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 3.24%
6 FPX 3.16%
7 BAMV 2.83%
8 MVAL 2.79%
9 HVAC 2.79%
10 DVOL 2.72%
11 STNC 2.66%
12 DIVS 2.27%
13 MOAT 2.15%
14 YLDE 2.04%
15 DEF 1.97%
16 GKAT 1.96%
17 EMOT 1.89%
18 MGRO 1.76%
19 CZA 1.71%
20 POWA 1.67%

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 33.58M (8.77%) 1.47M
Increased by +4.37%
Dec 31, 25
4 State Street Corp 16.13M (4.21%) 121.21K
Increased by +0.75%
Dec 31, 25
5 State Street Corporation 15.73M (4.11%) 90.10K
Increased by +0.57%
Mar 31, 24
6 AllianceBernstein L.P. 15.19M (3.97%) -1.75M
Decreased by -11.54%
Dec 31, 25
7 Morgan Stanley - Brokerage Accounts 12.68M (3.31%) -403.77K
Decreased by -3.19%
Dec 31, 25
8 Franklin Resources Inc 11.52M (3.01%) 3.68M
Increased by +31.93%
Mar 31, 26
9 Geode Capital Management, LLC 10.79M (2.82%) 29.64K
Increased by +0.27%
Dec 31, 25
10 NORGES BANK 8.82M (2.30%) 1.53M
Increased by +17.34%
Dec 31, 25
11 Massachusetts Financial Services Company 7.60M (1.98%) 757.20K
Increased by +9.96%
Mar 31, 26
12 Grantham, Mayo, Van Otterloo & Co., LLC 5.46M (1.43%) 301.73K
Increased by +5.53%
Mar 31, 25
13 Dodge & Cox 5.03M (1.31%) -78.10K
Decreased by -1.55%
Dec 31, 23
14 Fiera Capital Corporation 5.02M (1.31%) -124.17K
Decreased by -2.47%
Dec 31, 25
15 Mitsubishi UFJ Asset Management Co.,Ltd 4.69M (1.22%) -92.84K
Decreased by -1.98%
Dec 31, 25
16 Boston Partners Global Investors, Inc 4.64M (1.21%) -45.79K
Decreased by -0.99%
Sep 30, 23
17 StonePine Asset Management Inc. 4.49M (1.17%) -186.12K
Decreased by -4.14%
Mar 31, 26
18 Goldman Sachs Group Inc 4.45M (1.16%) 2.45M
Increased by +55.10%
Dec 31, 23
19 BLS Capital Fondsmæglerselskab A/S 4.39M (1.15%) -290.49K
Decreased by -6.62%
Mar 31, 26
20 Northern Trust Corp 4.06M (1.06%) -37.62K
Decreased by -0.93%
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 12.35M (3.22%) 23.77K
Increased by +0.19%
Mar 31, 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 9.90M (2.58%) -129.16K
Decreased by -1.30%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 8.40M (2.19%) -73.03K
Decreased by -0.87%
Mar 31, 26
6 Putnam Large Cap Value A 6.44M (1.68%) 133.41K
Increased by +2.07%
Mar 31, 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 5.03M (1.31%) 14.76K
Increased by +0.29%
Apr 30, 26
9 Fidelity 500 Index 4.96M (1.30%) 4.63K
Increased by +0.09%
Mar 31, 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 4.67M (1.22%) 15.14K
Increased by +0.32%
Apr 30, 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