Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 RSPM 3.86%
3 RTM 3.86%
4 YUMY 3.73%
5 AHOY 2.34%
6 ROKT 2.33%
7 XLB 2.00%
8 RYJ 1.80%
9 UPGD 1.80%
10 GSFP 1.75%
11 OCEN 1.55%
12 UYM 1.49%
13 PLDR 1.42%
14 VAW 1.23%
15 SPVM 1.21%
16 JGRW 1.20%
17 FMAT 1.08%
18 PVAL 1.05%
19 AIEQ 0.98%
20 TPHD 0.94%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.45M (12.14%) -850.23K
Decreased by -2.54%
Mar 31, 25
2 BlackRock Inc 24.04M (8.72%) 231.75K
Increased by +0.96%
Mar 31, 25
3 Parnassus Investments, LLC 21.06M (7.64%) 998.53K
Increased by +4.74%
Dec 31, 23
4 Parnassus Investments LLC 15.56M (5.65%) -3.27M
Decreased by -21.02%
Mar 31, 25
5 State Street Corporation 13.64M (4.95%) 100.58K
Increased by +0.74%
Mar 31, 24
6 T. Rowe Price Investment Management,Inc. 13.51M (4.90%) -1.41M
Decreased by -10.43%
Mar 31, 25
7 State Street Corp 13.03M (4.73%) 81.38K
Increased by +0.62%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 10.18M (3.69%) 602.19K
Increased by +5.92%
Mar 31, 25
9 Franklin Resources Inc 8.06M (2.93%) 303.39K
Increased by +3.76%
Mar 31, 25
10 JPMorgan Chase & Co 8.00M (2.90%) 2.50M
Increased by +31.29%
Mar 31, 25
11 Geode Capital Management, LLC 7.37M (2.67%) 242.05K
Increased by +3.28%
Mar 31, 25
12 Putnam Investments LLC 5.82M (2.11%) 1.65M
Increased by +28.30%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 5.82M (2.11%) 1.65M
Increased by +28.30%
Dec 31, 23
14 Sustainable Growth Advisers, LP 4.83M (1.75%) -213.92K
Decreased by -4.43%
Mar 31, 24
15 Amvescap Plc. 4.16M (1.51%) 840.36K
Increased by +20.20%
Dec 31, 24
16 Boston Partners Global Investors, Inc 3.81M (1.38%) -1.28M
Decreased by -33.64%
Mar 31, 25
17 NORGES BANK 3.45M (1.25%) 18.50K
Increased by +0.54%
Dec 31, 24
18 Dimensional Fund Advisors, Inc. 3.37M (1.22%) 315.09K
Increased by +9.35%
Mar 31, 25
19 FMR Inc 3.28M (1.19%) -194.61K
Decreased by -5.94%
Mar 31, 25
20 Northern Trust Corp 3.03M (1.10%) 396.63K
Increased by +13.11%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.63M (3.49%) -185.72K
Decreased by -1.93%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.09M (3.30%) 161.42K
Increased by +1.78%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 8.42M (3.06%) 135.19K
Increased by +1.60%
Apr 30, 25
4 Parnassus Core Equity Investor 8.05M (2.92%) -2.41M
Decreased by -29.88%
Apr 30, 25
5 T. Rowe Price Mid-Cap Growth 6.49M (2.36%) -8.00K
Decreased by -0.12%
Mar 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 6.49M (2.36%) -733.80K
Decreased by -11.30%
Mar 31, 25
7 Vanguard Mid Cap Index Institutional 6.15M (2.23%) 59.02K
Increased by +0.96%
Apr 30, 25
8 US Small-Cap Growth II Equity Comp 4.33M (1.57%) 4.33M
Increased by +100.00%
Jun 30, 23
9 Fidelity 500 Index 3.74M (1.36%) 6.47K
Increased by +0.17%
Mar 31, 25
10 SPDR® S&P 500 ETF 3.71M (1.35%) -54.25K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 3.71M (1.35%) 8.41K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 3.67M (1.33%) 23.36K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF Trust 3.62M (1.31%) -18.90K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 3.60M (1.31%) -21.52K
Decreased by -0.60%
Apr 30, 25
15 iShares Core S&P 500 ETF 3.54M (1.28%) -3.70K
Decreased by -0.10%
Apr 30, 25
16 Putnam Large Cap Value A 3.12M (1.13%) 0.00
Increased by 0.00%
Apr 30, 25
17 Putnam US Large Cap Value Equity 3.12M (1.13%) 137.90K
Increased by +4.42%
Mar 31, 25
18 Parnassus Mid-Cap 2.87M (1.04%) -62.99K
Decreased by -2.20%
Dec 31, 23
19 JHancock Disciplined Value Mid Cap I 2.75M (1.00%) -91.80K
Decreased by -3.34%
Mar 31, 25
20 Invesco S&P 500® Equal Weight ETF 2.74M (0.99%) -8.91K
Decreased by -0.33%
Apr 30, 25