Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 10.13%
2 GXF 5.75%
3 CTIF 4.47%
4 ENOR 4.37%
5 NORW 4.32%
6 UTRN 4.03%
7 AIEQ 3.62%
8 SHRY 3.35%
9 AGQI 3.26%
10 NEWZ 3.25%
11 EPHE 3.19%
12 KNO 3.18%
13 KLDW 3.16%
14 GAUD 3.12%
15 VSMV 2.94%
16 MOTO 2.90%
17 MADE 2.85%
18 DIVL 2.81%
19 FPAG 2.61%
20 SSPX 2.59%

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 25.91M (8.89%) 3.21M
Increased by +12.40%
Mar 31, 26
3 Vanguard Capital Management, LLC 19.05M (6.54%) 19.05M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 16.62M (5.70%) 16.62M
Increased by +100.00%
Mar 31, 26
5 Dodge & Cox 14.69M (5.04%) -184.90K
Decreased by -1.26%
Mar 31, 26
6 State Street Corp 12.91M (4.43%) -195.92K
Decreased by -1.52%
Mar 31, 26
7 State Street Corporation 12.53M (4.30%) 152.58K
Increased by +1.22%
Mar 31, 24
8 Ameriprise Financial Inc 9.03M (3.10%) 1.50M
Increased by +16.60%
Mar 31, 26
9 T. Rowe Price Associates, Inc. 8.96M (3.07%) -2.65M
Decreased by -29.57%
Mar 31, 26
10 Geode Capital Management, LLC 6.48M (2.23%) 199.41K
Increased by +3.08%
Mar 31, 26
11 Bank of America Corp 5.95M (2.04%) -196.99K
Decreased by -3.31%
Mar 31, 26
12 Capital World Investors 5.56M (1.91%) -3.97M
Decreased by -71.41%
Jun 30, 24
13 Wellington Management Company LLP 5.20M (1.79%) 865.09K
Increased by +16.63%
Mar 31, 26
14 Massachusetts Financial Services Company 4.42M (1.52%) -219.34K
Decreased by -4.96%
Jun 30, 25
15 EdgePoint Investment Group, Inc. 4.24M (1.46%) 132.43K
Increased by +3.12%
Jun 30, 25
16 ClearBridge Advisors, LLC 4.19M (1.44%) -372.04K
Decreased by -8.87%
Mar 31, 26
17 NORGES BANK 4.13M (1.42%) 514.46K
Increased by +12.47%
Dec 31, 25
18 Bank of New York Mellon Corp 3.66M (1.25%) -747.19K
Decreased by -20.43%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 3.52M (1.21%) -97.51K
Decreased by -2.77%
Mar 31, 26
20 Impax Asset Management Group PLC 3.48M (1.19%) 3.48M
Increased by +100.00%
Sep 30, 24

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 9.35M (3.21%) 25.66K
Increased by +0.27%
Apr 30, 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 7.61M (2.61%) 136.88K
Increased by +1.80%
Apr 30, 26
5 Dodge & Cox Stock I 7.23M (2.48%) -87.30K
Decreased by -1.21%
Mar 31, 26
6 Vanguard Mid Cap Index Institutional 6.35M (2.18%) 14.23K
Increased by +0.22%
Apr 30, 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%) 0.00
Increased by 0.00%
Mar 31, 26
9 iShares Core S&P 500 ETF 3.87M (1.33%) 11.80K
Increased by +0.31%
May 29, 26
10 Fidelity 500 Index 3.76M (1.29%) 12.94K
Increased by +0.34%
Apr 30, 26
11 SPDR® S&P 500 ETF Trust 3.75M (1.29%) -28.91K
Decreased by -0.77%
Mar 31, 24
12 SPDR® S&P 500 ETF 3.71M (1.27%) -67.02K
Decreased by -1.81%
Mar 31, 25
13 Fidelity® 500 Index 3.66M (1.26%) 23.28K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF Trust 3.61M (1.24%) -18.90K
Decreased by -0.52%
Mar 31, 25
15 Capital Group Fundamental Invtrs Comp 3.61M (1.24%) -2.78M
Decreased by -76.96%
Mar 31, 24
16 SPDR® S&P 500® ETF 3.58M (1.23%) 44.02K
Increased by +1.23%
Aug 31, 25
17 State Street® SPDR® S&P 500® ETF 3.53M (1.21%) 4.79K
Increased by +0.14%
May 29, 26
18 Vanguard Value Index Inv 2.72M (0.93%) 7.80K
Increased by +0.29%
Apr 30, 26
19 Vanguard Equity-Income Inv 2.67M (0.92%) 494.64K
Increased by +18.50%
Mar 31, 26
20 American Funds New Perspective A 2.61M (0.90%) -1.99M
Decreased by -76.34%
Mar 31, 24