Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 SHRY 3.97%
3 RNLC 3.91%
4 FMTM 3.62%
5 KMID 3.30%
6 HULL 3.29%
7 RISN 3.27%
8 SUPL 3.23%
9 QDIV 2.85%
10 NRSH 2.81%
11 AIRR 2.79%
12 BOBP 2.53%
13 IYT 2.49%
14 XTN 2.37%
15 FCUS 2.16%
16 EPAI 2.06%
17 ERNZ 2.06%
18 AIEQ 2.03%
19 QMOM 2.01%
20 UPGD 2.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.57M (12.41%) 364.16K
Increased by +2.50%
Dec 31, 25
2 BlackRock Inc 9.99M (8.51%) 94.51K
Increased by +0.95%
Mar 31, 26
3 State Street Corporation 7.88M (6.71%) -89.34K
Decreased by -1.13%
Mar 31, 24
4 Vanguard Capital Management, LLC 7.71M (6.56%) 7.71M
Increased by +100.00%
Mar 31, 26
5 State Street Corp 6.45M (5.49%) -529.76K
Decreased by -8.22%
Mar 31, 26
6 Vanguard Portfolio Management, LLC 5.99M (5.10%) 5.99M
Increased by +100.00%
Mar 31, 26
7 Arnhold & S. Bleichroeder Advisers, LLC 5.73M (4.88%) -3.34M
Decreased by -58.36%
Mar 31, 26
8 FMR Inc 4.38M (3.73%) 5.81K
Increased by +0.13%
Mar 31, 26
9 Wellington Management Company LLP 3.89M (3.31%) -1.56M
Decreased by -40.22%
Mar 31, 26
10 Geode Capital Management, LLC 3.61M (3.07%) 390.89K
Increased by +10.84%
Mar 31, 26
11 WCM Investment Management 3.58M (3.05%) 3.58M
Increased by +100.00%
Mar 31, 26
12 Goldman Sachs Group Inc 3.56M (3.03%) 2.00M
Increased by +56.21%
Dec 31, 23
13 Van Eck Associates Corporation 3.03M (2.58%) 645.00
Increased by +0.02%
Mar 31, 26
14 Boston Partners Global Investors, Inc 2.77M (2.36%) -508.54K
Decreased by -18.38%
Mar 31, 26
15 Cresset Asset Management, LLC 2.20M (1.88%) 428.00
Increased by +0.02%
Sep 30, 24
16 Morgan Stanley - Brokerage Accounts 2.15M (1.83%) -106.66K
Decreased by -4.97%
Mar 31, 26
17 Ancora Advisors LLC 2.12M (1.81%) -2.00K
Decreased by -0.09%
Dec 31, 23
18 Amvescap Plc. 1.97M (1.68%) 189.31K
Increased by +9.59%
Mar 31, 26
19 Select Equity Group LP 1.96M (1.67%) 834.71K
Increased by +42.53%
Mar 31, 26
20 Northern Trust Corp 1.77M (1.51%) -65.78K
Decreased by -3.71%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.55M (3.03%) -218.81K
Decreased by -6.16%
Jun 30, 26
2 Vanguard US Total Market Shares ETF 3.52M (3.00%) 2.60K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.37M (2.87%) 21.19K
Increased by +0.63%
May 31, 25
4 Schwab US Dividend Equity ETF™ 3.08M (2.63%) 2.54K
Increased by +0.08%
Feb 28, 25
5 Vanguard 500 Index Investor 3.06M (2.61%) -44.20K
Decreased by -1.44%
Jun 30, 26
6 Vanguard Small Cap Index 2.57M (2.19%) -162.18K
Decreased by -6.32%
Jun 30, 26
7 First Eagle Global A 2.54M (2.16%) -483.35K
Decreased by -19.03%
Jun 30, 26
8 First Trust RBA Amer Indl RenaisTM ETF 2.49M (2.12%) -1.44K
Decreased by -0.06%
Jun 30, 26
9 VanEck Morningstar Wide Moat ETF 2.48M (2.11%) 0.00
Increased by 0.00%
Aug 31, 24
10 VanEck Morningstar Wide Moat 2.48M (2.11%) -48.43K
Decreased by -1.96%
Jun 30, 24
11 Vanguard Small Cap Value Index Inv 1.63M (1.39%) -128.61K
Decreased by -7.89%
Jun 30, 26
12 iShares Core S&P 500 ETF 1.63M (1.39%) 5.17K
Increased by +0.32%
Jun 30, 26
13 Fidelity 500 Index 1.52M (1.29%) -2.12K
Decreased by -0.14%
May 31, 26
14 SPDR® S&P 500 ETF 1.46M (1.25%) -20.93K
Decreased by -1.43%
Mar 31, 25
15 State Street® SPDR® S&P 500® ETF 1.42M (1.21%) -18.50K
Decreased by -1.30%
Jun 30, 26
16 SPDR® S&P 500® ETF Trust 1.42M (1.21%) -7.56K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.42M (1.21%) 17.71K
Increased by +1.24%
Aug 31, 25
18 SPDR® S&P 500 ETF Trust 1.41M (1.20%) -10.90K
Decreased by -0.78%
Mar 31, 24
19 Fidelity® 500 Index 1.36M (1.16%) 8.63K
Increased by +0.64%
Nov 30, 23
20 Pacer US Cash Cows 100 ETF 1.25M (1.06%) 2.24K
Increased by +0.18%
Mar 28, 24