Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PHO 9.52%
2 ETFT 5.32%
3 FCTE 5.13%
4 MJO 4.89%
5 MJJ 4.89%
6 FIW 4.76%
7 PIO 4.72%
8 THCX 4.25%
9 WBIL 3.99%
10 UTRN 3.91%
11 STNC 3.70%
12 TMFM 3.59%
13 EQTY 3.56%
14 BMED 3.51%
15 FBT 3.41%
16 RISN 2.62%
17 IVEG 2.59%
18 POWA 2.20%
19 MDEV 2.20%
20 DEF 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.47M (7.62%) -186.96K
Decreased by -2.50%
Dec 31, 25
2 BlackRock Inc 5.43M (5.54%) -634.08K
Decreased by -11.67%
Dec 31, 25
3 Massachusetts Financial Services Company 4.63M (4.72%) 2.01M
Increased by +43.31%
Mar 31, 26
4 Fundsmith LLP 3.21M (3.28%) -345.90K
Decreased by -10.77%
Mar 31, 26
5 Wealthfront Advisers LLC 3.09M (3.15%) 3.08M
Increased by +99.91%
Dec 31, 24
6 State Street Corp 2.68M (2.74%) 3.62K
Increased by +0.13%
Dec 31, 25
7 State Street Corporation 2.54M (2.59%) 22.79K
Increased by +0.90%
Mar 31, 24
8 Amvescap Plc. 2.17M (2.21%) 1.00M
Increased by +46.17%
Mar 31, 26
9 AllianceBernstein L.P. 2.07M (2.11%) -17.55K
Decreased by -0.85%
Dec 31, 25
10 JPMorgan Chase & Co 1.97M (2.01%) 1.07M
Increased by +54.12%
Mar 31, 26
11 Bank of New York Mellon Corp 1.76M (1.80%) -51.08K
Decreased by -2.90%
Jun 30, 25
12 Geode Capital Management, LLC 1.59M (1.63%) 8.59K
Increased by +0.54%
Dec 31, 25
13 Arnhold & S. Bleichroeder Advisers, LLC 1.58M (1.61%) 1.58M
Increased by +100.00%
Mar 31, 26
14 Mawer Investment Management Ltd 1.30M (1.33%) -252.26K
Decreased by -19.42%
Dec 31, 25
15 HHG PLC 1.29M (1.32%) -12.04K
Decreased by -0.93%
Dec 31, 25
16 Veritas Asset Management LLP 1.20M (1.23%) -428.46K
Decreased by -35.68%
Mar 31, 26
17 FUNDSMITH INVESTMENT SERVICES LTD. 1.10M (1.12%) -49.35K
Decreased by -4.50%
Mar 31, 26
18 Northern Trust Corp 1.04M (1.06%) 357.87K
Increased by +34.33%
Mar 31, 26
19 Principal Financial Group Inc 1.02M (1.04%) 105.00K
Increased by +10.30%
Mar 31, 26
20 Nordea Investment Mgmt Bank Demark A/s 871.08K (0.89%) -52.14K
Decreased by -5.99%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.12M (3.18%) 20.31K
Increased by +0.65%
Mar 31, 26
2 Fundsmith Equity I Acc 3.02M (3.08%) -329.96K
Decreased by -10.94%
Mar 31, 26
3 T. Rowe Price Capital Appreciation 2.75M (2.80%) 221.72K
Increased by +8.08%
Mar 31, 26
4 Vanguard 500 Index Investor 2.50M (2.55%) -29.72K
Decreased by -1.19%
Mar 31, 26
5 Vanguard Mid Cap Index Institutional 2.12M (2.16%) -13.51K
Decreased by -0.64%
Mar 31, 26
6 Vanguard US Total Market Shares ETF 1.88M (1.91%) 1.36K
Increased by +0.07%
Sep 30, 24
7 Vanguard Institutional 500 Index Trust 1.69M (1.72%) 10.60K
Increased by +0.63%
May 31, 25
8 iShares Core S&P 500 ETF 1.27M (1.29%) 3.71K
Increased by +0.29%
Apr 30, 26
9 Fidelity 500 Index 1.25M (1.28%) 1.17K
Increased by +0.09%
Mar 31, 26
10 Janus Inst Mid Cap Growth CF 1.17M (1.19%) 242.88K
Increased by +20.76%
Mar 31, 26
11 State Street® SPDR® S&P 500® ETF 1.17M (1.19%) 3.82K
Increased by +0.33%
Apr 30, 26
12 First Eagle Global A 1.09M (1.11%) 0.00
Increased by 0.00%
Mar 31, 26
13 Janus Henderson Enterprise D 927.20K (0.95%) 0.00
Increased by 0.00%
Jan 31, 26
14 AllianceBernstein US L/C Growth Eqty MF 857.00K (0.87%) 0.00
Increased by 0.00%
Mar 31, 26
15 Vanguard Mid-Cap Growth ETF 746.17K (0.76%) -66.85K
Decreased by -8.96%
Mar 31, 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 State Street®HlthCrSelSectSPDR®ETF 706.66K (0.72%) -6.94K
Decreased by -0.98%
Apr 30, 26