Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 WAR 8.07%
2 JUNE_old 5.72%
3 FMDG 4.27%
4 UTRN 4.08%
5 XAR 3.78%
6 AIRR 3.37%
7 FMTM 3.28%
8 MVAL 3.18%
9 MVFD 3.00%
10 MOAT 2.95%
11 CBLS 2.94%
12 EPSB 2.74%
13 CBSE 2.56%
14 ROKT 2.52%
15 EPMV 2.34%
16 QDIV 2.29%
17 SHLD 2.25%
18 SAGP 2.22%
19 TUSA 2.16%
20 FTDS 2.14%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.89M (12.55%) 9.11K
Increased by +0.19%
Jun 30, 25
2 FMR Inc 3.85M (9.88%) 154.39K
Increased by +4.01%
Jun 30, 25
3 BlackRock Inc 3.12M (8.00%) -35.95K
Decreased by -1.15%
Jun 30, 25
4 State Street Corp 2.88M (7.39%) -69.88K
Decreased by -2.42%
Jun 30, 25
5 State Street Corporation 2.83M (7.27%) -21.05K
Decreased by -0.74%
Mar 31, 24
6 Capital World Investors 1.84M (4.72%) -473.29K
Decreased by -25.74%
Mar 31, 24
7 Van Eck Associates Corporation 1.31M (3.36%) -467.73K
Decreased by -35.71%
Jun 30, 25
8 Amvescap Plc. 1.14M (2.91%) -144.97K
Decreased by -12.77%
Jun 30, 25
9 Geode Capital Management, LLC 1.05M (2.69%) 16.24K
Increased by +1.55%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 931.88K (2.39%) 57.53K
Increased by +6.17%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 912.48K (2.34%) 183.79K
Increased by +20.14%
Jun 30, 25
12 Earnest Partners LLC 895.09K (2.30%) 939.00
Increased by +0.10%
Jun 30, 25
13 UBS Group AG 818.41K (2.10%) 309.20K
Increased by +37.78%
Jun 30, 25
14 Millennium Management LLC 767.61K (1.97%) 83.53K
Increased by +10.88%
Mar 31, 25
15 Bank of America Corp 666.44K (1.71%) 25.74K
Increased by +3.86%
Jun 30, 25
16 T. Rowe Price Associates, Inc. 627.60K (1.61%) -273.44K
Decreased by -43.57%
Sep 30, 24
17 First Trust Advisors L.P. 593.76K (1.52%) -137.26K
Decreased by -23.12%
Jun 30, 25
18 JPMorgan Chase & Co 585.55K (1.50%) 164.30K
Increased by +28.06%
Sep 30, 24
19 AQR Capital Management LLC 509.35K (1.31%) -223.63K
Decreased by -43.90%
Dec 31, 24
20 GAMMA Investing LLC 492.35K (1.26%) 491.69K
Increased by +99.87%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat 1.44M (3.70%) -406.77K
Decreased by -28.18%
Jun 30, 25
2 VanEck Morningstar Wide Moat ETF 1.39M (3.56%) -1.07K
Decreased by -0.08%
Aug 30, 25
3 Vanguard US Total Market Shares ETF 1.25M (3.20%) 792.00
Increased by +0.06%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 1.23M (3.17%) -26.27K
Decreased by -2.13%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 1.11M (2.85%) 7.27K
Increased by +0.65%
May 31, 25
6 Vanguard 500 Index Investor 971.24K (2.49%) -142.04K
Decreased by -14.62%
Jul 31, 25
7 Vanguard Small Cap Index 952.53K (2.44%) -6.32K
Decreased by -0.66%
Jul 31, 25
8 Invesco S&P 500® Equal Weight ETF 625.68K (1.60%) 928.00
Increased by +0.15%
Aug 29, 25
9 Vanguard Small Cap Value Index Inv 612.92K (1.57%) 1.15K
Increased by +0.19%
Jul 31, 25
10 American Funds Washington Mutual A 602.63K (1.55%) -137.56K
Decreased by -22.83%
Mar 31, 24
11 Capital Group Wash Mutual Invtrs Comp 602.63K (1.55%) -137.56K
Decreased by -22.83%
Mar 31, 24
12 SPDR® S&P Aerospace & Defense ETF 560.81K (1.44%) 0.00
Increased by 0.00%
Aug 31, 25
13 First Trust RBA Amer Indl RenaisTM ETF 547.28K (1.40%) 3.42K
Increased by +0.63%
Aug 28, 25
14 American Funds Fundamental Invs A 544.35K (1.40%) -124.33K
Decreased by -22.84%
Mar 31, 24
15 Capital Group Fundamental Invtrs Comp 544.35K (1.40%) -124.33K
Decreased by -22.84%
Mar 31, 24
16 Fidelity 500 Index 497.39K (1.28%) 214.00
Increased by +0.04%
Jul 31, 25
17 SPDR® S&P 500 ETF 489.07K (1.25%) -7.13K
Decreased by -1.46%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 476.17K (1.22%) -2.48K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 475.20K (1.22%) 5.82K
Increased by +1.22%
Aug 31, 25
20 iShares Core S&P 500 ETF 471.98K (1.21%) 0.00
Increased by 0.00%
Aug 31, 25