Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJJ 9.90%
2 MJO 9.90%
3 TINY 4.60%
4 BEEZ 4.38%
5 AHOY 4.18%
6 UTRN 4.03%
7 EDOC 3.71%
8 FIW 3.63%
9 GDOC 3.07%
10 CVRD 2.66%
11 SAMM 2.45%
12 MOAT 2.43%
13 MDEV 2.28%
14 MVAL 2.28%
15 MGRO 2.28%
16 RYJ 2.24%
17 UPGD 2.21%
18 GNOM 2.17%
19 AMID 2.16%
20 VSDA 2.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.00M (12.03%) 589.22K
Increased by +1.73%
Jun 30, 25
2 BlackRock Inc 25.92M (9.17%) -488.50K
Decreased by -1.88%
Mar 31, 25
3 Massachusetts Financial Services Company 13.23M (4.68%) 1.27M
Increased by +9.63%
Jun 30, 25
4 State Street Corporation 12.68M (4.49%) 41.21K
Increased by +0.33%
Mar 31, 24
5 State Street Corp 12.61M (4.46%) -104.71K
Decreased by -0.83%
Mar 31, 25
6 Wellington Management Company LLP 8.95M (3.17%) 16.40K
Increased by +0.18%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 8.16M (2.89%) 562.40K
Increased by +6.89%
Jun 30, 25
8 Geode Capital Management, LLC 7.20M (2.55%) 201.68K
Increased by +2.80%
Mar 31, 25
9 Generation Investment Management LLP 5.78M (2.04%) 792.30K
Increased by +13.72%
Jun 30, 25
10 Pictet Asset Manangement SA 4.77M (1.69%) -569.04K
Decreased by -11.92%
Jun 30, 25
11 Goldman Sachs Group Inc 4.46M (1.58%) 2.82M
Increased by +63.26%
Dec 31, 23
12 Morgan Stanley - Brokerage Accounts 4.37M (1.55%) -131.46K
Decreased by -3.01%
Mar 31, 25
13 Northern Trust Corp 4.18M (1.48%) -9.88K
Decreased by -0.24%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 4.16M (1.47%) 322.53K
Increased by +7.76%
Jun 30, 25
15 Deutsche Bank AG 4.05M (1.43%) -386.15K
Decreased by -9.53%
Mar 31, 25
16 State Farm Mutual Automobile Ins Co 3.83M (1.35%) 0.00
Increased by 0.00%
Jun 30, 25
17 Brown Advisory Holdings Inc 3.56M (1.26%) -39.01K
Decreased by -1.10%
Sep 30, 24
18 NORGES BANK 3.35M (1.19%) -53.62K
Decreased by -1.60%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc USD 3.23M (1.14%) 283.44K
Increased by +8.77%
Dec 31, 24
20 Nordea Investment Mgmt Bank Demark A/s 3.21M (1.14%) 447.21K
Increased by +13.92%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.23M (3.27%) -40.90K
Decreased by -0.44%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.96M (3.17%) -205.93K
Decreased by -2.30%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.11M (2.87%) 57.00K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 7.06M (2.50%) -1.03M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 6.36M (2.25%) 68.50K
Increased by +1.08%
Jul 31, 25
6 T. Rowe Price Mid-Cap Growth 3.87M (1.37%) -2.90K
Decreased by -0.07%
Jun 30, 25
7 T. Rowe Price US Mid-Cap Growth Equity 3.87M (1.37%) 225.60K
Increased by +5.83%
Jun 30, 25
8 Fidelity 500 Index 3.61M (1.28%) 1.56K
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 3.55M (1.26%) -79.65K
Decreased by -2.24%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 3.46M (1.22%) 7.83K
Increased by +0.23%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 3.45M (1.22%) -18.14K
Decreased by -0.53%
Mar 31, 25
12 Fidelity® 500 Index 3.44M (1.22%) 21.91K
Increased by +0.64%
Nov 30, 23
13 iShares Core S&P 500 ETF 3.43M (1.21%) -1.01K
Decreased by -0.03%
Aug 29, 25
14 SPDR® S&P 500® ETF 3.41M (1.21%) -13.53K
Decreased by -0.40%
Aug 29, 25
15 Vanguard Health Care Inv 3.32M (1.18%) 166.14K
Increased by +5.00%
Jun 30, 25
16 Vanguard Growth Index Investor 2.83M (1.00%) 41.25K
Increased by +1.46%
Apr 30, 24
17 VanEck Morningstar Wide Moat 2.55M (0.90%) -164.12K
Decreased by -6.44%
Jun 30, 25
18 Vanguard Value Index Inv 2.53M (0.89%) -1.64K
Decreased by -0.06%
Jul 31, 25
19 VanEck Morningstar Wide Moat ETF 2.45M (0.87%) -1.89K
Decreased by -0.08%
Aug 30, 25
20 Impax Leaders Strategy Composite 2.43M (0.86%) 148.21K
Increased by +6.10%
Jun 30, 25