Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 WBIG 3.74%
3 STNC 3.68%
4 RSPS 2.74%
5 RHS 2.74%
6 MDPL 2.67%
7 PBJ 2.64%
8 FXG 2.62%
9 TPMN 2.58%
10 COWS 2.55%
11 HCOW 2.51%
12 FTXG 2.40%
13 BVAL 2.06%
14 UPGD 1.94%
15 RYJ 1.94%
16 CPAI 1.82%
17 SPHD 1.76%
18 SNPD 1.73%
19 KNG 1.57%
20 NOBL 1.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.46M (11.94%) -32.29K
Decreased by -0.26%
Dec 31, 25
2 BlackRock Inc 8.49M (8.13%) -129.36K
Decreased by -1.52%
Dec 31, 25
3 State Street Corp 7.18M (6.88%) 11.50K
Increased by +0.16%
Dec 31, 25
4 State Street Corporation 6.61M (6.34%) -312.02K
Decreased by -4.72%
Mar 31, 24
5 UBS Group AG 5.99M (5.74%) 2.06M
Increased by +34.48%
Mar 31, 26
6 Barclays PLC 4.10M (3.93%) 145.59K
Increased by +3.55%
Dec 31, 25
7 Dimensional Fund Advisors, Inc. 3.92M (3.76%) 528.42K
Increased by +13.48%
Mar 31, 26
8 Geode Capital Management, LLC 2.83M (2.71%) 2.93K
Increased by +0.10%
Dec 31, 25
9 Citadel Advisors Llc 2.63M (2.52%) 887.78K
Increased by +33.70%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 2.49M (2.38%) 357.25K
Increased by +14.37%
Dec 31, 25
11 Amvescap Plc. 2.32M (2.23%) -459.26K
Decreased by -19.76%
Mar 31, 26
12 Hotchkis & Wiley Capital Management LLC 2.06M (1.97%) 1.54M
Increased by +75.06%
Dec 31, 25
13 Ilex Capital Partners (Uk) LLP 2.03M (1.95%) 481.66K
Increased by +23.68%
Jun 30, 25
14 Point72 Asset Management, L.P. 1.84M (1.77%) 1.84M
Increased by +100.00%
Dec 31, 25
15 Nordea Investment Mgmt Bank Demark A/s 1.83M (1.75%) -143.25K
Decreased by -7.83%
Jun 30, 25
16 JPMorgan Chase & Co 1.73M (1.66%) 971.81K
Increased by +56.17%
Sep 30, 25
17 Ariel Investments, LLC 1.61M (1.54%) 65.42K
Increased by +4.07%
Dec 31, 25
18 Balyasny Asset Management LLC 1.58M (1.52%) -346.19K
Decreased by -21.87%
Dec 31, 25
19 FMR Inc 1.54M (1.47%) -129.56K
Decreased by -8.43%
Dec 31, 25
20 ProShare Advisors LLC 1.53M (1.47%) -27.68K
Decreased by -1.80%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.21M (3.08%) 2.32K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.21M (3.07%) -11.94K
Decreased by -0.37%
Mar 31, 26
3 Vanguard 500 Index Investor 2.72M (2.60%) -28.23K
Decreased by -1.04%
Mar 31, 26
4 Vanguard Small Cap Index 2.34M (2.24%) 37.85K
Increased by +1.62%
Mar 31, 26
5 ProShares S&P 500 Dividend Aristocrats 1.62M (1.55%) 0.00
Increased by 0.00%
Apr 30, 26
6 Invesco S&P 500® Equal Weight ETF 1.57M (1.50%) -468.00
Decreased by -0.03%
Apr 30, 26
7 Vanguard Small Cap Value Index Inv 1.49M (1.43%) 10.25K
Increased by +0.69%
Mar 31, 26
8 iShares Core S&P 500 ETF 1.38M (1.32%) 4.03K
Increased by +0.29%
Apr 30, 26
9 Fidelity 500 Index 1.36M (1.31%) 4.88K
Increased by +0.36%
Mar 31, 26
10 SPDR® S&P 500 ETF 1.33M (1.27%) -19.53K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 1.29M (1.24%) -6.80K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.29M (1.24%) 15.94K
Increased by +1.24%
Aug 31, 25
13 State Street® SPDR® S&P 500® ETF 1.29M (1.23%) 4.15K
Increased by +0.32%
Apr 30, 26
14 Fidelity® 500 Index 1.24M (1.18%) 54.05K
Increased by +4.37%
Nov 30, 23
15 Vanguard Windsor II Inv 1.23M (1.18%) 0.00
Increased by 0.00%
Mar 31, 26
16 SPDR® S&P 500 ETF Trust 1.23M (1.17%) 8.82K
Increased by +0.72%
May 30, 24
17 Vanguard Mid Cap Index Institutional 1.08M (1.03%) -750.00
Decreased by -0.07%
Aug 31, 24
18 The Consumer Staples Sel SectSPDR® ETF 1.07M (1.02%) 3.82K
Increased by +0.36%
Aug 31, 25
19 State Street® SPDR® S&P® Dividend ETF 1.05M (1.00%) 716.00
Increased by +0.07%
Apr 30, 26
20 SPDR® S&P Dividend ETF 1.03M (0.99%) 0.00
Increased by 0.00%
Aug 31, 25