Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 LBAY 4.00%
3 BPAY 3.89%
4 IPAY 3.82%
5 FINX 3.49%
6 LEND 2.63%
7 FOVL 2.50%
8 KYC 2.10%
9 OAKM 2.06%
10 COWS 1.76%
11 HCOW 1.72%
12 FORH 1.69%
13 GBGR 1.69%
14 FTXD 1.66%
15 ISHP 1.66%
16 ABCS 1.60%
17 RYF 1.43%
18 MMID 1.40%
19 RSPF 1.30%
20 GDIV 1.24%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 GTCR LLC 43.27M (18.93%) 43.27M
Increased by +100.00%
Mar 31, 26
2 Vanguard Group Inc 23.18M (10.14%) -367.30K
Decreased by -1.58%
Dec 31, 25
3 BlackRock Inc 18.89M (8.27%) -793.37K
Decreased by -4.20%
Mar 31, 26
4 Vanguard Capital Management, LLC 14.78M (6.47%) 14.78M
Increased by +100.00%
Mar 31, 26
5 Harris Associates L.P. 11.86M (5.19%) 506.96K
Increased by +4.28%
Mar 31, 26
6 Pzena Investment Management, LLC 11.62M (5.08%) 205.88K
Increased by +1.77%
Mar 31, 26
7 State Street Corporation 10.56M (4.62%) -24.63K
Decreased by -0.23%
Mar 31, 24
8 State Street Corp 10.51M (4.60%) 143.72K
Increased by +1.37%
Mar 31, 26
9 Vanguard Portfolio Management, LLC 9.97M (4.36%) 9.97M
Increased by +100.00%
Mar 31, 26
10 Barclays PLC 9.30M (4.07%) 2.56M
Increased by +27.57%
Dec 31, 25
11 Ameriprise Financial Inc 7.83M (3.43%) 507.19K
Increased by +6.48%
Mar 31, 26
12 Synovus Financial Corp 7.65M (3.35%) -61.52K
Decreased by -0.80%
Sep 30, 25
13 Pinnacle Financial Partners Inc 7.08M (3.10%) -492.41K
Decreased by -6.95%
Mar 31, 26
14 Geode Capital Management, LLC 6.46M (2.83%) 148.06K
Increased by +2.29%
Mar 31, 26
15 Glenview Capital Management LLC 6.36M (2.78%) 439.27K
Increased by +6.91%
Mar 31, 26
16 Citadel Advisors Llc 5.12M (2.24%) 3.84M
Increased by +74.99%
Mar 31, 26
17 FMR Inc 5.07M (2.22%) 2.95M
Increased by +58.14%
Mar 31, 26
18 T. Rowe Price Associates, Inc. 4.90M (2.15%) -962.77K
Decreased by -19.64%
Mar 31, 25
19 Bank of America Corp 4.81M (2.10%) -1.95M
Decreased by -40.50%
Mar 31, 26
20 Boston Partners Global Investors, Inc 4.80M (2.10%) 12.20K
Increased by +0.25%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 7.24M (3.17%) 31.00K
Increased by +0.43%
Apr 30, 26
2 Vanguard US Total Market Shares ETF 6.50M (2.85%) 5.89K
Increased by +0.09%
Sep 30, 24
3 Vanguard 500 Index Investor 5.91M (2.59%) 111.26K
Increased by +1.88%
Apr 30, 26
4 Oakmark Investor 5.71M (2.50%) 281.00K
Increased by +4.92%
Mar 31, 26
5 Vanguard Institutional 500 Index Trust 5.39M (2.36%) -24.53K
Decreased by -0.45%
May 31, 25
6 Vanguard Mid Cap Index Institutional 4.59M (2.01%) 13.43K
Increased by +0.29%
Apr 30, 26
7 Columbia Seligman Tech & Info A 4.35M (1.90%) 0.00
Increased by 0.00%
Apr 30, 26
8 Columbia Seligman Technology Growth 4.35M (1.90%) 0.00
Increased by 0.00%
Mar 31, 26
9 Vanguard Windsor II Inv 3.87M (1.69%) 0.00
Increased by 0.00%
Mar 31, 26
10 Vanguard Wellington™ Inv 3.16M (1.38%) -2.42M
Decreased by -76.49%
Dec 31, 23
11 SPDR® S&P 500 ETF Trust 3.14M (1.37%) -24.49K
Decreased by -0.78%
Mar 31, 24
12 iShares Core S&P 500 ETF 3.14M (1.37%) 9.59K
Increased by +0.31%
May 29, 26
13 SPDR® S&P 500 ETF 3.08M (1.35%) -133.86K
Decreased by -4.35%
Mar 31, 25
14 Fidelity 500 Index 3.05M (1.33%) 10.50K
Increased by +0.34%
Apr 30, 26
15 Fidelity® 500 Index 3.03M (1.33%) 19.28K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF Trust 3.00M (1.31%) -15.77K
Decreased by -0.53%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.95M (1.29%) 36.18K
Increased by +1.23%
Aug 31, 25
18 State Street® SPDR® S&P 500® ETF 2.87M (1.25%) 3.04K
Increased by +0.11%
May 31, 26
19 Pzena Large Cap Value 2.58M (1.13%) 0.00
Increased by 0.00%
Apr 30, 26
20 Vanguard Windsor Investor Shares 2.58M (1.13%) 0.00
Increased by 0.00%
Mar 31, 26