Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.07%
2 KBWP 3.73%
3 NEWZ 3.21%
4 BKDV 2.18%
5 KIE 1.85%
6 RYF 1.37%
7 RSPF 1.30%
8 SPVM_old 1.24%
9 IAK 1.19%
10 PXLV 1.19%
11 EZY 1.09%
12 SPVM 1.06%
13 RNMC 1.00%
14 FSCS 1.00%
15 BKWO 0.98%
16 RNSC 0.95%
17 FSGS 0.94%
18 LSAF 0.92%
19 IGTR 0.88%
20 SDVY 0.86%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.69M (13.28%) -49.52K
Decreased by -0.74%
Mar 31, 25
2 BlackRock Inc 4.76M (9.45%) -15.42K
Decreased by -0.32%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 4.38M (8.70%) -658.08K
Decreased by -15.02%
Mar 31, 25
4 Bank of New York Mellon Corp 3.74M (7.43%) 420.07K
Increased by +11.23%
Mar 31, 25
5 State Street Corp 3.05M (6.05%) 707.34K
Increased by +23.21%
Mar 31, 25
6 State Street Corporation 2.61M (5.19%) -98.08K
Decreased by -3.75%
Mar 31, 24
7 Geode Capital Management, LLC 1.43M (2.83%) 25.59K
Increased by +1.80%
Mar 31, 25
8 Massachusetts Financial Services Company 1.19M (2.37%) -5.90K
Decreased by -0.50%
Mar 31, 25
9 Amvescap Plc. 1.16M (2.30%) -7.84K
Decreased by -0.68%
Dec 31, 24
10 FMR Inc 1.07M (2.13%) -28.94K
Decreased by -2.70%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 889.31K (1.77%) 72.05K
Increased by +8.10%
Mar 31, 25
12 AQR Capital Management LLC 880.51K (1.75%) -106.01K
Decreased by -12.04%
Mar 31, 25
13 Northern Trust Corp 831.86K (1.65%) 156.36K
Increased by +18.80%
Dec 31, 24
14 Lyrical Asset Management LP 715.41K (1.42%) -13.40K
Decreased by -1.87%
Mar 31, 25
15 NORGES BANK 672.90K (1.34%) -7.33K
Decreased by -1.09%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 648.61K (1.29%) -11.55K
Decreased by -1.78%
Mar 31, 25
17 Wellington Management Company LLP 638.33K (1.27%) 85.95K
Increased by +13.47%
Sep 30, 23
18 Nordea Investment Mgmt Bank Demark A/s 617.88K (1.23%) -44.79K
Decreased by -7.25%
Mar 31, 25
19 Clark Capital Management Group Inc 602.60K (1.20%) -4.86K
Decreased by -0.81%
Mar 31, 25
20 Schroder Investment Management Group 597.09K (1.19%) 26.04K
Increased by +4.36%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price Mid-Cap Growth 1.97M (3.91%) -2.40K
Decreased by -0.12%
Mar 31, 25
2 T. Rowe Price US Mid-Cap Growth Equity 1.97M (3.91%) -3.20K
Decreased by -0.16%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 1.64M (3.26%) 1.17K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.63M (3.23%) 26.10K
Increased by +1.60%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 1.45M (2.88%) 23.36K
Increased by +1.61%
Apr 30, 25
6 Vanguard Small Cap Index 1.28M (2.53%) 7.67K
Increased by +0.60%
Apr 30, 25
7 MFS Mid Cap Value A 833.32K (1.65%) 0.00
Increased by 0.00%
Mar 31, 25
8 MFS Mid Cap Value Equity 833.32K (1.65%) 0.00
Increased by 0.00%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 824.31K (1.64%) 2.60K
Increased by +0.32%
Apr 30, 25
10 BNY Mellon Dynamic Value Fund A 781.23K (1.55%) 13.21K
Increased by +1.69%
Mar 31, 25
11 Invesco S&P 500® Equal Weight ETF 698.08K (1.39%) -2.29K
Decreased by -0.33%
Apr 30, 25
12 Fidelity 500 Index 643.45K (1.28%) 1.11K
Increased by +0.17%
Mar 31, 25
13 SPDR® S&P 500 ETF 638.26K (1.27%) -9.30K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P Dividend ETF 627.23K (1.25%) 40.10K
Increased by +6.39%
Apr 30, 25
15 SPDR® S&P 500 ETF Trust 621.81K (1.23%) 1.40K
Increased by +0.22%
Apr 30, 24
16 SPDR® S&P 500® ETF Trust 621.43K (1.23%) -3.24K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 618.19K (1.23%) -3.69K
Decreased by -0.60%
Apr 30, 25
18 Fidelity® 500 Index 617.87K (1.23%) 3.93K
Increased by +0.64%
Nov 30, 23
19 Fidelity Small Cap Value Fund 616.80K (1.22%) 0.00
Increased by 0.00%
Oct 31, 23
20 Fidelity® Small Cap Value 616.80K (1.22%) 0.00
Increased by 0.00%
Oct 31, 23