Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FTXR 8.87%
2 CARD 6.50%
3 CARU 6.45%
4 IVFVC 4.21%
5 MADE 4.17%
6 UTRN 4.10%
7 VLUE 3.75%
8 DVAL 3.45%
9 OAKM 3.27%
10 TAAG 3.18%
11 PJFV 3.14%
12 VFLO 2.97%
13 TADS 2.90%
14 AFOS 2.90%
15 ACSI 2.85%
16 RPV 2.77%
17 PKW 2.66%
18 GRBIC 2.60%
19 SPVM 2.59%
20 PXLV 2.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 110.76M (11.68%) 11.42M
Increased by +10.31%
Jun 30, 25
2 BlackRock Inc 91.83M (9.68%) -6.96M
Decreased by -7.57%
Mar 31, 25
3 State Street Corporation 52.79M (5.57%) -6.83M
Decreased by -12.94%
Mar 31, 24
4 State Street Corp 49.22M (5.19%) -4.02M
Decreased by -8.17%
Mar 31, 25
5 Franklin Resources Inc 30.33M (3.20%) -402.62K
Decreased by -1.33%
Jun 30, 25
6 Capital Research & Mgmt Co - Division 3 26.23M (2.77%) -442.85K
Decreased by -1.69%
Sep 30, 23
7 Harris Associates L.P. 25.30M (2.67%) -4.37M
Decreased by -17.25%
Jun 30, 25
8 Greenhaven Associates Inc 23.15M (2.44%) 115.90K
Increased by +0.50%
Mar 31, 24
9 Geode Capital Management, LLC 22.57M (2.38%) -1.23M
Decreased by -5.44%
Mar 31, 25
10 Putnam Investments LLC 20.24M (2.13%) 2.91M
Increased by +14.36%
Dec 31, 23
11 Putnam Investments, LLC., a Franklin Templeton company 20.24M (2.13%) 2.91M
Increased by +14.36%
Dec 31, 23
12 Capital World Investors 16.76M (1.77%) 79.63K
Increased by +0.47%
Jun 30, 25
13 Dimensional Fund Advisors, Inc. 15.51M (1.64%) 1.13M
Increased by +7.28%
Jun 30, 25
14 Amvescap Plc. 13.75M (1.45%) 594.22K
Increased by +4.32%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 13.66M (1.44%) -647.70K
Decreased by -4.74%
Mar 31, 25
16 AQR Capital Management LLC 13.47M (1.42%) 8.01M
Increased by +59.48%
Mar 31, 25
17 Hotchkis & Wiley Capital Management LLC 12.82M (1.35%) 1.91M
Increased by +14.90%
Mar 31, 25
18 FMR Inc 12.45M (1.31%) -2.61M
Decreased by -20.97%
Mar 31, 25
19 T. Rowe Price Associates, Inc. 12.25M (1.29%) -1.34M
Decreased by -10.94%
Dec 31, 23
20 Capital Research Global Investors 10.77M (1.14%) 1.04K
Increased by +0.01%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 35.64M (3.76%) -451.26K
Decreased by -1.27%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 30.90M (3.26%) -1.04M
Decreased by -3.38%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 28.30M (2.98%) 201.55K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 27.29M (2.88%) -1.01M
Decreased by -3.70%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 21.22M (2.24%) 10.30M
Increased by +48.53%
Jun 30, 25
6 Fidelity® 500 Index 16.03M (1.69%) 102.03K
Increased by +0.64%
Nov 30, 23
7 SPDR® S&P 500 ETF Trust 13.93M (1.47%) -108.23K
Decreased by -0.78%
Mar 31, 24
8 Putnam Large Cap Value A 13.70M (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
9 Putnam US Large Cap Value Equity 13.70M (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
10 SPDR® S&P 500 ETF 12.38M (1.31%) -1.51M
Decreased by -12.19%
Mar 31, 25
11 Fidelity 500 Index 12.18M (1.28%) -370.97K
Decreased by -3.05%
Jun 30, 25
12 SPDR® S&P 500® ETF Trust 12.05M (1.27%) -63.18K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 11.79M (1.24%) 50.28K
Increased by +0.43%
Jul 31, 25
14 American Funds Capital World Gr&Inc A 11.65M (1.23%) 0.00
Increased by 0.00%
Dec 31, 23
15 Capital Group World Growth & Inc Cmp 11.65M (1.23%) 0.00
Increased by 0.00%
Dec 31, 23
16 iShares Core S&P 500 ETF 11.49M (1.21%) 52.26K
Increased by +0.45%
Jul 31, 25
17 Oakmark Investor 11.26M (1.19%) -2.87M
Decreased by -25.53%
Jun 30, 25
18 Performer (AFRIS) 11.18M (1.18%) 11.18M
Increased by +100.00%
Feb 29, 24
19 American Funds Growth Fund of Amer A 11.14M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group Growth Fnd of Amer Comp 11.14M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25