Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XDNA 9.93%
2 MJO 9.90%
3 MJJ 9.90%
4 SYNB 9.18%
5 ACT_old 8.00%
6 BAMV 5.29%
7 MBCC 4.85%
8 AILG 4.51%
9 GDOC 4.17%
10 UTRN 4.10%
11 AGIQ 3.88%
12 TMED 3.86%
13 BEEZ 3.85%
14 THNR 3.82%
15 NEWZ 3.65%
16 HRTS 3.64%
17 IBLN 3.37%
18 QLTY 3.36%
19 CWS 3.20%
20 XLV 3.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.13M (9.21%) 288.30K
Increased by +0.84%
Dec 31, 25
2 J Stern & Co LLP 31.51M (8.50%) 31.46M
Increased by +99.83%
Dec 31, 25
3 BlackRock Inc 30.68M (8.28%) 1.04M
Increased by +3.39%
Dec 31, 25
4 State Street Corp 16.61M (4.48%) 229.63K
Increased by +1.38%
Dec 31, 25
5 State Street Corporation 16.58M (4.47%) 107.06K
Increased by +0.65%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 11.89M (3.21%) -827.63K
Decreased by -6.96%
Dec 31, 25
7 FMR Inc 9.79M (2.64%) 2.20M
Increased by +22.46%
Dec 31, 25
8 Geode Capital Management, LLC 8.20M (2.21%) 26.43K
Increased by +0.32%
Dec 31, 25
9 T. Rowe Price Associates, Inc. 7.70M (2.08%) 1.23M
Increased by +15.98%
Dec 31, 25
10 Franklin Resources Inc 6.81M (1.84%) 466.52K
Increased by +6.85%
Mar 31, 26
11 JPMorgan Chase & Co 6.80M (1.83%) 183.60K
Increased by +2.70%
Mar 31, 26
12 Capital World Investors 6.65M (1.79%) -4.36M
Decreased by -65.56%
Mar 31, 26
13 Bank of America Corp 5.95M (1.60%) 575.14K
Increased by +9.67%
Dec 31, 25
14 NORGES BANK 5.30M (1.43%) -282.43K
Decreased by -5.33%
Dec 31, 25
15 Capital Research Global Investors 4.41M (1.19%) 1.50M
Increased by +33.97%
Mar 31, 26
16 Royal Bank of Canada 4.04M (1.09%) 1.31M
Increased by +32.54%
Dec 31, 25
17 Capital Research & Mgmt Co - Division 3 3.89M (1.05%) 2.97M
Increased by +76.34%
Mar 31, 26
18 Goldman Sachs Group Inc 3.89M (1.05%) 1.71M
Increased by +44.04%
Dec 31, 23
19 Bank of New York Mellon Corp 3.77M (1.02%) 42.14K
Increased by +1.12%
Mar 31, 26
20 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 3.53M (0.95%) 1.03M
Increased by +29.09%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.10M (3.26%) 6.98K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 11.80M (3.18%) -87.50K
Decreased by -0.74%
Mar 31, 26
3 Vanguard 500 Index Investor 9.57M (2.58%) -97.52K
Decreased by -1.02%
Mar 31, 26
4 iShares Core S&P 500 ETF 4.86M (1.31%) 14.23K
Increased by +0.29%
Apr 30, 26
5 Fidelity 500 Index 4.80M (1.29%) 16.73K
Increased by +0.35%
Mar 31, 26
6 SPDR® S&P 500 ETF 4.76M (1.28%) -69.75K
Decreased by -1.47%
Mar 31, 25
7 SPDR® S&P 500® ETF Trust 4.63M (1.25%) -24.30K
Decreased by -0.52%
Mar 31, 25
8 SPDR® S&P 500 ETF Trust 4.57M (1.23%) 10.30K
Increased by +0.23%
Apr 30, 24
9 SPDR® S&P 500® ETF 4.56M (1.23%) 56.17K
Increased by +1.23%
Aug 31, 25
10 Fidelity® 500 Index 4.50M (1.21%) 28.62K
Increased by +0.64%
Nov 30, 23
11 State Street® SPDR® S&P 500® ETF 4.49M (1.21%) 14.61K
Increased by +0.33%
Apr 30, 26
12 Vanguard Value Index Inv 3.43M (0.93%) -67.17K
Decreased by -1.96%
Mar 31, 26
13 Health Care Select Sector SPDR® ETF 2.82M (0.76%) -3.65K
Decreased by -0.13%
Apr 30, 24
14 UBS HV Global Selections - Agg 2.76M (0.74%) 2.76M
Increased by +99.96%
Jun 30, 24
15 UBS HV Tax-Opt Global Selections - Agg 2.76M (0.74%) 2.76M
Increased by +100.00%
Jun 30, 24
16 UBS Tax-Opt Digital Transformation theme 2.76M (0.74%) 2.76M
Increased by +99.90%
Jun 30, 24
17 State Street®HlthCrSelSectSPDR®ETF 2.71M (0.73%) -26.67K
Decreased by -0.99%
Apr 30, 26
18 The Health Care Select Sector SPDR® ETF 2.58M (0.70%) 4.18K
Increased by +0.16%
Aug 31, 25
19 VA CollegeAmerica Amcap 529A 2.38M (0.64%) 0.00
Increased by 0.00%
Dec 31, 24
20 American Funds AMCAP A 2.12M (0.57%) -258.57K
Decreased by -12.19%
Mar 31, 25