Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.96%
2 UTRN 3.97%
3 USSE 3.93%
4 IHI 3.12%
5 CSMD 2.24%
6 DEF 2.02%
7 MDEV 1.99%
8 RUNN 1.82%
9 SMCO 1.73%
10 POWA 1.72%
11 RSPH 1.68%
12 XHE 1.67%
13 SWP 1.63%
14 BOUT 1.48%
15 FEMD 1.45%
16 RYH 1.45%
17 TMVE 1.43%
18 NUMV 1.30%
19 TSME 1.26%
20 FXH 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.29M (12.59%) 73.01K
Increased by +0.59%
Dec 31, 25
2 BlackRock Inc 9.04M (9.26%) 282.10K
Increased by +3.12%
Dec 31, 25
3 State Street Corp 4.61M (4.73%) 260.00K
Increased by +5.63%
Dec 31, 25
4 State Street Corporation 4.12M (4.22%) -120.30K
Decreased by -2.92%
Mar 31, 24
5 Massachusetts Financial Services Company 4.01M (4.11%) -207.96K
Decreased by -5.19%
Mar 31, 26
6 Morgan Stanley - Brokerage Accounts 3.84M (3.93%) -348.38K
Decreased by -9.07%
Dec 31, 25
7 Geode Capital Management, LLC 2.52M (2.59%) 14.15K
Increased by +0.56%
Dec 31, 25
8 Generation Investment Management LLP 2.31M (2.36%) 219.98K
Increased by +9.53%
Mar 31, 26
9 Orbis Allan Gray Ltd 2.25M (2.30%) 120.20K
Increased by +5.34%
Dec 31, 25
10 Select Equity Group LP 2.14M (2.20%) 215.35K
Increased by +10.05%
Mar 31, 26
11 WCM Investment Management 2.10M (2.15%) -2.41M
Decreased by -114.59%
Jun 30, 25
12 T. Rowe Price Associates, Inc. 1.74M (1.78%) 120.62K
Increased by +6.94%
Mar 31, 24
13 Amvescap Plc. 1.71M (1.75%) 297.69K
Increased by +17.43%
Mar 31, 26
14 Wellington Management Company LLP 1.64M (1.68%) 1.48M
Increased by +89.74%
Dec 31, 25
15 AQR Capital Management LLC 1.62M (1.66%) 440.16K
Increased by +27.12%
Dec 31, 25
16 Mitsubishi UFJ Asset Management Co.,Ltd 1.54M (1.58%) -23.56K
Decreased by -1.53%
Dec 31, 25
17 HHG PLC 1.48M (1.52%) 13.18K
Increased by +0.89%
Dec 31, 25
18 AllianceBernstein L.P. 1.34M (1.37%) 920.11K
Increased by +68.74%
Dec 31, 25
19 JPMorgan Chase & Co 1.33M (1.36%) 658.26K
Increased by +49.41%
Sep 30, 25
20 Bank of America Corp 1.32M (1.35%) 431.45K
Increased by +32.64%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.12M (3.20%) -18.21K
Decreased by -0.58%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.11M (3.19%) 7.95K
Increased by +0.26%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 2.79M (2.86%) 19.87K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 2.50M (2.56%) -26.10K
Decreased by -1.04%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 2.12M (2.17%) -14.46K
Decreased by -0.68%
Mar 31, 26
6 iShares Core S&P 500 ETF 1.27M (1.30%) 3.71K
Increased by +0.29%
Apr 30, 26
7 Fidelity 500 Index 1.25M (1.28%) 3.45K
Increased by +0.28%
Mar 31, 26
8 MS INVF Global Brands A USD 1.25M (1.28%) -24.52K
Decreased by -1.96%
Jun 30, 24
9 MS INVF Global Brands A 1.23M (1.26%) -49.68K
Decreased by -4.05%
Dec 31, 25
10 Morgan Stanley Glbl Franchise 1.23M (1.26%) -154.01K
Decreased by -12.54%
Dec 31, 25
11 SPDR® S&P 500 ETF 1.22M (1.25%) -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 SPDR® S&P 500® ETF 1.19M (1.22%) 14.67K
Increased by +1.24%
Aug 31, 25
14 State Street® SPDR® S&P 500® ETF 1.18M (1.21%) 3.82K
Increased by +0.32%
Apr 30, 26
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 A 1.07M (1.09%) 0.00
Increased by 0.00%
Mar 31, 26
20 Franklin Rising Dividends Fund A 1.07M (1.09%) 0.00
Increased by 0.00%
Mar 31, 26