Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PMR 5.01%
2 TOLZ 4.97%
3 GLIF 4.93%
4 TIME 3.99%
5 INFR 3.88%
6 SCHY 3.77%
7 UPWD 3.48%
8 MDPL 3.31%
9 EQRR 3.20%
10 PPIE 3.10%
11 ULTY 3.02%
12 EWQ 2.95%
13 IPAV 2.89%
14 AIVI 2.85%
15 MVFD 2.67%
16 OAIM 2.65%
17 BKGI 2.65%
18 RHS 2.59%
19 RSPS 2.58%
20 OSEA 2.57%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.43M (12.09%) 1.20M
Increased by +4.55%
Mar 31, 25
2 BlackRock Inc 21.48M (9.83%) 2.10M
Increased by +9.78%
Mar 31, 25
3 Pzena Investment Management, LLC 12.77M (5.84%) 1.00M
Increased by +7.86%
Mar 31, 25
4 State Street Corp 10.06M (4.60%) 54.68K
Increased by +0.54%
Mar 31, 25
5 State Street Corporation 9.50M (4.35%) -134.04K
Decreased by -1.41%
Mar 31, 24
6 Capital Research & Mgmt Co - Division 3 9.34M (4.27%) 20.43K
Increased by +0.22%
Mar 31, 25
7 Arnhold & S. Bleichroeder Advisers, LLC 6.07M (2.78%) 801.82K
Increased by +13.21%
Mar 31, 25
8 Geode Capital Management, LLC 5.64M (2.58%) 280.13K
Increased by +4.97%
Mar 31, 25
9 Morgan Stanley - Brokerage Accounts 5.20M (2.38%) 1.18M
Increased by +22.61%
Mar 31, 25
10 T. Rowe Price Associates, Inc. 5.01M (2.29%) -15.73M
Decreased by -313.89%
Dec 31, 24
11 Capital World Investors 4.68M (2.14%) -4.37M
Decreased by -93.35%
Dec 31, 24
12 Alpine Investment Management LLC 4.20M (1.92%) 155.97K
Increased by +3.72%
Mar 31, 25
13 Longview Partners (Guernsey) Ltd. 3.57M (1.64%) 5.61K
Increased by +0.16%
Sep 30, 24
14 Amvescap Plc. 3.47M (1.59%) 89.07K
Increased by +2.57%
Mar 31, 25
15 Longview Partners (Guernsey) Limited 3.25M (1.49%) -200.45K
Decreased by -6.16%
Mar 31, 25
16 Marshall Wace Asset Management Ltd 3.20M (1.47%) 2.50M
Increased by +77.93%
Mar 31, 25
17 Holocene Advisors, LP 2.87M (1.31%) 1.45M
Increased by +50.51%
Mar 31, 25
18 NORGES BANK 2.66M (1.22%) 177.33K
Increased by +6.67%
Jun 30, 24
19 Two Sigma Investments LLC 2.56M (1.17%) 202.74K
Increased by +7.93%
Mar 31, 25
20 Franklin Resources Inc 2.27M (1.04%) 1.99M
Increased by +87.68%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.06M (3.23%) 4.57K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 6.97M (3.19%) 5.32K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 6.25M (2.86%) 39.08K
Increased by +0.63%
May 31, 25
4 American Funds American Mutual A 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
5 Capital Group American Mutual Comp 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
6 Vanguard Mid Cap Index Institutional 4.83M (2.21%) 45.48K
Increased by +0.94%
May 31, 25
7 First Eagle Global A 4.41M (2.02%) 0.00
Increased by 0.00%
Jun 30, 25
8 T. Rowe Price U.S. Growth Stock SMA 3.27M (1.50%) 3.27M
Increased by +100.00%
Dec 31, 23
9 American Funds Invmt Co of Amer A 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
10 Capital Group Investment Co of Amer Comp 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
11 Vanguard Windsor Investor Shares 2.95M (1.35%) 392.01K
Increased by +13.29%
Mar 31, 25
12 American Funds Fundamental Invs A 2.86M (1.31%) -2.00M
Decreased by -69.94%
Sep 30, 24
13 Capital Group Fundamental Invtrs Comp 2.86M (1.31%) -2.00M
Decreased by -69.94%
Sep 30, 24
14 American Funds Capital Income Bldr A 2.85M (1.30%) 135.40K
Increased by +4.76%
Sep 30, 24
15 T. Rowe Price Growth Stock 2.84M (1.30%) 0.00
Increased by 0.00%
Sep 30, 24
16 T. Rowe Price US Growth Stock Composite 2.84M (1.30%) 114.56K
Increased by +4.03%
Sep 30, 24
17 BlackRock Equity Dividend Instl 2.82M (1.29%) -25.48K
Decreased by -0.90%
Jun 30, 25
18 Fidelity 500 Index 2.77M (1.27%) 11.74K
Increased by +0.42%
May 31, 25
19 SPDR® S&P 500 ETF 2.73M (1.25%) -39.99K
Decreased by -1.47%
Mar 31, 25
20 American Funds American Balanced A 2.69M (1.23%) -3.08M
Decreased by -114.48%
Mar 31, 25