10.36K
Decreased by -0.22%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 4.80M (1.24%) -25.16K
Decreased by -0.52%
Mar 31, 25
13 Fidelity® 500 Index 4.80M (1.24%) 30.53K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF 4.76M (1.23%) 58.70K
Increased by +1.23%
Aug 31, 25
15 State Street® SPDR® S&P 500® ETF 4.55M (1.17%) 10.17K
Increased by +0.22%
Mar 31, 26
16 AllianceBernstein US L/C Growth Eqty MF 4.34M (1.12%) 0.00
Increased by 0.00%
Dec 30, 25
17 American Funds Growth Fund of Amer A 4.15M (1.07%) -266.93K
Decreased by -6.43%
Dec 31, 23
18 Capital Group Growth Fnd of Amer Comp 4.15M (1.07%) -266.93K
Decreased by -6.43%
Dec 31, 23
19 MS INVF Global Brands A USD 4.14M (1.07%) -59.46K
Decreased by -1.44%
Mar 31, 24
20 Dodge & Cox Stock I 4.08M (1.05%) 0.00
Increased by 0.00%
Dec 31, 23