Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCPP 4.40%
2 OCFS 4.30%
3 UTRN 4.08%
4 KBWP 3.91%
5 RNIN 3.51%
6 GABF 3.01%
7 STNC 2.93%
8 PDP 2.59%
9 PFI 2.52%
10 RULE 2.41%
11 CNAV 2.30%
12 PWC 2.13%
13 FGSI 2.06%
14 FTGS 2.06%
15 EQRR 2.05%
16 BOUT 2.04%
17 FTCS 2.03%
18 FTDS 2.03%
19 KIE 1.75%
20 VSMV 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mitsui Sumitomo Insurance Co Ltd 58.78M (22.91%) 8.25M
Increased by +14.04%
Mar 31, 26
2 Vanguard Group Inc 37.03M (14.43%) 309.83K
Increased by +0.84%
Dec 31, 25
3 BlackRock Inc 23.28M (9.07%) -1.78M
Decreased by -7.65%
Mar 31, 26
4 Vanguard Capital Management, LLC 18.93M (7.38%) 18.93M
Increased by +100.00%
Mar 31, 26
5 Vanguard Portfolio Management, LLC 14.75M (5.75%) 14.75M
Increased by +100.00%
Mar 31, 26
6 State Street Corp 14.41M (5.61%) -511.02K
Decreased by -3.55%
Mar 31, 26
7 State Street Corporation 10.45M (4.07%) -447.35K
Decreased by -4.28%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 10.41M (4.06%) 614.11K
Increased by +5.90%
Mar 31, 26
9 Jefferies Financial Group Inc 8.91M (3.47%) 8.91M
Increased by +100.00%
Sep 30, 25
10 Geode Capital Management, LLC 8.23M (3.21%) -119.14K
Decreased by -1.45%
Mar 31, 26
11 Kayne Anderson Rudnick Investment Management LLC 7.77M (3.03%) -936.97K
Decreased by -12.06%
Mar 31, 26
12 NORGES BANK 6.21M (2.42%) 1.21M
Increased by +19.42%
Dec 31, 25
13 Amvescap Plc. 5.05M (1.97%) 138.43K
Increased by +2.74%
Mar 31, 26
14 Victory Capital Management Inc. 4.22M (1.64%) -531.93K
Decreased by -12.62%
Jun 30, 24
15 First Trust Advisors L.P. 3.97M (1.55%) 377.74K
Increased by +9.51%
Mar 31, 26
16 Wells Fargo & Co 3.79M (1.48%) -200.64K
Decreased by -5.29%
Mar 31, 26
17 Dimensional Fund Advisors, Inc. 3.77M (1.47%) 129.80K
Increased by +3.44%
Mar 31, 26
18 HSBC Holdings PLC 3.47M (1.35%) 2.62M
Increased by +75.50%
Dec 31, 25
19 JPMorgan Chase & Co 3.27M (1.28%) 314.08K
Increased by +9.59%
Mar 31, 26
20 UBS Group AG 3.27M (1.27%) -238.09K
Decreased by -7.29%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.09M (3.54%) 22.70K
Increased by +0.25%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 9.01M (3.51%) -78.26K
Decreased by -0.87%
Sep 30, 24
3 Vanguard 500 Index Investor 7.73M (3.01%) 139.11K
Increased by +1.80%
Apr 30, 26
4 Vanguard Mid Cap Index Institutional 6.17M (2.41%) 16.79K
Increased by +0.27%
Apr 30, 26
5 Eaton Vance Atlanta Capital SMID-Cap I 4.05M (1.58%) -83.50K
Decreased by -2.06%
Apr 30, 26
6 iShares Core S&P 500 ETF 3.93M (1.53%) 12.01K
Increased by +0.31%
May 29, 26
7 Fidelity 500 Index 3.82M (1.49%) 13.09K
Increased by +0.34%
Apr 30, 26
8 SPDR® S&P 500 ETF 3.75M (1.46%) -55.33K
Decreased by -1.48%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 3.65M (1.42%) -19.01K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.61M (1.41%) 44.53K
Increased by +1.23%
Aug 31, 25
11 Principal MidCap R5 3.61M (1.41%) 99.55K
Increased by +2.76%
Jul 31, 25
12 State Street® SPDR® S&P 500® ETF 3.58M (1.39%) 3.81K
Increased by +0.11%
May 31, 26
13 Vanguard Value Index Inv 2.64M (1.03%) 8.27K
Increased by +0.31%
Apr 30, 26
14 Victory Sycamore Established Value R 2.56M (1.00%) -415.00K
Decreased by -16.21%
Jun 30, 24
15 Invesco S&P 500® Equal Weight ETF 2.47M (0.96%) 4.76K
Increased by +0.19%
May 29, 26
16 SPDR® S&P 500 ETF Trust 2.46M (0.96%) -18.96K
Decreased by -0.77%
Mar 31, 24
17 JPM US Mid Cap Value-Composite 2.45M (0.96%) 40.47K
Increased by +1.65%
Jun 30, 25
18 JPM US Mid Cap Value-MA 2.41M (0.94%) -310.40K
Decreased by -12.87%
Mar 31, 25
19 Fidelity® 500 Index 2.37M (0.92%) 15.09K
Increased by +0.64%
Nov 30, 23
20 First Trust Capital Strength ETF 2.33M (0.91%) 0.00
Increased by 0.00%
May 31, 26