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 3.79%
8 PRN 3.42%
9 HWAY 3.32%
10 MDCP 3.25%
11 NUMG 3.23%
12 GAST 2.71%
13 JMID 2.55%
14 LEAD 2.29%
15 PWC 2.06%
16 CACG 2.04%
17 FTCS 1.99%
18 FTIF 1.91%
19 DFND 1.89%
20 SEIQ 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 4.06M (9.27%) 54.07K
Increased by +1.33%
Mar 31, 25
3 State Street Corp 1.97M (4.50%) -38.58K
Decreased by -1.95%
Mar 31, 25
4 State Street Corporation 1.95M (4.46%) -79.15K
Decreased by -4.05%
Mar 31, 24
5 FMR Inc 1.30M (2.97%) -304.04K
Decreased by -23.39%
Mar 31, 25
6 Geode Capital Management, LLC 1.24M (2.82%) 42.45K
Increased by +3.43%
Mar 31, 25
7 Wells Fargo & Co 1.04M (2.37%) -26.59K
Decreased by -2.56%
Mar 31, 25
8 ClearBridge Advisors, LLC 956.97K (2.18%) -4.34K
Decreased by -0.45%
Mar 31, 25
9 JPMorgan Chase & Co 822.41K (1.88%) 75.64K
Increased by +9.20%
Mar 31, 25
10 UBS Asset Mgmt Americas Inc 701.08K (1.60%) 117.51K
Increased by +16.76%
Jun 30, 25
11 Bank of America Corp 695.23K (1.59%) 133.10K
Increased by +19.15%
Mar 31, 25
12 GAMMA Investing LLC 692.47K (1.58%) 691.78K
Increased by +99.90%
Mar 31, 25
13 Northern Trust Corp 665.23K (1.52%) -16.68K
Decreased by -2.51%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 557.58K (1.27%) -25.33K
Decreased by -4.54%
Mar 31, 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 Amundi 435.98K (1.00%) -23.55K
Decreased by -5.40%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 420.02K (0.96%) 3.93K
Increased by +0.94%
Jun 30, 25
19 Amvescap Plc. 411.10K (0.94%) -103.23K
Decreased by -25.11%
Mar 31, 25
20 Stifel Financial Corp 407.49K (0.93%) -12.00K
Decreased by -2.94%
Mar 31, 25

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 553.90K (1.26%) -5.24K
Decreased by -0.95%
Jun 30, 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 536.12K (1.22%) 2.31K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500 ETF Trust 532.54K (1.22%) -4.11K
Decreased by -0.77%
Mar 31, 24
12 iShares Core S&P 500 ETF 522.38K (1.19%) 2.39K
Increased by +0.46%
Jul 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 Fidelity Contrafund 399.53K (0.91%) -31.30K
Decreased by -7.84%
Jun 30, 25
16 Franklin Rising Dividends A 398.50K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
17 Franklin Rising Dividends Fund A 398.50K (0.91%) 0.00
Increased by 0.00%
Jun 30, 25
18 JPMorgan Large Cap Growth I 388.29K (0.89%) 0.00
Increased by 0.00%
Jun 30, 25
19 Vanguard Mid-Cap Growth ETF 381.16K (0.87%) 9.49K
Increased by +2.49%
Jul 31, 25
20 Vanguard Institutional Index I 264.24K (0.60%) -3.03K
Decreased by -1.15%
Jul 31, 25