Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 5.11%
2 RSPM 4.17%
3 UTRN 4.08%
4 RTM 3.87%
5 AIEQ 3.22%
6 COWS 2.97%
7 HCOW 2.89%
8 BECO 2.87%
9 GAUD 2.87%
10 DEMZ 2.64%
11 FXZ 2.60%
12 PYZ 2.36%
13 FTDS 2.14%
14 FTIF 2.03%
15 SPDV 1.99%
16 MVFD 1.94%
17 SMAP 1.81%
18 XLB 1.79%
19 RUNN 1.61%
20 WBIF 1.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.45M (14.17%) 69.66K
Increased by +0.67%
Dec 30, 25
2 BlackRock Inc 6.38M (8.65%) 57.28K
Increased by +0.90%
Mar 30, 26
3 Wellington Management Company LLP 5.31M (7.19%) -339.55K
Decreased by -6.40%
Mar 30, 26
4 Vanguard Capital Management, LLC 5.01M (6.79%) 5.01M
Increased by +100.00%
Mar 30, 26
5 Vanguard Portfolio Management, LLC 4.86M (6.60%) 4.86M
Increased by +100.00%
Mar 30, 26
6 State Street Corp 3.76M (5.09%) 53.43K
Increased by +1.42%
Mar 30, 26
7 State Street Corporation 3.66M (4.96%) -4.92K
Decreased by -0.13%
Mar 30, 24
8 Morgan Stanley - Brokerage Accounts 3.64M (4.93%) -233.13K
Decreased by -6.41%
Mar 30, 26
9 T. Rowe Price Investment Management,Inc. 2.93M (3.97%) -1.76M
Decreased by -60.09%
Mar 30, 26
10 Geode Capital Management, LLC 2.17M (2.94%) 56.63K
Increased by +2.61%
Mar 30, 26
11 Ameriprise Financial Inc 1.90M (2.58%) 12.48K
Increased by +0.66%
Mar 30, 26
12 T. Rowe Price Associates, Inc. 1.47M (1.99%) 143.11K
Increased by +9.77%
Mar 30, 26
13 Victory Capital Management Inc. 1.35M (1.84%) -229.18K
Decreased by -16.93%
Jun 29, 25
14 Amvescap Plc. 1.35M (1.83%) 155.91K
Increased by +11.58%
Mar 30, 26
15 Fiduciary Management, Inc. of Milwaukee 1.25M (1.70%) -148.28K
Decreased by -11.84%
Mar 30, 26
16 HPM Partners LLC 1.19M (1.62%) 1.16M
Increased by +97.65%
Dec 30, 23
17 Neuberger Berman Group LLC 1.17M (1.58%) -379.86K
Decreased by -32.53%
Mar 30, 26
18 Lazard Asset Management LLC 1.14M (1.55%) -396.14K
Decreased by -34.73%
Sep 29, 25
19 Northern Trust Corp 1.07M (1.45%) 141.94K
Increased by +13.27%
Mar 30, 26
20 BB&T Corp. 1.06M (1.44%) -26.49K
Decreased by -2.50%
Jun 29, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 3.06M (4.15%) -125.02K
Decreased by -4.09%
Mar 30, 26
2 Vanguard US Total Market Shares ETF 2.56M (3.47%) 1.55K
Increased by +0.06%
Sep 29, 24
3 Vanguard Morn Total Stk Mkt Idx Investor 2.43M (3.29%) -16.43K
Decreased by -0.68%
Jun 29, 26
4 Vanguard Total Stock Mkt Idx Inv 2.43M (3.29%) -16.43K
Decreased by -0.68%
Jun 29, 26
5 Vanguard Institutional 500 Index Trust 2.28M (3.10%) 14.56K
Increased by +0.64%
May 30, 25
6 Vanguard 500 Index Investor 1.99M (2.69%) -36.55K
Decreased by -1.84%
Jun 29, 26
7 Vanguard Small Cap Index 1.75M (2.38%) -14.60K
Decreased by -0.83%
Jun 29, 26
8 Eaton Vance Atlanta Capital SMID-Cap I 1.72M (2.34%) 0.00
Increased by 0.00%
May 30, 26
9 Columbia Dividend Income Inst 1.52M (2.06%) 283.52K
Increased by +18.67%
Jun 29, 26
10 Columbia Dividend Value 1.52M (2.06%) 280.50K
Increased by +18.47%
Jun 29, 26
11 Invesco S&P 500® Equal Weight ETF 1.20M (1.63%) 1.17K
Increased by +0.10%
Jul 28, 26
12 Vanguard Morn Small Cap Value Index 1.11M (1.51%) -26.12K
Decreased by -2.35%
Jun 29, 26
13 Vanguard Small Cap Value Index Inv 1.11M (1.51%) -26.12K
Decreased by -2.35%
Jun 29, 26
14 Sycamore Mid Cap Value Comp 1.05M (1.43%) 1.03M
Increased by +97.22%
Mar 30, 25
15 Vanguard Wellesley® Income Inv 1.04M (1.41%) -55.98K
Decreased by -5.39%
Mar 30, 26
16 iShares Core S&P 500 ETF 1.03M (1.40%) -2.38K
Decreased by -0.23%
Jul 27, 26
17 SPDR® S&P 500 ETF 999.80K (1.36%) -14.57K
Decreased by -1.46%
Mar 30, 25
18 Fidelity 500 Index 981.24K (1.33%) -7.91K
Decreased by -0.81%
Jun 29, 26
19 SPDR® S&P 500® ETF Trust 973.43K (1.32%) -5.08K
Decreased by -0.52%
Mar 30, 25
20 Vanguard Windsor™ II Inv 971.48K (1.32%) -10.44K
Decreased by -1.07%
Mar 30, 25