Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 BPAY 3.92%
3 IPAY 3.36%
4 FINX 3.21%
5 LEND 2.63%
6 GBGR 1.69%
7 ABCS 1.67%
8 FTXD 1.66%
9 RYF 1.43%
10 ISHP 1.34%
11 GDIV 1.24%
12 COWS 1.18%
13 HCOW 1.18%
14 RSPF 1.07%
15 FDIG 1.05%
16 PKW 1.00%
17 FXR 0.93%
18 ALTL 0.92%
19 ALTL_old 0.83%
20 PSET 0.78%

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 6.18M (2.56%) 369.62K
Increased by +5.98%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 5.42M (2.24%) 336.84K
Increased by +6.22%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 4.19M (1.73%) 151.51K
Increased by +3.61%
Apr 30, 25
5 Oakmark Investor 4.10M (1.70%) 0.00
Increased by 0.00%
Mar 31, 25
6 Columbia Seligman Tech & Info A 3.73M (1.54%) 0.00
Increased by 0.00%
Apr 30, 25
7 Columbia Seligman Technology Growth 3.73M (1.54%) 0.00
Increased by 0.00%
Mar 31, 25
8 Vanguard Wellington™ Inv 3.16M (1.31%) -2.42M
Decreased by -76.49%
Dec 31, 23
9 SPDR® S&P 500 ETF Trust 3.14M (1.30%) -24.49K
Decreased by -0.78%
Mar 31, 24
10 Fidelity 500 Index 3.11M (1.29%) -80.79K
Decreased by -2.60%
Mar 31, 25
11 SPDR® S&P 500 ETF 3.08M (1.27%) -133.86K
Decreased by -4.35%
Mar 31, 25
12 Fidelity® 500 Index 3.03M (1.25%) 19.28K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF Trust 3.00M (1.24%) -15.77K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P 500® ETF 2.98M (1.23%) -17.96K
Decreased by -0.60%
Apr 30, 25
15 iShares Core S&P 500 ETF 2.93M (1.21%) -3.07K
Decreased by -0.10%
Apr 30, 25
16 Vanguard Value Index Inv 2.18M (0.90%) -294.00
Decreased by -0.01%
Apr 30, 25
17 T. Rowe Price All-Cap Opportunities Fund 2.14M (0.89%) 324.00K
Increased by +15.13%
Sep 30, 24
18 T. Rowe Price US All-Cap Opp Eq Comp 2.14M (0.89%) 963.50K
Increased by +45.00%
Sep 30, 24
19 T. Rowe Price US All-Cap Opp Eq SMA 2.14M (0.89%) 963.50K
Increased by +45.00%
Sep 30, 24
20 T. Rowe Price Mid-Cap Value 2.08M (0.86%) 344.64K
Increased by +16.54%
Mar 31, 25