Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.48%
2 LBO 4.86%
3 GABF 4.55%
4 AAUM 4.32%
5 PSP 4.21%
6 DIVZ 3.22%
7 LSAT 3.19%
8 GPZ 3.09%
9 ADPV 2.81%
10 DDIV 2.40%
11 TBG 2.19%
12 FDIV 2.05%
13 KBWD 1.92%
14 WBIL 1.82%
15 KCE 1.61%
16 FDFF 1.39%
17 CGVV 1.39%
18 CZA 1.37%
19 GDIV 1.11%
20 FPX 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 83.89M (13.10%) 21.65M
Increased by +25.81%
Dec 31, 25
2 Vanguard Group Inc 68.61M (10.71%) 691.98K
Increased by +1.01%
Dec 31, 25
3 Capital Research & Mgmt Co - Division 3 65.40M (10.21%) 2.68M
Increased by +4.09%
Dec 31, 25
4 Capital Research Global Investors 58.08M (9.07%) 53.78M
Increased by +92.60%
Mar 31, 26
5 Capital World Investors 56.76M (8.86%) -33.49M
Decreased by -59.00%
Mar 31, 26
6 Blue Pool Management Ltd. 41.16M (6.43%) 0.00
Increased by 0.00%
Sep 30, 23
7 BlackRock Inc 34.19M (5.34%) -12.48M
Decreased by -36.50%
Dec 31, 25
8 ICONIQ Capital, LLC 33.50M (5.23%) 0.00
Increased by 0.00%
Dec 31, 25
9 Bank of America Corp 17.92M (2.80%) -4.64M
Decreased by -25.88%
Dec 31, 25
10 Boston Partners Global Investors, Inc 14.12M (2.20%) 1.97M
Increased by +13.95%
Dec 31, 25
11 Geode Capital Management, LLC 11.71M (1.83%) 555.37K
Increased by +4.74%
Dec 31, 25
12 State Street Corp 10.95M (1.71%) 617.77K
Increased by +5.64%
Dec 31, 25
13 UBS Group AG 9.76M (1.52%) 5.80M
Increased by +59.45%
Mar 31, 26
14 ING Investment Management LLC 9.64M (1.50%) 4.46M
Increased by +46.28%
Mar 31, 25
15 NORGES BANK 9.41M (1.47%) -127.70K
Decreased by -1.36%
Dec 31, 25
16 Morgan Stanley - Brokerage Accounts 9.05M (1.41%) -3.21M
Decreased by -35.49%
Dec 31, 25
17 Atlantic Trust Group, LLC 7.93M (1.24%) -1.88M
Decreased by -23.70%
Dec 31, 25
18 Beck, Mack & Oliver LLC 7.77M (1.21%) 910.30K
Increased by +11.72%
Dec 31, 25
19 RDST Capital LLC 7.65M (1.19%) 1.38M
Increased by +18.09%
Mar 31, 26
20 William Blair Investment Management, LLC 7.62M (1.19%) 7.62M
Increased by +100.00%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Invmt Co of Amer A 32.86M (5.13%) 21.90M
Increased by +66.66%
Mar 31, 26
2 Capital Group Investment Co of Amer Comp 32.86M (5.13%) 21.90M
Increased by +66.66%
Mar 31, 26
3 American Funds Fundamental Invs A 31.70M (4.95%) 757.81K
Increased by +2.39%
Dec 31, 25
4 Capital Group Fundamental Invtrs Comp 31.70M (4.95%) 757.81K
Increased by +2.39%
Dec 31, 25
5 American Funds American Balanced A 30.20M (4.72%) -1.65M
Decreased by -5.46%
Mar 31, 26
6 American Funds Growth Fund of Amer A 26.75M (4.18%) -1.88M
Decreased by -7.04%
Mar 31, 26
7 Capital Group Growth Fnd of Amer Comp 26.75M (4.18%) -1.88M
Decreased by -7.04%
Mar 31, 26
8 Vanguard Total Stock Mkt Idx Inv 21.17M (3.30%) 104.35K
Increased by +0.49%
Mar 31, 26
9 VA CollegeAmerica Amcap 529A 16.75M (2.61%) 6.63M
Increased by +39.56%
Sep 30, 24
10 Vanguard US Total Market Shares ETF 16.51M (2.58%) 694.20K
Increased by +4.20%
Sep 30, 24
11 American Funds Capital World Gr&Inc A 15.36M (2.40%) 0.00
Increased by 0.00%
Dec 31, 25
12 Capital Group World Growth & Inc Cmp 15.36M (2.40%) 0.00
Increased by 0.00%
Dec 31, 25
13 Fidelity Dividend Growth 14.09M (2.20%) -1.02M
Decreased by -7.22%
Mar 31, 26
14 Strategic Advisers Fidelity US TtlStk 13.29M (2.08%) -3.18M
Decreased by -23.89%
Mar 31, 26
15 American Funds Capital Income Bldr A 11.20M (1.75%) 11.20M
Increased by +100.00%
Mar 31, 26
16 American Funds IS® Asset Allocation 1 9.81M (1.53%) 882.68K
Increased by +8.99%
Dec 31, 25
17 Vanguard Growth Index Investor 9.09M (1.42%) 1.29M
Increased by +14.15%
Mar 31, 26
18 Fidelity Capital Appreciation 9.06M (1.41%) -675.70K
Decreased by -7.46%
Mar 31, 26
19 American Funds AMCAP A 8.75M (1.37%) 0.00
Increased by 0.00%
Dec 31, 25
20 Capital Group AMCAP Composite 8.75M (1.37%) 0.00
Increased by 0.00%
Dec 31, 25