Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MJO 9.90%
2 MJJ 9.90%
3 TINY 4.60%
4 AHOY 4.18%
5 BEEZ 4.12%
6 UTRN 4.03%
7 EDOC 3.71%
8 FIW 3.41%
9 GDOC 2.99%
10 CVRD 2.50%
11 SAMM 2.45%
12 MOAT 2.29%
13 MGRO 2.20%
14 MVAL 2.17%
15 MDEV 2.17%
16 UPGD 2.13%
17 RYJ 2.10%
18 AMID 2.07%
19 VSDA 2.05%
20 GNOM 2.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 34.00M (12.01%) 589.22K
Increased by +1.73%
Jun 30, 25
2 BlackRock Inc 25.92M (9.16%) -488.50K
Decreased by -1.88%
Mar 31, 25
3 Massachusetts Financial Services Company 13.23M (4.67%) 1.27M
Increased by +9.63%
Jun 30, 25
4 State Street Corporation 12.68M (4.48%) 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 (3.16%) 16.40K
Increased by +0.18%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 8.16M (2.88%) 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 5.34M (1.89%) 128.13K
Increased by +2.40%
Mar 31, 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 (1.54%) -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 (1.18%) -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 (3.26%) -40.90K
Decreased by -0.44%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.16M (3.24%) 1.55K
Increased by +0.02%
Jun 30, 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 8.09M (2.86%) -24.59K
Decreased by -0.30%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 6.29M (2.22%) 29.01K
Increased by +0.46%
Jun 30, 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%) 13.20K
Increased by +0.37%
Jun 30, 25
9 SPDR® S&P 500 ETF 3.55M (1.25%) -79.65K
Decreased by -2.24%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.49M (1.23%) 14.86K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500 ETF Trust 3.46M (1.22%) 7.83K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 3.45M (1.22%) -18.14K
Decreased by -0.53%
Mar 31, 25
13 Fidelity® 500 Index 3.44M (1.22%) 21.91K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 3.41M (1.20%) 15.46K
Increased by +0.45%
Jul 31, 25
15 Vanguard Health Care Inv 3.32M (1.17%) 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%) 22.39K
Increased by +0.89%
Jun 30, 25
19 VanEck Morningstar Wide Moat ETF 2.48M (0.88%) -946.00
Decreased by -0.04%
Jul 31, 25
20 Impax Leaders Strategy Composite 2.43M (0.86%) 148.21K
Increased by +6.10%
Jun 30, 25