Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.96%
2 UTRN 3.97%
3 USSE 3.93%
4 IHI 3.16%
5 CSMD 2.09%
6 DEF 2.02%
7 MDEV 1.94%
8 POWA 1.89%
9 RUNN 1.82%
10 SMCO 1.66%
11 SWP 1.63%
12 XHE 1.58%
13 RSPH 1.54%
14 NUMV 1.53%
15 BOUT 1.48%
16 RYH 1.45%
17 FEMD 1.42%
18 TMVE 1.27%
19 FXH 1.19%
20 MMID 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.29M (12.64%) 73.01K
Increased by +0.59%
Dec 31, 25
2 BlackRock Inc 9.03M (9.29%) -14.81K
Decreased by -0.16%
Mar 31, 26
3 Vanguard Capital Management, LLC 6.37M (6.55%) 6.37M
Increased by +100.00%
Mar 31, 26
4 State Street Corp 4.99M (5.14%) 377.03K
Increased by +7.55%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 4.95M (5.09%) 4.95M
Increased by +100.00%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 4.39M (4.52%) 554.45K
Increased by +12.62%
Mar 31, 26
7 State Street Corporation 4.12M (4.24%) -120.30K
Decreased by -2.92%
Mar 31, 24
8 Massachusetts Financial Services Company 4.01M (4.13%) -207.96K
Decreased by -5.19%
Mar 31, 26
9 Wellington Management Company LLP 2.87M (2.96%) 1.23M
Increased by +42.78%
Mar 31, 26
10 Orbis Allan Gray Ltd 2.59M (2.67%) 343.40K
Increased by +13.24%
Mar 31, 26
11 Geode Capital Management, LLC 2.58M (2.66%) 58.11K
Increased by +2.25%
Mar 31, 26
12 Generation Investment Management LLP 2.31M (2.38%) 219.98K
Increased by +9.53%
Mar 31, 26
13 Mitsubishi UFJ Asset Management Co.,Ltd 2.19M (2.26%) 651.27K
Increased by +29.67%
Mar 31, 26
14 Select Equity Group LP 2.14M (2.21%) 215.35K
Increased by +10.05%
Mar 31, 26
15 WCM Investment Management 2.10M (2.16%) -2.41M
Decreased by -114.59%
Jun 30, 25
16 HHG PLC 1.86M (1.92%) 380.50K
Increased by +20.42%
Mar 31, 26
17 T. Rowe Price Associates, Inc. 1.76M (1.81%) 1.42M
Increased by +80.40%
Mar 31, 26
18 Amvescap Plc. 1.71M (1.76%) 297.69K
Increased by +17.43%
Mar 31, 26
19 AllianceBernstein L.P. 1.34M (1.38%) 920.11K
Increased by +68.74%
Dec 31, 25
20 JPMorgan Chase & Co 1.33M (1.37%) 658.26K
Increased by +49.41%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.12M (3.21%) 11.93K
Increased by +0.38%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 3.12M (3.21%) -18.21K
Decreased by -0.58%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.79M (2.88%) 19.87K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 2.54M (2.62%) 45.32K
Increased by +1.78%
Apr 30, 26
5 Vanguard Mid Cap Index Institutional 2.12M (2.19%) 4.92K
Increased by +0.23%
Apr 30, 26
6 MS INVF Global Brands A 1.45M (1.49%) -101.14K
Decreased by -6.96%
Mar 31, 26
7 Morgan Stanley Glbl Franchise 1.45M (1.49%) 224.63K
Increased by +15.47%
Mar 31, 26
8 iShares Core S&P 500 ETF 1.29M (1.33%) 3.93K
Increased by +0.30%
May 29, 26
9 Fidelity 500 Index 1.26M (1.29%) 4.32K
Increased by +0.34%
Apr 30, 26
10 MS INVF Global Brands A USD 1.25M (1.29%) -24.52K
Decreased by -1.96%
Jun 30, 24
11 SPDR® S&P 500 ETF 1.22M (1.26%) -25.88K
Decreased by -2.12%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 1.19M (1.22%) -6.26K
Decreased by -0.53%
Mar 31, 25
13 State Street® SPDR® S&P 500® ETF 1.19M (1.22%) 1.25K
Increased by +0.11%
May 31, 26
14 SPDR® S&P 500® ETF 1.19M (1.22%) 14.67K
Increased by +1.24%
Aug 31, 25
15 SPDR® S&P 500 ETF Trust 1.17M (1.20%) 2.65K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 1.15M (1.18%) 7.32K
Increased by +0.64%
Nov 30, 23
17 MFS Large Cap Growth Equity 1.14M (1.17%) 451.68K
Increased by +39.58%
Mar 31, 26
18 Vanguard Health Care Inv 1.09M (1.12%) 80.35K
Increased by +7.35%
Mar 31, 26
19 Franklin Rising Dividends Fund A 1.07M (1.10%) 0.00
Increased by 0.00%
Mar 31, 26
20 Janus Henderson Enterprise D 994.30K (1.02%) 255.12K
Increased by +25.66%
Mar 31, 26