Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.99%
2 SHRY 3.97%
3 RNLC 3.91%
4 SUPL 3.62%
5 AIRR 3.57%
6 NRSH 3.28%
7 RISN 3.27%
8 FMTM 3.24%
9 XTN 2.72%
10 IYT 2.48%
11 FCUS 2.29%
12 QDIV 2.23%
13 RYJ 2.16%
14 UPGD 2.16%
15 ERNZ 2.06%
16 AIEQ 2.03%
17 FEGE 1.99%
18 CNAV 1.99%
19 KNG 1.91%
20 NOBL 1.90%

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 10.62M (9.03%) -78.37K
Decreased by -0.74%
Jun 30, 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 7.42M (6.31%) 397.18K
Increased by +5.35%
Jun 30, 25
6 Goldman Sachs Group Inc 3.56M (3.02%) 2.00M
Increased by +56.21%
Dec 31, 23
7 Boston Partners Global Investors, Inc 3.52M (2.99%) 1.22M
Increased by +34.65%
Jun 30, 25
8 Geode Capital Management, LLC 3.17M (2.70%) -97.01K
Decreased by -3.06%
Jun 30, 25
9 Van Eck Associates Corporation 3.03M (2.57%) 19.42K
Increased by +0.64%
Jun 30, 25
10 FMR Inc 2.69M (2.28%) -220.09K
Decreased by -8.20%
Jun 30, 25
11 Amvescap Plc. 2.40M (2.04%) 117.22K
Increased by +4.88%
Jun 30, 25
12 Wellington Management Company LLP 2.39M (2.03%) 40.27K
Increased by +1.68%
Jun 30, 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 Bank of New York Mellon Corp 2.01M (1.71%) 884.16K
Increased by +43.91%
Jun 30, 25
16 D. E. Shaw & Co LP 1.96M (1.67%) 210.03K
Increased by +10.69%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 1.88M (1.60%) -72.43K
Decreased by -3.85%
Jun 30, 25
18 Northern Trust Corp 1.79M (1.53%) 91.11K
Increased by +5.08%
Jun 30, 25
19 ProShare Advisors LLC 1.78M (1.51%) 180.63K
Increased by +10.17%
Jun 30, 25
20 UBS Asset Mgmt Americas Inc 1.64M (1.40%) 227.41K
Increased by +13.84%
Jun 30, 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%
Jul 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.54M (3.01%) -83.50K
Decreased by -2.36%
Jul 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 500 Index Investor 2.94M (2.50%) -430.79K
Decreased by -14.65%
Jul 31, 25
7 Vanguard Small Cap Index 2.74M (2.33%) -18.15K
Decreased by -0.66%
Jul 31, 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 (1.50%) 2.97K
Increased by +0.17%
Jul 31, 25
11 ProShares S&P 500 Dividend Aristocrats 1.64M (1.39%) 0.00
Increased by 0.00%
Aug 29, 25
12 Fidelity 500 Index 1.51M (1.28%) 649.00
Increased by +0.04%
Jul 31, 25
13 Invesco S&P 500® Equal Weight ETF 1.50M (1.27%) 2.20K
Increased by +0.15%
Aug 29, 25
14 SPDR® S&P 500 ETF 1.46M (1.24%) -20.93K
Decreased by -1.43%
Mar 31, 25
15 First Trust RBA Amer Indl RenaisTM ETF 1.43M (1.22%) 8.95K
Increased by +0.63%
Aug 28, 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 1.42M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
18 SPDR® S&P 500® ETF 1.42M (1.21%) 17.71K
Increased by +1.24%
Aug 31, 25
19 SPDR® S&P 500 ETF Trust 1.41M (1.20%) -10.90K
Decreased by -0.78%
Mar 31, 24
20 Fidelity® 500 Index 1.36M (1.15%) 8.63K
Increased by +0.64%
Nov 30, 23