Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SYNB 4.95%
2 GERM 4.75%
3 UTRN 3.98%
4 BTEC 2.38%
5 MOTE 2.27%
6 MDEV 1.94%
7 RSPH 1.78%
8 HTEC 1.64%
9 RYH 1.38%
10 MGRO 1.18%
11 SAEF 1.14%
12 MEDI 1.04%
13 FPAG 1.01%
14 PEXL 1.00%
15 SZNE 0.91%
16 MOAT 0.90%
17 BMED 0.78%
18 WDNA 0.68%
19 MOTG 0.62%
20 MVAL 0.62%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.02M (10.82%) 10.07K
Increased by +0.50%
Mar 31, 25
2 Vanguard Group Inc 1.91M (10.23%) -7.65K
Decreased by -0.40%
Mar 31, 25
3 Arnhold & S. Bleichroeder Advisers, LLC 1.57M (8.38%) 852.68K
Increased by +54.44%
Mar 31, 25
4 Wealthfront Advisers LLC 1.04M (5.58%) 1.04M
Increased by +100.00%
Dec 31, 24
5 Brown Advisory Holdings Inc 955.73K (5.11%) 28.72K
Increased by +3.01%
Sep 30, 23
6 Veritas Asset Management LLP 913.12K (4.89%) -63.70K
Decreased by -6.98%
Mar 31, 25
7 Dimensional Fund Advisors, Inc. 877.04K (4.69%) 130.92K
Increased by +14.93%
Mar 31, 25
8 State Street Corporation 873.67K (4.67%) -1.24K
Decreased by -0.14%
Mar 31, 24
9 Ariel Investments, LLC 724.66K (3.88%) 164.14K
Increased by +22.65%
Mar 31, 25
10 State Street Corp 694.52K (3.72%) 4.36K
Increased by +0.63%
Mar 31, 25
11 Earnest Partners LLC 599.62K (3.21%) -18.43K
Decreased by -3.07%
Mar 31, 25
12 Van Eck Associates Corporation 596.73K (3.19%) -126.74K
Decreased by -21.24%
Mar 31, 25
13 Amvescap Plc. 548.05K (2.93%) 87.04K
Increased by +15.88%
Jun 30, 24
14 AllianceBernstein L.P. 441.70K (2.36%) 6.95K
Increased by +1.57%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 434.03K (2.32%) -70.65K
Decreased by -16.28%
Jun 30, 24
16 Bank of America Corp 430.54K (2.30%) 3.25K
Increased by +0.75%
Mar 31, 25
17 Ninety One UK Limited 387.31K (2.07%) -33.29K
Decreased by -8.60%
Jun 30, 24
18 UBS Asset Mgmt Americas Inc 382.81K (2.05%) -5.82K
Decreased by -1.52%
Mar 31, 25
19 First Pacific Advisors, LP 372.56K (1.99%) 214.71K
Increased by +57.63%
Mar 31, 25
20 Massachusetts Financial Services Company 348.54K (1.86%) 1.29K
Increased by +0.37%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 1.88M (10.05%) 202.59K
Increased by +10.78%
Jun 30, 25
2 UBS: Global Equity 695.49K (3.72%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 630.45K (3.37%) 533.00
Increased by +0.08%
May 31, 25
4 Vanguard US Total Market Shares ETF 613.97K (3.28%) -14.43K
Decreased by -2.35%
Sep 30, 24
5 iShares Core S&P Mid-Cap ETF 606.08K (3.24%) 320.00
Increased by +0.05%
Jun 30, 25
6 VanEck Morningstar Wide Moat 537.18K (2.87%) -635.23K
Decreased by -118.25%
Mar 31, 25
7 Vanguard Institutional 500 Index Trust 533.54K (2.85%) 4.24K
Increased by +0.80%
Aug 31, 24
8 VanEck Morningstar Wide Moat ETF 495.12K (2.65%) -1.41K
Decreased by -0.28%
May 31, 25
9 Vanguard Small Cap Index 491.94K (2.63%) 2.44K
Increased by +0.50%
May 31, 25
10 Invesco S&P 500® Equal Weight ETF 381.52K (2.04%) 1.54K
Increased by +0.40%
Jun 28, 24
11 Parnassus Value Equity Fund Composite 316.36K (1.69%) -1.07K
Decreased by -0.34%
Jun 30, 25
12 Parnassus Value Equity Investor 316.36K (1.69%) 4.76K
Increased by +1.50%
Jun 30, 25
13 Vanguard Small Cap Value Index Inv 316.19K (1.69%) -271.00
Decreased by -0.09%
May 31, 25
14 Ariel Fund Investor 300.48K (1.61%) 67.36K
Increased by +22.42%
Mar 31, 25
15 Vanguard Institutional Extnd Mkt Idx Tr 299.47K (1.60%) 2.08K
Increased by +0.69%
May 31, 25
16 Fidelity 500 Index 251.30K (1.34%) 1.95K
Increased by +0.77%
Aug 31, 24
17 SPDR® S&P 500® ETF Trust 248.74K (1.33%) 2.27K
Increased by +0.91%
Jun 30, 24
18 SPDR® S&P 500 ETF Trust 246.97K (1.32%) 540.00
Increased by +0.22%
Apr 30, 24
19 FPA Crescent 243.90K (1.30%) 6.99K
Increased by +2.86%
Jun 30, 25
20 EARNEST Partners Smid Cap Core Founders 243.53K (1.30%) 6.98K
Increased by +2.87%
Jun 30, 25