Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 4.63%
2 UTRN 4.10%
3 BPAY 3.88%
4 FINX 3.18%
5 LEND 2.63%
6 FOVL 2.50%
7 HCOW 2.09%
8 COWS 2.02%
9 ABCS 1.80%
10 GBGR 1.69%
11 ISHP 1.67%
12 FTXD 1.66%
13 CVAR 1.50%
14 EPMV 1.48%
15 RYF 1.43%
16 RSPF 1.39%
17 GDIV 1.24%
18 FXR 1.23%
19 EPMB 1.19%
20 FDIG 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.39M (9.73%) 34.11K
Increased by +0.15%
Jun 30, 25
2 BlackRock Inc 19.25M (8.00%) 212.18K
Increased by +1.10%
Jun 30, 25
3 Pzena Investment Management, LLC 11.05M (4.59%) 2.72M
Increased by +24.58%
Jun 30, 25
4 State Street Corp 10.64M (4.42%) -118.23K
Decreased by -1.11%
Jun 30, 25
5 State Street Corporation 10.56M (4.39%) -24.63K
Decreased by -0.23%
Mar 31, 24
6 Synovus Financial Corp 7.72M (3.21%) 235.02K
Increased by +3.05%
Jun 30, 25
7 Bank of America Corp 7.29M (3.03%) -2.17M
Decreased by -29.76%
Jun 30, 25
8 Ameriprise Financial Inc 6.85M (2.85%) -248.54K
Decreased by -3.63%
Jun 30, 25
9 Harris Associates L.P. 6.68M (2.78%) 1.26M
Increased by +18.86%
Jun 30, 25
10 Geode Capital Management, LLC 6.33M (2.63%) -8.31K
Decreased by -0.13%
Jun 30, 25
11 T. Rowe Price Associates, Inc. 4.90M (2.04%) -962.77K
Decreased by -19.64%
Mar 31, 25
12 Boston Partners Global Investors, Inc 4.80M (1.99%) 12.20K
Increased by +0.25%
Mar 31, 24
13 Franklin Resources Inc 4.77M (1.98%) -143.64K
Decreased by -3.01%
Jun 30, 25
14 Barclays PLC 4.72M (1.96%) -266.59K
Decreased by -5.64%
Jun 30, 25
15 Glenview Capital Management LLC 4.32M (1.79%) 523.21K
Increased by +12.12%
Jun 30, 25
16 Millennium Management LLC 3.50M (1.45%) 1.40M
Increased by +39.92%
Jun 30, 24
17 NORGES BANK 3.42M (1.42%) 335.28K
Increased by +9.80%
Jun 30, 25
18 Orbis Allan Gray Ltd 3.22M (1.34%) -2.49M
Decreased by -77.23%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 3.01M (1.25%) -1.08M
Decreased by -35.86%
Jun 30, 25
20 Amvescap Plc. 2.98M (1.24%) 708.50K
Increased by +23.81%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.50M (2.70%) 5.89K
Increased by +0.09%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.91M (2.46%) 22.02K
Increased by +0.37%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 5.39M (2.24%) -24.53K
Decreased by -0.45%
May 31, 25
4 Oakmark Investor 4.81M (2.00%) 707.40K
Increased by +14.70%
Jun 30, 25
5 Vanguard 500 Index Investor 4.67M (1.94%) -509.36K
Decreased by -10.91%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 4.21M (1.75%) 168.58K
Increased by +4.00%
Jul 31, 25
7 Columbia Seligman Tech & Info A 3.91M (1.62%) 175.10K
Increased by +4.48%
Jul 31, 25
8 Columbia Seligman Technology Growth 3.73M (1.55%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Wellington™ Inv 3.16M (1.31%) -2.42M
Decreased by -76.49%
Dec 31, 23
10 SPDR® S&P 500 ETF Trust 3.14M (1.31%) -24.49K
Decreased by -0.78%
Mar 31, 24
11 Fidelity 500 Index 3.09M (1.29%) 1.32K
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF 3.08M (1.28%) -133.86K
Decreased by -4.35%
Mar 31, 25
13 Fidelity® 500 Index 3.03M (1.26%) 19.28K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF Trust 3.00M (1.25%) -15.77K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.95M (1.23%) 36.18K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 2.93M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
17 Pzena Large Cap Value 2.58M (1.07%) 0.00
Increased by 0.00%
Aug 31, 25
18 Vanguard Windsor Investor Shares 2.58M (1.07%) 533.89K
Increased by +20.72%
Jun 30, 25
19 Vanguard Value Index Inv 2.16M (0.90%) -4.01K
Decreased by -0.19%
Jul 31, 25
20 T. Rowe Price All-Cap Opportunities Fund 2.14M (0.89%) 324.00K
Increased by +15.13%
Sep 30, 24