Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FDFF 4.21%
2 UTRN 3.96%
3 FINQ 3.24%
4 BAMV 2.78%
5 MGRO 2.77%
6 NVIR 2.63%
7 MID 2.59%
8 JGRW 2.59%
9 HVAL 2.38%
10 KMID 2.27%
11 OAKM 2.17%
12 BASG 1.87%
13 RULE 1.85%
14 LEND 1.33%
15 MOTE 1.31%
16 MOAT 1.27%
17 MFSV 1.27%
18 RSPN 1.18%
19 VNMC 1.13%
20 THMZ 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.97M (12.29%) 258.57K
Increased by +1.73%
Jun 30, 25
2 Capital Research & Mgmt Co - Division 3 10.48M (8.60%) 403.72K
Increased by +3.85%
Jun 30, 25
3 BlackRock Inc 9.05M (7.43%) 161.16K
Increased by +1.78%
Jun 30, 25
4 T. Rowe Price Associates, Inc. 5.89M (4.84%) -1.14M
Decreased by -19.40%
Jun 30, 25
5 Harris Associates L.P. 5.11M (4.19%) 537.23K
Increased by +10.52%
Jun 30, 25
6 State Street Corp 4.97M (4.08%) 66.91K
Increased by +1.35%
Jun 30, 25
7 State Street Corporation 4.72M (3.88%) 36.98K
Increased by +0.78%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 3.89M (3.19%) 155.32K
Increased by +3.99%
Jun 30, 25
9 Massachusetts Financial Services Company 3.35M (2.75%) -171.21K
Decreased by -5.11%
Jun 30, 25
10 Geode Capital Management, LLC 3.14M (2.58%) 75.63K
Increased by +2.41%
Jun 30, 25
11 Kayne Anderson Rudnick Investment Management LLC 3.08M (2.53%) -33.95K
Decreased by -1.10%
Jun 30, 25
12 FMR Inc 3.03M (2.49%) 65.45K
Increased by +2.16%
Jun 30, 25
13 Generation Investment Management LLP 2.57M (2.11%) -228.23K
Decreased by -8.87%
Jun 30, 25
14 Parnassus Investments, LLC 2.09M (1.71%) 1.97M
Increased by +94.57%
Dec 31, 23
15 T. Rowe Price Investment Management,Inc. 2.00M (1.64%) 23.15K
Increased by +1.16%
Jun 30, 25
16 Parnassus Investments LLC 1.78M (1.46%) -56.68K
Decreased by -3.18%
Jun 30, 25
17 Cantillon Capital Management LLC 1.73M (1.42%) -50.30K
Decreased by -2.91%
Jun 30, 25
18 Lazard Asset Management LLC 1.73M (1.42%) 140.43K
Increased by +8.13%
Jun 30, 25
19 Amvescap Plc. 1.62M (1.33%) -187.29K
Decreased by -11.55%
Jun 30, 25
20 Van Eck Associates Corporation 1.56M (1.28%) -57.94K
Decreased by -3.72%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.92M (3.22%) 19.40K
Increased by +0.49%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.91M (3.21%) -90.56K
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.53M (2.90%) 26.72K
Increased by +0.76%
May 31, 25
4 Vanguard 500 Index Investor 3.07M (2.52%) -450.21K
Decreased by -14.64%
Jul 31, 25
5 MFS Large Cap Value (SMA) 2.89M (2.38%) 2.89M
Increased by +100.00%
Jun 30, 23
6 Vanguard Mid Cap Index Institutional 2.77M (2.27%) 29.86K
Increased by +1.08%
Jul 31, 25
7 American Funds Washington Mutual A 2.40M (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group Wash Mutual Invtrs Comp 2.40M (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
9 MFS Large Cap Value Equity 2.20M (1.81%) -75.16K
Decreased by -3.41%
Jun 30, 25
10 MFS Value A 2.19M (1.80%) -12.79K
Decreased by -0.58%
Jul 31, 25
11 T. Rowe Price Capital Appreciation 2.12M (1.74%) 232.00K
Increased by +10.94%
Sep 30, 23
12 Oakmark Investor 1.96M (1.61%) 246.00K
Increased by +12.57%
Jun 30, 25
13 MS INVF Global Brands A 1.87M (1.53%) -36.66K
Decreased by -1.96%
Jun 30, 24
14 Morgan Stanley Glbl Franchise 1.87M (1.53%) 6.07K
Increased by +0.32%
Jun 30, 24
15 MS INVF Global Brands A USD 1.86M (1.53%) -26.77K
Decreased by -1.44%
Mar 31, 24
16 American Funds New Perspective A 1.64M (1.35%) -220.56K
Decreased by -13.41%
Sep 30, 24
17 Capital Group New Perspective Comp 1.64M (1.35%) -220.56K
Decreased by -13.41%
Sep 30, 24
18 Fidelity 500 Index 1.57M (1.29%) 675.00
Increased by +0.04%
Jul 31, 25
19 SPDR® S&P 500 ETF 1.54M (1.27%) -22.63K
Decreased by -1.47%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 1.50M (1.23%) -7.88K
Decreased by -0.52%
Mar 31, 25