Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RNEW 6.55%
2 EVX 6.51%
3 FCTE 4.83%
4 CCSO 4.79%
5 USSE 3.94%
6 UTRN 3.89%
7 EASY 3.60%
8 RULE 3.56%
9 KSEA 3.46%
10 LOPP 3.00%
11 SGDJ 2.99%
12 HELS 2.97%
13 LCAP 2.88%
14 BCUS 2.87%
15 DVOL 2.76%
16 IDU 2.70%
17 MID 2.64%
18 GGTL 2.60%
19 GAST 2.60%
20 UPGR 2.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.13M (6.21%) 26.00K
Increased by +0.14%
Dec 31, 25
2 BlackRock Inc 17.74M (5.76%) 183.34K
Increased by +1.03%
Sep 30, 25
3 State Street Corp 9.53M (3.09%) -1.80K
Decreased by -0.02%
Sep 30, 25
4 State Street Corporation 9.49M (3.08%) 806.09K
Increased by +8.49%
Mar 31, 24
5 Capital World Investors 8.77M (2.85%) 1.90M
Increased by +21.67%
Dec 31, 25
6 T. Rowe Price Associates, Inc. 6.35M (2.06%) 1.33M
Increased by +20.94%
Sep 30, 25
7 JPMorgan Chase & Co 6.20M (2.01%) 3.51M
Increased by +56.60%
Sep 30, 25
8 Wellington Management Company LLP 5.07M (1.65%) 807.52K
Increased by +15.93%
Dec 31, 25
9 Geode Capital Management, LLC 4.77M (1.55%) -70.79K
Decreased by -1.48%
Dec 31, 25
10 FMR Inc 4.43M (1.44%) -2.02M
Decreased by -45.53%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 3.86M (1.25%) 11.35K
Increased by +0.29%
Sep 30, 25
12 Pictet Asset Manangement SA 3.85M (1.25%) -184.59K
Decreased by -4.80%
Dec 31, 25
13 Goldman Sachs Group Inc 3.12M (1.01%) 1.30M
Increased by +41.63%
Dec 31, 23
14 NORGES BANK 2.91M (0.95%) 112.91K
Increased by +3.88%
Dec 31, 25
15 UBS Group AG 2.32M (0.75%) 304.80K
Increased by +13.13%
Sep 30, 25
16 Northern Trust Corp 2.30M (0.75%) -16.51K
Decreased by -0.72%
Sep 30, 25
17 Nordea Investment Mgmt Bank Demark A/s 2.29M (0.74%) -46.30K
Decreased by -2.02%
Dec 31, 25
18 Dimensional Fund Advisors, Inc. 2.23M (0.72%) -452.00K
Decreased by -20.27%
Mar 31, 24
19 GAMMA Investing LLC 2.23M (0.72%) 2.22M
Increased by +99.74%
Mar 31, 25
20 Victory Capital Management Inc. 2.21M (0.72%) -237.84K
Decreased by -10.77%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.46M (2.10%) -60.28K
Decreased by -0.93%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.34M (2.06%) 23.17K
Increased by +0.37%
Jan 31, 26
3 Vanguard Institutional 500 Index Trust 5.77M (1.87%) 39.02K
Increased by +0.68%
May 31, 25
4 American Funds Growth Fund of Amer A 5.43M (1.76%) 1.39M
Increased by +25.56%
Dec 31, 25
5 Capital Group Growth Fnd of Amer Comp 5.43M (1.76%) 1.39M
Increased by +25.56%
Dec 31, 25
6 Vanguard 500 Index Investor 5.13M (1.66%) 31.97K
Increased by +0.62%
Jan 31, 26
7 Vanguard Wellington Inv 3.76M (1.22%) 762.92K
Increased by +20.27%
Dec 31, 25
8 Vanguard Wellington™ Inv 3.66M (1.19%) -989.48K
Decreased by -27.04%
Jun 30, 25
9 JPM US Equity Income-MA 3.23M (1.05%) 3.23M
Increased by +99.90%
Sep 30, 23
10 iShares Core S&P 500 ETF 2.57M (0.83%) 0.00
Increased by 0.00%
Feb 28, 26
11 Fidelity 500 Index 2.56M (0.83%) 11.86K
Increased by +0.46%
Jan 31, 26
12 SPDR® S&P 500 ETF 2.52M (0.82%) -45.96K
Decreased by -1.82%
Mar 31, 25
13 SPDR® S&P 500® ETF Trust 2.46M (0.80%) -12.85K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.45M (0.80%) 30.11K
Increased by +1.23%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 2.42M (0.78%) 5.45K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 2.40M (0.78%) 15.25K
Increased by +0.64%
Nov 30, 23
17 State Street® SPDR® S&P 500® ETF 2.37M (0.77%) -17.90K
Decreased by -0.76%
Feb 28, 26
18 Pictet Water Segregated Accounts 2.26M (0.73%) 2.26M
Increased by +100.00%
Mar 31, 24
19 T. Rowe Price U.S. Value Equity Tr-D 2.24M (0.73%) 124.89K
Increased by +5.56%
Dec 31, 25
20 Fidelity Magellan 1.90M (0.62%) -40.50K
Decreased by -2.14%
Jan 31, 26