Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.30%
2 GABF 4.17%
3 UTRN 4.08%
4 KBWP 3.93%
5 RNIN 3.51%
6 STNC 2.93%
7 PDP 2.59%
8 PFI 2.52%
9 RULE 2.41%
10 CNAV 2.30%
11 PWC 2.13%
12 FGSI 2.06%
13 FTGS 2.06%
14 FTDS 2.05%
15 EQRR 2.05%
16 BOUT 2.04%
17 FTCS 2.03%
18 KIE 1.76%
19 VSMV 1.55%
20 RYF 1.54%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Mitsui Sumitomo Insurance Co Ltd 50.53M (20.66%) 50.53M
Increased by +100.00%
Dec 31, 25
2 Vanguard Group Inc 37.03M (15.14%) 309.83K
Increased by +0.84%
Dec 31, 25
3 BlackRock Inc 25.06M (10.25%) 285.72K
Increased by +1.14%
Dec 31, 25
4 State Street Corp 14.92M (6.10%) -4.68K
Decreased by -0.03%
Dec 31, 25
5 State Street Corporation 10.45M (4.27%) -447.35K
Decreased by -4.28%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 9.80M (4.01%) -2.01M
Decreased by -20.47%
Dec 31, 25
7 Jefferies Financial Group Inc 8.91M (3.64%) 8.91M
Increased by +100.00%
Sep 30, 25
8 Kayne Anderson Rudnick Investment Management LLC 8.71M (3.56%) -785.26K
Decreased by -9.02%
Dec 31, 25
9 Geode Capital Management, LLC 8.35M (3.41%) 4.54K
Increased by +0.05%
Dec 31, 25
10 NORGES BANK 6.21M (2.54%) 1.21M
Increased by +19.42%
Dec 31, 25
11 Amvescap Plc. 4.91M (2.01%) 20.54K
Increased by +0.42%
Dec 31, 25
12 Victory Capital Management Inc. 4.22M (1.72%) -531.93K
Decreased by -12.62%
Jun 30, 24
13 Wells Fargo & Co 3.99M (1.63%) 85.17K
Increased by +2.13%
Dec 31, 25
14 Dimensional Fund Advisors, Inc. 3.77M (1.54%) 129.80K
Increased by +3.44%
Mar 31, 26
15 First Trust Advisors L.P. 3.60M (1.47%) -625.75K
Decreased by -17.41%
Dec 31, 25
16 HHG PLC 3.56M (1.45%) -3.38M
Decreased by -95.06%
Dec 31, 25
17 HSBC Holdings PLC 3.47M (1.42%) 2.62M
Increased by +75.50%
Dec 31, 25
18 JPMorgan Chase & Co 2.96M (1.21%) -6.87M
Decreased by -232.01%
Dec 31, 25
19 Northern Trust Corp 2.89M (1.18%) -124.78K
Decreased by -4.32%
Dec 31, 25
20 Royal London Asset Management Ltd 2.79M (1.14%) 26.73K
Increased by +0.96%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 9.07M (3.71%) 56.33K
Increased by +0.62%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 9.01M (3.68%) -78.26K
Decreased by -0.87%
Sep 30, 24
3 Vanguard 500 Index Investor 7.59M (3.10%) -138.85K
Decreased by -1.83%
Mar 31, 26
4 Vanguard Mid Cap Index Institutional 6.16M (2.52%) -37.63K
Decreased by -0.61%
Mar 31, 26
5 Eaton Vance Atlanta Capital SMID-Cap I 4.13M (1.69%) -248.62K
Decreased by -6.02%
Mar 31, 26
6 iShares Core S&P 500 ETF 3.85M (1.58%) 11.31K
Increased by +0.29%
Apr 30, 26
7 Fidelity 500 Index 3.81M (1.56%) -15.52K
Decreased by -0.41%
Mar 31, 26
8 SPDR® S&P 500 ETF 3.75M (1.53%) -55.33K
Decreased by -1.48%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 3.65M (1.49%) -19.01K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.61M (1.48%) 44.53K
Increased by +1.23%
Aug 31, 25
11 Principal MidCap R5 3.61M (1.48%) 99.55K
Increased by +2.76%
Jul 31, 25
12 State Street® SPDR® S&P 500® ETF 3.54M (1.45%) 11.59K
Increased by +0.33%
Apr 30, 26
13 Vanguard Value Index Inv 2.63M (1.08%) -18.14K
Decreased by -0.69%
Mar 31, 26
14 Victory Sycamore Established Value R 2.56M (1.05%) -415.00K
Decreased by -16.21%
Jun 30, 24
15 Invesco S&P 500® Equal Weight ETF 2.49M (1.02%) -754.00
Decreased by -0.03%
Apr 30, 26
16 SPDR® S&P 500 ETF Trust 2.46M (1.00%) -18.96K
Decreased by -0.77%
Mar 31, 24
17 JPM US Mid Cap Value-Composite 2.45M (1.00%) 40.47K
Increased by +1.65%
Jun 30, 25
18 JPM US Mid Cap Value-MA 2.41M (0.99%) -310.40K
Decreased by -12.87%
Mar 31, 25
19 First Trust Capital Strength ETF 2.37M (0.97%) -2.83K
Decreased by -0.12%
Apr 30, 26
20 Fidelity® 500 Index 2.37M (0.97%) 15.09K
Increased by +0.64%
Nov 30, 23