Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.97%
2 UTRN 4.09%
3 FDV 4.06%
4 QQLV 3.65%
5 QUSA 3.51%
6 STNC 3.42%
7 PAYR 2.98%
8 DIVS 2.97%
9 NEWZ 2.93%
10 CCOR 2.92%
11 CZAR 2.85%
12 GAUD 2.78%
13 RISN 2.47%
14 XUDV 2.40%
15 UDI 2.26%
16 VALQ 2.08%
17 FTGS 2.02%
18 SMRI 2.01%
19 QQEW 2.00%
20 SDOG 1.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 42.35M (13.19%) 4.58M
Increased by +10.82%
Dec 31, 25
2 Capital Research & Mgmt Co - Division 3 30.27M (9.43%) 11.24M
Increased by +37.15%
Dec 31, 25
3 BlackRock Inc 27.97M (8.71%) 598.43K
Increased by +2.14%
Sep 30, 25
4 State Street Corp 13.77M (4.29%) -293.72K
Decreased by -2.13%
Sep 30, 25
5 State Street Corporation 13.04M (4.06%) -42.71K
Decreased by -0.33%
Mar 31, 24
6 Charles Schwab Investment Management Inc 11.55M (3.60%) 263.15K
Increased by +2.28%
Dec 31, 25
7 Geode Capital Management, LLC 9.71M (3.02%) 78.76K
Increased by +0.81%
Dec 31, 25
8 Wells Fargo & Co 8.81M (2.74%) -159.97K
Decreased by -1.82%
Sep 30, 25
9 Select Equity Group LP 5.72M (1.78%) 1.36M
Increased by +23.77%
Dec 31, 25
10 Bank of America Corp 5.64M (1.76%) -167.27K
Decreased by -2.97%
Sep 30, 25
11 Bank of New York Mellon Corp 5.58M (1.74%) -3.11M
Decreased by -55.67%
Sep 30, 25
12 Morgan Stanley - Brokerage Accounts 4.86M (1.51%) 150.58K
Increased by +3.10%
Sep 30, 25
13 Fidelity Management and Research Company 4.44M (1.38%) 4.44M
Increased by +100.00%
Dec 31, 23
14 Northern Trust Corp 4.42M (1.38%) -507.36K
Decreased by -11.47%
Sep 30, 25
15 FMR Inc 4.32M (1.34%) -150.44K
Decreased by -3.48%
Sep 30, 23
16 Amvescap Plc. 4.29M (1.34%) -93.17K
Decreased by -2.17%
Sep 30, 25
17 The Goldman Sachs Group Inc 3.65M (1.14%) 955.87K
Increased by +26.19%
Dec 31, 25
18 JPMorgan Chase & Co 3.29M (1.03%) 748.89K
Increased by +22.75%
Sep 30, 25
19 Dimensional Fund Advisors, Inc. 2.88M (0.90%) 76.82K
Increased by +2.67%
Dec 31, 25
20 Capital World Investors 2.76M (0.86%) 0.00
Increased by 0.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds Washington Mutual A 13.59M (4.23%) 6.12M
Increased by +45.03%
Dec 31, 25
2 Capital Group Wash Mutual Invtrs Comp 13.59M (4.23%) 6.12M
Increased by +45.03%
Dec 31, 25
3 Vanguard US Total Market Shares ETF 10.25M (3.19%) 7.33K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 10.24M (3.19%) 41.93K
Increased by +0.41%
Feb 28, 26
5 Vanguard Institutional 500 Index Trust 9.11M (2.84%) 60.91K
Increased by +0.67%
May 31, 25
6 Vanguard 500 Index Investor 8.33M (2.60%) 79.26K
Increased by +0.95%
Feb 28, 26
7 Invesco QQQ Trust 7.56M (2.36%) -2.34K
Decreased by -0.03%
Mar 31, 26
8 Schwab US Dividend Equity ETF™ 7.24M (2.26%) 12.05K
Increased by +0.17%
Mar 31, 26
9 Vanguard Mid Cap Index Institutional 7.04M (2.19%) 24.30K
Increased by +0.35%
Feb 28, 26
10 American Funds Fundamental Invs A 5.18M (1.61%) 3.53M
Increased by +68.03%
Dec 31, 25
11 Capital Group Fundamental Invtrs Comp 5.18M (1.61%) 3.53M
Increased by +68.03%
Dec 31, 25
12 iShares Core S&P 500 ETF 4.15M (1.29%) -2.26K
Decreased by -0.05%
Mar 31, 26
13 Fidelity 500 Index 4.12M (1.28%) 6.81K
Increased by +0.17%
Feb 28, 26
14 SPDR® S&P 500 ETF 3.99M (1.24%) -58.28K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 3.88M (1.21%) -20.30K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 3.87M (1.21%) 47.56K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 3.79M (1.18%) 8.46K
Increased by +0.22%
Mar 31, 26
18 SPDR® S&P 500 ETF Trust 3.77M (1.18%) 23.68K
Increased by +0.63%
Feb 29, 24
19 Fidelity® 500 Index 3.74M (1.16%) 23.80K
Increased by +0.64%
Nov 30, 23
20 American Funds Invmt Co of Amer A 2.79M (0.87%) 351.69K
Increased by +12.62%
Dec 31, 25