Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.00%
2 EKG 3.95%
3 OCFS 3.94%
4 LSAT 3.33%
5 MDCP 2.54%
6 MDEV 2.15%
7 SAGP 1.90%
8 XHE 1.89%
9 QQQN 1.84%
10 IHI 1.82%
11 JHAC 1.79%
12 EPSB 1.74%
13 FTCS 1.68%
14 BSMC 1.67%
15 RSPH 1.66%
16 RYH 1.64%
17 FDWM 1.57%
18 HTEC 1.55%
19 FORH 1.55%
20 USRD 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.80M (12.17%) -13.84K
Decreased by -0.05%
Jun 30, 25
2 T. Rowe Price Investment Management,Inc. 24.08M (10.93%) 6.39M
Increased by +26.55%
Jun 30, 25
3 BlackRock Inc 19.94M (9.05%) -1.42M
Decreased by -7.14%
Jun 30, 25
4 Manufacturers Life Insurance Co 11.02M (5.00%) 8.23M
Increased by +74.64%
Jun 30, 25
5 State Street Corporation 10.47M (4.75%) -629.90K
Decreased by -6.01%
Mar 31, 24
6 State Street Corp 10.10M (4.58%) -14.24K
Decreased by -0.14%
Jun 30, 25
7 Amvescap Plc. 8.34M (3.79%) 3.51M
Increased by +42.03%
Jun 30, 25
8 Geode Capital Management, LLC 5.83M (2.65%) 97.14K
Increased by +1.67%
Jun 30, 25
9 Wellington Management Company LLP 5.77M (2.62%) -3.83M
Decreased by -66.32%
Sep 30, 23
10 FMR Inc 5.58M (2.53%) 2.85K
Increased by +0.05%
Dec 31, 24
11 Victory Capital Management Inc. 5.50M (2.50%) -1.11M
Decreased by -20.20%
Jun 30, 25
12 Mitsubishi UFJ Asset Management Co.,Ltd 4.47M (2.03%) 69.88K
Increased by +1.56%
Mar 31, 25
13 Black Creek Investment Management Inc 4.03M (1.83%) 832.44K
Increased by +20.67%
Jun 30, 25
14 Citadel Advisors Llc 3.71M (1.68%) 3.45M
Increased by +93.07%
Jun 30, 25
15 Pacer Advisors, INC. 3.66M (1.66%) 3.57M
Increased by +97.49%
Dec 31, 24
16 Boston Partners Global Investors, Inc 3.58M (1.63%) 1.60M
Increased by +44.76%
Dec 31, 24
17 Bank of America Corp 3.09M (1.40%) 66.45K
Increased by +2.15%
Jun 30, 25
18 Macquarie Group Ltd 2.96M (1.34%) -74.09K
Decreased by -2.51%
Mar 31, 25
19 Parnassus Investments, LLC 2.90M (1.31%) -344.56K
Decreased by -11.90%
Dec 31, 23
20 First Trust Advisors L.P. 2.89M (1.31%) 2.58M
Increased by +89.32%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 T. Rowe Price US Mid-Cap Growth Equity 8.99M (4.08%) 505.70K
Increased by +5.62%
Jun 30, 25
2 T. Rowe Price Mid-Cap Growth 8.98M (4.07%) -16.40K
Decreased by -0.18%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 7.39M (3.35%) 4.97K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.01M (3.18%) -163.29K
Decreased by -2.33%
Jul 31, 25
5 T. Rowe Price Capital Appreciation 6.75M (3.07%) 3.44M
Increased by +50.87%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 6.39M (2.90%) 49.19K
Increased by +0.77%
May 31, 25
7 Vanguard 500 Index Investor 5.52M (2.50%) -808.52K
Decreased by -14.65%
Jul 31, 25
8 Vanguard Small Cap Index 5.41M (2.46%) -34.90K
Decreased by -0.65%
Jul 31, 25
9 Sycamore Mid Cap Value Comp 4.72M (2.14%) 4.61M
Increased by +97.69%
Mar 31, 25
10 Victory Sycamore Established Value R 3.96M (1.80%) -760.00K
Decreased by -19.19%
Jun 30, 25
11 MS INVF Global Brands A 3.76M (1.71%) -28.70K
Decreased by -0.76%
Mar 31, 25
12 Morgan Stanley Glbl Franchise 3.76M (1.71%) -130.27K
Decreased by -3.46%
Mar 31, 25
13 Pacer US Cash Cows 100 ETF 3.56M (1.62%) 5.25K
Increased by +0.15%
Feb 28, 25
14 Vanguard Small Cap Value Index Inv 3.48M (1.58%) 8.17K
Increased by +0.23%
Jul 31, 25
15 Fidelity® 500 Index 2.85M (1.30%) 18.16K
Increased by +0.64%
Nov 30, 23
16 Fidelity 500 Index 2.82M (1.28%) 1.21K
Increased by +0.04%
Jul 31, 25
17 T. Rowe Price U.S. Mid-Cap Gr Eq Tr-D 2.81M (1.28%) 314.60K
Increased by +11.18%
Jun 30, 25
18 SPDR® S&P 500 ETF 2.79M (1.27%) -132.99K
Decreased by -4.76%
Mar 31, 25
19 SPDR® S&P 500 ETF Trust 2.78M (1.26%) 6.25K
Increased by +0.23%
Apr 30, 24
20 CI Global Leaders Fund D 2.75M (1.25%) -225.93K
Decreased by -8.22%
Aug 31, 25