Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 5.48%
2 RTM 4.34%
3 RSPM 4.34%
4 UTRN 4.08%
5 AIEQ 3.40%
6 BECO 2.87%
7 FXZ 2.83%
8 FTDS 2.26%
9 IYM 2.21%
10 PYZ 2.00%
11 XLB 1.97%
12 DEMZ 1.85%
13 SMIG 1.82%
14 NRES 1.82%
15 SMAP 1.81%
16 RUNN 1.61%
17 CSMD 1.50%
18 UYM 1.42%
19 TPHD 1.34%
20 STNC 1.20%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.02M (12.96%) 58.64K
Increased by +0.59%
Jun 30, 25
2 BlackRock Inc 6.66M (8.62%) -390.72K
Decreased by -5.87%
Jun 30, 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 3.65M (4.72%) 23.31K
Increased by +0.64%
Jun 30, 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 2.85M (3.69%) 177.71K
Increased by +6.24%
Jun 30, 25
8 Geode Capital Management, LLC 2.11M (2.73%) -66.42K
Decreased by -3.15%
Jun 30, 25
9 Neuberger Berman Group LLC 1.88M (2.43%) 2.79K
Increased by +0.15%
Jun 30, 25
10 Amvescap Plc. 1.58M (2.05%) 40.80K
Increased by +2.58%
Jun 30, 25
11 Lazard Asset Management LLC 1.54M (1.99%) -307.48K
Decreased by -20.01%
Jun 30, 25
12 Ameriprise Financial Inc 1.41M (1.82%) -587.05K
Decreased by -41.75%
Jun 30, 25
13 Victory Capital Management Inc. 1.35M (1.75%) -229.18K
Decreased by -16.93%
Jun 30, 25
14 Fiduciary Management, Inc. of Milwaukee 1.23M (1.59%) -66.38K
Decreased by -5.41%
Jun 30, 25
15 HPM Partners LLC 1.19M (1.54%) 1.16M
Increased by +97.65%
Dec 31, 23
16 Northern Trust Corp 1.13M (1.46%) -20.37K
Decreased by -1.80%
Jun 30, 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 (2.50%) -283.65K
Decreased by -14.65%
Jul 31, 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 1.64M (2.12%) 256.08K
Increased by +15.66%
Jul 31, 25
8 T. Rowe Price Mid-Cap Growth 1.57M (2.03%) -111.82K
Decreased by -7.14%
Jul 31, 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 990.96K (1.28%) 425.00
Increased by +0.04%
Jul 31, 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 Columbia Dividend Value 956.27K (1.24%) -5.25K
Decreased by -0.55%
Jun 30, 25
17 Columbia Dividend Income Inst 954.68K (1.24%) -1.58K
Decreased by -0.17%
Jul 31, 25
18 Vanguard Small Cap Index 948.53K (1.23%) -6.49K
Decreased by -0.68%
Jul 31, 25
19 SPDR® S&P 500® ETF 946.43K (1.22%) 11.64K
Increased by +1.23%
Aug 31, 25
20 iShares Core S&P 500 ETF 940.57K (1.22%) 0.00
Increased by 0.00%
Aug 31, 25