Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUD 9.78%
2 EWA 6.46%
3 FLAU 4.20%
4 UTRN 4.05%
5 EQWM 3.98%
6 XMHQ 3.98%
7 GRNR 3.79%
8 MDCP 3.76%
9 BBAX 3.24%
10 EPP 3.15%
11 XHB 3.07%
12 MCSE 3.05%
13 PKB 2.41%
14 PAMC 2.28%
15 PRN 2.25%
16 XMMO 2.14%
17 VIGI 2.13%
18 BCUS 2.13%
19 FFTY 2.05%
20 BKCI 2.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.38M (10.40%) -152.05K
Decreased by -3.47%
Jun 30, 25
2 BlackRock Inc 4.23M (10.03%) -161.98K
Decreased by -3.83%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 3.40M (8.06%) 403.02K
Increased by +11.87%
Jun 30, 25
4 State Street Corporation 2.25M (5.33%) -173.96K
Decreased by -7.74%
Mar 31, 24
5 State Street Corp 2.06M (4.88%) -89.65K
Decreased by -4.36%
Jun 30, 25
6 JPMorgan Chase & Co 1.44M (3.41%) 358.24K
Increased by +24.92%
Jun 30, 25
7 Allspring Global Investments Holdings, LLC 1.28M (3.04%) 130.24K
Increased by +10.18%
Jun 30, 25
8 FMR Inc 1.13M (2.68%) 157.00K
Increased by +13.91%
Jun 30, 25
9 Franklin Resources Inc 1.05M (2.49%) -138.09K
Decreased by -13.14%
Jun 30, 25
10 Amvescap Plc. 1.03M (2.44%) -37.90K
Decreased by -3.69%
Jun 30, 25
11 Harris Associates L.P. 970.55K (2.30%) -146.38K
Decreased by -15.08%
Sep 30, 23
12 Geode Capital Management, LLC 760.96K (1.81%) -135.87K
Decreased by -17.86%
Jun 30, 25
13 Generation Investment Management LLP 718.92K (1.71%) -125.97K
Decreased by -17.52%
Jun 30, 24
14 Wells Fargo & Co 660.00K (1.57%) -10.74K
Decreased by -1.63%
Jun 30, 25
15 Bessemer Group Inc 639.51K (1.52%) 134.72K
Increased by +21.07%
Jun 30, 25
16 NORGES BANK 564.19K (1.34%) -2.90K
Decreased by -0.51%
Dec 31, 24
17 Arnhold & S. Bleichroeder Advisers, LLC 537.45K (1.28%) -10.65K
Decreased by -1.98%
Jun 30, 25
18 First Trust Advisors L.P. 535.62K (1.27%) 33.55K
Increased by +6.26%
Jun 30, 25
19 Fiduciary Management, Inc. of Milwaukee 522.34K (1.24%) -13.55K
Decreased by -2.59%
Jun 30, 25
20 Ninety One UK Limited 518.87K (1.23%) 9.88K
Increased by +1.90%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.60M (3.81%) -164.97K
Decreased by -10.28%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.47M (3.48%) -39.66K
Decreased by -2.70%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 1.40M (3.33%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard Total Stock Mkt Idx Inv 1.36M (3.22%) -32.63K
Decreased by -2.40%
Jul 31, 25
5 Vanguard Small Cap Index 1.05M (2.49%) -6.77K
Decreased by -0.64%
Jul 31, 25
6 Franklin Rising Dividends A 920.00K (2.18%) 0.00
Increased by 0.00%
Jul 31, 25
7 Franklin Rising Dividends Fund A 920.00K (2.18%) 0.00
Increased by 0.00%
Jun 30, 25
8 Allspring Mid Value SMA 902.30K (2.14%) 902.22K
Increased by +99.99%
Jun 30, 25
9 Allspring Special US Mid Cap Value Eq 902.30K (2.14%) 99.00K
Increased by +10.97%
Jun 30, 25
10 Allspring Special Mid Cap Value Inst 878.60K (2.09%) 0.00
Increased by 0.00%
Aug 31, 25
11 Vanguard Small Cap Value Index Inv 675.77K (1.60%) 1.40K
Increased by +0.21%
Jul 31, 25
12 Invesco S&P MidCap Quality ETF 580.36K (1.38%) 120.00
Increased by +0.02%
Aug 29, 25
13 Pacer US Cash Cows 100 ETF 502.24K (1.19%) 896.00
Increased by +0.18%
Mar 28, 24
14 Vanguard Institutional Extnd Mkt Idx Tr 463.32K (1.10%) -201.11K
Decreased by -43.41%
Jul 31, 25
15 First Eagle Global A 403.99K (0.96%) 0.00
Increased by 0.00%
Jul 31, 25
16 Sands Capital Global Growth Equity 387.64K (0.92%) 387.64K
Increased by +100.00%
Jun 30, 25
17 RobecoSAM Smart Energy Eqs F EUR 380.00K (0.90%) 0.00
Increased by 0.00%
Feb 29, 24
18 Harris Assoc. Oakmark Eq & Inc CIT 377.95K (0.90%) -141.60K
Decreased by -37.46%
Sep 30, 23
19 Oakmark Equity And Income Investor 377.95K (0.90%) -141.60K
Decreased by -37.46%
Sep 30, 23
20 JPM US Mid Cap Value-Composite 374.95K (0.89%) 18.94K
Increased by +5.05%
Jun 30, 25