Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.00%
2 XHB 3.63%
3 AQWA 3.56%
4 HVAC 3.30%
5 PHO 2.80%
6 PRN 2.76%
7 PUW 2.59%
8 ABLD 2.33%
9 DFRA 2.33%
10 COWS 2.23%
11 STNC 2.20%
12 HCOW 2.20%
13 FLV 2.03%
14 UPGD 1.94%
15 RYJ 1.94%
16 MGRO 1.93%
17 PIO 1.82%
18 FTDS 1.82%
19 BDVG 1.75%
20 UPGR 1.74%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.10M (13.75%) 683.18K
Increased by +4.53%
Dec 31, 25
2 FMR Inc 7.93M (7.22%) 2.20M
Increased by +27.76%
Mar 31, 26
3 BlackRock Inc 7.36M (6.70%) 24.69K
Increased by +0.34%
Mar 31, 26
4 Vanguard Capital Management, LLC 7.33M (6.68%) 7.33M
Increased by +100.00%
Mar 31, 26
5 State Street Corporation 7.26M (6.62%) -143.40K
Decreased by -1.97%
Mar 31, 24
6 Vanguard Portfolio Management, LLC 7.10M (6.47%) 7.10M
Increased by +100.00%
Mar 31, 26
7 State Street Corp 5.76M (5.25%) -152.56K
Decreased by -2.65%
Mar 31, 26
8 Amvescap Plc. 4.73M (4.31%) 169.83K
Increased by +3.59%
Mar 31, 26
9 Impax Asset Management Group PLC 4.28M (3.90%) -371.32K
Decreased by -8.68%
Mar 31, 26
10 American Century Companies Inc 4.22M (3.84%) 218.20K
Increased by +5.18%
Mar 31, 26
11 Geode Capital Management, LLC 3.94M (3.59%) 441.49K
Increased by +11.21%
Mar 31, 26
12 Morgan Stanley - Brokerage Accounts 3.58M (3.26%) 670.71K
Increased by +18.73%
Mar 31, 26
13 Select Equity Group LP 3.34M (3.04%) -877.97K
Decreased by -26.26%
Dec 31, 24
14 ProShare Advisors LLC 2.31M (2.10%) -35.06K
Decreased by -1.52%
Mar 31, 26
15 Pictet Asset Manangement SA 2.19M (1.99%) -267.19K
Decreased by -12.22%
Dec 31, 25
16 First Trust Advisors L.P. 2.17M (1.98%) 203.85K
Increased by +9.40%
Mar 31, 26
17 Earnest Partners LLC 2.03M (1.85%) -43.70K
Decreased by -2.16%
Mar 31, 26
18 Dimensional Fund Advisors, Inc. 1.96M (1.79%) 64.87K
Increased by +3.31%
Mar 31, 26
19 Fisher Asset Management, LLC 1.83M (1.66%) -389.81K
Decreased by -21.35%
Mar 31, 25
20 Millennium Management LLC 1.69M (1.54%) 913.24K
Increased by +54.08%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.76M (3.43%) -71.27K
Decreased by -1.89%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.62M (3.30%) 7.15K
Increased by +0.20%
Apr 30, 26
3 Vanguard Institutional 500 Index Trust 3.36M (3.06%) 21.19K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 2.92M (2.66%) 52.23K
Increased by +1.79%
Apr 30, 26
5 Impax Water Strategy Composite 2.77M (2.53%) 0.00
Increased by 0.00%
Apr 30, 26
6 Vanguard Small Cap Index 2.61M (2.38%) -5.70K
Decreased by -0.22%
Apr 30, 26
7 ProShares S&P 500 Dividend Aristocrats 2.50M (2.27%) -8.41K
Decreased by -0.34%
May 29, 26
8 Invesco S&P 500® Equal Weight ETF 2.47M (2.25%) 4.76K
Increased by +0.19%
May 29, 26
9 Pictet-Water I EUR 1.82M (1.66%) 330.69K
Increased by +18.18%
Feb 28, 26
10 Vanguard Equity-Income Inv 1.55M (1.41%) 258.24K
Increased by +16.63%
Mar 31, 26
11 SPDR® S&P 500 ETF 1.48M (1.35%) -22.16K
Decreased by -1.50%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 1.48M (1.35%) -11.53K
Decreased by -0.78%
Mar 31, 24
13 iShares Core S&P 500 ETF 1.48M (1.35%) 4.55K
Increased by +0.31%
May 29, 26
14 Vanguard Small Cap Growth Index Inv 1.46M (1.33%) -1.14K
Decreased by -0.08%
Apr 30, 26
15 Fisher All World Equity 1.45M (1.32%) 0.00
Increased by 0.00%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 1.44M (1.31%) -7.45K
Decreased by -0.52%
Mar 31, 25
17 Fidelity® 500 Index 1.44M (1.31%) 11.49K
Increased by +0.80%
Oct 31, 23
18 Fidelity 500 Index 1.44M (1.31%) 4.97K
Increased by +0.34%
Apr 30, 26
19 BNP Paribas Aqua C C 1.41M (1.29%) 1.16K
Increased by +0.08%
Apr 30, 26
20 SPDR® S&P 500® ETF 1.41M (1.28%) 17.20K
Increased by +1.22%
Aug 31, 25