Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 5.55%
2 FCTE 5.18%
3 UTRN 4.16%
4 WCAP 4.12%
5 HWAY 3.88%
6 BWTG 3.84%
7 ACEP 3.66%
8 RSHO 3.54%
9 PPA 3.53%
10 MADE 3.53%
11 BCUS 3.23%
12 PAVE 2.61%
13 FRIZ 2.59%
14 RULE 2.57%
15 DVGR 2.56%
16 PJFV 2.55%
17 RJMG 2.47%
18 BIBL 2.45%
19 SCEP 2.41%
20 WBIE 2.39%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.14M (8.86%) 33.61K
Increased by +0.30%
Dec 31, 25
2 BlackRock Inc 10.00M (7.96%) 409.91K
Increased by +4.10%
Mar 31, 26
3 State Street Corp 9.34M (7.43%) -98.22K
Decreased by -1.05%
Mar 31, 26
4 Vanguard Capital Management, LLC 8.20M (6.52%) 8.20M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 5.45M (4.34%) 21.69K
Increased by +0.40%
Mar 31, 24
6 Procyon Private Wealth Partners, LLC 5.07M (4.03%) -75.00
Decreased by -0.00%
Mar 31, 26
7 FMR Inc 4.05M (3.22%) -20.33K
Decreased by -0.50%
Mar 31, 26
8 JPMorgan Chase & Co 3.57M (2.84%) 1.49M
Increased by +41.79%
Sep 30, 25
9 Bank of America Corp 3.48M (2.77%) -443.30K
Decreased by -12.73%
Mar 31, 26
10 Geode Capital Management, LLC 2.92M (2.32%) 146.84K
Increased by +5.03%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 2.55M (2.03%) 421.31K
Increased by +16.49%
Mar 31, 26
12 Amvescap Plc. 2.35M (1.87%) 247.40K
Increased by +10.51%
Mar 31, 26
13 Aristotle Capital Management LLC 2.12M (1.69%) -592.98K
Decreased by -27.95%
Mar 31, 26
14 NORGES BANK 2.00M (1.59%) 61.69K
Increased by +3.09%
Dec 31, 25
15 T. Rowe Price Associates, Inc. 1.93M (1.54%) -754.73K
Decreased by -39.08%
Mar 31, 26
16 Vanguard Portfolio Management, LLC 1.81M (1.44%) 1.81M
Increased by +100.00%
Mar 31, 26
17 Ameriprise Financial Inc 1.79M (1.42%) -352.46K
Decreased by -19.68%
Mar 31, 26
18 GAMMA Investing LLC 1.74M (1.38%) 1.73M
Increased by +99.85%
Mar 31, 25
19 UBS Group AG 1.69M (1.34%) 715.83K
Increased by +42.40%
Mar 31, 25
20 Capital World Investors 1.63M (1.29%) -974.24K
Decreased by -59.89%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 4.07M (3.24%) 3.00K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 4.02M (3.20%) 13.49K
Increased by +0.34%
Apr 30, 26
3 Vanguard 500 Index Investor 3.27M (2.60%) 59.09K
Increased by +1.81%
Apr 30, 26
4 iShares Core S&P 500 ETF 1.66M (1.32%) 5.11K
Increased by +0.31%
May 29, 26
5 Fidelity 500 Index 1.62M (1.29%) 5.56K
Increased by +0.34%
Apr 30, 26
6 SPDR® S&P 500 ETF 1.60M (1.27%) -23.56K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 1.56M (1.24%) -8.21K
Decreased by -0.53%
Mar 31, 25
8 SPDR® S&P 500® ETF 1.54M (1.23%) 18.98K
Increased by +1.23%
Aug 31, 25
9 State Street® SPDR® S&P 500® ETF 1.52M (1.21%) 1.61K
Increased by +0.11%
May 31, 26
10 SPDR® S&P 500 ETF Trust 1.52M (1.21%) 3.42K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 1.50M (1.19%) 9.52K
Increased by +0.64%
Nov 30, 23
12 Vanguard Wellington™ Inv 1.38M (1.10%) -50.98K
Decreased by -3.69%
Jun 30, 25
13 Vanguard Value Index Inv 1.17M (0.93%) 3.50K
Increased by +0.30%
Apr 30, 26
14 JPM US Equity Income-MA 1.14M (0.90%) 1.14M
Increased by +99.90%
Sep 30, 23
15 Columbia Dividend Value 949.62K (0.76%) -172.72K
Decreased by -18.19%
Mar 31, 26
16 Columbia Dividend Income Inst 947.30K (0.75%) -2.32K
Decreased by -0.24%
Apr 30, 26
17 Vanguard Windsor™ II Inv 854.00K (0.68%) 0.00
Increased by 0.00%
Jun 30, 25
18 American Funds American Balanced A 813.46K (0.65%) 0.00
Increased by 0.00%
Dec 31, 25
19 T. Rowe Price U.S. Value Equity Tr-D 781.16K (0.62%) 26.13K
Increased by +3.35%
Dec 31, 25
20 JPM US Equity Income-Composite 707.58K (0.56%) 0.00
Increased by 0.00%
Jun 30, 25