Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WBIG 5.38%
2 QQQA 5.37%
3 UTRN 4.07%
4 TADS 4.06%
5 FTXR 3.37%
6 DIP 3.15%
7 RISN 3.12%
8 MADE 2.73%
9 STNC 2.57%
10 TUSA 2.21%
11 EQTY 2.07%
12 PWC 2.04%
13 BOUT 2.03%
14 DIV 1.94%
15 YOKE 1.91%
16 FTCS 1.88%
17 SMRI 1.86%
18 KVLE 1.84%
19 HELS 1.83%
20 FTIF 1.80%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 63.48M (12.30%) 363.78K
Increased by +0.57%
Dec 31, 25
2 BlackRock Inc 36.77M (7.13%) 817.04K
Increased by +2.22%
Dec 31, 25
3 Wellington Management Company LLP 22.98M (4.45%) 3.60M
Increased by +15.66%
Dec 31, 25
4 State Street Corp 22.50M (4.36%) 94.87K
Increased by +0.42%
Dec 31, 25
5 State Street Corporation 21.89M (4.24%) 248.61K
Increased by +1.14%
Mar 31, 24
6 Bank of America Corp 12.79M (2.48%) -1.97K
Decreased by -0.02%
Dec 31, 25
7 Geode Capital Management, LLC 12.31M (2.39%) 50.62K
Increased by +0.41%
Dec 31, 25
8 Massachusetts Financial Services Company 10.32M (2.00%) -682.16K
Decreased by -6.61%
Mar 31, 26
9 FMR Inc 8.99M (1.74%) 3.53M
Increased by +39.22%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 7.09M (1.37%) -362.32K
Decreased by -5.11%
Dec 31, 25
11 Northern Trust Corp 6.91M (1.34%) 1.82M
Increased by +26.33%
Mar 31, 26
12 NORGES BANK 6.65M (1.29%) 1.67M
Increased by +25.20%
Dec 31, 25
13 Amvescap Plc. 6.53M (1.27%) 1.05M
Increased by +16.09%
Mar 31, 26
14 Capital Research Global Investors 6.02M (1.17%) 45.09K
Increased by +0.75%
Dec 31, 25
15 Kovitz Investment Group Partners, LLC 5.36M (1.04%) 4.22M
Increased by +78.74%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 5.15M (1.00%) -12.18K
Decreased by -0.24%
Mar 31, 26
17 Fisher Asset Management, LLC 5.11M (0.99%) 33.84K
Increased by +0.66%
Mar 31, 26
18 JPMorgan Chase & Co 4.67M (0.90%) 950.11K
Increased by +20.36%
Mar 31, 26
19 UBS Group AG 4.62M (0.90%) 771.37K
Increased by +16.69%
Mar 31, 25
20 The Goldman Sachs Group Inc 4.36M (0.84%) 639.73K
Increased by +14.69%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 16.70M (3.24%) 93.80K
Increased by +0.56%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 16.61M (3.22%) 11.60K
Increased by +0.07%
Sep 30, 24
3 Vanguard 500 Index Investor 13.38M (2.59%) -130.19K
Decreased by -0.97%
Mar 31, 26
4 Vanguard Mid Cap Index Institutional 11.36M (2.20%) -54.66K
Decreased by -0.48%
Mar 31, 26
5 Invesco QQQ Trust 11.26M (2.18%) 82.84K
Increased by +0.74%
Apr 30, 26
6 iShares Core S&P 500 ETF 6.80M (1.32%) 19.95K
Increased by +0.29%
Apr 30, 26
7 Fidelity 500 Index 6.71M (1.30%) 25.89K
Increased by +0.39%
Mar 31, 26
8 SPDR® S&P 500 ETF 6.52M (1.26%) -95.48K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 6.35M (1.23%) -33.26K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 6.33M (1.23%) 77.92K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 6.31M (1.22%) -49.14K
Decreased by -0.78%
Mar 31, 24
12 State Street® SPDR® S&P 500® ETF 6.28M (1.22%) 20.50K
Increased by +0.33%
Apr 30, 26
13 Fidelity® 500 Index 6.09M (1.18%) 38.77K
Increased by +0.64%
Nov 30, 23
14 MFS Large Cap Value Equity 5.71M (1.11%) -425.10K
Decreased by -7.45%
Mar 31, 26
15 MFS Value A 5.71M (1.11%) -181.26K
Decreased by -3.18%
Mar 31, 26
16 Vanguard Value Index Inv 4.86M (0.94%) -28.86K
Decreased by -0.59%
Mar 31, 26
17 Vanguard Wellington Inv 4.28M (0.83%) -666.85K
Decreased by -15.58%
Mar 31, 26
18 Fidelity® Contrafund® 4.08M (0.79%) 228.97K
Increased by +5.62%
Nov 30, 23
19 Vanguard Equity-Income Inv 4.01M (0.78%) -1.95M
Decreased by -48.59%
Mar 31, 26
20 American Funds Income Fund of Amer A 3.80M (0.74%) 0.00
Increased by 0.00%
Dec 31, 25