Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SYNB 5.12%
2 GERM 4.75%
3 UTRN 3.98%
4 BTEC 2.38%
5 RSPH 1.78%
6 RYH 1.38%
7 HTEC 1.31%
8 SAEF 1.14%
9 MEDI 1.04%
10 SZNE 0.91%
11 NIXT 0.60%
12 RFV 0.58%
13 RPV 0.52%
14 FXH 0.50%
15 SHRT 0.46%
16 PSM 0.44%
17 MIDZ 0.44%
18 GVLU 0.42%
19 RBUS 0.41%
20 DFSV 0.38%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 2.02M (10.84%) 10.07K
Increased by +0.50%
Mar 31, 25
2 Vanguard Group Inc 1.91M (10.25%) -7.65K
Decreased by -0.40%
Mar 31, 25
3 Arnhold & S. Bleichroeder Advisers, LLC 1.57M (8.39%) 852.68K
Increased by +54.44%
Mar 31, 25
4 Wealthfront Advisers LLC 1.04M (5.59%) 1.04M
Increased by +100.00%
Dec 31, 24
5 Brown Advisory Holdings Inc 955.73K (5.12%) 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 (4.70%) 130.92K
Increased by +14.93%
Mar 31, 25
8 State Street Corporation 873.67K (4.68%) -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 (3.20%) -126.74K
Decreased by -21.24%
Mar 31, 25
13 Amvescap Plc. 548.05K (2.94%) 87.04K
Increased by +15.88%
Jun 30, 24
14 AllianceBernstein L.P. 441.70K (2.37%) 6.95K
Increased by +1.57%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 434.03K (2.33%) -70.65K
Decreased by -16.28%
Jun 30, 24
16 Bank of America Corp 430.54K (2.31%) 3.25K
Increased by +0.75%
Mar 31, 25
17 Ninety One UK Limited 387.31K (2.08%) -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 Millennium Management LLC 379.08K (2.03%) -204.72K
Decreased by -54.01%
Dec 31, 24
20 First Pacific Advisors, LP 372.56K (2.00%) 214.71K
Increased by +57.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 1.68M (8.98%) 552.63K
Increased by +32.97%
Apr 30, 25
2 UBS: Global Equity 695.49K (3.73%) 0.00
Increased by 0.00%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 629.91K (3.38%) 15.93K
Increased by +2.53%
Apr 30, 25
4 iShares Core S&P Mid-Cap ETF 623.94K (3.34%) -2.12K
Decreased by -0.34%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 613.97K (3.29%) -14.43K
Decreased by -2.35%
Sep 30, 24
6 VanEck Morningstar Wide Moat 537.18K (2.88%) -635.23K
Decreased by -118.25%
Mar 31, 25
7 Vanguard Institutional 500 Index Trust 533.54K (2.86%) 4.24K
Increased by +0.80%
Aug 31, 24
8 VanEck Morningstar Wide Moat ETF 512.37K (2.75%) -528.00
Decreased by -0.10%
Apr 30, 25
9 Vanguard Small Cap Index 489.50K (2.62%) 2.51K
Increased by +0.51%
Apr 30, 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 317.44K (1.70%) 0.00
Increased by 0.00%
Mar 31, 25
12 Parnassus Value Equity Investor 317.44K (1.70%) 0.00
Increased by 0.00%
Apr 30, 25
13 Vanguard Small Cap Value Index Inv 316.46K (1.70%) 991.00
Increased by +0.31%
Apr 30, 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 297.39K (1.59%) 1.59K
Increased by +0.53%
Apr 30, 25
16 Fidelity 500 Index 251.30K (1.35%) 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 Fidelity® 500 Index 243.35K (1.30%) 1.55K
Increased by +0.64%
Nov 30, 23
20 EARNEST Partners Smid Cap Core Founders 237.98K (1.28%) -1.17K
Decreased by -0.49%
Apr 30, 25