Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 MTRA 3.25%
3 OCFS 3.10%
4 ARTY 2.88%
5 COWS 2.54%
6 EASI 2.50%
7 HCOW 2.49%
8 GFGF 2.48%
9 SMRI 2.34%
10 CNAV 2.32%
11 FTGS 2.28%
12 PSCT 1.87%
13 QVAL 1.74%
14 UPGD 1.72%
15 RYJ 1.72%
16 FCFY 1.69%
17 QIS 1.57%
18 SYG 1.54%
19 HAPY 1.33%
20 VFLO 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.98M (13.88%) -31.94K
Decreased by -0.46%
Dec 31, 25
2 Capital World Investors 6.84M (13.60%) 3.16M
Increased by +46.21%
Mar 31, 26
3 Amvescap Plc. 4.38M (8.71%) 462.90K
Increased by +10.57%
Mar 31, 26
4 BlackRock Inc 4.09M (8.13%) -85.66K
Decreased by -2.10%
Mar 31, 26
5 Ameriprise Financial Inc 3.78M (7.52%) 1.42M
Increased by +37.56%
Mar 31, 26
6 Vanguard Capital Management, LLC 3.46M (6.89%) 3.46M
Increased by +100.00%
Mar 31, 26
7 Vanguard Portfolio Management, LLC 2.96M (5.88%) 2.96M
Increased by +100.00%
Mar 31, 26
8 Capital Research Global Investors 2.44M (4.84%) -2.82M
Decreased by -115.91%
Sep 30, 24
9 State Street Corporation 2.33M (4.62%) 43.29K
Increased by +1.86%
Mar 31, 24
10 WCM Investment Management 2.24M (4.46%) -6.82K
Decreased by -0.30%
Sep 30, 24
11 State Street Corp 2.23M (4.44%) -37.72K
Decreased by -1.69%
Mar 31, 26
12 Boston Partners Global Investors, Inc 2.11M (4.20%) 406.45K
Increased by +19.25%
Mar 31, 26
13 Geode Capital Management, LLC 1.62M (3.21%) 169.35K
Increased by +10.48%
Mar 31, 26
14 Massachusetts Financial Services Company 1.49M (2.96%) 414.61K
Increased by +27.87%
Mar 31, 26
15 Citadel Advisors Llc 1.38M (2.74%) -282.92K
Decreased by -20.53%
Sep 30, 25
16 Brandes Investment Partners & Co 1.33M (2.63%) 341.22K
Increased by +25.75%
Mar 31, 26
17 AllianceBernstein L.P. 1.28M (2.55%) 355.15K
Increased by +27.67%
Mar 31, 24
18 JPMorgan Chase & Co 1.28M (2.54%) 128.96K
Increased by +10.10%
Mar 31, 26
19 Baillie Gifford & Co Limited. 1.19M (2.37%) -100.80K
Decreased by -8.45%
Dec 31, 25
20 Morgan Stanley - Brokerage Accounts 1.12M (2.22%) 632.97K
Increased by +56.58%
Mar 31, 26

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds New Economy A 2.23M (4.43%) 1.04M
Increased by +46.92%
Mar 31, 26
2 Capital Group New Economy Comp 2.23M (4.43%) 1.04M
Increased by +46.92%
Mar 31, 26
3 Vanguard US Total Market Shares ETF 1.72M (3.41%) -28.58K
Decreased by -1.67%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.64M (3.26%) 3.96K
Increased by +0.24%
Apr 30, 26
5 Vanguard Institutional 500 Index Trust 1.61M (3.20%) 9.94K
Increased by +0.62%
May 31, 25
6 American Funds New Perspective A 1.60M (3.17%) 825.44K
Increased by +51.70%
Mar 31, 26
7 Capital Group New Perspective Comp 1.60M (3.17%) 825.44K
Increased by +51.70%
Mar 31, 26
8 SBI Focused Reg IDCW-P 1.59M (3.16%) 0.00
Increased by 0.00%
May 31, 26
9 Vanguard 500 Index Investor 1.43M (2.85%) 26.03K
Increased by +1.82%
Apr 30, 26
10 Vanguard Small Cap Index 1.18M (2.36%) -1.26K
Decreased by -0.11%
Apr 30, 26
11 Invesco S&P 500® Equal Weight ETF 1.18M (2.35%) 2.30K
Increased by +0.19%
May 29, 26
12 SBI Focused Equity Fund Reg Gr 1.10M (2.19%) 200.00K
Increased by +18.18%
May 31, 25
13 SBI Focused Reg Gr 1.10M (2.19%) 0.00
Increased by 0.00%
Aug 31, 25
14 JHancock Disciplined Value Mid Cap I 1.02M (2.03%) 0.00
Increased by 0.00%
Apr 30, 26
15 Capital Group AMCAP Composite 974.45K (1.94%) -994.38K
Decreased by -102.05%
Sep 30, 24
16 VA CollegeAmerica Amcap 529A 974.45K (1.94%) -994.38K
Decreased by -102.05%
Sep 30, 24
17 Vanguard Information Technology ETF 941.25K (1.87%) 5.12K
Increased by +0.54%
Apr 30, 26
18 WCM Focused International Growth Instl 928.60K (1.85%) -15.45K
Decreased by -1.66%
Sep 30, 24
19 WCM Inv Mgt Focused Growth Intl 928.60K (1.85%) -15.45K
Decreased by -1.66%
Sep 30, 24
20 Columbia Select Large Cap Value A 786.87K (1.56%) 23.98K
Increased by +3.05%
Apr 30, 26