Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMCF 4.15%
2 CCFE 3.88%
3 MVPA 3.67%
4 ZIG 3.39%
5 XHB 3.07%
6 FOVL 2.89%
7 BOUT 2.82%
8 NVQ_old 2.57%
9 NVQ 2.57%
10 ITB 2.48%
11 PRN 2.34%
12 BMVP 2.29%
13 PWC 2.29%
14 BUL 2.22%
15 SMRI 2.05%
16 AMID 2.03%
17 VNMC 1.82%
18 GVIP 1.78%
19 ECML 1.74%
20 NAIL 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.56M (11.68%) -808.65K
Decreased by -6.44%
Jun 30, 25
2 FMR Inc 11.63M (10.82%) 903.50K
Increased by +7.77%
Jun 30, 25
3 BlackRock Inc 8.64M (8.04%) -985.11K
Decreased by -11.40%
Jun 30, 25
4 State Street Corporation 5.64M (5.25%) -164.91K
Decreased by -2.92%
Mar 31, 24
5 State Street Corp 5.03M (4.68%) 29.44K
Increased by +0.59%
Jun 30, 25
6 Wellington Management Company LLP 3.38M (3.15%) 166.68K
Increased by +4.93%
Jun 30, 25
7 Geode Capital Management, LLC 2.88M (2.68%) -72.47K
Decreased by -2.51%
Jun 30, 25
8 Diamond Hill Capital Management Inc 2.54M (2.36%) 265.67K
Increased by +10.48%
Jun 30, 25
9 Pacer Advisors, INC. 2.33M (2.17%) 277.02K
Increased by +11.90%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 2.19M (2.04%) -50.19K
Decreased by -2.29%
Jun 30, 25
11 Brave Warrior Advisors LLC 1.83M (1.70%) 585.68K
Increased by +32.05%
Jun 30, 25
12 Amvescap Plc. 1.78M (1.65%) -744.11K
Decreased by -41.91%
Jun 30, 25
13 ING Investment Management LLC 1.76M (1.64%) -1.92M
Decreased by -109.35%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 1.75M (1.63%) 484.94K
Increased by +27.73%
Jun 30, 25
15 DZ BANK AG Deutsche Zentral-Genossenschaftsbank Frankfurt am Main 1.61M (1.50%) -47.90K
Decreased by -2.97%
Mar 31, 25
16 Massachusetts Financial Services Company 1.56M (1.45%) 74.68K
Increased by +4.80%
Jun 30, 25
17 Baillie Gifford & Co Limited. 1.52M (1.42%) -36.69K
Decreased by -2.41%
Jun 30, 25
18 Westfield Capital Management Company, LP 1.38M (1.28%) -35.33K
Decreased by -2.56%
Mar 31, 24
19 Ameriprise Financial Inc 1.35M (1.26%) 126.28K
Increased by +9.33%
Mar 31, 24
20 Southpoint Capital Advisors LP 1.35M (1.26%) 0.00
Increased by 0.00%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity Advisor Growth Opps M 4.41M (4.10%) 0.00
Increased by 0.00%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 3.70M (3.45%) -154.58K
Decreased by -4.17%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.30M (3.07%) -76.74K
Decreased by -2.32%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 3.27M (3.04%) 20.53K
Increased by +0.63%
May 31, 25
5 Vanguard 500 Index Investor 2.74M (2.55%) -400.79K
Decreased by -14.65%
Jul 31, 25
6 Vanguard Small Cap Index 2.55M (2.37%) -16.20K
Decreased by -0.64%
Jul 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.81M (1.68%) 35.84K
Increased by +1.98%
Nov 30, 23
8 Vanguard Small Cap Value Index Inv 1.64M (1.53%) 3.43K
Increased by +0.21%
Jul 31, 25
9 SPDR® S&P 500 ETF Trust 1.45M (1.35%) -3.14K
Decreased by -0.22%
Apr 30, 24
10 SPDR® S&P 500 ETF 1.43M (1.33%) -21.08K
Decreased by -1.47%
Mar 31, 25
11 Fidelity 500 Index 1.40M (1.30%) 597.00
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 1.39M (1.30%) -7.34K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 1.34M (1.24%) 16.45K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 1.33M (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
15 Invesco S&P 500® Equal Weight ETF 1.24M (1.15%) 1.80K
Increased by +0.15%
Aug 29, 25
16 Vanguard Windsor Investor Shares 1.14M (1.06%) -2.82K
Decreased by -0.25%
Jun 30, 25
17 SPDR® S&P MIDCAP 400 ETF Trust 1.00M (0.93%) -8.63K
Decreased by -0.86%
Nov 30, 23
18 Diamond Hill Large Cap Equity 997.50K (0.93%) -386.20K
Decreased by -38.72%
Aug 31, 25
19 JHancock Disciplined Value Mid Cap I 995.46K (0.93%) 351.87K
Increased by +35.35%
Jul 31, 25
20 JHancock Disciplined Value I 940.63K (0.88%) 0.00
Increased by 0.00%
Sep 30, 24