Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 7.48%
2 LBO 4.71%
3 GABF 4.55%
4 AAUM 4.32%
5 PSP 4.15%
6 DIVZ 3.22%
7 LSAT 3.19%
8 GPZ 3.14%
9 ADPV 2.81%
10 TBG 2.41%
11 DDIV 2.40%
12 FDIV 2.05%
13 KBWD 1.90%
14 WBIL 1.82%
15 KCE 1.57%
16 CGVV 1.45%
17 CZA 1.37%
18 FDFF 1.37%
19 GDIV 1.11%
20 FPX 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 FMR Inc 85.72M (13.38%) 1.83M
Increased by +2.14%
Mar 31, 26
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 Vanguard Portfolio Management, LLC 36.28M (5.66%) 36.28M
Increased by +100.00%
Mar 31, 26
8 ICONIQ Capital, LLC 34.35M (5.36%) 853.84K
Increased by +2.49%
Mar 31, 26
9 BlackRock Inc 33.39M (5.21%) -802.83K
Decreased by -2.40%
Mar 31, 26
10 Vanguard Capital Management, LLC 29.47M (4.60%) 29.47M
Increased by +100.00%
Mar 31, 26
11 Bank of America Corp 16.98M (2.65%) -941.70K
Decreased by -5.55%
Mar 31, 26
12 Caption Management, LLC 15.12M (2.36%) 13.72M
Increased by +90.76%
Mar 31, 26
13 Boston Partners Global Investors, Inc 14.12M (2.21%) 1.97M
Increased by +13.95%
Dec 31, 25
14 Morgan Stanley - Brokerage Accounts 13.23M (2.07%) 4.18M
Increased by +31.60%
Mar 31, 26
15 Geode Capital Management, LLC 12.04M (1.88%) 327.36K
Increased by +2.72%
Mar 31, 26
16 State Street Corp 11.60M (1.81%) 656.07K
Increased by +5.65%
Mar 31, 26
17 HighTower Advisors, LLC 10.81M (1.69%) 6.88M
Increased by +63.69%
Mar 31, 26
18 UBS Group AG 9.76M (1.52%) 5.80M
Increased by +59.45%
Mar 31, 26
19 ING Investment Management LLC 9.64M (1.50%) 4.46M
Increased by +46.28%
Mar 31, 25
20 AQR Capital Management LLC 9.62M (1.50%) 8.44M
Increased by +87.72%
Mar 31, 26

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 21.22M (3.31%) 50.30K
Increased by +0.24%
Apr 30, 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 American Funds Capital Income Bldr A 11.20M (1.75%) 11.20M
Increased by +100.00%
Mar 31, 26
14 Fidelity Dividend Growth 10.28M (1.61%) -3.81M
Decreased by -37.08%
Apr 30, 26
15 American Funds IS® Asset Allocation 1 9.81M (1.53%) 882.68K
Increased by +8.99%
Dec 31, 25
16 Strategic Advisers Fidelity US TtlStk 9.59M (1.50%) -3.70M
Decreased by -38.57%
Apr 30, 26
17 Vanguard Growth Index Investor 9.13M (1.43%) 47.27K
Increased by +0.52%
Apr 30, 26
18 American Funds AMCAP A 8.75M (1.37%) 0.00
Increased by 0.00%
Dec 31, 25
19 Capital Group AMCAP Composite 8.75M (1.37%) 0.00
Increased by 0.00%
Dec 31, 25
20 BlackRock Mid-Cap Growth Equity Instl 8.48M (1.32%) -132.07K
Decreased by -1.56%
Jul 31, 25