Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TPMN 10.13%
2 GXF 5.75%
3 ENOR 5.48%
4 NORW 4.95%
5 EPHE 4.69%
6 DIVL 4.30%
7 KLDW 4.15%
8 UTRN 4.03%
9 MADE 4.02%
10 MOTO 3.96%
11 NEWZ 3.85%
12 FPAG 3.78%
13 SHRY 3.35%
14 AGQI 3.26%
15 VSMV 3.08%
16 OAKM 3.06%
17 VLLU 2.75%
18 BDVG 2.69%
19 TDV 2.64%
20 SSPX 2.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 38.29M (13.04%) 410.91K
Increased by +1.07%
Jun 30, 25
2 BlackRock Inc 20.94M (7.13%) -1.72M
Decreased by -8.23%
Jun 30, 25
3 Dodge & Cox 17.04M (5.80%) 1.02M
Increased by +5.97%
Jun 30, 25
4 State Street Corp 12.93M (4.40%) 100.04K
Increased by +0.77%
Jun 30, 25
5 State Street Corporation 12.53M (4.27%) 152.58K
Increased by +1.22%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 12.37M (4.21%) -3.63M
Decreased by -29.30%
Jun 30, 25
7 Ameriprise Financial Inc 7.03M (2.39%) 464.85K
Increased by +6.61%
Jun 30, 25
8 Wellington Management Company LLP 6.44M (2.19%) -1.02M
Decreased by -15.78%
Jun 30, 25
9 Bank of America Corp 6.27M (2.14%) 1.35M
Increased by +21.55%
Jun 30, 25
10 Geode Capital Management, LLC 6.25M (2.13%) -7.15K
Decreased by -0.11%
Jun 30, 25
11 Capital World Investors 5.56M (1.89%) -3.97M
Decreased by -71.41%
Jun 30, 24
12 Harris Associates L.P. 5.50M (1.87%) 619.87K
Increased by +11.27%
Jun 30, 25
13 ClearBridge Advisors, LLC 5.42M (1.84%) 512.36K
Increased by +9.46%
Jun 30, 25
14 Massachusetts Financial Services Company 4.42M (1.51%) -219.34K
Decreased by -4.96%
Jun 30, 25
15 EdgePoint Investment Group, Inc. 4.24M (1.44%) 132.43K
Increased by +3.12%
Jun 30, 25
16 Bank of New York Mellon Corp 4.14M (1.41%) 739.45K
Increased by +17.88%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 3.63M (1.24%) 281.49K
Increased by +7.75%
Jun 30, 25
18 NORGES BANK 3.61M (1.23%) 56.95K
Increased by +1.58%
Jun 30, 25
19 Impax Asset Management Group PLC 3.48M (1.18%) 3.48M
Increased by +100.00%
Sep 30, 24
20 Goldman Sachs Group Inc 3.35M (1.14%) 1.77M
Increased by +52.98%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.60M (3.27%) -100.42K
Decreased by -1.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.32M (3.17%) -221.67K
Decreased by -2.38%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.48M (2.89%) 58.03K
Increased by +0.68%
May 31, 25
4 Dodge & Cox Stock I 8.25M (2.81%) 228.00K
Increased by +2.77%
Jun 30, 25
5 Vanguard 500 Index Investor 7.34M (2.50%) -1.08M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 6.62M (2.25%) 71.18K
Increased by +1.08%
Jul 31, 25
7 Dodge & Cox International Stock I 4.44M (1.51%) 394.00K
Increased by +8.87%
Jun 30, 25
8 American Funds American Balanced A 4.18M (1.42%) 0.00
Increased by 0.00%
Dec 31, 23
9 American Funds Washington Mutual A 3.83M (1.30%) -2.27M
Decreased by -59.43%
Dec 31, 23
10 Capital Group Wash Mutual Invtrs Comp 3.83M (1.30%) -2.27M
Decreased by -59.43%
Dec 31, 23
11 Fidelity 500 Index 3.76M (1.28%) 1.61K
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF Trust 3.75M (1.28%) -28.91K
Decreased by -0.77%
Mar 31, 24
13 SPDR® S&P 500 ETF 3.71M (1.26%) -67.02K
Decreased by -1.81%
Mar 31, 25
14 Fidelity® 500 Index 3.66M (1.25%) 23.28K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF Trust 3.61M (1.23%) -18.90K
Decreased by -0.52%
Mar 31, 25
16 Capital Group Fundamental Invtrs Comp 3.61M (1.23%) -2.78M
Decreased by -76.96%
Mar 31, 24
17 SPDR® S&P 500® ETF 3.58M (1.22%) 44.02K
Increased by +1.23%
Aug 31, 25
18 iShares Core S&P 500 ETF 3.57M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
19 Vanguard Equity-Income Inv 3.19M (1.09%) -542.53K
Decreased by -17.01%
Jun 30, 25
20 Vanguard Value Index Inv 2.63M (0.90%) -2.29K
Decreased by -0.09%
Jul 31, 25