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 3.51%
6 SUPL 3.33%
7 XTN 3.30%
8 RISN 3.27%
9 RYJ 2.45%
10 UPGD 2.45%
11 IYT 2.42%
12 FCUS 2.29%
13 QDIV 2.07%
14 AIEQ 2.03%
15 SPDV 1.83%
16 TPOR 1.75%
17 NOBL 1.73%
18 KNG 1.72%
19 RGI 1.58%
20 RSPN 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.64M (12.45%) 56.55K
Increased by +0.39%
Jun 30, 25
2 BlackRock Inc 10.70M (9.10%) 182.87K
Increased by +1.71%
Mar 31, 25
3 Arnhold & S. Bleichroeder Advisers, LLC 10.59M (9.00%) -146.55K
Decreased by -1.38%
Jun 30, 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 Goldman Sachs Group Inc 3.56M (3.02%) 2.00M
Increased by +56.21%
Dec 31, 23
7 Geode Capital Management, LLC 3.27M (2.78%) 102.61K
Increased by +3.14%
Mar 31, 25
8 Van Eck Associates Corporation 3.01M (2.56%) 218.00
Increased by +0.01%
Mar 31, 25
9 FMR Inc 2.91M (2.47%) 62.30K
Increased by +2.14%
Mar 31, 25
10 Wellington Management Company LLP 2.39M (2.03%) 40.27K
Increased by +1.68%
Jun 30, 25
11 Boston Partners Global Investors, Inc 2.30M (1.95%) 2.30M
Increased by +100.00%
Mar 31, 25
12 Amvescap Plc. 2.29M (1.94%) 176.37K
Increased by +7.72%
Mar 31, 25
13 Cresset Asset Management, LLC 2.20M (1.87%) 428.00
Increased by +0.02%
Sep 30, 24
14 Ancora Advisors LLC 2.12M (1.80%) -2.00K
Decreased by -0.09%
Dec 31, 23
15 D. E. Shaw & Co LP 1.96M (1.67%) 210.03K
Increased by +10.69%
Jun 30, 25
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 ProShare Advisors LLC 1.78M (1.51%) 180.63K
Increased by +10.17%
Jun 30, 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%) -2.56K
Decreased by -0.07%
Jun 30, 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 Vanguard 500 Index Investor 3.37M (2.87%) -3.50K
Decreased by -0.10%
Jun 30, 25
6 Schwab US Dividend Equity ETF™ 3.08M (2.62%) 2.54K
Increased by +0.08%
Feb 28, 25
7 Vanguard Small Cap Index 2.76M (2.34%) -88.17K
Decreased by -3.20%
Jun 30, 25
8 VanEck Morningstar Wide Moat ETF 2.48M (2.11%) 0.00
Increased by 0.00%
Aug 31, 24
9 VanEck Morningstar Wide Moat 2.48M (2.10%) -48.43K
Decreased by -1.96%
Jun 30, 24
10 Vanguard Small Cap Value Index Inv 1.76M (1.49%) -70.00K
Decreased by -3.98%
Jun 30, 25
11 ProShares S&P 500 Dividend Aristocrats 1.73M (1.47%) 0.00
Increased by 0.00%
Jul 31, 25
12 Fidelity 500 Index 1.50M (1.28%) 6.59K
Increased by +0.44%
Jun 30, 25
13 Invesco S&P 500® Equal Weight ETF 1.49M (1.27%) 418.00
Increased by +0.03%
Jul 31, 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 1.44M (1.22%) 6.23K
Increased by +0.43%
Jul 31, 25
16 SPDR® S&P 500® ETF Trust 1.42M (1.21%) -7.56K
Decreased by -0.53%
Mar 31, 25
17 iShares Core S&P 500 ETF 1.41M (1.20%) 6.44K
Increased by +0.46%
Jul 31, 25
18 SPDR® S&P 500 ETF Trust 1.41M (1.20%) -10.90K
Decreased by -0.78%
Mar 31, 24
19 JHancock Disciplined Value I 1.37M (1.16%) 0.00
Increased by 0.00%
Jun 30, 25
20 Fidelity® 500 Index 1.36M (1.15%) 8.63K
Increased by +0.64%
Nov 30, 23