Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 6.72%
2 EDOC 4.54%
3 HEAL 4.54%
4 WBIG 4.24%
5 WBIF 4.22%
6 UTRN 4.11%
7 SMIG 3.43%
8 IHF 3.34%
9 FRTY 3.23%
10 NEWZ 3.09%
11 DIVL 2.89%
12 PINK 2.62%
13 RYJ 2.19%
14 UPGD 2.19%
15 XHS 2.03%
16 FTDS 2.00%
17 BMVP 1.87%
18 TUSA 1.84%
19 RSPH 1.79%
20 RYH 1.67%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.94M (12.55%) -23.74K
Decreased by -0.17%
Mar 31, 25
2 BlackRock Inc 10.10M (9.09%) -27.37K
Decreased by -0.27%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 5.98M (5.39%) 493.96K
Increased by +8.25%
Mar 31, 25
4 State Street Corporation 5.20M (4.68%) -130.92K
Decreased by -2.52%
Mar 31, 24
5 State Street Corp 5.18M (4.66%) -44.62K
Decreased by -0.86%
Mar 31, 25
6 JPMorgan Chase & Co 3.77M (3.39%) 1.34M
Increased by +35.44%
Mar 31, 25
7 Victory Capital Management Inc. 3.13M (2.82%) -226.46K
Decreased by -7.23%
Mar 31, 25
8 Geode Capital Management, LLC 2.77M (2.50%) 84.13K
Increased by +3.03%
Mar 31, 25
9 Davis Selected Advisers 2.39M (2.15%) -8.96K
Decreased by -0.38%
Mar 31, 25
10 Boston Partners Global Investors, Inc 2.30M (2.07%) 2.30M
Increased by +100.00%
Mar 31, 25
11 Grantham, Mayo, Van Otterloo & Co., LLC 2.01M (1.81%) -262.44K
Decreased by -13.08%
Mar 31, 25
12 Dimensional Fund Advisors, Inc. 1.91M (1.72%) -128.91K
Decreased by -6.74%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 1.79M (1.61%) 143.86K
Increased by +8.06%
Mar 31, 25
14 Wellington Management Company LLP 1.76M (1.58%) -25.90K
Decreased by -1.47%
Mar 31, 25
15 Wells Fargo & Co 1.42M (1.28%) -40.19K
Decreased by -2.83%
Dec 31, 24
16 Amvescap Plc. 1.38M (1.24%) -283.81K
Decreased by -20.54%
Dec 31, 24
17 Goldman Sachs Group Inc 1.33M (1.20%) -409.39K
Decreased by -30.76%
Sep 30, 24
18 NORGES BANK 1.27M (1.14%) -16.58K
Decreased by -1.30%
Dec 31, 24
19 UBS Asset Mgmt Americas Inc 1.27M (1.14%) 57.52K
Increased by +4.53%
Sep 30, 23
20 Nordea Investment Mgmt Bank Demark A/s 1.26M (1.13%) 732.63K
Increased by +58.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.56M (3.21%) 57.33K
Increased by +1.61%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.51M (3.16%) 2.60K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.14M (2.82%) 50.08K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 2.41M (2.17%) 23.09K
Increased by +0.96%
Apr 30, 25
5 Sycamore Mid Cap Value Comp 2.18M (1.96%) 2.10M
Increased by +96.56%
Mar 31, 25
6 Victory Sycamore Established Value R 2.18M (1.96%) -210.00K
Decreased by -9.63%
Mar 31, 25
7 T. Rowe Price U.S. Large-Cap Core Tr-B 1.57M (1.41%) 47.37K
Increased by +3.02%
Mar 31, 25
8 T. Rowe Price U.S. Large-Cap Core Tr-C 1.57M (1.41%) 47.37K
Increased by +3.02%
Mar 31, 25
9 T. Rowe Price US Large-Cap Core 1.47M (1.32%) -958.00
Decreased by -0.07%
Mar 31, 25
10 T. Rowe Price US Large-Cap Core Eq Comp 1.47M (1.32%) -3.75K
Decreased by -0.26%
Mar 31, 25
11 Fidelity 500 Index 1.39M (1.25%) -5.30K
Decreased by -0.38%
Mar 31, 25
12 SPDR® S&P 500 ETF 1.38M (1.24%) -29.12K
Decreased by -2.11%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 1.34M (1.21%) -10.43K
Decreased by -0.78%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 1.34M (1.21%) -7.02K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 1.34M (1.20%) -8.00K
Decreased by -0.60%
Apr 30, 25
16 iShares Core S&P 500 ETF 1.31M (1.18%) -1.36K
Decreased by -0.10%
Apr 30, 25
17 Fidelity® 500 Index 1.31M (1.18%) 8.32K
Increased by +0.64%
Nov 30, 23
18 JPM US Equity Income-Composite 1.29M (1.16%) 1.00M
Increased by +77.50%
Mar 31, 25
19 JPMorgan Equity Income I 1.29M (1.16%) 267.19K
Increased by +20.67%
Mar 31, 25
20 Vanguard Windsor Investor Shares 1.26M (1.14%) -33.26K
Decreased by -2.63%
Mar 31, 25