Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IHI 11.12%
2 STNC 4.25%
3 UTRN 3.98%
4 JGRW 3.82%
5 CWS 3.69%
6 SEMG 3.64%
7 LNGR 3.59%
8 BIBL 3.45%
9 MNTL 3.40%
10 VDIG 3.12%
11 NEWZ 2.97%
12 BCUS 2.93%
13 AGNG 2.83%
14 ETFT 2.81%
15 TMED 2.57%
16 GGRW 2.57%
17 DUNK 2.25%
18 KAT 2.19%
19 FRIZ 2.13%
20 KNO 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.91M (9.76%) 133.89K
Increased by +0.39%
Dec 31, 25
2 BlackRock Inc 27.45M (7.90%) 720.61K
Increased by +2.63%
Dec 31, 25
3 Greenleaf Trust 16.56M (4.77%) -79.28K
Decreased by -0.48%
Dec 31, 25
4 JPMorgan Chase & Co 15.60M (4.49%) 3.45M
Increased by +22.13%
Mar 31, 26
5 State Street Corp 15.25M (4.39%) 311.51K
Increased by +2.04%
Dec 31, 25
6 State Street Corporation 14.35M (4.13%) 86.75K
Increased by +0.60%
Mar 31, 24
7 T. Rowe Price Associates, Inc. 10.12M (2.91%) -879.88K
Decreased by -8.70%
Dec 31, 25
8 Geode Capital Management, LLC 7.54M (2.17%) 69.85K
Increased by +0.93%
Dec 31, 25
9 Wellington Management Company LLP 6.49M (1.87%) 1.20M
Increased by +18.46%
Dec 31, 25
10 AllianceBernstein L.P. 6.44M (1.86%) 106.31K
Increased by +1.65%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 6.25M (1.80%) -207.00K
Decreased by -3.31%
Dec 31, 25
12 Capital Research Global Investors 5.61M (1.62%) -354.18K
Decreased by -6.31%
Mar 31, 26
13 NORGES BANK 5.18M (1.49%) 427.31K
Increased by +8.24%
Dec 31, 25
14 Bank of America Corp 4.42M (1.27%) 536.43K
Increased by +12.12%
Dec 31, 25
15 Bank of New York Mellon Corp 3.95M (1.14%) -359.42K
Decreased by -9.09%
Mar 31, 26
16 Northern Trust Corp 3.30M (0.95%) -44.65K
Decreased by -1.35%
Mar 31, 26
17 First Western Trust Bank 3.25M (0.94%) -380.00
Decreased by -0.01%
Dec 31, 25
18 Fisher Asset Management, LLC 3.12M (0.90%) -192.84K
Decreased by -6.19%
Dec 31, 25
19 Royal Bank of Canada 3.07M (0.89%) -268.49K
Decreased by -8.74%
Dec 31, 25
20 Fundsmith LLP 3.06M (0.88%) -626.10K
Decreased by -20.45%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 10.94M (3.15%) 52.45K
Increased by +0.48%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 10.87M (3.13%) 12.51K
Increased by +0.12%
Sep 30, 24
3 Vanguard 500 Index Investor 8.77M (2.53%) -81.06K
Decreased by -0.92%
Mar 31, 26
4 iShares Core S&P 500 ETF 4.45M (1.28%) 13.06K
Increased by +0.29%
Apr 30, 26
5 Fidelity 500 Index 4.40M (1.27%) 18.37K
Increased by +0.42%
Mar 31, 26
6 SPDR® S&P 500 ETF 4.27M (1.23%) -62.62K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF 4.16M (1.20%) 51.11K
Increased by +1.23%
Aug 31, 25
8 SPDR® S&P 500® ETF Trust 4.15M (1.20%) -21.82K
Decreased by -0.53%
Mar 31, 25
9 State Street® SPDR® S&P 500® ETF 4.12M (1.19%) 13.40K
Increased by +0.33%
Apr 30, 26
10 SPDR® S&P 500 ETF Trust 4.00M (1.15%) 9.04K
Increased by +0.23%
Apr 30, 24
11 Fidelity® 500 Index 3.94M (1.13%) 25.06K
Increased by +0.64%
Nov 30, 23
12 Vanguard Growth Index Investor 3.77M (1.08%) -42.44K
Decreased by -1.13%
Mar 31, 26
13 Fundsmith Equity I Acc 2.90M (0.83%) -587.60K
Decreased by -20.28%
Mar 31, 26
14 Vanguard Dividend Growth Inv 2.51M (0.72%) -84.72K
Decreased by -3.38%
Mar 31, 26
15 State Street®HlthCrSelSectSPDR®ETF 2.48M (0.71%) -24.43K
Decreased by -0.98%
Apr 30, 26
16 Health Care Select Sector SPDR® ETF 2.46M (0.71%) -3.20K
Decreased by -0.13%
Apr 30, 24
17 The Health Care Select Sector SPDR® ETF 2.35M (0.68%) 3.80K
Increased by +0.16%
Aug 31, 25
18 Vanguard Institutional Index I 1.94M (0.56%) -9.44K
Decreased by -0.49%
Mar 31, 26
19 Vanguard Dividend Appreciation ETF 1.93M (0.56%) 33.54K
Increased by +1.74%
Mar 31, 26
20 American Funds Growth Fund of Amer A 1.89M (0.54%) 0.00
Increased by 0.00%
Mar 31, 26