Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.07%
2 KBWP 3.80%
3 BOUT 3.78%
4 NEWZ 3.29%
5 BEDY 2.73%
6 ARWG 2.66%
7 BKDV 2.41%
8 BLCR 2.31%
9 KIE 2.10%
10 WBIF 1.61%
11 DVGR 1.51%
12 CGVV 1.50%
13 RSPF 1.47%
14 RYF 1.37%
15 PXLV 1.26%
16 SPVM 1.26%
17 SPVM_old 1.24%
18 MMID 1.20%
19 FSCS 1.16%
20 FSGS 1.13%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.65M (13.52%) 8.60K
Increased by +0.13%
Dec 31, 25
2 Bank of New York Mellon Corp 4.82M (9.80%) -223.40K
Decreased by -4.64%
Mar 31, 26
3 BlackRock Inc 3.95M (8.03%) -29.81K
Decreased by -0.76%
Mar 31, 26
4 T. Rowe Price Investment Management,Inc. 3.27M (6.66%) -2.71M
Decreased by -82.83%
Mar 31, 26
5 Vanguard Capital Management, LLC 3.24M (6.60%) 3.24M
Increased by +100.00%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 3.01M (6.12%) 3.01M
Increased by +100.00%
Mar 31, 26
7 State Street Corporation 2.61M (5.31%) -98.08K
Decreased by -3.75%
Mar 31, 24
8 State Street Corp 2.53M (5.15%) -40.00K
Decreased by -1.58%
Mar 31, 26
9 Geode Capital Management, LLC 1.41M (2.86%) 34.04K
Increased by +2.42%
Mar 31, 26
10 Amvescap Plc. 1.23M (2.49%) 158.98K
Increased by +12.96%
Mar 31, 26
11 T. Rowe Price Associates, Inc. 1.15M (2.33%) 83.08K
Increased by +7.25%
Mar 31, 26
12 Dimensional Fund Advisors, Inc. 1.13M (2.29%) 205.77K
Increased by +18.28%
Mar 31, 26
13 Massachusetts Financial Services Company 922.42K (1.88%) -33.16K
Decreased by -3.59%
Mar 31, 26
14 ING Investment Management LLC 834.12K (1.70%) 266.14K
Increased by +31.91%
Mar 31, 26
15 FMR Inc 750.36K (1.53%) -572.61K
Decreased by -76.31%
Mar 31, 26
16 Fuller & Thaler Asset Management Inc 697.53K (1.42%) -697.58K
Decreased by -100.01%
Mar 31, 26
17 NORGES BANK 670.85K (1.36%) 6.00K
Increased by +0.89%
Dec 31, 25
18 Nordea Investment Mgmt Bank Demark A/s 661.92K (1.35%) 76.81K
Increased by +11.60%
Mar 31, 26
19 Morgan Stanley - Brokerage Accounts 656.99K (1.34%) 16.55K
Increased by +2.52%
Mar 31, 26
20 Wellington Management Company LLP 638.33K (1.30%) 85.95K
Increased by +13.47%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.64M (3.34%) 1.17K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.58M (3.21%) 3.53K
Increased by +0.22%
Apr 30, 26
3 T. Rowe Price US Mid-Cap Growth Equity 1.55M (3.16%) -156.40K
Decreased by -10.07%
Mar 31, 26
4 T. Rowe Price Mid-Cap Growth 1.55M (3.16%) -674.00
Decreased by -0.04%
Apr 30, 26
5 Vanguard Institutional 500 Index Trust 1.46M (2.97%) 9.27K
Increased by +0.64%
May 31, 25
6 BNY Mellon Dynamic Value Fund A 1.32M (2.68%) 0.00
Increased by 0.00%
Apr 30, 26
7 Vanguard 500 Index Investor 1.30M (2.64%) 22.75K
Increased by +1.75%
Apr 30, 26
8 Vanguard Small Cap Index 1.15M (2.33%) -2.28K
Decreased by -0.20%
Apr 30, 26
9 Invesco S&P 500® Equal Weight ETF 775.63K (1.58%) 1.48K
Increased by +0.19%
May 29, 26
10 Vanguard Small Cap Value Index Inv 735.54K (1.50%) 5.34K
Increased by +0.73%
Apr 30, 26
11 FullerThaler Behavioral Sm-Cp Eq R6 680.24K (1.38%) 18.80K
Increased by +2.76%
Apr 30, 26
12 FullerThaler Beh Small-Cap Equity SMA 661.44K (1.35%) 24.29K
Increased by +3.67%
Dec 31, 25
13 FullerThaler Behavioral Small-Cap Equity 661.44K (1.35%) 48.73K
Increased by +7.37%
Dec 31, 25
14 iShares Core S&P 500 ETF 659.71K (1.34%) 2.00K
Increased by +0.30%
May 29, 26
15 Fidelity 500 Index 641.78K (1.31%) 2.21K
Increased by +0.34%
Apr 30, 26
16 SPDR® S&P 500 ETF 638.26K (1.30%) -9.30K
Decreased by -1.46%
Mar 31, 25
17 BlackRock Large Cap Core (SMA) 635.46K (1.29%) 413.70K
Increased by +65.10%
May 31, 26
18 MFS Mid Cap Value A 621.99K (1.27%) 0.00
Increased by 0.00%
Apr 30, 26
19 MFS Mid Cap Value Equity 621.99K (1.27%) -26.83K
Decreased by -4.31%
Mar 31, 26
20 SPDR® S&P 500 ETF Trust 621.81K (1.26%) 1.40K
Increased by +0.22%
Apr 30, 24