Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 PFI 3.59%
3 CZAR 3.43%
4 AHOY 2.48%
5 DVOL 2.34%
6 DVLU 2.25%
7 MVFD 2.24%
8 EPSB 2.08%
9 EPMV 2.05%
10 FTCS 1.99%
11 WLTG 1.97%
12 FTGS 1.95%
13 PWC 1.88%
14 EQRR 1.80%
15 KOOL 1.78%
16 VUSV 1.67%
17 SOVF 1.64%
18 BMVP 1.62%
19 EPMB 1.61%
20 KCE 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.75M (12.49%) -133.42K
Decreased by -0.61%
Dec 31, 25
2 BlackRock Inc 14.12M (8.11%) -44.03K
Decreased by -0.31%
Mar 31, 26
3 Vanguard Capital Management, LLC 11.36M (6.52%) 11.36M
Increased by +100.00%
Mar 31, 26
4 Wellington Management Company LLP 9.70M (5.57%) 1.01M
Increased by +10.38%
Mar 31, 26
5 PRIMECAP Management Company 9.35M (5.37%) 5.10K
Increased by +0.05%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 9.06M (5.20%) 9.06M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 7.85M (4.51%) -55.27K
Decreased by -0.70%
Mar 31, 26
8 State Street Corporation 7.84M (4.50%) 12.37K
Increased by +0.16%
Mar 31, 24
9 FMR Inc 5.85M (3.36%) 140.06K
Increased by +2.40%
Mar 31, 26
10 Geode Capital Management, LLC 4.64M (2.66%) 85.79K
Increased by +1.85%
Mar 31, 26
11 JPMorgan Chase & Co 4.47M (2.57%) -845.98K
Decreased by -18.93%
Mar 31, 26
12 T. Rowe Price Investment Management,Inc. 3.43M (1.97%) -2.29M
Decreased by -66.74%
Mar 31, 26
13 Harris Associates L.P. 3.43M (1.97%) 3.43M
Increased by +100.00%
Mar 31, 26
14 Victory Capital Management Inc. 2.49M (1.43%) -296.17K
Decreased by -11.90%
Mar 31, 26
15 First Trust Advisors L.P. 2.46M (1.41%) -612.51K
Decreased by -24.90%
Mar 31, 26
16 Bank of America Corp 2.45M (1.41%) 220.23K
Increased by +8.99%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 2.40M (1.38%) 41.41K
Increased by +1.73%
Mar 31, 26
18 HSBC Holdings PLC 2.27M (1.30%) 968.71K
Increased by +42.69%
Dec 31, 25
19 Earnest Partners LLC 2.22M (1.28%) -94.79K
Decreased by -4.26%
Mar 31, 26
20 Amvescap Plc. 2.15M (1.23%) -188.64K
Decreased by -8.77%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.86M (3.37%) -37.48K
Decreased by -0.64%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.49M (3.15%) -88.61K
Decreased by -1.61%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 5.25M (3.01%) 36.41K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 4.42M (2.54%) -1.02K
Decreased by -0.02%
Apr 30, 26
5 Vanguard PRIMECAP Inv 4.00M (2.30%) 0.00
Increased by 0.00%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 3.68M (2.11%) -32.04K
Decreased by -0.87%
Apr 30, 26
7 Vanguard Equity-Income Inv 3.36M (1.93%) 560.53K
Increased by +16.69%
Mar 31, 26
8 Vanguard Capital Opportunity Inv 2.66M (1.52%) -15.30K
Decreased by -0.58%
Mar 31, 26
9 iShares Core S&P 500 ETF 2.31M (1.33%) 7.04K
Increased by +0.30%
May 29, 26
10 SPDR® S&P 500 ETF 2.28M (1.31%) -33.48K
Decreased by -1.47%
Mar 31, 25
11 Fidelity 500 Index 2.25M (1.29%) 7.73K
Increased by +0.34%
Apr 30, 26
12 SPDR® S&P 500 ETF Trust 2.23M (1.28%) 5.04K
Increased by +0.23%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 2.22M (1.27%) -11.66K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.20M (1.26%) 27.07K
Increased by +1.23%
Aug 31, 25
15 Fidelity® 500 Index 2.19M (1.26%) 13.94K
Increased by +0.64%
Nov 30, 23
16 State Street® SPDR® S&P 500® ETF 2.10M (1.21%) 2.86K
Increased by +0.14%
May 29, 26
17 Vanguard Windsor Investor Shares 1.88M (1.08%) -59.52K
Decreased by -3.17%
Mar 31, 26
18 Oakmark Investor 1.70M (0.97%) 1.70M
Increased by +100.00%
Mar 31, 26
19 Fidelity Low-Priced Stock 1.65M (0.95%) -15.51K
Decreased by -0.94%
Oct 31, 24
20 BlackRock Equity Dividend Instl 1.64M (0.94%) -35.57K
Decreased by -2.17%
Dec 31, 23