Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LCG 7.11%
2 GABF 5.15%
3 FDIQ 4.58%
4 EAGL 4.36%
5 GCIG 4.35%
6 IAI 4.08%
7 KBWR 3.96%
8 UTRN 3.88%
9 BCFN 3.69%
10 BCGD 3.65%
11 WBIE 3.56%
12 LRGG 3.48%
13 LBAY 3.27%
14 RW 3.21%
15 PRCS 3.15%
16 RSMV 3.14%
17 BOUT 3.08%
18 AIEQ 3.01%
19 FMCX 2.86%
20 EQTY 2.81%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.37M (11.35%) 117.73K
Increased by +0.39%
Dec 30, 25
2 BlackRock Inc 24.07M (8.99%) -1.74M
Decreased by -7.23%
Mar 30, 26
3 Vanguard Capital Management, LLC 19.38M (7.24%) 19.38M
Increased by +100.00%
Mar 30, 26
4 State Street Corp 14.18M (5.30%) -84.16K
Decreased by -0.59%
Mar 30, 26
5 State Street Corporation 14.09M (5.26%) -133.04K
Decreased by -0.94%
Mar 30, 24
6 TCI Fund Management Limited 14.04M (5.24%) 2.25M
Increased by +16.00%
Mar 30, 26
7 Morgan Stanley - Brokerage Accounts 7.91M (2.95%) -424.92K
Decreased by -5.37%
Mar 30, 26
8 Geode Capital Management, LLC 6.92M (2.58%) 60.38K
Increased by +0.87%
Mar 30, 26
9 Vanguard Portfolio Management, LLC 6.76M (2.53%) 6.76M
Increased by +100.00%
Mar 30, 26
10 Wellington Management Company LLP 6.06M (2.27%) 1.28M
Increased by +21.13%
Mar 30, 26
11 NORGES BANK 4.59M (1.72%) 439.27K
Increased by +9.57%
Dec 30, 25
12 Bank of America Corp 4.45M (1.66%) -100.23K
Decreased by -2.25%
Mar 30, 26
13 JPMorgan Chase & Co 3.89M (1.45%) 2.26M
Increased by +58.01%
Sep 29, 25
14 Capital Research & Mgmt Co - Division 3 3.52M (1.31%) 478.40K
Increased by +13.61%
Mar 30, 26
15 Curated Wealth Partners LLC 3.51M (1.31%) 3.51M
Increased by +99.98%
Jun 29, 26
16 FMR Inc 3.27M (1.22%) -146.42K
Decreased by -4.47%
Mar 30, 26
17 Valeo Financial Advisors, LLC 3.17M (1.18%) 3.16M
Increased by +99.86%
Jun 29, 25
18 Northern Trust Corp 3.04M (1.14%) -53.47K
Decreased by -1.76%
Mar 30, 26
19 UBS Asset Mgmt Americas Inc 2.96M (1.11%) 185.10K
Increased by +6.25%
Mar 30, 26
20 The Goldman Sachs Group Inc 2.92M (1.09%) 519.43K
Increased by +17.82%
Mar 30, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.14M (3.79%) -945.00
Decreased by -0.01%
Sep 29, 24
2 Vanguard Morn Total Stk Mkt Idx Investor 9.15M (3.42%) -106.74K
Decreased by -1.17%
Jun 29, 26
3 Vanguard Total Stock Mkt Idx Inv 9.15M (3.42%) -106.74K
Decreased by -1.17%
Jun 29, 26
4 Vanguard 500 Index Investor 7.87M (2.94%) -136.13K
Decreased by -1.73%
Jun 29, 26
5 iShares Core S&P 500 ETF 4.10M (1.53%) -9.50K
Decreased by -0.23%
Jul 27, 26
6 SPDR® S&P 500 ETF 3.92M (1.46%) -88.50K
Decreased by -2.26%
Mar 30, 25
7 Fidelity 500 Index 3.89M (1.45%) -26.35K
Decreased by -0.68%
Jun 29, 26
8 SPDR® S&P 500® ETF Trust 3.81M (1.43%) -19.98K
Decreased by -0.52%
Mar 30, 25
9 SPDR® S&P 500 ETF Trust 3.80M (1.42%) 8.60K
Increased by +0.23%
Apr 29, 24
10 SPDR® S&P 500® ETF 3.79M (1.42%) 46.55K
Increased by +1.23%
Aug 30, 25
11 Fidelity® 500 Index 3.79M (1.42%) 24.13K
Increased by +0.64%
Nov 29, 23
12 State Street® SPDR® S&P 500® ETF 3.75M (1.40%) 1.06K
Increased by +0.03%
Jul 28, 26
13 Vanguard Morn Value Index Investor 2.74M (1.02%) 1.38M
Increased by +50.49%
Jun 29, 26
14 Vanguard Value Index Inv 2.74M (1.02%) 1.38M
Increased by +50.49%
Jun 29, 26
15 The Financial Select Sector SPDR® ETF 2.24M (0.84%) -7.10K
Decreased by -0.32%
Aug 30, 25
16 State Street®FinSelSectSPDR®ETF 2.20M (0.82%) 18.83K
Increased by +0.85%
Jul 28, 26
17 Financial Select Sector SPDR® ETF 2.17M (0.81%) -6.20K
Decreased by -0.29%
Apr 29, 24
18 Vanguard Wellington™ Inv 1.89M (0.71%) -69.84K
Decreased by -3.69%
Jun 29, 25
19 Vanguard Dividend Appreciation ETF 1.71M (0.64%) -6.34K
Decreased by -0.37%
Jun 29, 26
20 Vanguard Growth Index Investor 1.66M (0.62%) 8.56K
Increased by +0.52%
Apr 29, 26