Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EKG 4.02%
2 UTRN 4.00%
3 OCFS 3.99%
4 LSAT 3.83%
5 MDCP 2.54%
6 MRGR 2.23%
7 SAGP 2.16%
8 MDEV 2.15%
9 EPSB 1.98%
10 XHE 1.94%
11 MNA 1.93%
12 IHI 1.92%
13 BSMC 1.84%
14 QQQN 1.84%
15 FORH 1.81%
16 JHAC 1.79%
17 RSPH 1.78%
18 BASV 1.75%
19 FTCS 1.68%
20 RYH 1.64%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 26.80M (12.23%) -13.84K
Decreased by -0.05%
Jun 30, 25
2 T. Rowe Price Investment Management,Inc. 24.08M (10.99%) 6.39M
Increased by +26.55%
Jun 30, 25
3 BlackRock Inc 19.94M (9.10%) -1.42M
Decreased by -7.14%
Jun 30, 25
4 Manufacturers Life Insurance Co 11.02M (5.03%) 8.23M
Increased by +74.64%
Jun 30, 25
5 State Street Corporation 10.47M (4.78%) -629.90K
Decreased by -6.01%
Mar 31, 24
6 State Street Corp 10.10M (4.61%) -14.24K
Decreased by -0.14%
Jun 30, 25
7 Amvescap Plc. 8.34M (3.80%) 3.51M
Increased by +42.03%
Jun 30, 25
8 Geode Capital Management, LLC 5.83M (2.66%) 97.14K
Increased by +1.67%
Jun 30, 25
9 Wellington Management Company LLP 5.77M (2.63%) -3.83M
Decreased by -66.32%
Sep 30, 23
10 FMR Inc 5.58M (2.54%) 2.85K
Increased by +0.05%
Dec 31, 24
11 Victory Capital Management Inc. 5.50M (2.51%) -1.11M
Decreased by -20.20%
Jun 30, 25
12 Mitsubishi UFJ Asset Management Co.,Ltd 4.47M (2.04%) 69.88K
Increased by +1.56%
Mar 31, 25
13 Black Creek Investment Management Inc 4.03M (1.84%) 832.44K
Increased by +20.67%
Jun 30, 25
14 Citadel Advisors Llc 3.71M (1.69%) 3.45M
Increased by +93.07%
Jun 30, 25
15 Pacer Advisors, INC. 3.66M (1.67%) 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 (1.41%) 66.45K
Increased by +2.15%
Jun 30, 25
18 Macquarie Group Ltd 2.96M (1.35%) -74.09K
Decreased by -2.51%
Mar 31, 25
19 Parnassus Investments, LLC 2.90M (1.32%) -344.56K
Decreased by -11.90%
Dec 31, 23
20 First Trust Advisors L.P. 2.89M (1.32%) 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 (4.10%) 505.70K
Increased by +5.62%
Jun 30, 25
2 T. Rowe Price Mid-Cap Growth 8.98M (4.09%) -16.40K
Decreased by -0.18%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 7.39M (3.37%) 4.97K
Increased by +0.07%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 7.01M (3.20%) -163.29K
Decreased by -2.33%
Jul 31, 25
5 T. Rowe Price Capital Appreciation 6.75M (3.08%) 3.44M
Increased by +50.87%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 6.39M (2.91%) 49.19K
Increased by +0.77%
May 31, 25
7 Vanguard 500 Index Investor 5.52M (2.52%) -808.52K
Decreased by -14.65%
Jul 31, 25
8 Vanguard Small Cap Index 5.41M (2.47%) -34.90K
Decreased by -0.65%
Jul 31, 25
9 Sycamore Mid Cap Value Comp 4.72M (2.15%) 4.61M
Increased by +97.69%
Mar 31, 25
10 Victory Sycamore Established Value R 3.96M (1.81%) -760.00K
Decreased by -19.19%
Jun 30, 25
11 MS INVF Global Brands A 3.76M (1.72%) -28.70K
Decreased by -0.76%
Mar 31, 25
12 Morgan Stanley Glbl Franchise 3.76M (1.72%) -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 (1.59%) 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 (1.29%) 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 (1.27%) 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