Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NPFE 4.29%
2 UTRN 4.02%
3 YUMY 3.73%
4 RTM 3.47%
5 RSPM 3.47%
6 WBIF 2.50%
7 ROKT 2.39%
8 AHOY 2.34%
9 LYLD 2.04%
10 GSFP 1.91%
11 XLB 1.85%
12 UPGD 1.80%
13 RYJ 1.80%
14 WBIG 1.78%
15 BMVP 1.67%
16 NRES 1.63%
17 OCEN 1.55%
18 UYM 1.39%
19 SPVM 1.30%
20 WTV 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.48M (11.87%) -674.45K
Decreased by -2.14%
Dec 31, 25
2 BlackRock Inc 22.87M (8.62%) -719.01K
Decreased by -3.14%
Mar 31, 26
3 Parnassus Investments, LLC 21.06M (7.94%) 998.53K
Increased by +4.74%
Dec 31, 23
4 T. Rowe Price Associates, Inc. 18.06M (6.81%) -830.47K
Decreased by -4.60%
Mar 31, 26
5 Vanguard Capital Management, LLC 17.38M (6.55%) 17.38M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 13.64M (5.14%) 100.58K
Increased by +0.74%
Mar 31, 24
7 State Street Corp 12.39M (4.67%) 533.16K
Increased by +4.30%
Mar 31, 26
8 Parnassus Investments LLC 11.84M (4.46%) -3.73M
Decreased by -31.50%
Jun 30, 25
9 Vanguard Portfolio Management, LLC 11.58M (4.37%) 11.58M
Increased by +100.00%
Mar 31, 26
10 JPMorgan Chase & Co 7.26M (2.74%) 1.37M
Increased by +18.94%
Mar 31, 26
11 Morgan Stanley - Brokerage Accounts 7.11M (2.68%) -244.25K
Decreased by -3.43%
Mar 31, 26
12 Geode Capital Management, LLC 7.11M (2.68%) 143.59K
Increased by +2.02%
Mar 31, 26
13 T. Rowe Price Investment Management,Inc. 6.74M (2.54%) -5.40M
Decreased by -80.21%
Mar 31, 26
14 Dimensional Fund Advisors, Inc. 6.00M (2.26%) 340.68K
Increased by +5.68%
Mar 31, 26
15 Putnam Investments LLC 5.82M (2.19%) 1.65M
Increased by +28.30%
Dec 31, 23
16 Putnam Investments, LLC., a Franklin Templeton company 5.82M (2.19%) 1.65M
Increased by +28.30%
Dec 31, 23
17 Franklin Resources Inc 5.76M (2.17%) 643.07K
Increased by +11.15%
Mar 31, 26
18 Sustainable Growth Advisers, LP 4.83M (1.82%) -213.92K
Decreased by -4.43%
Mar 31, 24
19 Boston Partners Global Investors, Inc 4.55M (1.71%) -193.73K
Decreased by -4.26%
Mar 31, 26
20 Amvescap Plc. 4.33M (1.63%) -331.04K
Decreased by -7.65%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.63M (3.63%) -185.72K
Decreased by -1.93%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 8.49M (3.20%) 63.33K
Increased by +0.75%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 8.47M (3.20%) 33.21K
Increased by +0.39%
Apr 30, 26
4 Parnassus Core Equity Investor 7.88M (2.97%) -144.02K
Decreased by -1.83%
Jul 31, 25
5 Vanguard 500 Index Investor 6.95M (2.62%) 125.19K
Increased by +1.80%
Apr 30, 26
6 Vanguard Small Cap Index 6.13M (2.31%) -14.35K
Decreased by -0.23%
Apr 30, 26
7 T. Rowe Price U.S. Value Equity Tr-D 5.21M (1.97%) 53.89K
Increased by +1.03%
Mar 31, 26
8 US Small-Cap Growth II Equity Comp 4.33M (1.63%) 4.33M
Increased by +100.00%
Jun 30, 23
9 Vanguard Small Cap Value Index Inv 3.94M (1.48%) 28.11K
Increased by +0.71%
Apr 30, 26
10 T. Rowe Price US Value Equity Composite 3.91M (1.47%) -113.22K
Decreased by -2.90%
Mar 31, 26
11 T. Rowe Price Value 3.90M (1.47%) -7.12K
Decreased by -0.18%
Apr 30, 26
12 SPDR® S&P 500 ETF 3.71M (1.40%) -54.25K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 3.71M (1.40%) 8.41K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 3.67M (1.38%) 23.36K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF Trust 3.62M (1.36%) -18.90K
Decreased by -0.52%
Mar 31, 25
16 JHancock Disciplined Value Mid Cap I 3.53M (1.33%) 361.09K
Increased by +10.22%
Apr 30, 26
17 iShares Core S&P 500 ETF 3.53M (1.33%) 10.76K
Increased by +0.30%
May 29, 26
18 Fidelity 500 Index 3.43M (1.30%) 11.80K
Increased by +0.34%
Apr 30, 26
19 SPDR® S&P 500® ETF 3.36M (1.27%) 41.24K
Increased by +1.23%
Aug 31, 25
20 Putnam Large Cap Value A 3.36M (1.27%) 0.00
Increased by 0.00%
Apr 30, 26