Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.97%
2 WBIL 3.90%
3 GRNR 3.80%
4 CWS 3.50%
5 KAT 3.17%
6 FPX 3.16%
7 LBAY 2.93%
8 BAMV 2.83%
9 HVAC 2.79%
10 DVOL 2.72%
11 MVAL 2.66%
12 STNC 2.66%
13 YLDE 2.22%
14 DIVS 2.20%
15 MOAT 2.07%
16 DEF 1.97%
17 GKAT 1.96%
18 POWA 1.94%
19 UPGD 1.92%
20 RYJ 1.92%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.64M (12.70%) 10.04K
Increased by +0.02%
Dec 31, 25
2 J Stern & Co LLP 38.62M (10.08%) 38.18M
Increased by +98.86%
Dec 31, 25
3 BlackRock Inc 32.22M (8.41%) -1.36M
Decreased by -4.21%
Mar 31, 26
4 Vanguard Capital Management, LLC 25.26M (6.59%) 25.26M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 19.70M (5.14%) 19.70M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 16.20M (4.23%) 73.31K
Increased by +0.45%
Mar 31, 26
7 State Street Corporation 15.73M (4.11%) 90.10K
Increased by +0.57%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 12.96M (3.38%) 284.25K
Increased by +2.19%
Mar 31, 26
9 Geode Capital Management, LLC 12.45M (3.25%) 1.66M
Increased by +13.36%
Mar 31, 26
10 Franklin Resources Inc 11.52M (3.01%) 3.68M
Increased by +31.93%
Mar 31, 26
11 T. Rowe Price Associates, Inc. 8.84M (2.31%) 8.25M
Increased by +93.30%
Mar 31, 26
12 NORGES BANK 8.82M (2.30%) 1.53M
Increased by +17.34%
Dec 31, 25
13 FMR Inc 7.98M (2.08%) 5.29M
Increased by +66.35%
Mar 31, 26
14 Massachusetts Financial Services Company 7.60M (1.98%) 757.20K
Increased by +9.96%
Mar 31, 26
15 Mitsubishi UFJ Asset Management Co.,Ltd 5.89M (1.54%) 1.21M
Increased by +20.48%
Mar 31, 26
16 Grantham, Mayo, Van Otterloo & Co., LLC 5.46M (1.43%) 301.73K
Increased by +5.53%
Mar 31, 25
17 Dodge & Cox 5.03M (1.31%) -78.10K
Decreased by -1.55%
Dec 31, 23
18 Fiera Capital Corporation 4.87M (1.27%) -153.16K
Decreased by -3.15%
Mar 31, 26
19 Boston Partners Global Investors, Inc 4.64M (1.21%) -45.79K
Decreased by -0.99%
Sep 30, 23
20 StonePine Asset Management Inc. 4.49M (1.17%) -186.12K
Decreased by -4.14%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.67M (3.31%) -140.43K
Decreased by -1.11%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.39M (3.23%) 38.60K
Increased by +0.31%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 11.28M (2.94%) 77.97K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 10.08M (2.63%) 180.97K
Increased by +1.80%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 8.42M (2.20%) 19.41K
Increased by +0.23%
Apr 30, 26
6 Putnam Large Cap Value A 6.44M (1.68%) 0.00
Increased by 0.00%
Apr 30, 26
7 R233 Fundsmith Equity (GBP) 5.65M (1.47%) 0.00
Increased by 0.00%
Dec 31, 24
8 iShares Core S&P 500 ETF 5.12M (1.34%) 15.66K
Increased by +0.31%
May 29, 26
9 Fidelity 500 Index 4.98M (1.30%) 17.16K
Increased by +0.34%
Apr 30, 26
10 SPDR® S&P 500 ETF 4.93M (1.29%) -112.38K
Decreased by -2.28%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 4.82M (1.26%) -10.36K
Decreased by -0.22%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 4.80M (1.25%) -25.16K
Decreased by -0.52%
Mar 31, 25
13 Fidelity® 500 Index 4.80M (1.25%) 30.53K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF 4.76M (1.24%) 58.70K
Increased by +1.23%
Aug 31, 25
15 State Street® SPDR® S&P 500® ETF 4.72M (1.23%) 4.97K
Increased by +0.11%
May 31, 26
16 AllianceBernstein US L/C Growth Eqty MF 4.34M (1.13%) 0.00
Increased by 0.00%
Dec 30, 25
17 American Funds Growth Fund of Amer A 4.15M (1.08%) -266.93K
Decreased by -6.43%
Dec 31, 23
18 Capital Group Growth Fnd of Amer Comp 4.15M (1.08%) -266.93K
Decreased by -6.43%
Dec 31, 23
19 MS INVF Global Brands A USD 4.14M (1.08%) -59.46K
Decreased by -1.44%
Mar 31, 24
20 Dodge & Cox Stock I 4.08M (1.06%) 0.00
Increased by 0.00%
Dec 31, 23