Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 KBWP 4.00%
2 UTRN 3.98%
3 STNC 2.97%
4 CBSE 2.68%
5 CBLS 2.40%
6 DEMZ 2.27%
7 FTGS 2.20%
8 FTDS 2.12%
9 SMRI 1.93%
10 KIE 1.89%
11 FTCS 1.84%
12 JDVI 1.84%
13 QDIV 1.72%
14 WLTG 1.71%
15 VSMV 1.54%
16 EQRR 1.42%
17 RSPF 1.30%
18 RYF 1.23%
19 SEIV 1.21%
20 JMID 1.19%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.58M (17.67%) 17.35K
Increased by +0.31%
Mar 31, 25
2 BlackRock Inc 3.63M (11.51%) 74.70K
Increased by +2.06%
Mar 31, 25
3 State Street Corp 1.94M (6.14%) -3.97K
Decreased by -0.20%
Mar 31, 25
4 State Street Corporation 1.94M (6.13%) -53.88K
Decreased by -2.78%
Mar 31, 24
5 Wellington Management Company LLP 1.56M (4.94%) -73.66K
Decreased by -4.72%
Mar 31, 25
6 NORGES BANK 1.35M (4.27%) 450.46K
Increased by +33.42%
Dec 31, 24
7 Vulcan Value Partners, LLC 1.33M (4.21%) 350.02K
Increased by +26.34%
Mar 31, 25
8 Geode Capital Management, LLC 1.21M (3.82%) 41.18K
Increased by +3.42%
Mar 31, 25
9 Franklin Resources Inc 1.12M (3.56%) -158.93K
Decreased by -14.16%
Mar 31, 25
10 First Trust Advisors L.P. 891.99K (2.83%) 437.89K
Increased by +49.09%
Mar 31, 25
11 Barrow Hanley Mewhinney & Strauss LLC 881.48K (2.79%) 881.48K
Increased by +100.00%
Mar 31, 25
12 Champlain Investment Partners, LLC 862.33K (2.73%) -61.60K
Decreased by -7.14%
Dec 31, 24
13 Amvescap Plc. 814.60K (2.58%) -40.52K
Decreased by -4.97%
Mar 31, 25
14 Victory Capital Management Inc. 740.47K (2.35%) -423.53K
Decreased by -57.20%
Sep 30, 23
15 AQR Capital Management LLC 712.96K (2.26%) -37.88K
Decreased by -5.31%
Mar 31, 25
16 Boston Partners Global Investors, Inc 696.76K (2.21%) 22.43K
Increased by +3.22%
Mar 31, 25
17 William Blair Investment Management, LLC 685.77K (2.17%) -16.57K
Decreased by -2.42%
Jun 30, 25
18 Altrinsic Global Advisors LLC 682.98K (2.16%) 66.04K
Increased by +9.67%
Mar 31, 25
19 Viking Global Investors LP 652.30K (2.07%) -156.16K
Decreased by -23.94%
Dec 31, 23
20 Nuveen Asset Management, LLC 596.96K (1.89%) -175.88K
Decreased by -29.46%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.37M (4.33%) -15.65K
Decreased by -1.15%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.36M (4.32%) -11.89K
Decreased by -0.87%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.22M (3.87%) 7.93K
Increased by +0.65%
May 31, 25
4 Vanguard 500 Index Investor 1.21M (3.82%) -15.00K
Decreased by -1.24%
Jun 30, 25
5 Vanguard Wellington™ Inv 1.03M (3.27%) -32.18K
Decreased by -3.12%
Jun 30, 24
6 Vulcan Value Partners Focus 719.65K (2.28%) 21.32K
Increased by +2.96%
Jun 30, 25
7 Fidelity 500 Index 538.95K (1.71%) -3.29K
Decreased by -0.61%
Jun 30, 25
8 SPDR® S&P 500 ETF 534.79K (1.69%) -7.75K
Decreased by -1.45%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 520.77K (1.65%) -2.70K
Decreased by -0.52%
Mar 31, 25
10 Vanguard Small Cap Index 519.67K (1.65%) 519.67K
Increased by +100.00%
Jun 30, 25
11 SPDR® S&P 500® ETF 513.02K (1.62%) -2.15K
Decreased by -0.42%
Jul 31, 25
12 SPDR® S&P 500 ETF Trust 510.37K (1.62%) 1.17K
Increased by +0.23%
Apr 30, 24
13 Fidelity® 500 Index 505.78K (1.60%) 3.22K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 505.66K (1.60%) -50.00
Decreased by -0.01%
Jul 30, 25
15 Victory Sycamore Established Value R 482.00K (1.53%) -303.00K
Decreased by -62.86%
Sep 30, 23
16 Vanguard Windsor Investor Shares 473.15K (1.50%) -3.51K
Decreased by -0.74%
Jun 30, 25
17 Vanguard Mid Cap Index Institutional 469.40K (1.49%) -474.09K
Decreased by -101.00%
Jun 30, 25
18 First Trust Capital Strength ETF 439.11K (1.39%) 0.00
Increased by 0.00%
Sep 30, 24
19 Franklin Mutual Global Discovery Z 429.20K (1.36%) 22.00
Increased by +0.01%
Apr 30, 25
20 Invesco S&P 500® Equal Weight ETF 421.08K (1.33%) 121.00
Increased by +0.03%
Jul 31, 25