Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 8.07%
2 BJK 7.65%
3 IAK 5.93%
4 FPXI 4.11%
5 BNGE 3.96%
6 UTRN 3.87%
7 YALL 3.76%
8 ESPO 3.52%
9 SHRY 3.35%
10 DIP 3.20%
11 DVLU 3.10%
12 RNLC 3.07%
13 VSMV 2.93%
14 GAMR 2.43%
15 RJMG 2.41%
16 GOP 2.40%
17 SYE 2.26%
18 KRUZ 2.14%
19 EVSTC 2.10%
20 MVFD 2.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.24M (12.70%) 435.14K
Increased by +1.31%
Jun 30, 25
2 BlackRock Inc 23.02M (8.80%) 781.47K
Increased by +3.40%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 15.59M (5.96%) 3.88M
Increased by +24.89%
Jun 30, 25
4 State Street Corp 11.90M (4.55%) 74.47K
Increased by +0.63%
Mar 31, 25
5 State Street Corporation 11.23M (4.29%) 111.86K
Increased by +1.00%
Mar 31, 24
6 Geode Capital Management, LLC 6.64M (2.54%) 215.53K
Increased by +3.25%
Mar 31, 25
7 Bank of America Corp 6.59M (2.52%) -3.35K
Decreased by -0.05%
Mar 31, 25
8 Wellington Management Company LLP 4.72M (1.80%) -893.57K
Decreased by -18.93%
Jun 30, 24
9 Franklin Resources Inc 4.67M (1.78%) 112.86K
Increased by +2.42%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 4.56M (1.74%) 74.17K
Increased by +1.63%
Mar 31, 25
11 GQG Partners LLC 4.41M (1.68%) 89.19K
Increased by +2.02%
Mar 31, 25
12 Amvescap Plc. 3.42M (1.31%) -265.70K
Decreased by -7.78%
Mar 31, 25
13 Northern Trust Corp 3.41M (1.30%) -82.94K
Decreased by -2.43%
Mar 31, 25
14 Barrow Hanley Mewhinney & Strauss LLC 2.91M (1.11%) -118.97K
Decreased by -4.09%
Jun 30, 24
15 UBS Asset Mgmt Americas Inc 2.83M (1.08%) 536.14K
Increased by +18.93%
Jun 30, 25
16 Deutsche Bank AG 2.81M (1.07%) -425.03K
Decreased by -15.13%
Mar 31, 25
17 Allspring Global Investments Holdings, LLC 2.80M (1.07%) -205.58K
Decreased by -7.35%
Dec 31, 24
18 Boston Partners Global Investors, Inc 2.48M (0.95%) 2.13M
Increased by +85.99%
Mar 31, 25
19 NORGES BANK 2.40M (0.92%) 612.48K
Increased by +25.53%
Jun 30, 25
20 Bank of New York Mellon Corp 2.39M (0.91%) -1.09M
Decreased by -45.49%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 8.35M (3.19%) 6.12K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.32M (3.18%) -197.43K
Decreased by -2.37%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 7.54M (2.88%) 51.37K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 6.55M (2.50%) -959.95K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 5.91M (2.26%) 63.70K
Increased by +1.08%
Jul 31, 25
6 Schwab US Dividend Equity ETF™ 4.13M (1.58%) -2.41K
Decreased by -0.06%
Jan 31, 24
7 Fidelity 500 Index 3.36M (1.28%) 12.04K
Increased by +0.36%
Jun 30, 25
8 SPDR® S&P 500 ETF 3.30M (1.26%) -48.36K
Decreased by -1.47%
Mar 31, 25
9 SPDR® S&P 500® ETF 3.24M (1.24%) 13.88K
Increased by +0.43%
Jul 31, 25
10 SPDR® S&P 500® ETF Trust 3.21M (1.23%) -16.85K
Decreased by -0.53%
Mar 31, 25
11 T. Rowe Price U.S. Value Equity Tr-D 3.20M (1.22%) 460.66K
Increased by +14.40%
Jun 30, 25
12 iShares Core S&P 500 ETF 3.16M (1.21%) 14.35K
Increased by +0.45%
Jul 31, 25
13 SPDR® S&P 500 ETF Trust 3.16M (1.21%) -24.65K
Decreased by -0.78%
Mar 31, 24
14 Fidelity® 500 Index 3.05M (1.16%) 19.40K
Increased by +0.64%
Nov 30, 23
15 Putnam Large Cap Value A 2.87M (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
16 Putnam US Large Cap Value Equity 2.87M (1.10%) 0.00
Increased by 0.00%
Jun 30, 25
17 T. Rowe Price U.S. Value Equity Tr-Z 2.74M (1.05%) 1.19M
Increased by +43.61%
Mar 31, 25
18 T. Rowe Price US Value Equity Composite 2.69M (1.03%) 313.79K
Increased by +11.68%
Jun 30, 25
19 T. Rowe Price Value 2.69M (1.03%) -8.21K
Decreased by -0.31%
Jun 30, 25
20 Vanguard Value Index Inv 2.35M (0.90%) -3.39K
Decreased by -0.14%
Jul 31, 25