Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 10.13%
2 GXF 5.75%
3 EPHE 4.69%
4 NORW 4.11%
5 ENOR 4.10%
6 UTRN 4.03%
7 KLDW 3.57%
8 AIEQ 3.47%
9 SHRY 3.35%
10 MOTO 3.33%
11 AGQI 3.26%
12 NEWZ 3.25%
13 GAUD 3.15%
14 MADE 2.88%
15 FPAG 2.85%
16 DIVL 2.81%
17 BDVG 2.77%
18 VLLU 2.65%
19 VSMV 2.64%
20 SSPX 2.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.42M (13.12%) 168.14K
Increased by +0.44%
Dec 31, 25
2 BlackRock Inc 20.83M (7.11%) -114.94K
Decreased by -0.55%
Sep 30, 25
3 Dodge & Cox 14.87M (5.08%) -1.17M
Decreased by -7.84%
Dec 31, 25
4 State Street Corp 13.03M (4.45%) 100.19K
Increased by +0.77%
Sep 30, 25
5 State Street Corporation 12.53M (4.28%) 152.58K
Increased by +1.22%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 12.12M (4.14%) -253.16K
Decreased by -2.09%
Sep 30, 25
7 Ameriprise Financial Inc 6.74M (2.30%) -288.77K
Decreased by -4.28%
Sep 30, 25
8 Geode Capital Management, LLC 6.12M (2.09%) -125.24K
Decreased by -2.05%
Sep 30, 25
9 Bank of America Corp 6.03M (2.06%) -248.15K
Decreased by -4.12%
Sep 30, 25
10 Capital World Investors 5.56M (1.90%) -3.97M
Decreased by -71.41%
Jun 30, 24
11 ClearBridge Advisors, LLC 5.23M (1.79%) -185.68K
Decreased by -3.55%
Sep 30, 25
12 Massachusetts Financial Services Company 4.42M (1.51%) -219.34K
Decreased by -4.96%
Jun 30, 25
13 Wellington Management Company LLP 4.34M (1.48%) -505.59K
Decreased by -11.66%
Dec 31, 25
14 Bank of New York Mellon Corp 4.26M (1.45%) 122.99K
Increased by +2.89%
Sep 30, 25
15 EdgePoint Investment Group, Inc. 4.24M (1.45%) 132.43K
Increased by +3.12%
Jun 30, 25
16 NORGES BANK 4.13M (1.41%) 514.46K
Increased by +12.47%
Dec 31, 25
17 Morgan Stanley - Brokerage Accounts 3.52M (1.20%) -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 (1.14%) 1.77M
Increased by +52.98%
Dec 31, 23
20 Harris Associates L.P. 3.23M (1.10%) -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 (3.28%) -100.42K
Decreased by -1.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.26M (3.16%) 19.42K
Increased by +0.21%
Jan 31, 26
3 Vanguard Institutional 500 Index Trust 8.48M (2.90%) 58.03K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 7.50M (2.56%) 46.77K
Increased by +0.62%
Jan 31, 26
5 Dodge & Cox Stock I 7.32M (2.50%) -621.40K
Decreased by -8.49%
Dec 31, 25
6 Vanguard Mid Cap Index Institutional 6.37M (2.18%) -33.29K
Decreased by -0.52%
Jan 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 American Funds Washington Mutual A 3.83M (1.31%) -2.27M
Decreased by -59.43%
Dec 31, 23
10 Capital Group Wash Mutual Invtrs Comp 3.83M (1.31%) -2.27M
Decreased by -59.43%
Dec 31, 23
11 iShares Core S&P 500 ETF 3.75M (1.28%) 0.00
Increased by 0.00%
Feb 28, 26
12 SPDR® S&P 500 ETF Trust 3.75M (1.28%) -28.91K
Decreased by -0.77%
Mar 31, 24
13 Fidelity 500 Index 3.74M (1.28%) 17.32K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 3.71M (1.27%) -67.02K
Decreased by -1.81%
Mar 31, 25
15 Fidelity® 500 Index 3.66M (1.25%) 23.28K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF Trust 3.61M (1.23%) -18.90K
Decreased by -0.52%
Mar 31, 25
17 Capital Group Fundamental Invtrs Comp 3.61M (1.23%) -2.78M
Decreased by -76.96%
Mar 31, 24
18 SPDR® S&P 500® ETF 3.58M (1.22%) 44.02K
Increased by +1.23%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 3.49M (1.19%) 14.54K
Increased by +0.42%
Feb 27, 26
20 Vanguard Value Index Inv 2.71M (0.92%) -825.00
Decreased by -0.03%
Jan 31, 26