Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 5.96%
2 FCTE 4.88%
3 HWAY 4.87%
4 BWTG 4.26%
5 ACEP 4.20%
6 UTRN 4.16%
7 WCAP 4.12%
8 PPA 4.04%
9 RSHO 4.03%
10 SAMM 3.98%
11 HVAC 3.56%
12 MADE 3.55%
13 RULE 3.02%
14 BCUS 2.91%
15 PJFV 2.88%
16 PAVE 2.84%
17 BIBL 2.76%
18 FRIZ 2.62%
19 DFTT 2.60%
20 AFOS 2.58%

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 9.85M (7.83%) 61.67K
Increased by +0.63%
Sep 30, 25
3 State Street Corp 9.52M (7.57%) -71.15K
Decreased by -0.75%
Sep 30, 25
4 State Street Corporation 5.45M (4.34%) 21.69K
Increased by +0.40%
Mar 31, 24
5 Procyon Private Wealth Partners, LLC 5.07M (4.03%) 3.00
Increased by +0.00%
Dec 31, 25
6 FMR Inc 4.07M (3.23%) 338.94K
Increased by +8.33%
Dec 31, 25
7 Bank of America Corp 3.90M (3.11%) 22.71K
Increased by +0.58%
Sep 30, 25
8 JPMorgan Chase & Co 3.57M (2.84%) 1.49M
Increased by +41.79%
Sep 30, 25
9 T. Rowe Price Associates, Inc. 2.84M (2.26%) -19.73K
Decreased by -0.69%
Sep 30, 25
10 Geode Capital Management, LLC 2.77M (2.20%) -10.78K
Decreased by -0.39%
Dec 31, 25
11 Aristotle Capital Management LLC 2.71M (2.16%) -151.96K
Decreased by -5.60%
Dec 31, 25
12 Capital World Investors 2.60M (2.07%) 16.70K
Increased by +0.64%
Dec 31, 25
13 Amvescap Plc. 2.30M (1.83%) -45.78K
Decreased by -1.99%
Sep 30, 25
14 Ameriprise Financial Inc 2.21M (1.76%) 13.31K
Increased by +0.60%
Sep 30, 25
15 Morgan Stanley - Brokerage Accounts 2.11M (1.68%) -16.77K
Decreased by -0.79%
Sep 30, 25
16 NORGES BANK 2.00M (1.59%) 61.69K
Increased by +3.09%
Dec 31, 25
17 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.75M (1.39%) 79.52K
Increased by +4.55%
Dec 31, 25
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 Charles Schwab Investment Management Inc 1.58M (1.26%) -23.07K
Decreased by -1.46%
Dec 31, 25

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 4.01M (3.19%) 16.89K
Increased by +0.42%
Mar 31, 26
3 Vanguard 500 Index Investor 3.21M (2.56%) -32.12K
Decreased by -1.00%
Mar 31, 26
4 iShares Core S&P 500 ETF 1.62M (1.29%) -888.00
Decreased by -0.05%
Mar 31, 26
5 Fidelity 500 Index 1.61M (1.28%) 2.65K
Increased by +0.16%
Feb 28, 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 SPDR® S&P 500 ETF Trust 1.52M (1.21%) 3.42K
Increased by +0.23%
Apr 30, 24
10 Fidelity® 500 Index 1.50M (1.19%) 9.52K
Increased by +0.64%
Nov 30, 23
11 State Street® SPDR® S&P 500® ETF 1.46M (1.16%) -3.58K
Decreased by -0.24%
Mar 31, 26
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%) -9.57K
Decreased by -0.82%
Mar 31, 26
14 JPM US Equity Income-MA 1.14M (0.90%) 1.14M
Increased by +99.90%
Sep 30, 23
15 Columbia Dividend Value 1.12M (0.89%) -18.97K
Decreased by -1.69%
Dec 31, 25
16 Capital Group Wash Mutual Invtrs Comp 1.02M (0.81%) 0.00
Increased by 0.00%
Dec 31, 25
17 Columbia Dividend Income Inst 949.62K (0.76%) -158.81K
Decreased by -16.72%
Mar 31, 26
18 Vanguard Windsor II Inv 854.00K (0.68%) 0.00
Increased by 0.00%
Dec 31, 25
19 Vanguard Windsor™ II Inv 854.00K (0.68%) 0.00
Increased by 0.00%
Jun 30, 25
20 American Funds American Balanced A 813.46K (0.65%) 0.00
Increased by 0.00%
Dec 31, 25