Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.13%
2 WBIF 4.49%
3 ECOZ 4.22%
4 BCUS 4.10%
5 UTRN 4.02%
6 WBIG 3.91%
7 SEMG 3.58%
8 MDCP 3.25%
9 PRN 3.22%
10 NUMG 3.18%
11 HWAY 3.13%
12 GAST 2.71%
13 JMID 2.55%
14 STNC 2.29%
15 LEAD 2.17%
16 PWC 2.06%
17 CACG 2.04%
18 FTCS 1.99%
19 FTIF 1.91%
20 DFND 1.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.63M (12.84%) 238.90K
Increased by +4.25%
Jun 30, 25
2 BlackRock Inc 4.12M (9.41%) 61.69K
Increased by +1.50%
Jun 30, 25
3 State Street Corp 1.98M (4.52%) 8.73K
Increased by +0.44%
Jun 30, 25
4 State Street Corporation 1.95M (4.46%) -79.15K
Decreased by -4.05%
Mar 31, 24
5 Geode Capital Management, LLC 1.26M (2.88%) 23.42K
Increased by +1.86%
Jun 30, 25
6 FMR Inc 1.24M (2.82%) -64.51K
Decreased by -5.22%
Jun 30, 25
7 Wells Fargo & Co 1.02M (2.32%) -19.18K
Decreased by -1.88%
Jun 30, 25
8 ClearBridge Advisors, LLC 909.03K (2.07%) -47.94K
Decreased by -5.27%
Jun 30, 25
9 JPMorgan Chase & Co 819.96K (1.87%) -2.45K
Decreased by -0.30%
Jun 30, 25
10 UBS Asset Mgmt Americas Inc 701.08K (1.60%) 117.51K
Increased by +16.76%
Jun 30, 25
11 GAMMA Investing LLC 692.47K (1.58%) 691.78K
Increased by +99.90%
Mar 31, 25
12 Northern Trust Corp 656.04K (1.50%) -9.19K
Decreased by -1.40%
Jun 30, 25
13 Bank of America Corp 625.57K (1.43%) -69.66K
Decreased by -11.14%
Jun 30, 25
14 Morgan Stanley - Brokerage Accounts 580.80K (1.33%) 23.22K
Increased by +4.00%
Jun 30, 25
15 Franklin Resources Inc 539.66K (1.23%) -289.00
Decreased by -0.05%
Jun 30, 25
16 NORGES BANK 516.15K (1.18%) 7.72K
Increased by +1.50%
Jun 30, 25
17 Amvescap Plc. 473.77K (1.08%) 62.67K
Increased by +13.23%
Jun 30, 25
18 Dimensional Fund Advisors, Inc. 420.02K (0.96%) 3.93K
Increased by +0.94%
Jun 30, 25
19 Stifel Financial Corp 397.07K (0.91%) -10.42K
Decreased by -2.62%
Jun 30, 25
20 Nuveen Asset Management, LLC 376.59K (0.86%) -26.41K
Decreased by -7.01%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.43M (3.27%) -33.86K
Decreased by -2.37%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.39M (3.17%) -14.44K
Decreased by -1.04%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.26M (2.88%) 8.65K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 1.08M (2.47%) -158.43K
Decreased by -14.64%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 1.02M (2.32%) 10.98K
Increased by +1.08%
Jul 31, 25
6 Fidelity 500 Index 554.14K (1.26%) 237.00
Increased by +0.04%
Jul 31, 25
7 Fidelity® Contrafund® 551.69K (1.26%) 28.90K
Increased by +5.24%
Nov 30, 23
8 SPDR® S&P 500 ETF 551.56K (1.26%) -8.06K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 536.97K (1.23%) -2.81K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 532.54K (1.22%) -4.11K
Decreased by -0.77%
Mar 31, 24
11 SPDR® S&P 500® ETF 529.28K (1.21%) 6.58K
Increased by +1.24%
Aug 31, 25
12 iShares Core S&P 500 ETF 526.28K (1.20%) 0.00
Increased by 0.00%
Aug 31, 25
13 Fidelity® 500 Index 518.56K (1.18%) 3.30K
Increased by +0.64%
Nov 30, 23
14 Vanguard Growth Index Investor 510.98K (1.17%) 1.65K
Increased by +0.32%
Jul 31, 25
15 Franklin Rising Dividends A 398.50K (0.91%) 0.00
Increased by 0.00%
Jul 31, 25
16 Franklin Rising Dividends Fund A 398.50K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
17 JPMorgan Large Cap Growth I 388.29K (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
18 Vanguard Mid-Cap Growth ETF 381.16K (0.87%) 9.49K
Increased by +2.49%
Jul 31, 25
19 Fidelity Contrafund 324.32K (0.74%) -75.21K
Decreased by -23.19%
Jul 31, 25
20 Vanguard Institutional Index I 264.24K (0.60%) -3.03K
Decreased by -1.15%
Jul 31, 25