Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IYT 16.33%
2 TPOR 10.83%
3 SHPP 8.40%
4 FTXR 7.56%
5 BILT 6.00%
6 TOS 5.97%
7 KAT 5.43%
8 NFRX 5.25%
9 DRES 5.21%
10 DHLX 4.94%
11 NRSH 4.70%
12 RIFR 4.57%
13 HWAY 4.51%
14 SUPL 4.28%
15 MFVL 4.25%
16 UTRN 4.04%
17 GKAT 4.03%
18 GLIX 3.96%
19 CAMX 3.88%
20 WCAP 3.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 59.33M (10.01%) 659.38K
Increased by +1.11%
Dec 31, 25
2 BlackRock Inc 47.78M (8.07%) -1.42M
Decreased by -2.97%
Mar 31, 26
3 Vanguard Capital Management, LLC 38.56M (6.51%) 38.56M
Increased by +100.00%
Mar 31, 26
4 Capital World Investors 27.07M (4.57%) 6.94M
Increased by +25.62%
Mar 31, 26
5 State Street Corp 26.59M (4.49%) 257.79K
Increased by +0.97%
Mar 31, 26
6 State Street Corporation 24.67M (4.16%) -67.81K
Decreased by -0.27%
Mar 31, 24
7 JPMorgan Chase & Co 17.64M (2.98%) 6.18M
Increased by +35.06%
Mar 31, 26
8 Capital Research Global Investors 16.91M (2.85%) 5.93M
Increased by +35.05%
Mar 31, 26
9 Geode Capital Management, LLC 15.86M (2.68%) 501.94K
Increased by +3.16%
Mar 31, 26
10 Morgan Stanley - Brokerage Accounts 14.88M (2.51%) 2.25M
Increased by +15.11%
Mar 31, 26
11 Bank of America Corp 14.46M (2.44%) 2.08M
Increased by +14.41%
Mar 31, 26
12 Vanguard Portfolio Management, LLC 14.44M (2.44%) 14.44M
Increased by +100.00%
Mar 31, 26
13 Capital Research & Mgmt Co - Division 3 8.42M (1.42%) 42.29K
Increased by +0.50%
Jun 30, 25
14 NORGES BANK 7.69M (1.30%) -373.67K
Decreased by -4.86%
Dec 31, 25
15 Amvescap Plc. 7.28M (1.23%) 391.80K
Increased by +5.38%
Mar 31, 26
16 Soroban Capital Partners LP 7.05M (1.19%) -1.21M
Decreased by -17.21%
Dec 31, 23
17 Massachusetts Financial Services Company 7.03M (1.19%) -576.00K
Decreased by -8.19%
Mar 31, 26
18 Northern Trust Corp 6.68M (1.13%) -101.23K
Decreased by -1.52%
Mar 31, 26
19 Fisher Asset Management, LLC 6.50M (1.10%) 73.26K
Increased by +1.13%
Mar 31, 26
20 Goldman Sachs Group Inc 6.39M (1.08%) 3.25M
Increased by +50.84%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 19.29M (3.26%) -50.27K
Decreased by -0.26%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 18.90M (3.19%) 59.64K
Increased by +0.32%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 17.19M (2.90%) 120.06K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 15.39M (2.60%) 276.60K
Increased by +1.80%
Apr 30, 26
5 AF High Growth (AFRIS) 13.92M (2.35%) 13.92M
Increased by +100.00%
Feb 29, 24
6 American Funds American Balanced A 9.92M (1.68%) 4.32M
Increased by +43.49%
Mar 31, 26
7 iShares Core S&P 500 ETF 7.82M (1.32%) 23.87K
Increased by +0.31%
May 29, 26
8 Fidelity 500 Index 7.60M (1.28%) 26.16K
Increased by +0.34%
Apr 30, 26
9 SPDR® S&P 500 ETF 7.52M (1.27%) -133.02K
Decreased by -1.77%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 7.32M (1.24%) -38.34K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 7.22M (1.22%) 88.80K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 7.21M (1.22%) 16.29K
Increased by +0.23%
Apr 30, 24
13 UBS HV Tax-Opt Global Selections - Agg 7.19M (1.21%) 7.19M
Increased by +100.00%
Jun 30, 24
14 UBS Tax-Opt Digital Transformation theme 7.19M (1.21%) 7.19M
Increased by +100.00%
Jun 30, 24
15 UBS HV Global Selections - Agg 7.19M (1.21%) 7.19M
Increased by +99.98%
Jun 30, 24
16 State Street® SPDR® S&P 500® ETF 7.15M (1.21%) 7.59K
Increased by +0.11%
May 31, 26
17 Fidelity® 500 Index 7.10M (1.20%) 45.19K
Increased by +0.64%
Nov 30, 23
18 Global Balanced (AFRIS) 6.39M (1.08%) 6.39M
Increased by +100.00%
Feb 29, 24
19 American Funds Washington Mutual A 5.86M (0.99%) -768.37K
Decreased by -13.11%
Mar 31, 26
20 Capital Group Wash Mutual Invtrs Comp 5.86M (0.99%) -768.37K
Decreased by -13.11%
Mar 31, 26