Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 10.13%
2 GXF 5.75%
3 EPHE 4.69%
4 UTRN 4.03%
5 NORW 3.89%
6 AIEQ 3.62%
7 ENOR 3.61%
8 KLDW 3.50%
9 SHRY 3.35%
10 AGQI 3.26%
11 NEWZ 3.25%
12 GAUD 3.20%
13 VSMV 2.99%
14 MOTO 2.98%
15 MADE 2.90%
16 DIVL 2.81%
17 FPAG 2.78%
18 VLLU 2.70%
19 SSPX 2.59%
20 FCFY 2.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.42M (13.19%) 168.14K
Increased by +0.44%
Dec 31, 25
2 BlackRock Inc 20.83M (7.15%) -114.94K
Decreased by -0.55%
Sep 30, 25
3 Dodge & Cox 14.87M (5.10%) -1.17M
Decreased by -7.84%
Dec 31, 25
4 State Street Corp 13.03M (4.47%) 100.19K
Increased by +0.77%
Sep 30, 25
5 State Street Corporation 12.53M (4.30%) 152.58K
Increased by +1.22%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 12.12M (4.16%) -253.16K
Decreased by -2.09%
Sep 30, 25
7 Ameriprise Financial Inc 6.74M (2.31%) -288.77K
Decreased by -4.28%
Sep 30, 25
8 Geode Capital Management, LLC 6.28M (2.16%) 161.97K
Increased by +2.58%
Dec 31, 25
9 Bank of America Corp 6.03M (2.07%) -248.15K
Decreased by -4.12%
Sep 30, 25
10 Capital World Investors 5.56M (1.91%) -3.97M
Decreased by -71.41%
Jun 30, 24
11 ClearBridge Advisors, LLC 4.57M (1.57%) -665.52K
Decreased by -14.57%
Dec 31, 25
12 Massachusetts Financial Services Company 4.42M (1.52%) -219.34K
Decreased by -4.96%
Jun 30, 25
13 Wellington Management Company LLP 4.34M (1.49%) -505.59K
Decreased by -11.66%
Dec 31, 25
14 Bank of New York Mellon Corp 4.26M (1.46%) 122.99K
Increased by +2.89%
Sep 30, 25
15 EdgePoint Investment Group, Inc. 4.24M (1.46%) 132.43K
Increased by +3.12%
Jun 30, 25
16 NORGES BANK 4.13M (1.42%) 514.46K
Increased by +12.47%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 3.52M (1.21%) -112.38K
Decreased by -3.19%
Sep 30, 25
18 Impax Asset Management Group PLC 3.48M (1.19%) 3.48M
Increased by +100.00%
Sep 30, 24
19 Goldman Sachs Group Inc 3.35M (1.15%) 1.77M
Increased by +52.98%
Dec 31, 23
20 Harris Associates L.P. 3.23M (1.11%) -777.62K
Decreased by -24.08%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.60M (3.29%) -100.42K
Decreased by -1.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.32M (3.20%) 18.38K
Increased by +0.20%
Mar 31, 26
3 Vanguard Institutional 500 Index Trust 8.48M (2.91%) 58.03K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 7.47M (2.56%) -95.94K
Decreased by -1.28%
Mar 31, 26
5 Dodge & Cox Stock I 7.32M (2.51%) -621.40K
Decreased by -8.49%
Dec 31, 25
6 Vanguard Mid Cap Index Institutional 6.34M (2.18%) -55.24K
Decreased by -0.87%
Mar 31, 26
7 American Funds American Balanced A 4.18M (1.43%) 0.00
Increased by 0.00%
Dec 31, 23
8 Dodge & Cox International Stock I 4.06M (1.39%) -267.70K
Decreased by -6.60%
Dec 31, 25
9 Capital Group Wash Mutual Invtrs Comp 3.83M (1.31%) -2.27M
Decreased by -59.43%
Dec 31, 23
10 iShares Core S&P 500 ETF 3.77M (1.29%) -2.05K
Decreased by -0.05%
Mar 31, 26
11 SPDR® S&P 500 ETF Trust 3.75M (1.29%) -28.91K
Decreased by -0.77%
Mar 31, 24
12 Fidelity 500 Index 3.74M (1.28%) 6.17K
Increased by +0.16%
Feb 28, 26
13 SPDR® S&P 500 ETF 3.71M (1.27%) -67.02K
Decreased by -1.81%
Mar 31, 25
14 Fidelity® 500 Index 3.66M (1.26%) 23.28K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF Trust 3.61M (1.24%) -18.90K
Decreased by -0.52%
Mar 31, 25
16 Capital Group Fundamental Invtrs Comp 3.61M (1.24%) -2.78M
Decreased by -76.96%
Mar 31, 24
17 SPDR® S&P 500® ETF 3.58M (1.23%) 44.02K
Increased by +1.23%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 3.40M (1.17%) -8.38K
Decreased by -0.25%
Mar 31, 26
19 Vanguard Value Index Inv 2.71M (0.93%) -26.84K
Decreased by -0.99%
Mar 31, 26
20 American Funds New Perspective A 2.61M (0.90%) -1.99M
Decreased by -76.34%
Mar 31, 24