Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.95%
2 DIP 3.48%
3 BVAL 2.84%
4 RSPS 2.34%
5 RHS 2.29%
6 MOTE 2.17%
7 ACSI 2.11%
8 MGRO 2.03%
9 TBG 2.01%
10 TIME 2.00%
11 MOAT 1.96%
12 VSDA 1.92%
13 JMID 1.89%
14 STNC 1.75%
15 RYJ 1.74%
16 UPGD 1.74%
17 TACE 1.62%
18 QDIV 1.45%
19 SPHD 1.36%
20 EQUL 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 15.85M (13.03%) 272.42K
Increased by +1.72%
Jun 30, 25
2 BlackRock Inc 10.51M (8.64%) -1.34M
Decreased by -12.78%
Jun 30, 25
3 State Street Corp 8.15M (6.70%) -223.85K
Decreased by -2.75%
Jun 30, 25
4 State Street Corporation 8.13M (6.69%) -268.18K
Decreased by -3.30%
Mar 31, 24
5 Mizuho Securities USA Inc 4.51M (3.71%) 4.50M
Increased by +99.79%
Sep 30, 24
6 Amvescap Plc. 3.25M (2.67%) 1.88M
Increased by +58.04%
Jun 30, 25
7 Geode Capital Management, LLC 3.14M (2.58%) -55.27K
Decreased by -1.76%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 2.70M (2.22%) 45.47K
Increased by +1.68%
Jun 30, 25
9 Stifel Financial Corp 2.42M (1.99%) 50.91K
Increased by +2.10%
Jun 30, 25
10 Qube Research & Technologies 2.36M (1.94%) 1.68M
Increased by +71.45%
Jun 30, 25
11 Royal Bank of Canada 1.82M (1.50%) 44.68K
Increased by +2.45%
Jun 30, 25
12 UBS Group AG 1.80M (1.48%) 489.31K
Increased by +27.19%
Jun 30, 25
13 Mariner Value Strategies, LLC 1.60M (1.31%) 960.09K
Increased by +60.09%
Jun 30, 24
14 NORGES BANK 1.59M (1.30%) -8.99K
Decreased by -0.57%
Jun 30, 25
15 Renaissance Technologies Corp 1.53M (1.26%) 576.40K
Increased by +37.63%
Sep 30, 23
16 Millennium Management LLC 1.50M (1.23%) 905.61K
Increased by +60.56%
Jun 30, 25
17 Northern Trust Corp 1.47M (1.21%) -60.70K
Decreased by -4.13%
Jun 30, 25
18 Balyasny Asset Management LLC 1.42M (1.17%) 316.19K
Increased by +22.24%
Dec 31, 24
19 Wells Fargo & Co 1.40M (1.16%) -202.86K
Decreased by -14.45%
Sep 30, 23
20 Van Eck Associates Corporation 1.40M (1.15%) 1.36M
Increased by +97.47%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.93M (3.23%) 2.77K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.87M (3.18%) -89.78K
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.50M (2.88%) 25.56K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 3.05M (2.51%) -447.33K
Decreased by -14.66%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 2.75M (2.26%) 29.65K
Increased by +1.08%
Jul 31, 25
6 Fidelity 500 Index 1.56M (1.29%) 663.00
Increased by +0.04%
Jul 31, 25
7 SPDR® S&P 500 ETF 1.54M (1.27%) -23.09K
Decreased by -1.50%
Mar 31, 25
8 SPDR® S&P 500® ETF Trust 1.50M (1.23%) -7.78K
Decreased by -0.52%
Mar 31, 25
9 SPDR® S&P 500 ETF Trust 1.50M (1.23%) -11.69K
Decreased by -0.78%
Mar 31, 24
10 iShares Core S&P 500 ETF 1.48M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
11 SPDR® S&P 500® ETF 1.48M (1.22%) 18.22K
Increased by +1.23%
Aug 31, 25
12 Fidelity® 500 Index 1.44M (1.19%) 9.18K
Increased by +0.64%
Nov 30, 23
13 ProShares S&P 500 Dividend Aristocrats 1.28M (1.06%) 0.00
Increased by 0.00%
Aug 29, 25
14 The Consumer Staples Sel SectSPDR® ETF 1.24M (1.02%) 4.42K
Increased by +0.36%
Aug 31, 25
15 VanEck Morningstar Wide Moat 1.22M (1.00%) 1.22M
Increased by +100.00%
Jun 30, 25
16 SPDR® S&P Dividend ETF 1.21M (0.99%) 0.00
Increased by 0.00%
Aug 31, 25
17 VanEck Morningstar Wide Moat ETF 1.17M (0.96%) -906.00
Decreased by -0.08%
Aug 30, 25
18 Invesco S&P 500® Equal Weight ETF 1.12M (0.92%) 1.62K
Increased by +0.14%
Aug 29, 25
19 Vanguard Value Index Inv 1.09M (0.90%) -1.38K
Decreased by -0.13%
Jul 31, 25
20 Washington Crossing Rising Dividend 985.69K (0.81%) 18.84K
Increased by +1.91%
Jun 30, 25