Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIO 6.51%
2 AQWA 6.28%
3 UTRN 3.89%
4 BEEZ 3.74%
5 XKII 3.54%
6 FTRI 3.45%
7 EBLU 3.34%
8 TBLU 3.34%
9 BASV 3.30%
10 EFRA 3.22%
11 PHO 3.20%
12 FIW 3.18%
13 KMID 2.57%
14 STNC 2.32%
15 COWS 2.29%
16 HCOW 2.27%
17 BOUT 2.17%
18 ACTX_old 2.12%
19 CGW 1.99%
20 SIMS 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.72M (12.30%) -148.31K
Decreased by -0.75%
Dec 31, 25
2 BlackRock Inc 15.07M (9.40%) -181.31K
Decreased by -1.20%
Mar 31, 26
3 T. Rowe Price Associates, Inc. 11.25M (7.02%) 3.82M
Increased by +33.93%
Mar 31, 26
4 Vanguard Capital Management, LLC 10.62M (6.63%) 10.62M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 8.76M (5.46%) 134.02K
Increased by +1.53%
Mar 31, 26
6 State Street Corporation 8.65M (5.40%) -550.29K
Decreased by -6.36%
Mar 31, 24
7 Vanguard Portfolio Management, LLC 7.62M (4.75%) 7.62M
Increased by +100.00%
Mar 31, 26
8 FMR Inc 5.98M (3.73%) -49.17K
Decreased by -0.82%
Mar 31, 26
9 Geode Capital Management, LLC 4.42M (2.76%) -8.65K
Decreased by -0.20%
Mar 31, 26
10 Amundi 4.24M (2.64%) 491.76K
Increased by +11.60%
Mar 31, 26
11 Amvescap Plc. 4.04M (2.52%) 630.14K
Increased by +15.58%
Mar 31, 26
12 Nordea Investment Mgmt Bank Demark A/s 3.92M (2.45%) 439.25K
Increased by +11.19%
Mar 31, 26
13 Pictet Asset Manangement SA 3.91M (2.44%) -317.21K
Decreased by -8.12%
Mar 31, 26
14 Ameriprise Financial Inc 3.07M (1.92%) -8.78K
Decreased by -0.29%
Mar 31, 26
15 UBS Asset Mgmt Americas Inc 2.73M (1.70%) 95.17K
Increased by +3.48%
Mar 31, 26
16 Massachusetts Financial Services Company 2.69M (1.68%) 53.38K
Increased by +1.98%
Mar 31, 26
17 AllianceBernstein L.P. 2.61M (1.63%) -144.16K
Decreased by -5.52%
Jun 30, 25
18 Kodai Capital Management LP 2.36M (1.47%) 254.50K
Increased by +10.79%
Jun 30, 24
19 Morgan Stanley - Brokerage Accounts 2.27M (1.42%) -201.45K
Decreased by -8.86%
Mar 31, 26
20 Dimensional Fund Advisors, Inc. 2.25M (1.40%) -59.84K
Decreased by -2.66%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.24M (3.27%) 4.04K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.19M (3.24%) 20.22K
Increased by +0.39%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 4.70M (2.93%) 29.79K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 4.24M (2.65%) 76.49K
Increased by +1.80%
Apr 30, 26
5 Pictet Water Segregated Accounts 3.84M (2.39%) 3.84M
Increased by +100.00%
Mar 31, 24
6 Vanguard Small Cap Index 3.76M (2.35%) -8.66K
Decreased by -0.23%
Apr 30, 26
7 T. Rowe Price U.S. Value Equity Tr-D 2.98M (1.86%) 1.07M
Increased by +35.90%
Mar 31, 26
8 Pictet-Water I EUR 2.92M (1.82%) 5.21K
Increased by +0.18%
Apr 30, 26
9 Vanguard Small Cap Value Index Inv 2.42M (1.51%) 17.56K
Increased by +0.73%
Apr 30, 26
10 T. Rowe Price Value 2.37M (1.48%) 147.71K
Increased by +6.22%
Apr 30, 26
11 T. Rowe Price US Value Equity Composite 2.23M (1.39%) 736.67K
Increased by +33.09%
Mar 31, 26
12 iShares Core S&P 500 ETF 2.16M (1.35%) 6.62K
Increased by +0.31%
May 29, 26
13 Fidelity 500 Index 2.10M (1.31%) 7.20K
Increased by +0.34%
Apr 30, 26
14 SPDR® S&P 500 ETF 2.06M (1.28%) -30.07K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 2.00M (1.25%) -10.48K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 2.00M (1.25%) 24.54K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 1.98M (1.24%) 2.09K
Increased by +0.11%
May 31, 26
18 SPDR® S&P 500 ETF Trust 1.94M (1.21%) 4.41K
Increased by +0.23%
Apr 30, 24
19 Fidelity® 500 Index 1.92M (1.20%) 12.24K
Increased by +0.64%
Nov 30, 23
20 Invesco S&P 500® Equal Weight ETF 1.85M (1.15%) 3.53K
Increased by +0.19%
May 29, 26