Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SMIG 4.77%
2 CWS 4.15%
3 WBIE 4.12%
4 UTRN 4.09%
5 BEEZ 3.92%
6 JGRW 3.78%
7 KMID 3.24%
8 NEWZ 3.17%
9 FINQ 3.16%
10 LCAP 3.07%
11 CCOR 2.74%
12 DVOL 2.45%
13 BOUT 2.44%
14 DEF 1.99%
15 RUNN 1.84%
16 BMVP 1.83%
17 PWC 1.73%
18 JMID 1.72%
19 TMFX 1.51%
20 SMCO 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.73M (12.61%) 438.38K
Increased by +2.98%
Mar 31, 25
2 BlackRock Inc 10.55M (9.03%) 21.91K
Increased by +0.21%
Mar 31, 25
3 State Street Corp 5.61M (4.80%) 73.63K
Increased by +1.31%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 5.09M (4.36%) -66.45K
Decreased by -1.31%
Mar 31, 25
5 State Street Corporation 4.88M (4.18%) 69.42K
Increased by +1.42%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 3.56M (3.05%) 183.00
Increased by +0.01%
Mar 31, 25
7 Geode Capital Management, LLC 3.16M (2.70%) 118.84K
Increased by +3.77%
Mar 31, 25
8 HHG PLC 3.09M (2.64%) -95.67K
Decreased by -3.10%
Mar 31, 25
9 Baillie Gifford & Co Limited. 2.80M (2.40%) -166.81K
Decreased by -5.95%
Dec 31, 23
10 T. Rowe Price Investment Management,Inc. 2.24M (1.92%) -253.42K
Decreased by -11.30%
Mar 31, 25
11 Barclays PLC 1.93M (1.65%) 282.43K
Increased by +14.63%
Mar 31, 25
12 Mitsubishi UFJ Asset Management Co.,Ltd 1.69M (1.45%) 39.85K
Increased by +2.36%
Mar 31, 25
13 Apg All Pensions Group 1.63M (1.39%) -45.02K
Decreased by -2.77%
Mar 31, 25
14 Stifel Financial Corp 1.62M (1.38%) 20.72K
Increased by +1.28%
Dec 31, 24
15 Northern Trust Corp 1.60M (1.37%) 314.32K
Increased by +19.59%
Dec 31, 24
16 Capital Research & Mgmt Co - Division 3 1.53M (1.31%) -400.45K
Decreased by -26.17%
Mar 31, 25
17 Amvescap Plc. 1.46M (1.25%) 55.08K
Increased by +3.77%
Dec 31, 24
18 Jensen Investment Management 1.39M (1.19%) -235.57K
Decreased by -16.99%
Mar 31, 25
19 Wells Fargo & Co 1.20M (1.03%) -12.49K
Decreased by -1.04%
Dec 31, 24
20 Bahl & Gaynor Inc. 1.17M (1.00%) 38.53K
Increased by +3.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.75M (3.21%) 56.60K
Increased by +1.51%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.71M (3.17%) -32.96K
Decreased by -0.89%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.31M (2.83%) 53.38K
Increased by +1.61%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 2.54M (2.18%) 24.48K
Increased by +0.96%
Apr 30, 25
5 Janus Henderson Enterprise D 1.78M (1.53%) 0.00
Increased by 0.00%
Mar 31, 25
6 Janus Inst Mid Cap Growth CF 1.78M (1.53%) 0.00
Increased by 0.00%
Dec 31, 24
7 MS INVF Global Brands A USD 1.54M (1.32%) -30.23K
Decreased by -1.96%
Jun 30, 24
8 Fidelity 500 Index 1.47M (1.26%) 4.16K
Increased by +0.28%
Mar 31, 25
9 SPDR® S&P 500 ETF 1.46M (1.25%) -21.39K
Decreased by -1.47%
Mar 31, 25
10 Vanguard Growth Index Investor 1.43M (1.22%) 13.77K
Increased by +0.96%
Apr 30, 25
11 SPDR® S&P 500® ETF Trust 1.42M (1.21%) -7.45K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 1.41M (1.21%) -8.49K
Decreased by -0.60%
Apr 30, 25
13 SPDR® S&P 500 ETF Trust 1.39M (1.19%) 3.15K
Increased by +0.23%
Apr 30, 24
14 iShares Core S&P 500 ETF 1.39M (1.19%) -1.45K
Decreased by -0.10%
Apr 30, 25
15 Fidelity® 500 Index 1.38M (1.18%) 8.76K
Increased by +0.64%
Nov 30, 23
16 MS INVF Global Brands A 1.37M (1.17%) -19.29K
Decreased by -1.41%
Dec 31, 24
17 Morgan Stanley Glbl Franchise 1.37M (1.17%) -99.63K
Decreased by -7.26%
Dec 31, 24
18 T. Rowe Price US Dividend Growth Eq SMA 1.35M (1.15%) 1.35M
Increased by +99.99%
Dec 31, 23
19 T. Rowe Price Dividend Growth 1.19M (1.02%) -20.10K
Decreased by -1.69%
Mar 31, 25
20 T. Rowe Price US Dividend Growth Eq Comp 1.19M (1.02%) -41.00K
Decreased by -3.46%
Mar 31, 25