Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 5.08%
2 UTRN 4.08%
3 RSPM 3.49%
4 RTM 3.49%
5 AIEQ 3.22%
6 GAUD 3.02%
7 BECO 2.87%
8 DEMZ 2.73%
9 FXZ 2.55%
10 COWS 2.49%
11 HCOW 2.44%
12 PYZ 2.36%
13 MVFD 2.09%
14 FTDS 1.95%
15 SMAP 1.81%
16 QDIV 1.69%
17 RUNN 1.61%
18 SPDV 1.59%
19 XLB 1.53%
20 SMIG 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.45M (13.76%) 69.66K
Increased by +0.67%
Dec 31, 25
2 BlackRock Inc 6.32M (8.33%) -29.61K
Decreased by -0.47%
Dec 31, 25
3 Wellington Management Company LLP 5.65M (7.44%) -162.99K
Decreased by -2.89%
Dec 31, 25
4 T. Rowe Price Investment Management,Inc. 4.69M (6.18%) 1.40M
Increased by +29.89%
Dec 31, 25
5 Morgan Stanley - Brokerage Accounts 3.87M (5.10%) 647.79K
Increased by +16.74%
Dec 31, 25
6 State Street Corp 3.70M (4.88%) 34.12K
Increased by +0.92%
Dec 31, 25
7 State Street Corporation 3.66M (4.82%) -4.92K
Decreased by -0.13%
Mar 31, 24
8 Geode Capital Management, LLC 2.11M (2.78%) -6.01K
Decreased by -0.28%
Dec 31, 25
9 Ameriprise Financial Inc 1.89M (2.49%) 45.93K
Increased by +2.43%
Dec 31, 25
10 Neuberger Berman Group LLC 1.55M (2.04%) -87.90K
Decreased by -5.68%
Dec 31, 25
11 Fiduciary Management, Inc. of Milwaukee 1.40M (1.85%) -104.89K
Decreased by -7.49%
Dec 31, 25
12 Victory Capital Management Inc. 1.35M (1.78%) -229.18K
Decreased by -16.93%
Jun 30, 25
13 T. Rowe Price Associates, Inc. 1.32M (1.74%) 74.06K
Increased by +5.60%
Dec 31, 25
14 HPM Partners LLC 1.19M (1.57%) 1.16M
Increased by +97.65%
Dec 31, 23
15 Amvescap Plc. 1.19M (1.57%) -468.94K
Decreased by -39.38%
Dec 31, 25
16 Lazard Asset Management LLC 1.14M (1.50%) -396.14K
Decreased by -34.73%
Sep 30, 25
17 BB&T Corp. 1.06M (1.40%) -26.49K
Decreased by -2.50%
Jun 30, 24
18 NORGES BANK 1.04M (1.36%) 42.01K
Increased by +4.05%
Dec 31, 25
19 Massachusetts Financial Services Company 1.01M (1.33%) 41.71K
Increased by +4.14%
Dec 31, 25
20 Northern Trust Corp 927.43K (1.22%) -51.31K
Decreased by -5.53%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 3.06M (4.03%) -125.02K
Decreased by -4.09%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 2.56M (3.37%) 1.55K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.44M (3.21%) -5.05K
Decreased by -0.21%
Mar 31, 26
4 Vanguard Institutional 500 Index Trust 2.28M (3.01%) 14.56K
Increased by +0.64%
May 31, 25
5 Vanguard 500 Index Investor 1.97M (2.59%) -20.87K
Decreased by -1.06%
Mar 31, 26
6 Vanguard Small Cap Index 1.78M (2.34%) 20.16K
Increased by +1.14%
Mar 31, 26
7 Eaton Vance Atlanta Capital SMID-Cap I 1.75M (2.30%) 0.00
Increased by 0.00%
Feb 28, 26
8 T. Rowe Price Mid-Cap Growth 1.34M (1.77%) 0.00
Increased by 0.00%
Mar 31, 26
9 T. Rowe Price US Mid-Cap Growth Equity 1.34M (1.77%) -1.10K
Decreased by -0.08%
Mar 31, 26
10 Columbia Dividend Income Inst 1.24M (1.63%) -8.86K
Decreased by -0.72%
Mar 31, 26
11 Columbia Dividend Value 1.24M (1.63%) -24.51K
Decreased by -1.98%
Mar 31, 26
12 Vanguard Small Cap Value Index Inv 1.13M (1.49%) 2.17K
Increased by +0.19%
Mar 31, 26
13 Sycamore Mid Cap Value Comp 1.05M (1.39%) 1.03M
Increased by +97.22%
Mar 31, 25
14 Vanguard Wellesley® Income Inv 1.04M (1.37%) -55.98K
Decreased by -5.39%
Mar 31, 26
15 SPDR® S&P 500 ETF 999.80K (1.32%) -14.57K
Decreased by -1.46%
Mar 31, 25
16 iShares Core S&P 500 ETF 995.66K (1.31%) 405.00
Increased by +0.04%
Apr 29, 26
17 Fidelity 500 Index 987.12K (1.30%) 3.45K
Increased by +0.35%
Mar 31, 26
18 SPDR® S&P 500® ETF Trust 973.43K (1.28%) -5.08K
Decreased by -0.52%
Mar 31, 25
19 Vanguard Windsor™ II Inv 971.48K (1.28%) -10.44K
Decreased by -1.07%
Mar 31, 25
20 Invesco S&P 500® Equal Weight ETF 967.25K (1.27%) -286.00
Decreased by -0.03%
Apr 30, 26