Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CSD 4.75%
2 UTRN 3.99%
3 NEWZ 3.45%
4 FXH 2.57%
5 INVN 2.45%
6 DUSA 2.12%
7 LBAY 2.05%
8 XHE 1.98%
9 RSPH 1.93%
10 DWLD 1.83%
11 AQEC 1.58%
12 RYH 1.43%
13 FCFY 1.26%
14 HWSM 1.07%
15 FPX 1.06%
16 GMOV 1.00%
17 MFVL 1.00%
18 FNK 0.84%
19 SZNE 0.84%
20 ACTV 0.79%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.03M (11.58%) -94.66K
Decreased by -0.56%
Dec 31, 25
2 Independent Franchise Partners LLP 15.73M (10.70%) 377.80K
Increased by +2.40%
Mar 31, 26
3 BlackRock Inc 10.48M (7.13%) 171.38K
Increased by +1.64%
Mar 31, 26
4 Vanguard Capital Management, LLC 9.60M (6.53%) 9.60M
Increased by +100.00%
Mar 31, 26
5 Trian Fund Management LP 8.24M (5.60%) 0.00
Increased by 0.00%
Mar 31, 26
6 State Street Corp 6.41M (4.36%) 62.72K
Increased by +0.98%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 6.39M (4.35%) 6.39M
Increased by +100.00%
Mar 31, 26
8 Davis Selected Advisers 6.33M (4.30%) 110.25K
Increased by +1.74%
Mar 31, 26
9 Geode Capital Management, LLC 4.75M (3.23%) 163.53K
Increased by +3.44%
Mar 31, 26
10 Boston Partners Global Investors, Inc 3.91M (2.66%) -171.40K
Decreased by -4.38%
Mar 31, 26
11 Amvescap Plc. 3.79M (2.58%) 859.87K
Increased by +22.69%
Mar 31, 26
12 Diamond Hill Capital Management, LLC 2.42M (1.65%) 311.22K
Increased by +12.86%
Mar 31, 26
13 State Farm Mutual Automobile Ins Co 2.07M (1.41%) 0.00
Increased by 0.00%
Mar 31, 26
14 Madison Avenue Partners, LP 1.88M (1.28%) -112.32K
Decreased by -5.99%
Mar 31, 26
15 FMR Inc 1.87M (1.27%) -75.45K
Decreased by -4.03%
Mar 31, 26
16 NORGES BANK 1.86M (1.27%) 8.51K
Increased by +0.46%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 1.76M (1.20%) 102.10K
Increased by +5.79%
Mar 31, 26
18 Hotchkis & Wiley Capital Management LLC 1.63M (1.11%) -145.18K
Decreased by -8.90%
Dec 31, 25
19 Northern Trust Corp 1.54M (1.05%) 3.65K
Increased by +0.24%
Mar 31, 26
20 Charles Schwab Investment Management Inc 1.52M (1.03%) 40.35K
Increased by +2.66%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.71M (3.20%) 11.31K
Increased by +0.24%
Apr 30, 26
2 Vanguard 500 Index Investor 3.82M (2.60%) 68.01K
Increased by +1.78%
Apr 30, 26
3 Vanguard Small Cap Index 3.40M (2.31%) -7.01K
Decreased by -0.21%
Apr 30, 26
4 JHancock Disciplined Value Mid Cap I 2.76M (1.88%) -221.69K
Decreased by -8.02%
Mar 31, 26
5 Invesco S&P 500® Equal Weight ETF 2.49M (1.69%) 4.76K
Increased by +0.19%
May 29, 26
6 Vanguard Small Cap Value Index Inv 2.18M (1.48%) 15.41K
Increased by +0.71%
Apr 30, 26
7 iShares Core S&P 500 ETF 1.94M (1.32%) 5.93K
Increased by +0.31%
May 29, 26
8 Fidelity 500 Index 1.89M (1.28%) 6.48K
Increased by +0.34%
Apr 30, 26
9 State Street® SPDR® S&P 500® ETF 1.79M (1.22%) 2.41K
Increased by +0.13%
May 29, 26
10 Davis NY Venture A 1.59M (1.08%) 0.00
Increased by 0.00%
Jan 31, 26
11 Diamond Hill Large Cap Equity 1.20M (0.82%) 156.81K
Increased by +13.03%
Apr 30, 26
12 State Street®HlthCrSelSectSPDR®ETF 1.04M (0.71%) -2.04K
Decreased by -0.20%
May 29, 26
13 Franchise Partners - US Equity 1.03M (0.70%) 132.62K
Increased by +12.87%
Dec 31, 25
14 Independent Franchise Partners US Equity 996.35K (0.68%) 23.63K
Increased by +2.37%
Mar 31, 26
15 Vanguard Institutional Index I 817.03K (0.56%) -13.84K
Decreased by -1.69%
Apr 30, 26
16 State St S&P 500® Idx SL Cl I 794.73K (0.54%) 7.72K
Increased by +0.97%
Apr 30, 26
17 Vanguard Institutional 500 Index Trust 665.37K (0.45%) -498.00
Decreased by -0.07%
Apr 30, 26
18 Strategic Advisers Fidelity US TtlStk 652.03K (0.44%) 13.85K
Increased by +2.12%
Apr 30, 26
19 Fidelity Value 611.30K (0.42%) 142.29K
Increased by +23.28%
Apr 30, 26
20 Equity Index Fund A 589.08K (0.40%) -7.69K
Decreased by -1.30%
Dec 31, 25