Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 YUMY 3.73%
3 RTM 3.64%
4 RSPM 3.64%
5 ROKT 2.39%
6 AHOY 2.34%
7 XLB 2.03%
8 GSFP 1.91%
9 RYJ 1.80%
10 UPGD 1.80%
11 LYLD 1.79%
12 PLDR 1.64%
13 OCEN 1.55%
14 UYM 1.45%
15 NUMV 1.40%
16 WTV 1.33%
17 SPVM 1.30%
18 JGRW 1.20%
19 VAW 1.17%
20 PVAL 1.05%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.84M (12.15%) -607.36K
Decreased by -1.85%
Jun 30, 25
2 BlackRock Inc 24.04M (8.89%) 231.75K
Increased by +0.96%
Mar 31, 25
3 Parnassus Investments, LLC 21.06M (7.79%) 998.53K
Increased by +4.74%
Dec 31, 23
4 State Street Corporation 13.64M (5.04%) 100.58K
Increased by +0.74%
Mar 31, 24
5 State Street Corp 13.03M (4.82%) 81.38K
Increased by +0.62%
Mar 31, 25
6 Parnassus Investments LLC 11.84M (4.38%) -3.73M
Decreased by -31.50%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 11.07M (4.09%) -2.44M
Decreased by -22.03%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 10.24M (3.79%) 9.77M
Increased by +95.48%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 10.18M (3.76%) 602.19K
Increased by +5.92%
Mar 31, 25
10 JPMorgan Chase & Co 8.00M (2.96%) 2.50M
Increased by +31.29%
Mar 31, 25
11 Geode Capital Management, LLC 7.37M (2.73%) 242.05K
Increased by +3.28%
Mar 31, 25
12 Franklin Resources Inc 6.93M (2.56%) -1.13M
Decreased by -16.34%
Jun 30, 25
13 Putnam Investments LLC 5.82M (2.15%) 1.65M
Increased by +28.30%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 5.82M (2.15%) 1.65M
Increased by +28.30%
Dec 31, 23
15 Sustainable Growth Advisers, LP 4.83M (1.79%) -213.92K
Decreased by -4.43%
Mar 31, 24
16 Amvescap Plc. 4.37M (1.62%) 210.84K
Increased by +4.82%
Mar 31, 25
17 Boston Partners Global Investors, Inc 3.81M (1.41%) -1.28M
Decreased by -33.64%
Mar 31, 25
18 NORGES BANK 3.43M (1.27%) -16.98K
Decreased by -0.49%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 3.37M (1.25%) 2.68K
Increased by +0.08%
Jun 30, 25
20 FMR Inc 3.28M (1.21%) -194.61K
Decreased by -5.94%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.63M (3.56%) -185.72K
Decreased by -1.93%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.74M (3.23%) -201.26K
Decreased by -2.30%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.49M (3.14%) 63.33K
Increased by +0.75%
May 31, 25
4 Parnassus Core Equity Investor 7.88M (2.91%) -144.02K
Decreased by -1.83%
Jul 31, 25
5 Vanguard 500 Index Investor 6.87M (2.54%) -1.01M
Decreased by -14.65%
Jul 31, 25
6 T. Rowe Price Mid-Cap Growth 5.20M (1.92%) -999.10K
Decreased by -19.21%
Jun 30, 25
7 T. Rowe Price US Mid-Cap Growth Equity 5.20M (1.92%) -1.29M
Decreased by -24.85%
Jun 30, 25
8 US Small-Cap Growth II Equity Comp 4.33M (1.60%) 4.33M
Increased by +100.00%
Jun 30, 23
9 T. Rowe Price U.S. Value Equity Tr-D 4.22M (1.56%) 4.22M
Increased by +100.00%
Jun 30, 25
10 SPDR® S&P 500 ETF 3.71M (1.37%) -54.25K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 3.71M (1.37%) 8.41K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 3.67M (1.36%) 23.36K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF Trust 3.62M (1.34%) -18.90K
Decreased by -0.52%
Mar 31, 25
14 T. Rowe Price US Value Equity Composite 3.57M (1.32%) 3.57M
Increased by +100.00%
Jun 30, 25
15 T. Rowe Price Value 3.57M (1.32%) 264.57K
Increased by +7.40%
Jun 30, 25
16 Fidelity 500 Index 3.52M (1.30%) -249.54K
Decreased by -7.10%
Jun 30, 25
17 SPDR® S&P 500® ETF 3.40M (1.26%) 14.51K
Increased by +0.43%
Jul 31, 25
18 Vanguard Small Cap Index 3.37M (1.25%) -21.99K
Decreased by -0.65%
Jul 31, 25
19 iShares Core S&P 500 ETF 3.31M (1.23%) 15.09K
Increased by +0.46%
Jul 31, 25
20 Putnam Large Cap Value A 3.12M (1.16%) 0.00
Increased by 0.00%
Jun 30, 25