Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 CWS 3.81%
3 UPGD 2.02%
4 RYJ 2.02%
5 XHS 1.92%
6 FLV 1.82%
7 RSPH 1.74%
8 RYH 1.58%
9 FXH 1.36%
10 DEMZ 1.13%
11 SHRT 1.00%
12 SZNE 0.86%
13 QQJG 0.81%
14 DSTL 0.66%
15 TERM 0.66%
16 QQQJ 0.60%
17 RPV 0.57%
18 USVM 0.50%
19 PSM 0.46%
20 WTV 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.69M (14.29%) -35.44K
Decreased by -0.24%
Mar 31, 25
2 Kohlberg Kravis Roberts & Co LP 12.02M (11.69%) 12.02M
Increased by +100.00%
Mar 31, 25
3 BlackRock Inc 8.66M (8.43%) -384.04K
Decreased by -4.43%
Mar 31, 25
4 Artisan Partners Limited Partnership 6.41M (6.23%) -123.40K
Decreased by -1.93%
Mar 31, 25
5 State Street Corporation 6.39M (6.22%) -116.86K
Decreased by -1.83%
Mar 31, 24
6 JPMorgan Chase & Co 6.37M (6.20%) 459.80K
Increased by +7.21%
Mar 31, 25
7 State Street Corp 5.36M (5.22%) -616.58K
Decreased by -11.50%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 4.99M (4.86%) -105.57K
Decreased by -2.11%
Jun 30, 24
9 Amvescap Plc. 4.96M (4.83%) 17.55K
Increased by +0.35%
Dec 31, 24
10 American Century Companies Inc 4.60M (4.48%) -195.46K
Decreased by -4.25%
Mar 31, 25
11 Palestra Capital Management LLC 4.00M (3.89%) 1.36M
Increased by +33.88%
Mar 31, 25
12 FMR Inc 3.72M (3.62%) 217.42K
Increased by +5.85%
Mar 31, 25
13 Geode Capital Management, LLC 3.22M (3.14%) 54.67K
Increased by +1.70%
Mar 31, 25
14 Generation Investment Management LLP 2.74M (2.67%) -1.66M
Decreased by -60.49%
Dec 31, 24
15 Boston Partners Global Investors, Inc 2.64M (2.57%) 1.56M
Increased by +59.03%
Dec 31, 23
16 Southpoint Capital Advisors LP 2.60M (2.53%) 0.00
Increased by 0.00%
Mar 31, 25
17 Fiduciary Management, Inc. of Milwaukee 2.46M (2.40%) -26.79K
Decreased by -1.09%
Mar 31, 25
18 Perpetual Ltd 2.38M (2.32%) -35.51K
Decreased by -1.49%
Jun 30, 24
19 Swedbank AB 2.36M (2.29%) -271.63K
Decreased by -11.53%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 2.24M (2.18%) 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 (3.88%) -68.69K
Decreased by -1.72%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.98M (3.87%) 33.96K
Increased by +0.85%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 3.52M (3.43%) 56.73K
Increased by +1.61%
Apr 30, 25
4 Vanguard Small Cap Index 3.12M (3.03%) 18.35K
Increased by +0.59%
Apr 30, 25
5 JPM US Mid Cap Value-MA 2.34M (2.28%) 44.13K
Increased by +1.89%
Mar 31, 25
6 JPMorgan Mid Cap Value L 2.34M (2.28%) 44.13K
Increased by +1.89%
Mar 31, 25
7 JPM US Mid Cap Value-Composite 2.30M (2.23%) -25.20K
Decreased by -1.10%
Jun 30, 24
8 American Century Mid Cap Value Inv 2.14M (2.08%) -122.48K
Decreased by -5.74%
Mar 31, 25
9 American Century U.S. Mid Cap Value 2.14M (2.08%) -122.48K
Decreased by -5.74%
Mar 31, 25
10 Vanguard Small Cap Value Index Inv 2.02M (1.96%) 6.34K
Increased by +0.31%
Apr 30, 25
11 Invesco S&P 500® Equal Weight ETF 2.01M (1.96%) -6.62K
Decreased by -0.33%
Apr 30, 25
12 Fidelity 500 Index 1.56M (1.52%) 2.70K
Increased by +0.17%
Mar 31, 25
13 SPDR® S&P 500 ETF 1.55M (1.51%) -22.63K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 1.54M (1.50%) -3.31K
Decreased by -0.21%
Apr 30, 24
15 Invesco Comstock A 1.54M (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
16 Invesco Large Cap Value 1.54M (1.50%) 0.00
Increased by 0.00%
Mar 31, 25
17 JPMorgan Value Advantage L 1.53M (1.49%) 35.16K
Increased by +2.30%
Mar 31, 25
18 Fidelity® 500 Index 1.52M (1.48%) 9.69K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF Trust 1.51M (1.47%) -7.88K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 1.50M (1.46%) -8.98K
Decreased by -0.60%
Apr 30, 25