Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.79%
2 UTRN 4.08%
3 PYZ 3.82%
4 RSPM 3.73%
5 RTM 3.73%
6 BECO 2.87%
7 SMIG 2.57%
8 IYM 2.06%
9 XLB 1.91%
10 FTDS 1.90%
11 FXZ 1.84%
12 SMAP 1.81%
13 DEMZ 1.63%
14 RUNN 1.61%
15 CSMD 1.49%
16 UYM 1.36%
17 STNC 1.20%
18 TPHD 1.12%
19 TPHE 1.12%
20 GDVD 1.03%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.02M (12.97%) 58.64K
Increased by +0.59%
Jun 30, 25
2 BlackRock Inc 7.05M (9.13%) -378.33K
Decreased by -5.37%
Mar 31, 25
3 Wellington Management Company LLP 5.16M (6.68%) 5.15M
Increased by +99.71%
Jun 30, 25
4 State Street Corporation 3.66M (4.73%) -4.92K
Decreased by -0.13%
Mar 31, 24
5 State Street Corp 3.62M (4.69%) 100.73K
Increased by +2.78%
Mar 31, 25
6 T. Rowe Price Investment Management,Inc. 3.57M (4.62%) -676.40K
Decreased by -18.93%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 2.67M (3.46%) 282.98K
Increased by +10.60%
Mar 31, 25
8 Geode Capital Management, LLC 2.17M (2.81%) 72.28K
Increased by +3.32%
Mar 31, 25
9 Ameriprise Financial Inc 1.99M (2.58%) -192.65K
Decreased by -9.67%
Mar 31, 25
10 Neuberger Berman Group LLC 1.88M (2.43%) -149.22K
Decreased by -7.95%
Mar 31, 25
11 Lazard Asset Management LLC 1.84M (2.39%) 2.85K
Increased by +0.15%
Mar 31, 25
12 Victory Capital Management Inc. 1.58M (2.05%) 233.06K
Increased by +14.72%
Mar 31, 25
13 Amvescap Plc. 1.54M (2.00%) 102.00K
Increased by +6.62%
Mar 31, 25
14 Fiduciary Management, Inc. of Milwaukee 1.29M (1.67%) -44.82K
Decreased by -3.47%
Mar 31, 25
15 HPM Partners LLC 1.19M (1.54%) 1.16M
Increased by +97.65%
Dec 31, 23
16 Northern Trust Corp 1.15M (1.49%) 43.98K
Increased by +3.82%
Mar 31, 25
17 BB&T Corp. 1.06M (1.37%) -26.49K
Decreased by -2.50%
Jun 30, 24
18 NORGES BANK 994.05K (1.29%) -14.04K
Decreased by -1.41%
Jun 30, 25
19 Massachusetts Financial Services Company 939.56K (1.22%) 129.19K
Increased by +13.75%
Jun 30, 25
20 T. Rowe Price Associates, Inc. 928.14K (1.20%) -265.72K
Decreased by -28.63%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 2.72M (3.53%) 2.72M
Increased by +100.00%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 2.56M (3.31%) 1.55K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.45M (3.18%) -56.71K
Decreased by -2.31%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 2.28M (2.96%) 14.56K
Increased by +0.64%
May 31, 25
5 Vanguard 500 Index Investor 1.94M (2.51%) -283.65K
Decreased by -14.65%
Jul 31, 25
6 T. Rowe Price Mid-Cap Growth 1.68M (2.17%) -360.18K
Decreased by -21.45%
Jun 30, 25
7 T. Rowe Price US Mid-Cap Growth Equity 1.68M (2.17%) -360.88K
Decreased by -21.49%
Jun 30, 25
8 Eaton Vance Atlanta Capital SMID-Cap I 1.38M (1.78%) -8.31K
Decreased by -0.60%
Jun 30, 25
9 Vanguard Wellesley® Income Inv 1.28M (1.65%) 1.28M
Increased by +100.00%
Jun 30, 25
10 Sycamore Mid Cap Value Comp 1.05M (1.37%) 1.03M
Increased by +97.22%
Mar 31, 25
11 SPDR® S&P 500 ETF 999.80K (1.29%) -14.57K
Decreased by -1.46%
Mar 31, 25
12 Fidelity 500 Index 990.54K (1.28%) -23.08K
Decreased by -2.33%
Jun 30, 25
13 SPDR® S&P 500® ETF Trust 973.43K (1.26%) -5.08K
Decreased by -0.52%
Mar 31, 25
14 Vanguard Windsor™ II Inv 971.48K (1.26%) -10.44K
Decreased by -1.07%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 964.95K (1.25%) 6.72K
Increased by +0.70%
May 30, 24
16 SPDR® S&P 500® ETF 958.53K (1.24%) 4.09K
Increased by +0.43%
Jul 31, 25
17 Columbia Dividend Value 956.27K (1.24%) -5.25K
Decreased by -0.55%
Jun 30, 25
18 Columbia Dividend Income Inst 954.68K (1.24%) -1.58K
Decreased by -0.17%
Jul 31, 25
19 Vanguard Small Cap Index 948.53K (1.23%) -6.49K
Decreased by -0.68%
Jul 31, 25
20 Fidelity® 500 Index 939.02K (1.22%) 5.97K
Increased by +0.64%
Nov 30, 23