Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 PFI 3.59%
3 CZAR 3.47%
4 IAI 2.84%
5 AHOY 2.48%
6 DVOL 2.34%
7 DVLU 2.25%
8 MVFD 2.24%
9 EPSB 2.17%
10 FTCS 2.07%
11 EQRR 2.01%
12 EPMV 1.97%
13 WLTG 1.97%
14 FTGS 1.95%
15 VUSV 1.95%
16 PWC 1.88%
17 KOOL 1.78%
18 EPMB 1.72%
19 SOVF 1.64%
20 BMVP 1.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.75M (12.51%) -133.42K
Decreased by -0.61%
Dec 31, 25
2 BlackRock Inc 14.55M (8.37%) -429.80K
Decreased by -2.95%
Sep 30, 25
3 JPMorgan Chase & Co 11.70M (6.73%) 6.08M
Increased by +51.97%
Sep 30, 25
4 PRIMECAP Management Company 9.34M (5.37%) -304.21K
Decreased by -3.26%
Dec 31, 25
5 Wellington Management Company LLP 8.69M (5.00%) -324.55K
Decreased by -3.73%
Dec 31, 25
6 State Street Corp 8.03M (4.62%) -143.09K
Decreased by -1.78%
Sep 30, 25
7 State Street Corporation 7.84M (4.51%) 12.37K
Increased by +0.16%
Mar 31, 24
8 T. Rowe Price Investment Management,Inc. 5.72M (3.29%) 2.07M
Increased by +36.25%
Dec 31, 25
9 FMR Inc 5.71M (3.28%) -79.24K
Decreased by -1.39%
Dec 31, 25
10 Geode Capital Management, LLC 4.55M (2.62%) -10.51K
Decreased by -0.23%
Dec 31, 25
11 First Trust Advisors L.P. 3.07M (1.77%) 474.48K
Increased by +15.45%
Dec 31, 25
12 Victory Capital Management Inc. 2.79M (1.60%) 21.86K
Increased by +0.78%
Dec 31, 25
13 Morgan Stanley - Brokerage Accounts 2.67M (1.54%) 421.36K
Increased by +15.78%
Sep 30, 25
14 Dimensional Fund Advisors, Inc. 2.36M (1.36%) 897.00
Increased by +0.04%
Dec 31, 25
15 Earnest Partners LLC 2.32M (1.33%) -154.44K
Decreased by -6.66%
Dec 31, 25
16 HSBC Holdings PLC 2.27M (1.30%) 968.71K
Increased by +42.69%
Dec 31, 25
17 Brave Warrior Advisors LLC 2.14M (1.23%) -23.60K
Decreased by -1.10%
Sep 30, 23
18 Amvescap Plc. 2.08M (1.20%) -57.42K
Decreased by -2.76%
Sep 30, 25
19 Northern Trust Corp 2.06M (1.18%) -46.07K
Decreased by -2.24%
Sep 30, 25
20 NORGES BANK 2.02M (1.16%) -291.85K
Decreased by -14.45%
Dec 31, 25

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 5.58M (3.21%) -17.70K
Decreased by -0.32%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 5.25M (3.02%) 36.41K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 4.42M (2.54%) -108.85K
Decreased by -2.46%
Mar 31, 26
5 Vanguard PRIMECAP Inv 4.00M (2.30%) -118.95K
Decreased by -2.97%
Dec 31, 25
6 Vanguard Mid Cap Index Institutional 3.71M (2.14%) -133.83K
Decreased by -3.60%
Mar 31, 26
7 Vanguard Equity-Income Inv 2.80M (1.61%) -155.50K
Decreased by -5.56%
Dec 31, 25
8 Vanguard Capital Opportunity Inv 2.67M (1.54%) -85.09K
Decreased by -3.19%
Dec 31, 25
9 SPDR® S&P 500 ETF 2.28M (1.31%) -33.48K
Decreased by -1.47%
Mar 31, 25
10 iShares Core S&P 500 ETF 2.25M (1.30%) -1.22K
Decreased by -0.05%
Mar 31, 26
11 Fidelity 500 Index 2.24M (1.29%) 3.70K
Increased by +0.16%
Feb 28, 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 2.05M (1.18%) -5.00K
Decreased by -0.24%
Mar 31, 26
17 Vanguard Windsor Investor Shares 1.94M (1.11%) -51.89K
Decreased by -2.68%
Dec 31, 25
18 First Trust Rising Dividend Achiev ETF 1.71M (0.98%) 2.67K
Increased by +0.16%
Feb 26, 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