Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PMR 5.01%
2 GLIF 4.93%
3 TOLZ 4.65%
4 SCHY 3.97%
5 INFR 3.75%
6 UPWD 3.48%
7 EQRR 3.20%
8 MDPL 3.17%
9 ULTY 3.02%
10 EWQ 2.95%
11 PPIE 2.79%
12 IPAV 2.67%
13 BKGI 2.62%
14 RHS 2.49%
15 RSPS 2.49%
16 AIVI 2.46%
17 OAIM 2.46%
18 OSEA 2.33%
19 OEUR 2.33%
20 MVFD 2.28%

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 22.70M (10.39%) 1.22M
Increased by +5.38%
Jun 30, 25
3 Pzena Investment Management, LLC 11.85M (5.42%) -921.60K
Decreased by -7.78%
Jun 30, 25
4 State Street Corp 10.05M (4.60%) -12.52K
Decreased by -0.12%
Jun 30, 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 5.65M (2.59%) 7.87K
Increased by +0.14%
Jun 30, 25
9 T. Rowe Price Associates, Inc. 5.01M (2.29%) -15.73M
Decreased by -313.89%
Dec 31, 24
10 Morgan Stanley - Brokerage Accounts 4.84M (2.22%) -363.23K
Decreased by -7.50%
Jun 30, 25
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 Bank of America Corp 3.75M (1.71%) 2.41M
Increased by +64.26%
Jun 30, 25
14 Longview Partners (Guernsey) Ltd. 3.57M (1.64%) 5.61K
Increased by +0.16%
Sep 30, 24
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 Arrowstreet Capital Limited Partnership 2.71M (1.24%) 1.46M
Increased by +53.71%
Jun 30, 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 US Total Market Shares ETF 6.97M (3.19%) 5.32K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.93M (3.17%) -154.50K
Decreased by -2.23%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 6.25M (2.86%) 39.08K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 5.45M (2.49%) -797.59K
Decreased by -14.65%
Jul 31, 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 4.91M (2.25%) 52.84K
Increased by +1.08%
Jul 31, 25
8 First Eagle Global A 4.41M (2.02%) 0.00
Increased by 0.00%
Jul 31, 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 Fidelity 500 Index 2.79M (1.28%) 1.20K
Increased by +0.04%
Jul 31, 25
18 BlackRock Equity Dividend Instl 2.78M (1.27%) -37.50K
Decreased by -1.35%
Jul 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