Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TOLZ 5.35%
2 PMR 5.01%
3 GLIF 4.93%
4 INFR 4.16%
5 TIME 3.96%
6 SCHY 3.92%
7 UPWD 3.48%
8 MDPL 3.24%
9 EQRR 3.20%
10 PPIE 3.11%
11 ULTY 3.02%
12 IPAV 3.01%
13 EWQ 2.95%
14 BKGI 2.88%
15 AIVI 2.77%
16 OSEA 2.70%
17 OAIM 2.61%
18 RSPS 2.56%
19 RHS 2.56%
20 OEUR 2.56%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.82M (12.28%) 384.45K
Increased by +1.43%
Jun 30, 25
2 BlackRock Inc 21.48M (9.84%) 2.10M
Increased by +9.78%
Mar 31, 25
3 Pzena Investment Management, LLC 12.77M (5.85%) 1.00M
Increased by +7.86%
Mar 31, 25
4 State Street Corp 10.06M (4.61%) 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 6.01M (2.75%) -3.33M
Decreased by -55.33%
Jun 30, 25
7 Arnhold & S. Bleichroeder Advisers, LLC 5.98M (2.74%) -94.07K
Decreased by -1.57%
Jun 30, 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 4.18M (1.91%) -19.59K
Decreased by -0.47%
Jun 30, 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 Baillie Gifford & Co Limited. 3.36M (1.54%) 3.36M
Increased by +100.00%
Jun 30, 25
16 Longview Partners (Guernsey) Limited 3.25M (1.49%) -200.45K
Decreased by -6.16%
Mar 31, 25
17 Marshall Wace Asset Management Ltd 3.20M (1.47%) 2.50M
Increased by +77.93%
Mar 31, 25
18 Holocene Advisors, LP 2.87M (1.31%) 1.45M
Increased by +50.51%
Mar 31, 25
19 Baupost Group LLC 2.67M (1.22%) 562.00K
Increased by +21.07%
Jun 30, 25
20 NORGES BANK 2.66M (1.22%) 177.33K
Increased by +6.67%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.08M (3.24%) 25.48K
Increased by +0.36%
Jun 30, 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 Vanguard 500 Index Investor 6.24M (2.86%) -9.04K
Decreased by -0.14%
Jun 30, 25
5 American Funds American Mutual A 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
6 Capital Group American Mutual Comp 4.96M (2.27%) 242.10K
Increased by +4.88%
Jun 30, 24
7 Vanguard Mid Cap Index Institutional 4.85M (2.22%) 26.07K
Increased by +0.54%
Jun 30, 25
8 First Eagle Global A 4.41M (2.02%) 0.00
Increased by 0.00%
Jun 30, 25
9 T. Rowe Price U.S. Growth Stock SMA 3.27M (1.50%) 3.27M
Increased by +100.00%
Dec 31, 23
10 American Funds Invmt Co of Amer A 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
11 Capital Group Investment Co of Amer Comp 2.97M (1.36%) 112.36K
Increased by +3.78%
Jun 30, 24
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 2.79M (1.28%) 12.51K
Increased by +0.45%
Jun 30, 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