Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 CWS 3.93%
3 RYJ 2.02%
4 UPGD 2.02%
5 XHS 1.97%
6 FLV 1.82%
7 RSPH 1.71%
8 RYH 1.58%
9 FXH 1.40%
10 DEMZ 1.01%
11 SHRT 1.00%
12 SZNE 0.87%
13 QQJG 0.81%
14 BSMC 0.80%
15 DSTL 0.66%
16 TERM 0.66%
17 QQQJ 0.60%
18 RPV 0.58%
19 SMMV 0.51%
20 USVM 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.69M (14.09%) -35.44K
Decreased by -0.24%
Mar 31, 25
2 Kohlberg Kravis Roberts & Co LP 12.02M (11.52%) 12.02M
Increased by +100.00%
Mar 31, 25
3 BlackRock Inc 8.66M (8.31%) -384.04K
Decreased by -4.43%
Mar 31, 25
4 Artisan Partners Limited Partnership 6.41M (6.14%) -123.40K
Decreased by -1.93%
Mar 31, 25
5 State Street Corporation 6.39M (6.13%) -116.86K
Decreased by -1.83%
Mar 31, 24
6 JPMorgan Chase & Co 6.37M (6.11%) 459.80K
Increased by +7.21%
Mar 31, 25
7 State Street Corp 5.36M (5.14%) -616.58K
Decreased by -11.50%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 4.99M (4.79%) -105.57K
Decreased by -2.11%
Jun 30, 24
9 Amvescap Plc. 4.94M (4.74%) -19.02K
Decreased by -0.38%
Mar 31, 25
10 American Century Companies Inc 4.60M (4.41%) -195.46K
Decreased by -4.25%
Mar 31, 25
11 Palestra Capital Management LLC 4.00M (3.84%) 1.36M
Increased by +33.88%
Mar 31, 25
12 FMR Inc 3.72M (3.56%) 217.42K
Increased by +5.85%
Mar 31, 25
13 Geode Capital Management, LLC 3.22M (3.09%) 54.67K
Increased by +1.70%
Mar 31, 25
14 Generation Investment Management LLP 2.74M (2.63%) -1.66M
Decreased by -60.49%
Dec 31, 24
15 Boston Partners Global Investors, Inc 2.64M (2.53%) 1.56M
Increased by +59.03%
Dec 31, 23
16 Southpoint Capital Advisors LP 2.60M (2.49%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fiduciary Management, Inc. of Milwaukee 2.46M (2.36%) -26.79K
Decreased by -1.09%
Mar 31, 25
18 Perpetual Ltd 2.38M (2.29%) -35.51K
Decreased by -1.49%
Jun 30, 24
19 Swedbank AB 2.36M (2.26%) -271.63K
Decreased by -11.53%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 2.24M (2.15%) 103.38K
Increased by +4.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.99M (3.82%) -68.69K
Decreased by -1.72%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.98M (3.82%) 2.51K
Increased by +0.06%
May 31, 25
3 Vanguard Institutional 500 Index Trust 3.55M (3.40%) 22.51K
Increased by +0.63%
May 31, 25
4 Vanguard Small Cap Index 3.13M (3.00%) 14.87K
Increased by +0.47%
May 31, 25
5 JPMorgan Mid Cap Value L 2.56M (2.45%) 219.14K
Increased by +8.56%
Apr 30, 25
6 JPM US Mid Cap Value-Composite 2.34M (2.24%) 44.13K
Increased by +1.89%
Mar 31, 25
7 JPM US Mid Cap Value-MA 2.34M (2.24%) 44.13K
Increased by +1.89%
Mar 31, 25
8 American Century Mid Cap Value Inv 2.14M (2.05%) -122.48K
Decreased by -5.74%
Mar 31, 25
9 American Century U.S. Mid Cap Value 2.14M (2.05%) -122.48K
Decreased by -5.74%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 2.01M (1.93%) -1.71K
Decreased by -0.08%
May 31, 25
11 Invesco S&P 500® Equal Weight ETF 1.97M (1.89%) 6.66K
Increased by +0.34%
May 30, 25
12 JPMorgan Value Advantage L 1.60M (1.54%) 76.34K
Increased by +4.76%
Apr 30, 25
13 Fidelity 500 Index 1.57M (1.50%) 1.93K
Increased by +0.12%
Apr 30, 25
14 SPDR® S&P 500 ETF 1.55M (1.49%) -22.63K
Decreased by -1.46%
Mar 31, 25
15 SPDR® S&P 500 ETF Trust 1.54M (1.48%) -3.31K
Decreased by -0.21%
Apr 30, 24
16 Invesco Large Cap Value 1.54M (1.48%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fidelity® 500 Index 1.52M (1.46%) 9.69K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF Trust 1.51M (1.45%) -7.88K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.49M (1.43%) -6.64K
Decreased by -0.44%
May 31, 25
20 Fidelity Low-Priced Stock 1.47M (1.41%) -2.50K
Decreased by -0.17%
Mar 31, 25