Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEX 4.00%
2 UTRN 3.89%
3 PWER 3.08%
4 FEMA 2.62%
5 CNRG 2.60%
6 FIXT 2.51%
7 SIMS 2.40%
8 FORH 2.04%
9 SAEF 2.00%
10 TEMP 1.80%
11 NBCT 1.71%
12 HIPR 1.28%
13 RSPN 1.13%
14 RGI 1.10%
15 DVLU 0.98%
16 CLMA 0.93%
17 EIPI 0.92%
18 LSAF 0.85%
19 QMID 0.78%
20 SPHB 0.75%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.93M (12.08%) 137.36K
Increased by +1.98%
Mar 31, 25
2 BlackRock Inc 3.98M (6.94%) 24.10K
Increased by +0.61%
Mar 31, 25
3 State Street Corporation 2.21M (3.85%) 11.87K
Increased by +0.54%
Mar 31, 24
4 State Street Corp 2.14M (3.74%) -22.72K
Decreased by -1.06%
Mar 31, 25
5 Boston Partners Global Investors, Inc 1.85M (3.23%) -49.63K
Decreased by -2.68%
Mar 31, 25
6 Ariel Investments, LLC 1.62M (2.82%) 148.55K
Increased by +9.19%
Mar 31, 25
7 UBS Group AG 1.55M (2.70%) 1.13M
Increased by +72.77%
Dec 31, 24
8 Geode Capital Management, LLC 1.50M (2.62%) 63.04K
Increased by +4.19%
Mar 31, 25
9 FMR Inc 1.42M (2.48%) -321.77K
Decreased by -22.61%
Dec 31, 24
10 Amvescap Plc. 1.13M (1.97%) -40.02K
Decreased by -3.54%
Dec 31, 24
11 Holocene Advisors, LP 1.12M (1.95%) 9.56K
Increased by +0.85%
Jun 30, 24
12 Macquarie Group Ltd 957.88K (1.67%) 4.31K
Increased by +0.45%
Mar 31, 25
13 Arrowstreet Capital Limited Partnership 881.12K (1.54%) -161.66K
Decreased by -18.35%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 860.00K (1.50%) 131.46K
Increased by +15.29%
Mar 31, 25
15 Impax Asset Management Group PLC 835.40K (1.46%) -8.01K
Decreased by -0.96%
Mar 31, 25
16 Mackenzie Investments 827.33K (1.44%) 405.21K
Increased by +48.98%
Dec 31, 24
17 Brown Advisory Holdings Inc 812.26K (1.42%) 67.18K
Increased by +8.27%
Mar 31, 25
18 JPMorgan Chase & Co 811.18K (1.41%) 139.12K
Increased by +17.15%
Sep 30, 24
19 Capital World Investors 755.49K (1.32%) -576.80K
Decreased by -76.35%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 745.59K (1.30%) -137.25K
Decreased by -18.41%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.92M (3.34%) 1.62K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.91M (3.33%) 28.02K
Increased by +1.46%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 1.68M (2.94%) 26.72K
Increased by +1.59%
Apr 30, 25
4 Vanguard Small Cap Index 1.50M (2.61%) 8.84K
Increased by +0.59%
Apr 30, 25
5 JHancock Disciplined Value Mid Cap I 1.34M (2.33%) -46.54K
Decreased by -3.48%
Mar 31, 25
6 Invesco S&P 500® Equal Weight ETF 1.07M (1.87%) -3.51K
Decreased by -0.33%
Apr 30, 25
7 Vanguard Small Cap Growth Index Inv 833.26K (1.45%) -646.00
Decreased by -0.08%
Apr 30, 25
8 Delaware Ivy Mid Cap Growth A 787.19K (1.37%) -72.23K
Decreased by -9.18%
Oct 31, 24
9 Fidelity 500 Index 747.89K (1.30%) 2.73K
Increased by +0.37%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 740.60K (1.29%) -5.69K
Decreased by -0.77%
Mar 31, 24
11 SPDR® S&P 500 ETF 740.51K (1.29%) -10.85K
Decreased by -1.47%
Mar 31, 25
12 Fidelity® 500 Index 725.31K (1.26%) 4.62K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF Trust 720.88K (1.26%) -3.78K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 717.10K (1.25%) -4.30K
Decreased by -0.60%
Apr 30, 25
15 iShares Core S&P 500 ETF 705.27K (1.23%) -735.00
Decreased by -0.10%
Apr 30, 25
16 Macquarie Mid Cap Growth A 645.88K (1.13%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity Growth Compy Commingled Pl O 550.24K (0.96%) 0.00
Increased by 0.00%
Aug 31, 24
18 Ariel Fund Investor 477.92K (0.83%) -18.62K
Decreased by -3.90%
Mar 31, 25
19 BNP Paribas Climate Impact Privl C 472.74K (0.82%) 86.00
Increased by +0.02%
Feb 29, 24
20 Vanguard Explorer Inv 447.93K (0.78%) -81.00K
Decreased by -18.08%
Mar 31, 25