Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.89%
2 BOUT 3.77%
3 SIMS 3.15%
4 CTEX 2.75%
5 FEMA 2.62%
6 PWER 2.55%
7 SAEF 2.55%
8 FIXT 2.51%
9 CNRG 2.24%
10 TEMP 2.07%
11 FORH 1.85%
12 FPWR 1.74%
13 NBCT 1.71%
14 ECLN 1.68%
15 EIPX 1.34%
16 AIPO 1.29%
17 EMLP 1.28%
18 HIPR 1.28%
19 RNSC 1.23%
20 FSGS 1.23%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.78M (11.79%) -152.79K
Decreased by -2.25%
Jun 30, 25
2 BlackRock Inc 3.74M (6.50%) -240.40K
Decreased by -6.43%
Jun 30, 25
3 State Street Corporation 2.21M (3.84%) 11.87K
Increased by +0.54%
Mar 31, 24
4 State Street Corp 2.19M (3.81%) 45.59K
Increased by +2.08%
Jun 30, 25
5 Amvescap Plc. 1.99M (3.46%) 577.93K
Increased by +29.01%
Jun 30, 25
6 Boston Partners Global Investors, Inc 1.82M (3.16%) -34.77K
Decreased by -1.91%
Jun 30, 25
7 Victory Capital Management Inc. 1.81M (3.15%) 1.80M
Increased by +99.52%
Jun 30, 25
8 Ariel Investments, LLC 1.80M (3.14%) 188.72K
Increased by +10.46%
Jun 30, 25
9 Geode Capital Management, LLC 1.50M (2.61%) -3.54K
Decreased by -0.24%
Jun 30, 25
10 FMR Inc 1.42M (2.47%) -321.77K
Decreased by -22.61%
Dec 31, 24
11 Holocene Advisors, LP 1.12M (1.95%) 9.56K
Increased by +0.85%
Jun 30, 24
12 UBS Group AG 1.10M (1.91%) 279.82K
Increased by +25.48%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 1.02M (1.78%) 276.80K
Increased by +27.07%
Jun 30, 25
14 Dimensional Fund Advisors, Inc. 968.04K (1.68%) 108.04K
Increased by +11.16%
Jun 30, 25
15 Arrowstreet Capital Limited Partnership 914.90K (1.59%) 33.78K
Increased by +3.69%
Jun 30, 25
16 Brown Advisory Holdings Inc 907.35K (1.58%) 95.09K
Increased by +10.48%
Jun 30, 25
17 Mackenzie Investments 827.33K (1.44%) 405.21K
Increased by +48.98%
Dec 31, 24
18 JPMorgan Chase & Co 811.18K (1.41%) 139.12K
Increased by +17.15%
Sep 30, 24
19 Impax Asset Management Group PLC 793.64K (1.38%) -41.76K
Decreased by -5.26%
Jun 30, 25
20 Macquarie Group Ltd 783.75K (1.36%) -174.13K
Decreased by -22.22%
Jun 30, 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 1.85M (3.22%) -39.44K
Decreased by -2.13%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.70M (2.95%) 10.60K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 1.46M (2.54%) -214.28K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Small Cap Index 1.43M (2.49%) -9.06K
Decreased by -0.63%
Jul 31, 25
6 JHancock Disciplined Value Mid Cap I 1.31M (2.28%) 0.00
Increased by 0.00%
Jul 31, 25
7 Invesco S&P 500® Equal Weight ETF 1.09M (1.90%) 1.62K
Increased by +0.15%
Aug 29, 25
8 Vanguard Small Cap Growth Index Inv 808.85K (1.41%) -1.13K
Decreased by -0.14%
Jul 31, 25
9 Delaware Ivy Mid Cap Growth A 787.19K (1.37%) -72.23K
Decreased by -9.18%
Oct 31, 24
10 Victory Pioneer A 786.59K (1.37%) 82.28K
Increased by +10.46%
Jul 31, 25
11 Fidelity 500 Index 748.92K (1.30%) 325.00
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF Trust 740.60K (1.29%) -5.69K
Decreased by -0.77%
Mar 31, 24
13 SPDR® S&P 500 ETF 740.51K (1.29%) -10.85K
Decreased by -1.47%
Mar 31, 25
14 Fidelity® 500 Index 725.31K (1.26%) 4.62K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF Trust 720.88K (1.25%) -3.78K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 719.40K (1.25%) 8.86K
Increased by +1.23%
Aug 31, 25
17 iShares Core S&P 500 ETF 714.98K (1.24%) 0.00
Increased by 0.00%
Aug 31, 25
18 Pioneer US Large Core Equity 708.51K (1.23%) 708.51K
Increased by +100.00%
Jun 30, 25
19 Macquarie US Mid Cap Growth Equity 604.19K (1.05%) 476.60K
Increased by +78.88%
Jun 30, 25
20 Macquarie Mid Cap Growth A 557.66K (0.97%) -46.53K
Decreased by -8.34%
Jul 31, 25