Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 3.96%
2 IAK 3.95%
3 UTRN 3.63%
4 RISN 2.97%
5 BCUS 2.60%
6 RULE 2.22%
7 FTCS 1.97%
8 BUSA 1.95%
9 FTGS 1.95%
10 CZA 1.93%
11 KIE 1.89%
12 WBIL 1.86%
13 PFI 1.79%
14 TSME 1.75%
15 DVLU 1.68%
16 SPGP 1.58%
17 GURU 1.56%
18 FXO 1.49%
19 RYF 1.42%
20 HAPY 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 41.92M (11.63%) -78.63K
Decreased by -0.19%
Mar 31, 25
2 BlackRock Inc 33.41M (9.27%) 166.48K
Increased by +0.50%
Mar 31, 25
3 Artisan Partners Limited Partnership 23.42M (6.50%) 33.69K
Increased by +0.14%
Mar 31, 25
4 BAMCO Inc 19.97M (5.54%) -495.97K
Decreased by -2.48%
Mar 31, 25
5 State Street Corp 17.00M (4.72%) 6.07K
Increased by +0.04%
Mar 31, 25
6 State Street Corporation 15.92M (4.42%) 60.83K
Increased by +0.38%
Mar 31, 24
7 WCM Investment Management 13.46M (3.74%) 33.52K
Increased by +0.25%
Mar 31, 25
8 Geode Capital Management, LLC 10.39M (2.88%) -624.22K
Decreased by -6.01%
Mar 31, 25
9 Principal Financial Group Inc 8.09M (2.24%) -132.42K
Decreased by -1.64%
Mar 31, 25
10 Capital Research & Mgmt Co - Division 3 7.89M (2.19%) 3.03M
Increased by +38.43%
Mar 31, 25
11 JPMorgan Chase & Co 7.47M (2.07%) 1.74M
Increased by +23.34%
Mar 31, 25
12 Davis Asset Management, L.P. 7.15M (1.98%) 5.95M
Increased by +83.22%
Dec 31, 23
13 Goldman Sachs Group Inc 5.34M (1.48%) 2.53M
Increased by +47.40%
Dec 31, 23
14 Allspring Global Investments Holdings, LLC 5.07M (1.41%) -280.90K
Decreased by -5.54%
Mar 31, 25
15 Northern Trust Corp 5.01M (1.39%) 144.99K
Increased by +2.90%
Mar 31, 25
16 Nuveen Asset Management, LLC 4.89M (1.36%) 93.23K
Increased by +1.91%
Dec 31, 24
17 Madison Asset Management, LLC 4.84M (1.34%) 397.86K
Increased by +8.22%
Mar 31, 25
18 Capital World Investors 4.76M (1.32%) -5.85M
Decreased by -123.01%
Mar 31, 24
19 NORGES BANK 4.74M (1.31%) 98.14K
Increased by +2.07%
Dec 31, 24
20 Madison Investment Advisors, LLC 4.44M (1.23%) 4.44M
Increased by +100.00%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Artisan International Value 17.16M (4.76%) 223.52K
Increased by +1.30%
Mar 31, 25
2 Artisan International Value Investor 17.16M (4.76%) 223.52K
Increased by +1.30%
Mar 31, 25
3 Vanguard Total Stock Mkt Idx Inv 11.47M (3.18%) 7.03K
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 11.33M (3.15%) 51.94K
Increased by +0.46%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 10.66M (2.96%) 74.30K
Increased by +0.70%
May 31, 25
6 Baron Growth Retail 8.43M (2.34%) -125.00K
Decreased by -1.48%
Jun 30, 25
7 Baron Small Cap Growth Strategy 8.43M (2.34%) -125.00K
Decreased by -1.48%
Jun 30, 25
8 Vanguard Mid Cap Index Institutional 7.85M (2.18%) 74.19K
Increased by +0.95%
May 31, 25
9 Baron Partners Retail 6.17M (1.71%) -25.00K
Decreased by -0.40%
Jun 30, 25
10 WCM Focused International Growth Instl 5.20M (1.44%) 0.00
Increased by 0.00%
Mar 31, 25
11 WCM Inv Mgt Focused Growth Intl 5.11M (1.42%) -85.75K
Decreased by -1.68%
Jun 30, 25
12 Fidelity 500 Index 4.73M (1.31%) 20.10K
Increased by +0.42%
May 31, 25
13 SPDR® S&P 500 ETF 4.66M (1.29%) -68.20K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 4.54M (1.26%) -23.76K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 4.52M (1.25%) -15.84K
Decreased by -0.35%
Jun 30, 25
16 iShares Core S&P 500 ETF 4.43M (1.23%) 7.07K
Increased by +0.16%
Jun 30, 25
17 SPDR® S&P 500 ETF Trust 4.37M (1.21%) -9.46K
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 4.32M (1.20%) 34.40K
Increased by +0.80%
Oct 31, 23
19 Principal MidCap R5 3.92M (1.09%) -1.88M
Decreased by -47.82%
Jun 30, 25
20 Principal Aligned MidCap Equity 3.89M (1.08%) -1.91M
Decreased by -49.14%
Jun 30, 25