Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 9.86%
2 ETFT 5.24%
3 FCTE 5.13%
4 PIO 5.01%
5 MJO 4.89%
6 MJJ 4.89%
7 FIW 4.89%
8 THCX 4.25%
9 WBIL 3.99%
10 UTRN 3.91%
11 EQTY 3.73%
12 BMED 3.71%
13 TMFM 3.71%
14 STNC 3.70%
15 FBT 3.41%
16 RISN 2.62%
17 IVEG 2.59%
18 MDEV 2.34%
19 RYJ 2.19%
20 UPGD 2.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.54M (8.72%) 3.11M
Increased by +36.41%
Mar 31, 26
2 Vanguard Group Inc 7.47M (7.62%) -186.96K
Decreased by -2.50%
Dec 31, 25
3 Vanguard Capital Management, LLC 6.38M (6.51%) 6.38M
Increased by +100.00%
Mar 31, 26
4 Vanguard Portfolio Management, LLC 4.75M (4.85%) 4.75M
Increased by +100.00%
Mar 31, 26
5 T. Rowe Price Investment Management,Inc. 4.66M (4.76%) 4.41M
Increased by +94.53%
Mar 31, 26
6 Massachusetts Financial Services Company 4.63M (4.72%) 2.01M
Increased by +43.31%
Mar 31, 26
7 State Street Corp 4.36M (4.45%) 1.68M
Increased by +38.49%
Mar 31, 26
8 Fundsmith LLP 3.21M (3.28%) -345.90K
Decreased by -10.77%
Mar 31, 26
9 Wealthfront Advisers LLC 3.09M (3.15%) 3.08M
Increased by +99.91%
Dec 31, 24
10 Geode Capital Management, LLC 2.65M (2.70%) 1.05M
Increased by +39.79%
Mar 31, 26
11 State Street Corporation 2.54M (2.59%) 22.79K
Increased by +0.90%
Mar 31, 24
12 Amvescap Plc. 2.17M (2.21%) 1.00M
Increased by +46.17%
Mar 31, 26
13 AllianceBernstein L.P. 2.12M (2.16%) 8.30K
Increased by +0.39%
Mar 31, 26
14 JPMorgan Chase & Co 1.97M (2.01%) 1.07M
Increased by +54.12%
Mar 31, 26
15 Bank of New York Mellon Corp 1.76M (1.80%) -51.08K
Decreased by -2.90%
Jun 30, 25
16 HHG PLC 1.64M (1.67%) 291.51K
Increased by +17.79%
Mar 31, 26
17 Arnhold & S. Bleichroeder Advisers, LLC 1.58M (1.61%) 1.58M
Increased by +100.00%
Mar 31, 26
18 Mawer Investment Management Ltd 1.40M (1.43%) 31.55K
Increased by +2.25%
Mar 31, 26
19 Viking Global Investors LP 1.26M (1.28%) 1.26M
Increased by +100.00%
Mar 31, 26
20 Morgan Stanley - Brokerage Accounts 1.22M (1.25%) 502.74K
Increased by +41.14%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.13M (3.19%) 7.50K
Increased by +0.24%
Apr 30, 26
2 T. Rowe Price Capital Appreciation 2.80M (2.86%) 54.86K
Increased by +1.96%
Apr 30, 26
3 Vanguard 500 Index Investor 2.54M (2.60%) 45.32K
Increased by +1.78%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 2.12M (2.17%) 5.38K
Increased by +0.25%
Apr 30, 26
5 Vanguard US Total Market Shares ETF 1.88M (1.91%) 1.36K
Increased by +0.07%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 1.69M (1.72%) 10.60K
Increased by +0.63%
May 31, 25
7 iShares Core S&P 500 ETF 1.29M (1.32%) 3.93K
Increased by +0.30%
May 29, 26
8 Fidelity 500 Index 1.26M (1.28%) 4.33K
Increased by +0.34%
Apr 30, 26
9 State Street® SPDR® S&P 500® ETF 1.18M (1.20%) 1.25K
Increased by +0.11%
May 31, 26
10 Janus Henderson Enterprise D 1.17M (1.19%) 242.88K
Increased by +20.76%
Mar 31, 26
11 Janus Inst Mid Cap Growth CF 1.17M (1.19%) 242.88K
Increased by +20.76%
Mar 31, 26
12 First Eagle Global A 1.09M (1.11%) 0.00
Increased by 0.00%
May 31, 26
13 AllianceBernstein US L/C Growth Eqty MF 928.46K (0.95%) 71.46K
Increased by +7.70%
Apr 30, 26
14 Fundsmith Equity I Acc 923.13K (0.94%) -2.09M
Decreased by -226.74%
Apr 30, 26
15 Vanguard Mid-Cap Growth ETF 744.18K (0.76%) -1.99K
Decreased by -0.27%
Apr 30, 26
16 SPDR® S&P 500 ETF 739.07K (0.75%) -10.85K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 719.44K (0.73%) -3.78K
Decreased by -0.53%
Mar 31, 25
18 SPDR® S&P 500® ETF 717.97K (0.73%) 8.86K
Increased by +1.23%
Aug 31, 25
19 Impax Leaders Strategy Composite 716.23K (0.73%) 132.44K
Increased by +18.49%
Nov 30, 24
20 Vanguard Growth Index Investor 701.36K (0.72%) 3.64K
Increased by +0.52%
Apr 30, 26