Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DUSA 5.87%
2 ADPV 4.84%
3 DWLD 4.63%
4 IHE 4.52%
5 DIP 4.39%
6 UTRN 4.04%
7 FTXH 3.95%
8 WBIY 3.87%
9 FMTM 3.22%
10 LBAY 3.14%
11 XUDV 3.06%
12 RULE 3.02%
13 MVPA 2.91%
14 PJP 2.84%
15 SPDV 2.40%
16 SDOG 2.26%
17 CALF 2.16%
18 ABIG 2.14%
19 RDIV 2.12%
20 LYLD 2.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 138.18M (11.93%) -2.09M
Decreased by -1.51%
Dec 31, 25
2 BlackRock Inc 84.36M (7.28%) -2.47M
Decreased by -2.92%
Mar 31, 26
3 Davis Selected Advisers 78.21M (6.75%) 33.21K
Increased by +0.04%
Mar 31, 26
4 Vanguard Capital Management, LLC 74.72M (6.45%) 74.72M
Increased by +100.00%
Mar 31, 26
5 T. Rowe Price Associates, Inc. 65.86M (5.69%) -13.22M
Decreased by -20.07%
Mar 31, 26
6 State Street Corporation 62.76M (5.42%) 837.69K
Increased by +1.33%
Mar 31, 24
7 Vanguard Portfolio Management, LLC 53.91M (4.65%) 53.91M
Increased by +100.00%
Mar 31, 26
8 State Street Corp 52.23M (4.51%) -3.08M
Decreased by -5.89%
Mar 31, 26
9 Dimensional Fund Advisors, Inc. 38.31M (3.31%) -1.72M
Decreased by -4.48%
Mar 31, 26
10 Rubric Capital Management LP 33.50M (2.89%) 8.00M
Increased by +23.88%
Mar 31, 26
11 Geode Capital Management, LLC 31.85M (2.75%) 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 (1.74%) 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 (1.43%) 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 (1.29%) 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 (1.18%) 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 (3.25%) 29.20K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 36.99M (3.19%) 340.54K
Increased by +0.92%
Jun 30, 26
3 Vanguard Institutional 500 Index Trust 33.94M (2.93%) 213.73K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 30.26M (2.61%) 102.76K
Increased by +0.34%
Jun 30, 26
5 Vanguard Small Cap Index 26.71M (2.31%) 211.91K
Increased by +0.79%
Jun 30, 26
6 Davis NY Venture A 20.34M (1.76%) 0.00
Increased by 0.00%
May 31, 26
7 Vanguard Small Cap Value Index Inv 16.96M (1.46%) -113.59K
Decreased by -0.67%
Jun 30, 26
8 iShares Core S&P 500 ETF 16.07M (1.39%) 50.77K
Increased by +0.32%
Jun 30, 26
9 SPDR® S&P 500 ETF 14.89M (1.29%) -218.08K
Decreased by -1.46%
Mar 31, 25
10 Strategic Advisers Fidelity US TtlStk 14.84M (1.28%) 4.54M
Increased by +30.62%
May 31, 26
11 Fidelity 500 Index 14.74M (1.27%) -20.60K
Decreased by -0.14%
May 31, 26
12 SPDR® S&P 500® ETF Trust 14.50M (1.25%) -75.71K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 14.21M (1.23%) 174.32K
Increased by +1.23%
Aug 31, 25
14 SPDR® S&P 500 ETF Trust 14.15M (1.22%) -30.62K
Decreased by -0.22%
Apr 30, 24
15 State Street® SPDR® S&P 500® ETF 14.06M (1.21%) -183.60K
Decreased by -1.31%
Jun 30, 26
16 Fidelity® 500 Index 13.98M (1.21%) 88.94K
Increased by +0.64%
Nov 30, 23
17 Vanguard Mid Cap Index Institutional 13.10M (1.13%) 124.23K
Increased by +0.95%
May 31, 25
18 Invesco S&P 500® Equal Weight ETF 11.54M (1.00%) 35.89K
Increased by +0.31%
Jun 30, 26
19 T. Rowe Price Equity Income 10.85M (0.94%) -472.00K
Decreased by -4.35%
Jun 30, 26
20 T. Rowe Price US Lg-Cp Equity Inc Comp 10.85M (0.94%) -472.00K
Decreased by -4.35%
Jun 30, 26