Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 OCFS 3.10%
3 ARTY 2.64%
4 EASI 2.50%
5 GFGF 2.48%
6 FCFY 2.41%
7 HCOW 2.38%
8 COWS 2.37%
9 SMRI 2.34%
10 FTGS 2.28%
11 FMET 1.77%
12 BUSA 1.77%
13 UPGD 1.72%
14 RYJ 1.72%
15 RSPT 1.72%
16 FXL 1.71%
17 SYG 1.54%
18 HAPY 1.33%
19 VFLO 1.33%
20 RYT 1.32%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.99M (13.09%) 20.92K
Increased by +0.30%
Jun 30, 25
2 BlackRock Inc 4.46M (8.36%) -619.23K
Decreased by -13.89%
Jun 30, 25
3 Amvescap Plc. 4.10M (7.69%) 533.29K
Increased by +13.00%
Jun 30, 25
4 Capital World Investors 2.56M (4.80%) 138.76K
Increased by +5.42%
Jun 30, 25
5 Capital Research Global Investors 2.44M (4.57%) -2.82M
Decreased by -115.91%
Sep 30, 24
6 State Street Corp 2.34M (4.40%) -175.15K
Decreased by -7.47%
Jun 30, 25
7 State Street Corporation 2.33M (4.36%) 43.29K
Increased by +1.86%
Mar 31, 24
8 WCM Investment Management 2.24M (4.21%) -6.82K
Decreased by -0.30%
Sep 30, 24
9 Ameriprise Financial Inc 2.07M (3.87%) -204.48K
Decreased by -9.90%
Jun 30, 25
10 Citadel Advisors Llc 1.66M (3.11%) 468.44K
Increased by +28.20%
Jun 30, 25
11 Massachusetts Financial Services Company 1.48M (2.78%) -144.52K
Decreased by -9.74%
Jun 30, 25
12 Geode Capital Management, LLC 1.42M (2.66%) 15.94K
Increased by +1.12%
Jun 30, 25
13 AllianceBernstein L.P. 1.28M (2.41%) 355.15K
Increased by +27.67%
Mar 31, 24
14 Ninety One UK Limited 1.10M (2.07%) 1.10M
Increased by +100.00%
Mar 31, 25
15 Baillie Gifford & Co Limited. 1.07M (2.01%) 1.07M
Increased by +100.00%
Jun 30, 25
16 Lone Pine Capital LLC 929.92K (1.74%) 79.66K
Increased by +8.57%
Mar 31, 24
17 William Blair Investment Management, LLC 841.92K (1.58%) 145.41K
Increased by +17.27%
Jun 30, 25
18 Millennium Management LLC 815.65K (1.53%) 491.03K
Increased by +60.20%
Mar 31, 24
19 NORGES BANK 778.60K (1.46%) 38.48K
Increased by +4.94%
Jun 30, 25
20 Marshall Wace Asset Management Ltd 769.58K (1.44%) 429.64K
Increased by +55.83%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.72M (3.22%) -28.58K
Decreased by -1.67%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.69M (3.17%) -40.58K
Decreased by -2.40%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.61M (3.02%) 9.94K
Increased by +0.62%
May 31, 25
4 Vanguard 500 Index Investor 1.40M (2.63%) -205.79K
Decreased by -14.67%
Jul 31, 25
5 Vanguard Small Cap Index 1.31M (2.45%) -8.37K
Decreased by -0.64%
Jul 31, 25
6 SBI Focused Equity Fund Reg Gr 1.10M (2.06%) 200.00K
Increased by +18.18%
May 31, 25
7 SBI Focused Reg Gr 1.10M (2.06%) 0.00
Increased by 0.00%
Aug 31, 25
8 Capital Group AMCAP Composite 974.45K (1.83%) -994.38K
Decreased by -102.05%
Sep 30, 24
9 VA CollegeAmerica Amcap 529A 974.45K (1.83%) -994.38K
Decreased by -102.05%
Sep 30, 24
10 WCM Focused International Growth Instl 928.60K (1.74%) -15.45K
Decreased by -1.66%
Sep 30, 24
11 WCM Inv Mgt Focused Growth Intl 928.60K (1.74%) -15.45K
Decreased by -1.66%
Sep 30, 24
12 Vanguard Small Cap Value Index Inv 841.49K (1.58%) 2.39K
Increased by +0.28%
Jul 31, 25
13 Invesco S&P 500® Equal Weight ETF 801.14K (1.50%) 1.16K
Increased by +0.14%
Aug 29, 25
14 Fidelity 500 Index 718.13K (1.35%) 308.00
Increased by +0.04%
Jul 31, 25
15 SPDR® S&P 500 ETF 705.71K (1.32%) -10.23K
Decreased by -1.45%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 687.20K (1.29%) -3.56K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 685.81K (1.29%) 8.35K
Increased by +1.22%
Aug 31, 25
18 iShares Core S&P 500 ETF 679.74K (1.27%) 0.00
Increased by 0.00%
Aug 31, 25
19 Fidelity® 500 Index 675.41K (1.27%) 4.30K
Increased by +0.64%
Nov 30, 23
20 SPDR® S&P 500 ETF Trust 674.64K (1.26%) -1.46K
Decreased by -0.22%
Apr 30, 24