Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DUSA 5.69%
2 IHE 4.85%
3 DWLD 4.40%
4 DIP 4.39%
5 ADPV 4.16%
6 UTRN 4.04%
7 FTXH 3.95%
8 WBIY 3.87%
9 LBAY 3.66%
10 FMTM 3.22%
11 XUDV 3.06%
12 MVPA 2.82%
13 PJP 2.80%
14 RULE 2.61%
15 SPDV 2.30%
16 LYLD 2.28%
17 SDOG 2.26%
18 CALF 2.16%
19 PTH 2.10%
20 RDIV 2.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 138.18M (11.96%) -2.09M
Decreased by -1.51%
Dec 31, 25
2 BlackRock Inc 84.36M (7.30%) -2.47M
Decreased by -2.92%
Mar 31, 26
3 Davis Selected Advisers 78.21M (6.77%) 33.21K
Increased by +0.04%
Mar 31, 26
4 Vanguard Capital Management, LLC 74.72M (6.47%) 74.72M
Increased by +100.00%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 65.86M (5.70%) -13.22M
Decreased by -20.07%
Mar 31, 26
6 State Street Corporation 62.76M (5.43%) 837.69K
Increased by +1.33%
Mar 31, 24
7 Vanguard Portfolio Management, LLC 53.91M (4.67%) 53.91M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 52.23M (4.52%) -3.08M
Decreased by -5.89%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 38.31M (3.32%) -1.72M
Decreased by -4.48%
Mar 31, 26
10 Rubric Capital Management LP 33.50M (2.90%) 8.00M
Increased by +23.88%
Mar 31, 26
11 Geode Capital Management, LLC 31.85M (2.76%) 739.18K
Increased by +2.32%
Mar 31, 26
12 Amvescap Plc. 21.97M (1.90%) -1.36M
Decreased by -6.18%
Mar 31, 26
13 Deerfield Management Co 20.21M (1.75%) 0.00
Increased by 0.00%
Mar 31, 26
14 Ameriprise Financial Inc 20.01M (1.73%) -6.83M
Decreased by -34.13%
Mar 31, 26
15 FMR Inc 16.59M (1.44%) 1.48M
Increased by +8.94%
Mar 31, 26
16 Morgan Stanley - Brokerage Accounts 16.09M (1.39%) -90.03K
Decreased by -0.56%
Mar 31, 26
17 Camber Capital Management LLC 15.00M (1.30%) 0.00
Increased by 0.00%
Dec 31, 24
18 Bank of New York Mellon Corp 14.13M (1.22%) 378.42K
Increased by +2.68%
Mar 31, 26
19 The Goldman Sachs Group Inc 13.72M (1.19%) 7.60M
Increased by +55.39%
Mar 31, 26
20 Charles Schwab Investment Management Inc 13.67M (1.18%) 178.01K
Increased by +1.30%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 37.62M (3.26%) 29.20K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 36.65M (3.17%) 176.28K
Increased by +0.48%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 33.94M (2.94%) 213.73K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 29.86M (2.58%) 536.00K
Increased by +1.79%
Apr 30, 26
5 Vanguard Small Cap Index 26.53M (2.30%) -57.26K
Decreased by -0.22%
Apr 30, 26
6 Davis NY Venture A 20.34M (1.76%) 0.00
Increased by 0.00%
Jan 31, 26
7 Vanguard Small Cap Value Index Inv 17.04M (1.47%) 120.57K
Increased by +0.71%
Apr 30, 26
8 iShares Core S&P 500 ETF 15.18M (1.31%) 46.37K
Increased by +0.31%
May 29, 26
9 SPDR® S&P 500 ETF 14.89M (1.29%) -218.08K
Decreased by -1.46%
Mar 31, 25
10 Fidelity 500 Index 14.76M (1.28%) 50.84K
Increased by +0.34%
Apr 30, 26
11 SPDR® S&P 500® ETF Trust 14.50M (1.25%) -75.71K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 14.21M (1.23%) 174.32K
Increased by +1.23%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 14.15M (1.22%) -30.62K
Decreased by -0.22%
Apr 30, 24
14 Fidelity® 500 Index 13.98M (1.21%) 88.94K
Increased by +0.64%
Nov 30, 23
15 State Street® SPDR® S&P 500® ETF 13.97M (1.21%) 18.76K
Increased by +0.13%
May 29, 26
16 Vanguard Mid Cap Index Institutional 13.10M (1.13%) 124.23K
Increased by +0.95%
May 31, 25
17 Invesco S&P 500® Equal Weight ETF 12.03M (1.04%) 23.04K
Increased by +0.19%
May 29, 26
18 T. Rowe Price Equity Income 11.32M (0.98%) 0.00
Increased by 0.00%
Apr 30, 26
19 T. Rowe Price US Lg-Cp Equity Inc Comp 11.32M (0.98%) -1.08M
Decreased by -9.55%
Mar 31, 26
20 Vanguard Value Index Inv 10.30M (0.89%) 44.37K
Increased by +0.43%
Feb 28, 25