Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMET 1000.00%
2 COMT 1000.00%
3 TINT 4.88%
4 SMN 4.81%
5 SBM 4.81%
6 RTM 4.30%
7 RSPM 4.30%
8 UTRN 3.83%
9 JHMA 3.57%
10 STNC 3.36%
11 XLB 3.25%
12 MVFD 2.91%
13 DIVP 2.45%
14 UYM 2.40%
15 BLCV 2.30%
16 RYJ 2.21%
17 UPGD 2.21%
18 AIEQ 2.13%
19 HWSM 2.08%
20 FTCS 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 29.31M (13.18%) 41.24K
Increased by +0.14%
Dec 31, 25
2 BlackRock Inc 24.02M (10.80%) 742.62K
Increased by +3.09%
Mar 31, 26
3 Vanguard Capital Management, LLC 14.54M (6.54%) 14.54M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 12.83M (5.77%) 12.83M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 12.75M (5.73%) -82.67K
Decreased by -0.65%
Mar 31, 26
6 State Street Corporation 10.92M (4.91%) -441.36K
Decreased by -4.04%
Mar 31, 24
7 Wellington Management Company LLP 10.37M (4.66%) -3.08M
Decreased by -29.66%
Mar 31, 26
8 Franklin Resources Inc 7.58M (3.41%) 591.67K
Increased by +7.80%
Mar 31, 26
9 Pzena Investment Management, LLC 7.48M (3.36%) 379.88K
Increased by +5.08%
Mar 31, 26
10 Arnhold & S. Bleichroeder Advisers, LLC 6.44M (2.89%) 144.45K
Increased by +2.24%
Mar 31, 26
11 Hotchkis & Wiley Capital Management LLC 6.16M (2.77%) 282.85K
Increased by +4.59%
Mar 31, 26
12 Geode Capital Management, LLC 6.04M (2.72%) 234.36K
Increased by +3.88%
Mar 31, 26
13 JPMorgan Chase & Co 4.62M (2.08%) 1.77M
Increased by +38.26%
Mar 31, 26
14 Kovitz Investment Group Partners, LLC 4.34M (1.95%) 3.59M
Increased by +82.82%
Dec 31, 24
15 Viking Global Investors LP 4.04M (1.82%) 3.14M
Increased by +77.75%
Sep 30, 23
16 Morgan Stanley - Brokerage Accounts 3.89M (1.75%) 373.37K
Increased by +9.59%
Mar 31, 26
17 Amvescap Plc. 3.84M (1.72%) 238.03K
Increased by +6.21%
Mar 31, 26
18 Beutel, Goodman & Company Ltd. 3.71M (1.67%) -209.00K
Decreased by -5.63%
Mar 31, 26
19 T. Rowe Price Associates, Inc. 3.57M (1.60%) -123.10K
Decreased by -3.45%
Dec 31, 25
20 Charles Schwab Investment Management Inc 2.98M (1.34%) 119.40K
Increased by +4.01%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.39M (3.32%) -58.31K
Decreased by -0.79%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 7.11M (3.20%) 16.73K
Increased by +0.24%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 6.60M (2.97%) 46.51K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 5.82M (2.62%) 104.42K
Increased by +1.79%
Apr 30, 26
5 JPM US Equity Income-MA 5.65M (2.54%) 5.64M
Increased by +99.90%
Sep 30, 23
6 Vanguard Equity-Income Inv 5.07M (2.28%) -966.30K
Decreased by -19.07%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 4.83M (2.17%) 6.52K
Increased by +0.13%
Apr 30, 26
8 First Eagle Global A 4.63M (2.08%) 0.00
Increased by 0.00%
May 31, 26
9 Vanguard Windsor II Inv 3.55M (1.60%) 438.80K
Increased by +12.34%
Mar 31, 26
10 iShares Core S&P 500 ETF 2.96M (1.33%) 9.04K
Increased by +0.31%
May 29, 26
11 SPDR® S&P 500 ETF 2.89M (1.30%) -42.16K
Decreased by -1.46%
Mar 31, 25
12 Fidelity 500 Index 2.88M (1.29%) 9.90K
Increased by +0.34%
Apr 30, 26
13 Vanguard Windsor Investor Shares 2.81M (1.26%) -66.52K
Decreased by -2.36%
Mar 31, 26
14 SPDR® S&P 500® ETF Trust 2.81M (1.26%) -14.69K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 2.78M (1.25%) 6.30K
Increased by +0.23%
Apr 30, 24
16 SPDR® S&P 500® ETF 2.75M (1.24%) 33.65K
Increased by +1.22%
Aug 31, 25
17 Fidelity® 500 Index 2.74M (1.23%) 17.47K
Increased by +0.64%
Nov 30, 23
18 State Street® SPDR® S&P 500® ETF 2.70M (1.21%) 2.86K
Increased by +0.11%
May 31, 26
19 BlackRock Equity Dividend Instl 2.35M (1.06%) 415.45K
Increased by +17.68%
Apr 30, 26
20 Putnam Large Cap Value A 2.28M (1.03%) 0.00
Increased by 0.00%
Apr 30, 26