Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JUNE_old 5.72%
2 FMDG 4.27%
3 MVAL 4.22%
4 UTRN 4.08%
5 XAR 3.48%
6 AIRR 2.95%
7 MOAT 2.82%
8 ROKT 2.48%
9 QDIV 2.29%
10 TUSA 2.16%
11 SAGP 2.06%
12 SHLD 2.05%
13 FTDS 1.96%
14 DSMC 1.96%
15 MISL 1.85%
16 RGI 1.38%
17 RPV 1.37%
18 RSPN 1.37%
19 UPGD 1.34%
20 RYJ 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 4.88M (12.53%) -146.92K
Decreased by -3.01%
Mar 31, 25
2 FMR Inc 3.70M (9.49%) 384.82K
Increased by +10.41%
Mar 31, 25
3 BlackRock Inc 3.15M (8.10%) -304.12K
Decreased by -9.64%
Mar 31, 25
4 State Street Corp 2.95M (7.58%) -259.84K
Decreased by -8.80%
Mar 31, 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 1.78M (4.56%) 350.67K
Increased by +19.73%
Mar 31, 25
8 Amvescap Plc. 1.28M (3.29%) -88.77K
Decreased by -6.93%
Mar 31, 25
9 Geode Capital Management, LLC 1.03M (2.65%) -17.51K
Decreased by -1.70%
Mar 31, 25
10 Earnest Partners LLC 894.15K (2.29%) 62.19K
Increased by +6.96%
Mar 31, 25
11 Morgan Stanley - Brokerage Accounts 874.35K (2.24%) 22.86K
Increased by +2.61%
Mar 31, 25
12 Millennium Management LLC 767.61K (1.97%) 83.53K
Increased by +10.88%
Mar 31, 25
13 First Trust Advisors L.P. 731.01K (1.88%) 295.35K
Increased by +40.40%
Mar 31, 25
14 Dimensional Fund Advisors, Inc. 728.69K (1.87%) 150.20K
Increased by +20.61%
Mar 31, 25
15 Bank of America Corp 640.70K (1.64%) 194.68K
Increased by +30.39%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 627.60K (1.61%) -273.44K
Decreased by -43.57%
Sep 30, 24
17 JPMorgan Chase & Co 585.55K (1.50%) 164.30K
Increased by +28.06%
Sep 30, 24
18 Diamond Hill Capital Management Inc 534.74K (1.37%) 114.64K
Increased by +21.44%
Mar 31, 25
19 LSV Asset Management 510.85K (1.31%) 938.00
Increased by +0.18%
Mar 31, 25
20 AQR Capital Management LLC 509.35K (1.31%) -223.63K
Decreased by -43.90%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 VanEck Morningstar Wide Moat ETF 1.45M (3.71%) -3.75K
Decreased by -0.26%
Jun 28, 25
2 VanEck Morningstar Wide Moat 1.44M (3.70%) -406.77K
Decreased by -28.18%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 1.26M (3.22%) 759.00
Increased by +0.06%
May 31, 25
4 Vanguard US Total Market Shares ETF 1.25M (3.20%) 792.00
Increased by +0.06%
Sep 30, 24
5 Vanguard Institutional 500 Index Trust 1.11M (2.86%) 7.27K
Increased by +0.65%
May 31, 25
6 Vanguard Small Cap Index 986.98K (2.53%) 4.60K
Increased by +0.47%
May 31, 25
7 Vanguard Small Cap Value Index Inv 634.50K (1.63%) -542.00
Decreased by -0.09%
May 31, 25
8 Invesco S&P 500® Equal Weight ETF 631.99K (1.62%) 7.50K
Increased by +1.19%
Jun 30, 25
9 American Funds Washington Mutual A 602.63K (1.55%) -137.56K
Decreased by -22.83%
Mar 31, 24
10 Capital Group Wash Mutual Invtrs Comp 602.63K (1.55%) -137.56K
Decreased by -22.83%
Mar 31, 24
11 American Funds Fundamental Invs A 544.35K (1.40%) -124.33K
Decreased by -22.84%
Mar 31, 24
12 Capital Group Fundamental Invtrs Comp 544.35K (1.40%) -124.33K
Decreased by -22.84%
Mar 31, 24
13 SPDR® S&P Aerospace & Defense ETF 511.06K (1.31%) 2.26K
Increased by +0.44%
Jun 30, 25
14 Fidelity 500 Index 493.60K (1.27%) 2.07K
Increased by +0.42%
May 31, 25
15 SPDR® S&P 500 ETF 489.07K (1.26%) -7.13K
Decreased by -1.46%
Mar 31, 25
16 SPDR® S&P 500® ETF Trust 476.17K (1.22%) -2.48K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 473.63K (1.22%) -1.66K
Decreased by -0.35%
Jun 30, 25
18 SPDR® S&P 500 ETF Trust 470.41K (1.21%) 1.08K
Increased by +0.23%
Apr 30, 24
19 iShares Core S&P 500 ETF 465.10K (1.19%) 736.00
Increased by +0.16%
Jun 30, 25
20 Fidelity® 500 Index 464.58K (1.19%) 2.96K
Increased by +0.64%
Nov 30, 23