Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CTEX 5.10%
2 SIMS 4.51%
3 CNRG 3.92%
4 UTRN 3.89%
5 PWER 3.81%
6 FORH 3.08%
7 TEMP 2.77%
8 FEMA 2.62%
9 FIXT 2.51%
10 SAEF 2.37%
11 PJFM 1.98%
12 RSPN 1.86%
13 RGI 1.86%
14 NBCT 1.71%
15 EIPI 1.61%
16 ELFY 1.60%
17 HIPR 1.28%
18 FSGS 1.26%
19 RNSC 1.26%
20 ECLN 1.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.93M (12.06%) 137.36K
Increased by +1.98%
Mar 31, 25
2 BlackRock Inc 3.98M (6.93%) 24.10K
Increased by +0.61%
Mar 31, 25
3 State Street Corporation 2.21M (3.84%) 11.87K
Increased by +0.54%
Mar 31, 24
4 State Street Corp 2.14M (3.73%) -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 (2.81%) 148.55K
Increased by +9.19%
Mar 31, 25
7 Geode Capital Management, LLC 1.50M (2.62%) 63.04K
Increased by +4.19%
Mar 31, 25
8 FMR Inc 1.42M (2.48%) -321.77K
Decreased by -22.61%
Dec 31, 24
9 Amvescap Plc. 1.41M (2.46%) 285.39K
Increased by +20.18%
Mar 31, 25
10 Holocene Advisors, LP 1.12M (1.95%) 9.56K
Increased by +0.85%
Jun 30, 24
11 Macquarie Group Ltd 957.88K (1.67%) 4.31K
Increased by +0.45%
Mar 31, 25
12 Arrowstreet Capital Limited Partnership 881.12K (1.53%) -161.66K
Decreased by -18.35%
Mar 31, 25
13 Dimensional Fund Advisors, Inc. 860.00K (1.50%) 131.46K
Increased by +15.29%
Mar 31, 25
14 Impax Asset Management Group PLC 835.40K (1.45%) -8.01K
Decreased by -0.96%
Mar 31, 25
15 Mackenzie Investments 827.33K (1.44%) 405.21K
Increased by +48.98%
Dec 31, 24
16 UBS Group AG 818.18K (1.42%) -729.10K
Decreased by -89.11%
Mar 31, 25
17 Brown Advisory Holdings Inc 812.26K (1.41%) 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 (1.31%) -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 (3.33%) 1.62K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.91M (3.33%) 1.24K
Increased by +0.06%
May 31, 25
3 Vanguard Institutional 500 Index Trust 1.70M (2.95%) 10.60K
Increased by +0.63%
May 31, 25
4 Vanguard Small Cap Index 1.50M (2.62%) 7.08K
Increased by +0.47%
May 31, 25
5 JHancock Disciplined Value Mid Cap I 1.31M (2.28%) -27.23K
Decreased by -2.08%
May 31, 25
6 Invesco S&P 500® Equal Weight ETF 1.10M (1.92%) 12.66K
Increased by +1.15%
Jun 30, 25
7 Vanguard Small Cap Growth Index Inv 828.62K (1.44%) -4.64K
Decreased by -0.56%
May 31, 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 751.97K (1.31%) 3.15K
Increased by +0.42%
May 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 (1.25%) -3.78K
Decreased by -0.52%
Mar 31, 25
14 SPDR® S&P 500® ETF 717.02K (1.25%) -2.52K
Decreased by -0.35%
Jun 30, 25
15 iShares Core S&P 500 ETF 704.51K (1.23%) 1.12K
Increased by +0.16%
Jun 30, 25
16 Macquarie Mid Cap Growth A 640.54K (1.11%) 0.00
Increased by 0.00%
May 31, 25
17 Macquarie US Mid Cap Growth Equity 604.19K (1.05%) 476.60K
Increased by +78.88%
Jun 30, 25
18 Fidelity Growth Compy Commingled Pl O 550.24K (0.96%) 0.00
Increased by 0.00%
Aug 31, 24
19 Ariel Fund Investor 474.85K (0.83%) -3.07K
Decreased by -0.65%
Jun 30, 25
20 BNP Paribas Climate Impact Privl C 472.74K (0.82%) 86.00
Increased by +0.02%
Feb 29, 24