Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NRSH 7.87%
2 UTRN 3.99%
3 SHRY 3.97%
4 RNLC 3.91%
5 AIRR 3.38%
6 RISN 3.27%
7 SUPL 3.19%
8 XTN 3.16%
9 IYT 2.40%
10 UPGD 2.34%
11 RYJ 2.34%
12 FCUS 2.29%
13 AIEQ 2.03%
14 QDIV 1.99%
15 SPDV 1.83%
16 TPOR 1.80%
17 KNG 1.67%
18 NOBL 1.65%
19 DSMC 1.54%
20 RSPN 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.59M (12.39%) 51.21K
Increased by +0.35%
Mar 31, 25
2 Arnhold & S. Bleichroeder Advisers, LLC 10.73M (9.12%) -6.72K
Decreased by -0.06%
Mar 31, 25
3 BlackRock Inc 10.70M (9.09%) 182.87K
Increased by +1.71%
Mar 31, 25
4 State Street Corporation 7.88M (6.69%) -89.34K
Decreased by -1.13%
Mar 31, 24
5 State Street Corp 7.02M (5.97%) 76.82K
Increased by +1.09%
Mar 31, 25
6 Charles Schwab Investment Management Inc 4.15M (3.52%) 191.61K
Increased by +4.62%
Dec 31, 24
7 Goldman Sachs Group Inc 3.56M (3.02%) 2.00M
Increased by +56.21%
Dec 31, 23
8 Geode Capital Management, LLC 3.27M (2.78%) 102.61K
Increased by +3.14%
Mar 31, 25
9 Van Eck Associates Corporation 3.01M (2.56%) 218.00
Increased by +0.01%
Mar 31, 25
10 FMR Inc 2.91M (2.47%) 62.30K
Increased by +2.14%
Mar 31, 25
11 Wellington Management Company LLP 2.35M (2.00%) -547.55K
Decreased by -23.28%
Mar 31, 25
12 Boston Partners Global Investors, Inc 2.30M (1.95%) 2.30M
Increased by +100.00%
Mar 31, 25
13 Amvescap Plc. 2.29M (1.94%) 176.37K
Increased by +7.72%
Mar 31, 25
14 Cresset Asset Management, LLC 2.20M (1.87%) 428.00
Increased by +0.02%
Sep 30, 24
15 Ancora Advisors LLC 2.12M (1.80%) -2.00K
Decreased by -0.09%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 1.95M (1.66%) 249.29K
Increased by +12.76%
Mar 31, 25
17 AllianceBernstein L.P. 1.87M (1.59%) -44.86K
Decreased by -2.40%
Mar 31, 25
18 D. E. Shaw & Co LP 1.75M (1.49%) 315.57K
Increased by +17.98%
Mar 31, 25
19 Northern Trust Corp 1.70M (1.45%) 396.26K
Increased by +23.27%
Mar 31, 25
20 Clarkston Capital Partners, LLC 1.66M (1.41%) -350.70K
Decreased by -21.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 First Eagle Global A 7.57M (6.43%) 0.00
Increased by 0.00%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 3.62M (3.08%) 2.06K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 3.52M (2.99%) 2.60K
Increased by +0.07%
Sep 30, 24
4 Vanguard Institutional 500 Index Trust 3.37M (2.87%) 21.19K
Increased by +0.63%
May 31, 25
5 Schwab US Dividend Equity ETF™ 3.08M (2.62%) 2.54K
Increased by +0.08%
Feb 28, 25
6 Vanguard Small Cap Index 2.84M (2.42%) 12.78K
Increased by +0.45%
May 31, 25
7 VanEck Morningstar Wide Moat ETF 2.48M (2.11%) 0.00
Increased by 0.00%
Aug 31, 24
8 VanEck Morningstar Wide Moat 2.48M (2.10%) -48.43K
Decreased by -1.96%
Jun 30, 24
9 Vanguard Small Cap Value Index Inv 1.83M (1.55%) -1.60K
Decreased by -0.09%
May 31, 25
10 ProShares S&P 500 Dividend Aristocrats 1.75M (1.48%) -778.00
Decreased by -0.04%
Jun 30, 25
11 Invesco S&P 500® Equal Weight ETF 1.51M (1.28%) 17.82K
Increased by +1.18%
Jun 30, 25
12 Fidelity 500 Index 1.50M (1.27%) 6.66K
Increased by +0.44%
May 31, 25
13 SPDR® S&P Dividend ETF 1.48M (1.26%) 0.00
Increased by 0.00%
Jun 30, 25
14 SPDR® S&P 500 ETF 1.46M (1.24%) -20.93K
Decreased by -1.43%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.45M (1.23%) 24.06K
Increased by +1.66%
Jun 30, 25
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 Trust 1.41M (1.19%) -10.90K
Decreased by -0.78%
Mar 31, 24
18 iShares Core S&P 500 ETF 1.40M (1.19%) 2.24K
Increased by +0.16%
Jun 30, 25
19 JHancock Disciplined Value I 1.37M (1.16%) 356.71K
Increased by +26.10%
May 31, 25
20 Fidelity® 500 Index 1.36M (1.15%) 8.63K
Increased by +0.64%
Nov 30, 23