Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 4.26%
2 UTRN 4.10%
3 BPAY 3.28%
4 FINX 3.10%
5 LEND 2.63%
6 FOVL 2.42%
7 HCOW 1.93%
8 COWS 1.91%
9 ABCS 1.71%
10 GBGR 1.69%
11 FTXD 1.66%
12 ISHP 1.60%
13 CVAR 1.46%
14 RYF 1.43%
15 FDIG 1.37%
16 RSPF 1.29%
17 GDIV 1.24%
18 FXR 1.12%
19 PKW 1.00%
20 SPGP 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.36M (9.66%) -1.64M
Decreased by -7.00%
Mar 31, 25
2 BlackRock Inc 19.03M (7.87%) 138.46K
Increased by +0.73%
Mar 31, 25
3 State Street Corp 10.76M (4.45%) -55.58K
Decreased by -0.52%
Mar 31, 25
4 State Street Corporation 10.56M (4.37%) -24.63K
Decreased by -0.23%
Mar 31, 24
5 Bank of America Corp 9.46M (3.91%) 3.50M
Increased by +37.00%
Mar 31, 25
6 Pzena Investment Management, LLC 8.33M (3.45%) 35.25K
Increased by +0.42%
Mar 31, 25
7 Synovus Financial Corp 7.48M (3.09%) -37.34K
Decreased by -0.50%
Mar 31, 25
8 Ameriprise Financial Inc 7.10M (2.94%) -156.57K
Decreased by -2.21%
Mar 31, 25
9 Geode Capital Management, LLC 6.33M (2.62%) 104.38K
Increased by +1.65%
Mar 31, 25
10 Harris Associates L.P. 5.42M (2.24%) 65.94K
Increased by +1.22%
Mar 31, 25
11 Barclays PLC 4.99M (2.06%) 2.98M
Increased by +59.78%
Mar 31, 25
12 Franklin Resources Inc 4.91M (2.03%) -140.44K
Decreased by -2.86%
Mar 31, 25
13 T. Rowe Price Associates, Inc. 4.90M (2.03%) -962.77K
Decreased by -19.64%
Mar 31, 25
14 Boston Partners Global Investors, Inc 4.80M (1.98%) 12.20K
Increased by +0.25%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 4.09M (1.69%) -197.53K
Decreased by -4.83%
Mar 31, 25
16 Glenview Capital Management LLC 3.79M (1.57%) -132.47K
Decreased by -3.49%
Mar 31, 25
17 Millennium Management LLC 3.50M (1.45%) 1.40M
Increased by +39.92%
Jun 30, 24
18 FMR Inc 3.23M (1.34%) -679.81K
Decreased by -21.02%
Mar 31, 25
19 Orbis Allan Gray Ltd 3.22M (1.33%) -2.49M
Decreased by -77.23%
Mar 31, 25
20 NORGES BANK 3.09M (1.28%) -56.51K
Decreased by -1.83%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.50M (2.69%) 5.89K
Increased by +0.09%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.89M (2.44%) -193.81K
Decreased by -3.29%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 5.39M (2.23%) -24.53K
Decreased by -0.45%
May 31, 25
4 Vanguard 500 Index Investor 5.18M (2.14%) -215.65K
Decreased by -4.16%
Jun 30, 25
5 Oakmark Investor 4.81M (1.99%) 707.40K
Increased by +14.70%
Jun 30, 25
6 Vanguard Mid Cap Index Institutional 4.04M (1.67%) -123.56K
Decreased by -3.06%
Jun 30, 25
7 Columbia Seligman Tech & Info A 3.73M (1.54%) 0.00
Increased by 0.00%
Jun 30, 25
8 Columbia Seligman Technology Growth 3.73M (1.54%) 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 (1.30%) -24.49K
Decreased by -0.78%
Mar 31, 24
11 Fidelity 500 Index 3.09M (1.28%) -33.41K
Decreased by -1.08%
Jun 30, 25
12 SPDR® S&P 500 ETF 3.08M (1.27%) -133.86K
Decreased by -4.35%
Mar 31, 25
13 Fidelity® 500 Index 3.03M (1.25%) 19.28K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF Trust 3.00M (1.24%) -15.77K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.97M (1.23%) -12.30K
Decreased by -0.41%
Jul 31, 25
16 iShares Core S&P 500 ETF 2.90M (1.20%) -288.00
Decreased by -0.01%
Jul 30, 25
17 Pzena Large Cap Value 2.58M (1.07%) 157.47K
Increased by +6.11%
Jun 30, 25
18 Vanguard Windsor Investor Shares 2.58M (1.07%) 533.89K
Increased by +20.72%
Jun 30, 25
19 Vanguard Value Index Inv 2.17M (0.90%) -12.10K
Decreased by -0.56%
Jun 30, 25
20 T. Rowe Price All-Cap Opportunities Fund 2.14M (0.89%) 324.00K
Increased by +15.13%
Sep 30, 24