Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 PFI 3.68%
3 CZAR 3.33%
4 IAI 2.84%
5 AHOY 2.48%
6 DVOL 2.35%
7 DVLU 2.34%
8 EPSB 2.29%
9 MVFD 2.24%
10 EPMV 1.99%
11 WLTG 1.97%
12 FTGS 1.95%
13 VUSV 1.95%
14 PWC 1.88%
15 KOOL 1.78%
16 EPMB 1.72%
17 FTCS 1.72%
18 EQRR 1.70%
19 SOVF 1.63%
20 BMVP 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.75M (12.33%) -133.42K
Decreased by -0.61%
Dec 31, 25
2 BlackRock Inc 14.55M (8.25%) -429.80K
Decreased by -2.95%
Sep 30, 25
3 JPMorgan Chase & Co 11.70M (6.63%) 6.08M
Increased by +51.97%
Sep 30, 25
4 PRIMECAP Management Company 9.34M (5.30%) -304.21K
Decreased by -3.26%
Dec 31, 25
5 Wellington Management Company LLP 8.69M (4.93%) -324.55K
Decreased by -3.73%
Dec 31, 25
6 State Street Corp 8.03M (4.55%) -143.09K
Decreased by -1.78%
Sep 30, 25
7 State Street Corporation 7.84M (4.45%) 12.37K
Increased by +0.16%
Mar 31, 24
8 FMR Inc 5.71M (3.24%) -79.24K
Decreased by -1.39%
Dec 31, 25
9 Geode Capital Management, LLC 4.56M (2.59%) -35.29K
Decreased by -0.77%
Sep 30, 25
10 T. Rowe Price Investment Management,Inc. 3.64M (2.07%) -539.51K
Decreased by -14.81%
Sep 30, 25
11 Victory Capital Management Inc. 2.76M (1.57%) -75.37K
Decreased by -2.73%
Sep 30, 25
12 Morgan Stanley - Brokerage Accounts 2.67M (1.51%) 421.36K
Increased by +15.78%
Sep 30, 25
13 First Trust Advisors L.P. 2.60M (1.47%) 111.95K
Increased by +4.31%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 2.36M (1.34%) 897.00
Increased by +0.04%
Dec 31, 25
15 Earnest Partners LLC 2.32M (1.31%) -154.44K
Decreased by -6.66%
Dec 31, 25
16 Brave Warrior Advisors LLC 2.14M (1.21%) -23.60K
Decreased by -1.10%
Sep 30, 23
17 Amvescap Plc. 2.08M (1.18%) -57.42K
Decreased by -2.76%
Sep 30, 25
18 Northern Trust Corp 2.06M (1.17%) -46.07K
Decreased by -2.24%
Sep 30, 25
19 NORGES BANK 2.02M (1.14%) -291.85K
Decreased by -14.45%
Dec 31, 25
20 Bank of America Corp 2.00M (1.13%) -291.23K
Decreased by -14.58%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.86M (3.32%) -37.48K
Decreased by -0.64%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.57M (3.16%) 11.89K
Increased by +0.21%
Jan 31, 26
3 Vanguard Institutional 500 Index Trust 5.25M (2.97%) 36.41K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 4.49M (2.55%) 27.82K
Increased by +0.62%
Jan 31, 26
5 Vanguard PRIMECAP Inv 4.00M (2.27%) -118.95K
Decreased by -2.97%
Dec 31, 25
6 Vanguard Mid Cap Index Institutional 3.83M (2.17%) -20.11K
Decreased by -0.52%
Jan 31, 26
7 Vanguard Equity-Income Inv 2.80M (1.59%) -155.50K
Decreased by -5.56%
Dec 31, 25
8 Vanguard Capital Opportunity Inv 2.67M (1.51%) -85.09K
Decreased by -3.19%
Dec 31, 25
9 SPDR® S&P 500 ETF 2.28M (1.29%) -33.48K
Decreased by -1.47%
Mar 31, 25
10 iShares Core S&P 500 ETF 2.25M (1.27%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 2.24M (1.27%) 10.39K
Increased by +0.46%
Jan 31, 26
12 SPDR® S&P 500 ETF Trust 2.23M (1.26%) 5.04K
Increased by +0.23%
Apr 30, 24
13 SPDR® S&P 500® ETF Trust 2.22M (1.26%) -11.66K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.20M (1.25%) 27.07K
Increased by +1.23%
Aug 31, 25
15 Fidelity® 500 Index 2.19M (1.24%) 13.94K
Increased by +0.64%
Nov 30, 23
16 State Street® SPDR® S&P 500® ETF 2.09M (1.19%) 8.76K
Increased by +0.42%
Feb 27, 26
17 Vanguard Windsor Investor Shares 1.94M (1.10%) -51.89K
Decreased by -2.68%
Dec 31, 25
18 First Trust Rising Dividend Achiev ETF 1.71M (0.97%) 2.67K
Increased by +0.16%
Feb 26, 26
19 Fidelity Low-Priced Stock 1.65M (0.93%) -15.51K
Decreased by -0.94%
Oct 31, 24
20 BlackRock Equity Dividend Instl 1.64M (0.93%) -35.57K
Decreased by -2.17%
Dec 31, 23