Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 4.75%
2 PRN 4.30%
3 UTRN 3.98%
4 KMID 3.73%
5 CWS 3.64%
6 NEWZ 3.31%
7 BOUT 3.29%
8 MDCP 3.14%
9 PDP 2.68%
10 DVOL 2.65%
11 STNC 2.57%
12 CBSE 2.39%
13 CBLS 2.31%
14 DEF 2.03%
15 BCSM 1.97%
16 JSMD 1.91%
17 POWA 1.88%
18 UPGD 1.77%
19 RYJ 1.77%
20 GDIV 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.28M (12.39%) 1.56M
Increased by +4.08%
Dec 31, 25
2 BlackRock Inc 28.45M (9.20%) -479.07K
Decreased by -1.68%
Dec 31, 25
3 State Street Corporation 12.93M (4.18%) 224.82K
Increased by +1.74%
Mar 31, 24
4 State Street Corp 12.85M (4.16%) 575.95K
Increased by +4.48%
Dec 31, 25
5 FMR Inc 10.65M (3.45%) 10.32M
Increased by +96.92%
Dec 31, 25
6 Geode Capital Management, LLC 10.16M (3.29%) 626.87K
Increased by +6.17%
Dec 31, 25
7 Kayne Anderson Rudnick Investment Management LLC 9.00M (2.91%) -831.26K
Decreased by -9.24%
Dec 31, 25
8 Amvescap Plc. 6.56M (2.12%) 474.40K
Increased by +7.23%
Mar 31, 26
9 Montrusco Bolton Investments Inc 5.11M (1.65%) -1.25M
Decreased by -24.43%
Jun 30, 25
10 JPMorgan Chase & Co 4.88M (1.58%) 2.92M
Increased by +59.75%
Mar 31, 26
11 Select Equity Group LP 4.77M (1.54%) 3.27M
Increased by +68.65%
Mar 31, 26
12 APG Asset Management 4.26M (1.38%) -1.00M
Decreased by -23.47%
Mar 31, 26
13 Apg All Pensions Group 4.26M (1.38%) -1.00M
Decreased by -23.47%
Mar 31, 26
14 NORGES BANK 4.08M (1.32%) 202.07K
Increased by +4.96%
Dec 31, 25
15 AMF Pensionsforsakring AB 3.67M (1.19%) 87.14K
Increased by +2.37%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 3.65M (1.18%) -233.53K
Decreased by -6.40%
Dec 31, 25
17 Durable Capital Partners LP 3.42M (1.11%) -24.03K
Decreased by -0.70%
Jun 30, 24
18 USS Investment Management Ltd 3.13M (1.01%) 1.12M
Increased by +35.87%
Mar 31, 26
19 Millennium Management LLC 3.02M (0.98%) 1.02M
Increased by +33.77%
Dec 31, 23
20 Northern Trust Corp 2.95M (0.95%) 97.00K
Increased by +3.29%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.93M (3.21%) -39.53K
Decreased by -0.40%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 9.19M (2.97%) 6.63K
Increased by +0.07%
Sep 30, 24
3 Vanguard 500 Index Investor 7.47M (2.42%) -77.49K
Decreased by -1.04%
Mar 31, 26
4 Fidelity Magellan 7.28M (2.35%) -204.20K
Decreased by -2.81%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 6.76M (2.19%) -91.44K
Decreased by -1.35%
Mar 31, 26
6 Vanguard Growth Index Investor 4.23M (1.37%) -218.92K
Decreased by -5.17%
Mar 31, 26
7 iShares Core S&P 500 ETF 3.80M (1.23%) 11.12K
Increased by +0.29%
Apr 30, 26
8 Fidelity 500 Index 3.75M (1.21%) 12.64K
Increased by +0.34%
Mar 31, 26
9 SPDR® S&P 500 ETF 3.50M (1.13%) -51.15K
Decreased by -1.46%
Mar 31, 25
10 State Street® SPDR® S&P 500® ETF 3.50M (1.13%) 11.46K
Increased by +0.33%
Apr 30, 26
11 SPDR® S&P 500® ETF Trust 3.41M (1.10%) -17.82K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.40M (1.10%) 41.74K
Increased by +1.23%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 3.39M (1.10%) -26.39K
Decreased by -0.78%
Mar 31, 24
14 Fidelity® 500 Index 3.27M (1.06%) 20.82K
Increased by +0.64%
Nov 30, 23
15 Invesco S&P 500® Equal Weight ETF 3.01M (0.97%) -910.00
Decreased by -0.03%
Apr 30, 26
16 Vanguard Mid-Cap Growth ETF 2.38M (0.77%) -237.01K
Decreased by -9.96%
Mar 31, 26
17 BlackRock Mid-Cap Growth Equity Instl 2.16M (0.70%) -33.57K
Decreased by -1.56%
Jul 31, 25
18 Hartford MidCap Y 2.14M (0.69%) -26.60K
Decreased by -1.24%
Mar 31, 26
19 Delaware Ivy Mid Cap Growth A 2.05M (0.66%) 0.00
Increased by 0.00%
Oct 31, 24
20 iShares Russell Mid-Cap Growth ETF 1.98M (0.64%) 0.00
Increased by 0.00%
Apr 30, 26