Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TMFM 5.20%
2 FCTE 5.15%
3 CTIF 4.78%
4 SMIG 4.45%
5 WBIE 4.12%
6 UTRN 4.09%
7 BEEZ 4.05%
8 CWS 3.82%
9 BGDV 3.31%
10 FINQ 3.16%
11 KMID 3.06%
12 CCOR 3.02%
13 JGRW 2.98%
14 LCAP 2.97%
15 NEWZ 2.80%
16 DVOL 2.58%
17 TDV 2.51%
18 BOUT 2.44%
19 BCDF 2.06%
20 DEF 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.03M (12.94%) 298.27K
Increased by +1.98%
Jun 30, 25
2 BlackRock Inc 10.51M (9.05%) -45.75K
Decreased by -0.44%
Jun 30, 25
3 State Street Corp 5.64M (4.86%) 35.06K
Increased by +0.62%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 5.06M (4.36%) -27.91K
Decreased by -0.55%
Jun 30, 25
5 State Street Corporation 4.88M (4.21%) 69.42K
Increased by +1.42%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 3.53M (3.04%) -28.19K
Decreased by -0.80%
Jun 30, 25
7 Geode Capital Management, LLC 3.29M (2.84%) 136.39K
Increased by +4.14%
Jun 30, 25
8 HHG PLC 3.11M (2.67%) 20.50K
Increased by +0.66%
Jun 30, 25
9 Baillie Gifford & Co Limited. 2.80M (2.41%) -166.81K
Decreased by -5.95%
Dec 31, 23
10 T. Rowe Price Investment Management,Inc. 2.26M (1.95%) 20.22K
Increased by +0.89%
Jun 30, 25
11 Barclays PLC 1.96M (1.69%) 27.21K
Increased by +1.39%
Jun 30, 25
12 Mitsubishi UFJ Asset Management Co.,Ltd 1.75M (1.51%) 61.66K
Increased by +3.52%
Jun 30, 25
13 Apg All Pensions Group 1.68M (1.44%) 51.31K
Increased by +3.06%
Jun 30, 25
14 Northern Trust Corp 1.61M (1.38%) 32.80K
Increased by +2.04%
Jun 30, 25
15 Stifel Financial Corp 1.55M (1.34%) -22.24K
Decreased by -1.43%
Jun 30, 25
16 Capital Research & Mgmt Co - Division 3 1.51M (1.30%) -23.92K
Decreased by -1.59%
Jun 30, 25
17 Amvescap Plc. 1.47M (1.26%) 36.35K
Increased by +2.48%
Jun 30, 25
18 UBS Asset Mgmt Americas Inc 1.32M (1.14%) 242.28K
Increased by +18.37%
Jun 30, 25
19 Jensen Investment Management 1.30M (1.12%) -89.53K
Decreased by -6.90%
Jun 30, 25
20 Wells Fargo & Co 1.23M (1.06%) 33.53K
Increased by +2.74%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.71M (3.19%) -32.96K
Decreased by -0.89%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.69M (3.18%) -88.99K
Decreased by -2.41%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.33M (2.87%) 23.28K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 2.91M (2.50%) -425.90K
Decreased by -14.64%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 2.62M (2.26%) 28.22K
Increased by +1.08%
Jul 31, 25
6 Janus Henderson Enterprise D 1.78M (1.54%) 0.00
Increased by 0.00%
Jun 30, 25
7 Janus Inst Mid Cap Growth CF 1.78M (1.54%) 0.00
Increased by 0.00%
Jun 30, 25
8 MS INVF Global Brands A USD 1.54M (1.33%) -30.23K
Decreased by -1.96%
Jun 30, 24
9 Fidelity 500 Index 1.49M (1.28%) 638.00
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 1.46M (1.25%) -21.39K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.42M (1.22%) 17.46K
Increased by +1.23%
Aug 31, 25
12 SPDR® S&P 500® ETF Trust 1.42M (1.22%) -7.45K
Decreased by -0.53%
Mar 31, 25
13 iShares Core S&P 500 ETF 1.41M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
14 Vanguard Growth Index Investor 1.40M (1.20%) 4.83K
Increased by +0.35%
Jul 31, 25
15 SPDR® S&P 500 ETF Trust 1.39M (1.20%) 3.15K
Increased by +0.23%
Apr 30, 24
16 Fidelity® 500 Index 1.38M (1.19%) 8.76K
Increased by +0.64%
Nov 30, 23
17 T. Rowe Price US Dividend Growth Eq SMA 1.35M (1.16%) 1.35M
Increased by +99.99%
Dec 31, 23
18 MS INVF Global Brands A 1.32M (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
19 Morgan Stanley Glbl Franchise 1.32M (1.14%) -5.99K
Decreased by -0.45%
Jun 30, 25
20 T. Rowe Price Dividend Growth 1.19M (1.02%) 0.00
Increased by 0.00%
Jul 31, 25