Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTIF 5.28%
2 DVP 4.75%
3 UTRN 4.00%
4 SHRY 3.61%
5 PFI 3.41%
6 JMID 3.30%
7 FTCS 2.17%
8 FLCG 2.11%
9 WBIL 2.10%
10 FLCV 2.08%
11 GDIV 2.05%
12 TSME 2.05%
13 STNC 1.96%
14 IPDP 1.91%
15 PWC 1.90%
16 EWI 1.90%
17 FGSI 1.85%
18 FTGS 1.85%
19 BMVP 1.72%
20 ZECP 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.43M (13.24%) 111.39K
Increased by +0.90%
Jun 30, 25
2 BlackRock Inc 9.44M (10.05%) 316.74K
Increased by +3.36%
Mar 31, 25
3 JPMorgan Chase & Co 5.82M (6.20%) 1.02M
Increased by +17.56%
Mar 31, 25
4 State Street Corp 4.49M (4.78%) 6.08K
Increased by +0.14%
Mar 31, 25
5 State Street Corporation 4.48M (4.77%) -21.09K
Decreased by -0.47%
Mar 31, 24
6 Aristotle Capital Management LLC 3.16M (3.37%) -82.56K
Decreased by -2.61%
Mar 31, 25
7 Geode Capital Management, LLC 2.77M (2.95%) 123.22K
Increased by +4.45%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 2.29M (2.44%) 34.74K
Increased by +1.52%
Mar 31, 25
9 GAMMA Investing LLC 2.11M (2.25%) 2.11M
Increased by +99.80%
Mar 31, 25
10 UBS Group AG 1.36M (1.45%) -82.42K
Decreased by -6.04%
Mar 31, 25
11 NORGES BANK 1.30M (1.38%) 5.21K
Increased by +0.40%
Jun 30, 25
12 Northern Trust Corp 1.24M (1.32%) -31.49K
Decreased by -2.55%
Mar 31, 25
13 UBS Asset Mgmt Americas Inc 1.21M (1.29%) -1.03M
Decreased by -85.35%
Jun 30, 25
14 Boston Partners Global Investors, Inc 1.14M (1.22%) -219.81K
Decreased by -19.21%
Mar 31, 25
15 Nuveen Asset Management, LLC 1.14M (1.21%) -213.46K
Decreased by -18.79%
Dec 31, 24
16 Dimensional Fund Advisors, Inc. 1.07M (1.14%) -17.66K
Decreased by -1.65%
Jun 30, 25
17 Goldman Sachs Group Inc 1.05M (1.12%) -130.90K
Decreased by -12.41%
Jun 30, 25
18 Nuveen, LLC 969.48K (1.03%) 969.48K
Increased by +100.00%
Mar 31, 25
19 Royal Bank of Canada 925.58K (0.99%) 62.45K
Increased by +6.75%
Jun 30, 24
20 Viking Global Investors LP 909.02K (0.97%) -717.83K
Decreased by -78.97%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.11M (3.31%) -33.70K
Decreased by -1.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.06M (3.26%) -24.18K
Decreased by -0.79%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 2.74M (2.91%) 18.62K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 2.70M (2.88%) -33.10K
Decreased by -1.22%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 2.10M (2.24%) -8.59K
Decreased by -0.41%
Jun 30, 25
6 SPDR® S&P 500 ETF Trust 1.22M (1.30%) -9.32K
Decreased by -0.76%
Mar 31, 24
7 Fidelity 500 Index 1.21M (1.28%) -7.11K
Decreased by -0.59%
Jun 30, 25
8 SPDR® S&P 500 ETF 1.20M (1.27%) -28.27K
Decreased by -2.36%
Mar 31, 25
9 Fidelity® 500 Index 1.19M (1.27%) 9.47K
Increased by +0.80%
Oct 31, 23
10 SPDR® S&P 500® ETF 1.17M (1.24%) 4.98K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500® ETF Trust 1.16M (1.24%) -6.16K
Decreased by -0.53%
Mar 31, 25
12 iShares Core S&P 500 ETF 1.13M (1.20%) 0.00
Increased by 0.00%
Jul 31, 25
13 JPM US Equity-MA 1.05M (1.12%) 843.50K
Increased by +80.38%
Jun 30, 25
14 JPMorgan US Equity L 1.05M (1.12%) -67.82K
Decreased by -6.46%
Jun 30, 25
15 JPMorgan Equity Premium Income ETF 874.54K (0.93%) 0.00
Increased by 0.00%
Jul 31, 25
16 Vanguard Value Index Inv 844.81K (0.90%) 248.00
Increased by +0.03%
Jun 30, 25
17 JHancock Disciplined Value Mid Cap I 844.74K (0.90%) 0.00
Increased by 0.00%
Jun 30, 25
18 UBS HV Global Selections - Agg 763.13K (0.81%) 761.74K
Increased by +99.82%
Jun 30, 24
19 UBS HV Tax-Opt Global Selections - Agg 763.13K (0.81%) 763.13K
Increased by +100.00%
Jun 30, 24
20 UBS Tax-Opt Digital Transformation theme 763.13K (0.81%) 763.13K
Increased by +100.00%
Jun 30, 24