Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 HAUD 9.78%
2 EWA 6.09%
3 FLAU 5.68%
4 XMHQ 4.28%
5 BBAX 4.25%
6 UTRN 4.05%
7 MCSE 3.83%
8 GRNR 3.79%
9 MDCP 3.76%
10 EPP 3.71%
11 XHB 2.98%
12 BKCI 2.75%
13 PKB 2.41%
14 SULR 2.37%
15 SOLR 2.37%
16 PAMC 2.28%
17 PRN 2.25%
18 CEFA 2.24%
19 FICS 2.19%
20 XMMO 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.53M (10.77%) -106.07K
Decreased by -2.34%
Mar 31, 25
2 BlackRock Inc 4.39M (10.42%) -131.99K
Decreased by -3.01%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 2.99M (7.11%) 647.99K
Increased by +21.65%
Mar 31, 25
4 State Street Corporation 2.25M (5.34%) -173.96K
Decreased by -7.74%
Mar 31, 24
5 State Street Corp 2.15M (5.10%) -54.44K
Decreased by -2.54%
Mar 31, 25
6 Franklin Resources Inc 1.19M (2.82%) -4.95K
Decreased by -0.42%
Mar 31, 25
7 Allspring Global Investments Holdings, LLC 1.15M (2.73%) 49.10K
Increased by +4.27%
Mar 31, 25
8 JPMorgan Chase & Co 1.08M (2.56%) -55.49K
Decreased by -5.14%
Mar 31, 25
9 Amvescap Plc. 1.07M (2.53%) -296.66K
Decreased by -27.86%
Mar 31, 25
10 FMR Inc 971.49K (2.31%) 181.87K
Increased by +18.72%
Mar 31, 25
11 Harris Associates L.P. 970.55K (2.30%) -146.38K
Decreased by -15.08%
Sep 30, 23
12 Geode Capital Management, LLC 896.83K (2.13%) 33.63K
Increased by +3.75%
Mar 31, 25
13 Generation Investment Management LLP 718.92K (1.71%) -125.97K
Decreased by -17.52%
Jun 30, 24
14 Wells Fargo & Co 670.75K (1.59%) 53.87K
Increased by +8.03%
Mar 31, 25
15 NORGES BANK 564.19K (1.34%) -2.90K
Decreased by -0.51%
Dec 31, 24
16 Arnhold & S. Bleichroeder Advisers, LLC 548.10K (1.30%) 548.10K
Increased by +100.00%
Mar 31, 25
17 Fiduciary Management, Inc. of Milwaukee 535.89K (1.27%) -5.05K
Decreased by -0.94%
Mar 31, 25
18 Ninety One UK Limited 518.87K (1.23%) 9.88K
Increased by +1.90%
Mar 31, 24
19 Madison Asset Management, LLC 515.13K (1.22%) 113.31K
Increased by +22.00%
Mar 31, 25
20 GAMMA Investing LLC 507.00K (1.20%) 505.68K
Increased by +99.74%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 1.78M (4.23%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard US Total Market Shares ETF 1.47M (3.48%) -39.66K
Decreased by -2.70%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 1.43M (3.40%) 836.00
Increased by +0.06%
May 31, 25
4 iShares Core S&P Mid-Cap ETF 1.41M (3.34%) 736.00
Increased by +0.05%
Jun 30, 25
5 Vanguard Small Cap Index 1.12M (2.67%) 5.15K
Increased by +0.46%
May 31, 25
6 Franklin Rising Dividends Fund A 1.03M (2.46%) 0.00
Increased by 0.00%
Mar 31, 25
7 Franklin Rising Dividends 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 Mid Cap Value Inst 902.30K (2.14%) 0.00
Increased by 0.00%
Jun 30, 25
10 Allspring Special US Mid Cap Value Eq 902.30K (2.14%) 99.00K
Increased by +10.97%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 722.52K (1.72%) -613.00
Decreased by -0.08%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 693.76K (1.65%) 5.69K
Increased by +0.82%
May 31, 25
13 Invesco S&P MidCap Quality ETF 604.89K (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
14 Pacer US Cash Cows 100 ETF 502.24K (1.19%) 896.00
Increased by +0.18%
Mar 28, 24
15 First Eagle Global A 403.99K (0.96%) 0.00
Increased by 0.00%
Jun 30, 25
16 RobecoSAM Smart Energy Eqs F EUR 380.00K (0.90%) 0.00
Increased by 0.00%
Feb 29, 24
17 Harris Assoc. Oakmark Eq & Inc CIT 377.95K (0.90%) -141.60K
Decreased by -37.46%
Sep 30, 23
18 Oakmark Equity And Income Investor 377.95K (0.90%) -141.60K
Decreased by -37.46%
Sep 30, 23
19 JPM US Mid Cap Value-Composite 374.95K (0.89%) 18.94K
Increased by +5.05%
Jun 30, 25
20 JPMorgan Mid Cap Value L 372.75K (0.88%) 8.70K
Increased by +2.33%
May 31, 25