Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 4.75%
2 UTRN 3.96%
3 KMID 3.94%
4 BAMV 3.34%
5 FINQ 3.24%
6 JGRW 2.88%
7 MGRO 2.77%
8 OAKM 2.55%
9 HVAL 2.38%
10 NVIR 2.12%
11 RULE 1.81%
12 BASG 1.51%
13 MID 1.40%
14 THMZ 1.34%
15 LEND 1.33%
16 MOAT 1.27%
17 MOTE 1.26%
18 VNMC 1.13%
19 RSPN 1.12%
20 RGI 1.12%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.97M (12.15%) 258.57K
Increased by +1.73%
Jun 30, 25
2 Capital Research & Mgmt Co - Division 3 10.48M (8.51%) 403.72K
Increased by +3.85%
Jun 30, 25
3 BlackRock Inc 8.89M (7.22%) 341.06K
Increased by +3.84%
Mar 31, 25
4 T. Rowe Price Associates, Inc. 5.89M (4.78%) -1.14M
Decreased by -19.40%
Jun 30, 25
5 Harris Associates L.P. 5.11M (4.15%) 537.23K
Increased by +10.52%
Jun 30, 25
6 State Street Corp 4.90M (3.98%) -4.54K
Decreased by -0.09%
Mar 31, 25
7 State Street Corporation 4.72M (3.83%) 36.98K
Increased by +0.78%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 3.73M (3.03%) 474.81K
Increased by +12.71%
Mar 31, 25
9 Massachusetts Financial Services Company 3.35M (2.72%) -171.21K
Decreased by -5.11%
Jun 30, 25
10 Kayne Anderson Rudnick Investment Management LLC 3.12M (2.53%) -5.83K
Decreased by -0.19%
Mar 31, 25
11 Geode Capital Management, LLC 3.07M (2.49%) 109.93K
Increased by +3.58%
Mar 31, 25
12 FMR Inc 2.96M (2.40%) -154.08K
Decreased by -5.20%
Mar 31, 25
13 Generation Investment Management LLP 2.57M (2.09%) -228.23K
Decreased by -8.87%
Jun 30, 25
14 Parnassus Investments, LLC 2.09M (1.69%) 1.97M
Increased by +94.57%
Dec 31, 23
15 T. Rowe Price Investment Management,Inc. 2.00M (1.62%) 23.15K
Increased by +1.16%
Jun 30, 25
16 Amvescap Plc. 1.81M (1.47%) -207.94K
Decreased by -11.50%
Mar 31, 25
17 Parnassus Investments LLC 1.78M (1.44%) -56.68K
Decreased by -3.18%
Jun 30, 25
18 Cantillon Capital Management LLC 1.73M (1.40%) -50.30K
Decreased by -2.91%
Jun 30, 25
19 Lazard Asset Management LLC 1.59M (1.29%) 640.56K
Increased by +40.37%
Mar 31, 25
20 Van Eck Associates Corporation 1.56M (1.27%) -57.94K
Decreased by -3.72%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.00M (3.24%) 13.99K
Increased by +0.35%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 3.92M (3.19%) 19.40K
Increased by +0.49%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 3.53M (2.86%) 26.72K
Increased by +0.76%
May 31, 25
4 Vanguard 500 Index Investor 3.53M (2.86%) -1.70K
Decreased by -0.05%
Jun 30, 25
5 MFS Large Cap Value (SMA) 2.89M (2.35%) 2.89M
Increased by +100.00%
Jun 30, 23
6 Vanguard Mid Cap Index Institutional 2.74M (2.22%) 18.26K
Increased by +0.67%
Jun 30, 25
7 American Funds Washington Mutual A 2.40M (1.95%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Wash Mutual Invtrs Comp 2.40M (1.95%) 0.00
Increased by 0.00%
Jun 30, 25
9 MFS Large Cap Value Equity 2.20M (1.79%) -75.16K
Decreased by -3.41%
Jun 30, 25
10 MFS Value A 2.20M (1.79%) -24.83K
Decreased by -1.13%
Jun 30, 25
11 T. Rowe Price Capital Appreciation 2.12M (1.72%) 232.00K
Increased by +10.94%
Sep 30, 23
12 Oakmark Investor 1.96M (1.59%) 246.00K
Increased by +12.57%
Jun 30, 25
13 MS INVF Global Brands A 1.87M (1.52%) -36.66K
Decreased by -1.96%
Jun 30, 24
14 Morgan Stanley Glbl Franchise 1.87M (1.52%) 6.07K
Increased by +0.32%
Jun 30, 24
15 MS INVF Global Brands A USD 1.86M (1.51%) -26.77K
Decreased by -1.44%
Mar 31, 24
16 American Funds New Perspective A 1.64M (1.34%) -220.56K
Decreased by -13.41%
Sep 30, 24
17 Capital Group New Perspective Comp 1.64M (1.34%) -220.56K
Decreased by -13.41%
Sep 30, 24
18 Fidelity 500 Index 1.57M (1.28%) 9.63K
Increased by +0.61%
Jun 30, 25
19 SPDR® S&P 500 ETF 1.54M (1.25%) -22.63K
Decreased by -1.47%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.52M (1.23%) 6.50K
Increased by +0.43%
Jul 31, 25