Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EATZ 4.93%
2 UTRN 4.06%
3 STNC 3.19%
4 ZIG 3.12%
5 DVOL 2.96%
6 HELS 2.92%
7 MGRO 2.91%
8 BCUS 2.63%
9 ACSI 2.34%
10 SEIQ 2.17%
11 RSPD 2.10%
12 RCD 2.10%
13 EMOT 1.97%
14 JDIV 1.96%
15 POWA 1.93%
16 SAGP 1.91%
17 RYJ 1.87%
18 UPGD 1.87%
19 WBIL 1.79%
20 TCAL 1.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.10M (12.77%) -144.00K
Decreased by -0.41%
Dec 31, 25
2 BlackRock Inc 26.00M (9.46%) 39.70K
Increased by +0.15%
Dec 31, 25
3 T. Rowe Price Investment Management,Inc. 25.92M (9.43%) 10.21M
Increased by +39.40%
Dec 31, 25
4 JPMorgan Chase & Co 19.37M (7.05%) -679.35K
Decreased by -3.51%
Mar 31, 26
5 Capital Research & Mgmt Co - Division 3 16.83M (6.12%) -2.59M
Decreased by -15.42%
Mar 31, 26
6 State Street Corp 13.16M (4.79%) 124.72K
Increased by +0.95%
Dec 31, 25
7 State Street Corporation 12.81M (4.66%) 1.01M
Increased by +7.90%
Mar 31, 24
8 Geode Capital Management, LLC 8.80M (3.20%) 121.30K
Increased by +1.38%
Dec 31, 25
9 NORGES BANK 4.67M (1.70%) 605.78K
Increased by +12.97%
Dec 31, 25
10 Morgan Stanley - Brokerage Accounts 4.47M (1.63%) 104.51K
Increased by +2.34%
Dec 31, 25
11 Amvescap Plc. 4.04M (1.47%) -147.74K
Decreased by -3.66%
Mar 31, 26
12 Bank of America Corp 3.79M (1.38%) 66.42K
Increased by +1.75%
Dec 31, 25
13 Loomis, Sayles & Company LP 3.74M (1.36%) -43.48K
Decreased by -1.16%
Mar 31, 26
14 Goldman Sachs Group Inc 3.52M (1.28%) 2.15M
Increased by +61.01%
Dec 31, 23
15 Capital World Investors 3.41M (1.24%) -2.18M
Decreased by -63.81%
Jun 30, 25
16 Northern Trust Corp 3.23M (1.17%) -15.29K
Decreased by -0.47%
Mar 31, 26
17 UBS Group AG 2.51M (0.91%) 502.95K
Increased by +20.05%
Mar 31, 26
18 T. Rowe Price Associates, Inc. 2.34M (0.85%) 383.42K
Increased by +16.39%
Jun 30, 24
19 Sustainable Growth Advisers, LP 2.26M (0.82%) -237.03K
Decreased by -10.49%
Mar 31, 26
20 Victory Capital Management Inc. 2.19M (0.80%) -923.05K
Decreased by -42.09%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.88M (3.23%) -54.76K
Decreased by -0.62%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.78M (3.19%) 271.00
Increased by +0.00%
Mar 31, 26
3 American Funds Washington Mutual A 8.75M (3.18%) 37.63K
Increased by +0.43%
Mar 31, 26
4 Capital Group Wash Mutual Invtrs Comp 8.75M (3.18%) 37.63K
Increased by +0.43%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 7.94M (2.89%) 56.68K
Increased by +0.71%
May 31, 25
6 Vanguard 500 Index Investor 7.07M (2.57%) -70.08K
Decreased by -0.99%
Mar 31, 26
7 Vanguard Mid Cap Index Institutional 5.97M (2.17%) -63.18K
Decreased by -1.06%
Mar 31, 26
8 JPMorgan Equity Premium Income ETF 4.06M (1.48%) -512.00
Decreased by -0.01%
Apr 30, 26
9 iShares Core S&P 500 ETF 3.59M (1.31%) 10.53K
Increased by +0.29%
Apr 30, 26
10 Fidelity 500 Index 3.55M (1.29%) 12.36K
Increased by +0.35%
Mar 31, 26
11 SPDR® S&P 500 ETF 3.47M (1.26%) -50.84K
Decreased by -1.46%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 3.39M (1.23%) -26.39K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 3.38M (1.23%) -17.71K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.35M (1.22%) 41.24K
Increased by +1.23%
Aug 31, 25
15 State Street® SPDR® S&P 500® ETF 3.32M (1.21%) 10.79K
Increased by +0.32%
Apr 30, 26
16 Fidelity® 500 Index 3.27M (1.19%) 20.78K
Increased by +0.64%
Nov 30, 23
17 Vanguard Growth Index Investor 3.25M (1.18%) -153.79K
Decreased by -4.74%
Mar 31, 26
18 American Funds New Perspective A 2.63M (0.96%) 0.00
Increased by 0.00%
Mar 31, 26
19 Capital Group New Perspective Comp 2.63M (0.96%) 0.00
Increased by 0.00%
Mar 31, 26
20 American Funds Capital Income Bldr A 2.59M (0.94%) -173.75K
Decreased by -6.70%
Mar 31, 26