Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LIT 21.18%
2 SLX 7.77%
3 EV 7.31%
4 SLX 6.50%
5 PICK 6.46%
6 ICOP 4.97%
7 DMAT 4.71%
8 EART 4.71%
9 DVYA 4.32%
10 ZGBR 3.79%
11 AGQI 3.49%
12 JDVI 3.49%
13 PID 3.45%
14 TPMN 3.33%
15 FLGB 3.20%
16 MXI 3.20%
17 IDVZ 3.10%
18 EWU 3.08%
19 EWA 2.99%
20 FDD 2.97%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Fisher Asset Management, LLC 20.14M (1.41%) 493.25K
Increased by +2.45%
Mar 31, 26
2 State Farm Mutual Automobile Ins Co 10.93M (0.76%) 0.00
Increased by 0.00%
Mar 31, 26
3 Goldman Sachs Group Inc 9.28M (0.65%) 1.01M
Increased by +10.89%
Jun 30, 25
4 The Goldman Sachs Group Inc 8.81M (0.62%) -2.15M
Decreased by -24.40%
Mar 31, 26
5 Auto-Owners Insurance Co 7.42M (0.52%) 7.41M
Increased by +99.87%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 4.89M (0.34%) -815.54K
Decreased by -16.68%
Mar 31, 26
7 Wellington Management Company LLP 4.59M (0.32%) -10.62M
Decreased by -231.47%
Jun 30, 25
8 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 4.24M (0.30%) 192.59K
Increased by +4.54%
Mar 31, 26
9 Arrowstreet Capital Limited Partnership 3.71M (0.26%) -176.11K
Decreased by -4.75%
Mar 31, 26
10 Bank of America Corp 3.62M (0.25%) 225.02K
Increased by +6.21%
Mar 31, 26
11 Capital World Investors 2.85M (0.20%) 9.64K
Increased by +0.34%
Jun 30, 25
12 Journey Advisory Group, LLC 2.46M (0.17%) -47.32K
Decreased by -1.92%
Sep 30, 25
13 Neuberger Berman Group LLC 2.45M (0.17%) 231.40K
Increased by +9.43%
Mar 31, 26
14 Qube Research & Technologies 2.38M (0.17%) -7.31K
Decreased by -0.31%
Mar 31, 26
15 Deutsche Bank AG 2.22M (0.15%) 1.12M
Increased by +50.64%
Dec 31, 25
16 FMR Inc 2.18M (0.15%) 254.41K
Increased by +11.67%
Mar 31, 26
17 BlackRock Inc 2.11M (0.15%) 334.39K
Increased by +15.86%
Mar 31, 26
18 BMO Capital Markets Corp. 2.06M (0.14%) -165.12K
Decreased by -8.03%
Mar 31, 26
19 Bank of Montreal 2.06M (0.14%) -165.12K
Decreased by -8.03%
Mar 31, 26
20 Grantham, Mayo, Van Otterloo & Co., LLC 2.00M (0.14%) 436.59K
Increased by +21.78%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 6.41M (0.45%) -877.20K
Decreased by -13.70%
Mar 31, 25
2 Global X Lithium & Battery Tech ETF 4.24M (0.30%) 0.00
Increased by 0.00%
May 29, 26
3 GMO Intl Op Value Composite 4.21M (0.29%) 4.21M
Increased by +100.00%
Nov 30, 24
4 Franklin Income A1 3.50M (0.24%) 0.00
Increased by 0.00%
Jul 31, 25
5 American Funds Washington Mutual A 2.64M (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
6 Capital Group Wash Mutual Invtrs Comp 2.64M (0.18%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard Wellesley® Income Inv 1.84M (0.13%) -1.26M
Decreased by -68.16%
Jun 30, 25
8 Neuberger Large Cap Value Inv 1.54M (0.11%) 167.09K
Increased by +10.88%
Mar 31, 26
9 Vanguard Windsor Investor Shares 1.46M (0.10%) -635.26K
Decreased by -43.65%
Jun 30, 25
10 Neuberger Berman Large Cap Value Inv 1.20M (0.08%) -1.51M
Decreased by -126.43%
Sep 30, 24
11 Xtrackers S&P 500 Swap ETF 1C 1.09M (0.08%) -8.01K
Decreased by -0.74%
Dec 31, 25
12 GS Europe CORE Equity Base Inc EUR 871.62K (0.06%) 8.16K
Increased by +0.94%
Mar 31, 26
13 E P International Unconstrained 784.51K (0.05%) 735.13K
Increased by +93.71%
Dec 31, 23
14 Fisher All Foreign Equity FocusedExChina 783.00K (0.05%) -39.00K
Decreased by -4.98%
Mar 31, 26
15 TD International Equity Focused D 778.11K (0.05%) -5.67K
Decreased by -0.73%
Dec 31, 23
16 Hartford Equity Income Y 770.68K (0.05%) -79.02K
Decreased by -10.25%
Apr 30, 25
17 Xtrackers MSCI World Swap ETF 1C 765.44K (0.05%) 420.70K
Increased by +54.96%
Dec 31, 25
18 Pacer Global Cash Cows Dividend ETF 682.64K (0.05%) 0.00
Increased by 0.00%
May 30, 25
19 DFA International Core Equity 2 I 640.13K (0.04%) 0.00
Increased by 0.00%
Apr 30, 26
20 DFA International Core Equity I 624.52K (0.04%) 19.23K
Increased by +3.08%
Feb 28, 25