Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.78%
2 UTRN 4.08%
3 PYZ 3.75%
4 RSPM 3.67%
5 RTM 3.67%
6 BECO 2.87%
7 SMIG 2.47%
8 IYM 2.03%
9 FTDS 1.88%
10 XLB 1.87%
11 SMAP 1.81%
12 FXZ 1.79%
13 RUNN 1.61%
14 DEMZ 1.54%
15 CSMD 1.42%
16 UYM 1.39%
17 STNC 1.20%
18 TPHD 1.08%
19 TPHE 1.08%
20 VAW 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.96M (12.89%) 277.55K
Increased by +2.79%
Mar 31, 25
2 BlackRock Inc 7.05M (9.13%) -378.33K
Decreased by -5.37%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 4.25M (5.50%) 24.07K
Increased by +0.57%
Mar 31, 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 Morgan Stanley - Brokerage Accounts 2.67M (3.46%) 282.98K
Increased by +10.60%
Mar 31, 25
7 Geode Capital Management, LLC 2.17M (2.81%) 72.28K
Increased by +3.32%
Mar 31, 25
8 Ameriprise Financial Inc 1.99M (2.58%) -192.65K
Decreased by -9.67%
Mar 31, 25
9 Neuberger Berman Group LLC 1.88M (2.43%) -149.22K
Decreased by -7.95%
Mar 31, 25
10 Lazard Asset Management LLC 1.84M (2.39%) 2.85K
Increased by +0.15%
Mar 31, 25
11 Victory Capital Management Inc. 1.58M (2.05%) 233.06K
Increased by +14.72%
Mar 31, 25
12 Amvescap Plc. 1.54M (2.00%) 102.00K
Increased by +6.62%
Mar 31, 25
13 Fiduciary Management, Inc. of Milwaukee 1.29M (1.67%) -44.82K
Decreased by -3.47%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 1.19M (1.55%) 14.67K
Increased by +1.23%
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 1.01M (1.30%) 22.78K
Increased by +2.26%
Dec 31, 24
19 Boston Partners Global Investors, Inc 926.51K (1.20%) 66.22K
Increased by +7.15%
Dec 31, 24
20 FMR Inc 921.48K (1.19%) -120.33K
Decreased by -13.06%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.56M (3.31%) 1.55K
Increased by +0.06%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.54M (3.28%) 1.42K
Increased by +0.06%
May 31, 25
3 Vanguard Institutional 500 Index Trust 2.28M (2.96%) 14.56K
Increased by +0.64%
May 31, 25
4 Vanguard Mid Cap Index Institutional 1.73M (2.24%) 16.39K
Increased by +0.95%
May 31, 25
5 T. Rowe Price Mid-Cap Growth 1.68M (2.17%) -360.18K
Decreased by -21.45%
Jun 30, 25
6 T. Rowe Price US Mid-Cap Growth Equity 1.68M (2.17%) -360.88K
Decreased by -21.49%
Jun 30, 25
7 Eaton Vance Atlanta Capital SMID-Cap I 1.39M (1.80%) 0.00
Increased by 0.00%
May 31, 25
8 Sycamore Mid Cap Value Comp 1.05M (1.37%) 1.03M
Increased by +97.22%
Mar 31, 25
9 Fidelity 500 Index 1.01M (1.31%) 4.34K
Increased by +0.43%
May 31, 25
10 SPDR® S&P 500 ETF 999.80K (1.29%) -14.57K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 973.43K (1.26%) -5.08K
Decreased by -0.52%
Mar 31, 25
12 Vanguard Windsor™ II Inv 971.48K (1.26%) -10.44K
Decreased by -1.07%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 964.95K (1.25%) 6.72K
Increased by +0.70%
May 30, 24
14 Columbia Dividend Income Inst 956.27K (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
15 Columbia Dividend Value 956.27K (1.24%) -5.25K
Decreased by -0.55%
Jun 30, 25
16 SPDR® S&P 500® ETF 943.30K (1.22%) -3.31K
Decreased by -0.35%
Jun 30, 25
17 Fidelity® 500 Index 939.02K (1.22%) 5.97K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 926.82K (1.20%) 1.47K
Increased by +0.16%
Jun 30, 25
19 T. Rowe Price US Dividend Growth Eq SMA 911.13K (1.18%) 911.13K
Increased by +100.00%
Dec 31, 23
20 Victory Sycamore Established Value R 890.00K (1.15%) -165.00K
Decreased by -18.54%
Jun 30, 25