Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.23%
2 UTRN 3.93%
3 RYJ 2.02%
4 UPGD 2.02%
5 XHS 1.76%
6 RSPH 1.73%
7 RYH 1.58%
8 FLV 1.46%
9 FXH 1.38%
10 GURU 1.19%
11 RNIN 1.16%
12 TAX 1.04%
13 SHRT 1.00%
14 DEMZ 0.98%
15 LSAF 0.97%
16 FMCE 0.92%
17 QQJG 0.81%
18 SZNE 0.77%
19 BSMC 0.74%
20 DSTL 0.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kohlberg Kravis Roberts & Co LP 15.65M (16.67%) 0.00
Increased by 0.00%
Mar 31, 26
2 Vanguard Group Inc 11.59M (12.34%) -412.58K
Decreased by -3.56%
Dec 31, 25
3 BlackRock Inc 7.02M (7.48%) 63.81K
Increased by +0.91%
Mar 31, 26
4 Artisan Partners Limited Partnership 6.57M (7.00%) -74.36K
Decreased by -1.13%
Mar 31, 26
5 Vanguard Capital Management, LLC 6.42M (6.84%) 6.42M
Increased by +100.00%
Mar 31, 26
6 State Street Corporation 6.39M (6.80%) -116.86K
Decreased by -1.83%
Mar 31, 24
7 FMR Inc 5.72M (6.09%) 1.75M
Increased by +30.57%
Mar 31, 26
8 Amvescap Plc. 4.89M (5.20%) 431.14K
Increased by +8.82%
Mar 31, 26
9 JPMorgan Chase & Co 4.56M (4.86%) -538.94K
Decreased by -11.81%
Mar 31, 26
10 State Street Corp 4.38M (4.66%) -24.20K
Decreased by -0.55%
Mar 31, 26
11 Vanguard Portfolio Management, LLC 4.19M (4.47%) 4.19M
Increased by +100.00%
Mar 31, 26
12 American Century Companies Inc 3.59M (3.83%) -70.77K
Decreased by -1.97%
Mar 31, 26
13 Palestra Capital Management LLC 3.41M (3.63%) 1.03M
Increased by +30.18%
Mar 31, 26
14 Southpoint Capital Advisors LP 3.20M (3.41%) 700.00K
Increased by +21.88%
Mar 31, 26
15 Dimensional Fund Advisors, Inc. 2.87M (3.06%) 56.69K
Increased by +1.97%
Mar 31, 26
16 Geode Capital Management, LLC 2.77M (2.95%) 36.37K
Increased by +1.31%
Mar 31, 26
17 Generation Investment Management LLP 2.74M (2.92%) -1.66M
Decreased by -60.49%
Dec 31, 24
18 Boston Partners Global Investors, Inc 2.64M (2.81%) 1.56M
Increased by +59.03%
Dec 31, 23
19 Perpetual Ltd 2.38M (2.54%) -35.51K
Decreased by -1.49%
Jun 30, 24
20 Swedbank AB 2.36M (2.51%) -271.63K
Decreased by -11.53%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.99M (4.25%) -68.69K
Decreased by -1.72%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 3.55M (3.78%) 22.51K
Increased by +0.63%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.10M (3.31%) 7.68K
Increased by +0.25%
Apr 30, 26
4 Vanguard 500 Index Investor 2.59M (2.76%) 46.91K
Increased by +1.81%
Apr 30, 26
5 JPM US Mid Cap Value-MA 2.34M (2.49%) 44.13K
Increased by +1.89%
Mar 31, 25
6 Vanguard Small Cap Index 2.25M (2.39%) -4.72K
Decreased by -0.21%
Apr 30, 26
7 Invesco S&P 500® Equal Weight ETF 2.20M (2.34%) 4.18K
Increased by +0.19%
May 29, 26
8 JPMorgan Mid Cap Value L 1.75M (1.86%) 67.73K
Increased by +3.87%
Apr 30, 26
9 JPM US Mid Cap Value-Composite 1.68M (1.79%) -31.04K
Decreased by -1.84%
Mar 31, 26
10 Fidelity Low-Priced Stock 1.63M (1.73%) 0.00
Increased by 0.00%
Mar 31, 26
11 JPMorgan Value Advantage L 1.60M (1.71%) 0.00
Increased by 0.00%
Jul 31, 25
12 SPDR® S&P 500 ETF 1.55M (1.65%) -22.63K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 1.54M (1.64%) -3.31K
Decreased by -0.21%
Apr 30, 24
14 Fidelity® 500 Index 1.52M (1.62%) 9.69K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF Trust 1.51M (1.61%) -7.88K
Decreased by -0.52%
Mar 31, 25
16 American Century Mid Cap Value Inv 1.49M (1.59%) -73.11K
Decreased by -4.91%
Mar 31, 26
17 American Century U.S. Mid Cap Value 1.49M (1.59%) -73.11K
Decreased by -4.91%
Mar 31, 26
18 SPDR® S&P 500® ETF 1.47M (1.57%) 17.96K
Increased by +1.22%
Aug 31, 25
19 Vanguard Mid Cap Index Institutional 1.46M (1.56%) -1.23K
Decreased by -0.08%
Jan 31, 24
20 Vanguard Small Cap Value Index Inv 1.44M (1.54%) 10.40K
Increased by +0.72%
Apr 30, 26