Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 CWS 3.50%
3 RYJ 2.02%
4 UPGD 2.02%
5 XHS 1.78%
6 RYH 1.58%
7 FLV 1.55%
8 RSPH 1.48%
9 FXH 1.25%
10 RNIN 1.25%
11 SHRT 1.00%
12 LSAF 0.85%
13 QQJG 0.81%
14 SZNE 0.77%
15 BSMC 0.67%
16 DSTL 0.66%
17 TERM 0.66%
18 DEMZ 0.64%
19 QQQJ 0.60%
20 USVM 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Kohlberg Kravis Roberts & Co LP 15.65M (15.35%) 3.64M
Increased by +23.23%
Jun 30, 25
2 Vanguard Group Inc 12.93M (12.68%) -1.76M
Decreased by -13.60%
Jun 30, 25
3 BlackRock Inc 7.30M (7.16%) -1.36M
Decreased by -18.65%
Jun 30, 25
4 Artisan Partners Limited Partnership 6.46M (6.34%) 55.65K
Increased by +0.86%
Jun 30, 25
5 State Street Corporation 6.39M (6.27%) -116.86K
Decreased by -1.83%
Mar 31, 24
6 JPMorgan Chase & Co 6.25M (6.13%) -120.29K
Decreased by -1.92%
Jun 30, 25
7 State Street Corp 5.23M (5.13%) -136.43K
Decreased by -2.61%
Jun 30, 25
8 American Century Companies Inc 4.56M (4.47%) -44.02K
Decreased by -0.97%
Jun 30, 25
9 Amvescap Plc. 4.55M (4.46%) -397.46K
Decreased by -8.74%
Jun 30, 25
10 FMR Inc 3.71M (3.64%) -6.70K
Decreased by -0.18%
Jun 30, 25
11 Palestra Capital Management LLC 3.50M (3.43%) -497.97K
Decreased by -14.22%
Jun 30, 25
12 Geode Capital Management, LLC 3.14M (3.08%) -80.43K
Decreased by -2.56%
Jun 30, 25
13 Southpoint Capital Advisors LP 2.80M (2.75%) 200.00K
Increased by +7.14%
Jun 30, 25
14 Generation Investment Management LLP 2.74M (2.69%) -1.66M
Decreased by -60.49%
Dec 31, 24
15 Boston Partners Global Investors, Inc 2.64M (2.59%) 1.56M
Increased by +59.03%
Dec 31, 23
16 Fiduciary Management, Inc. of Milwaukee 2.45M (2.41%) -9.64K
Decreased by -0.39%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 2.44M (2.39%) 196.15K
Increased by +8.05%
Jun 30, 25
18 Perpetual Ltd 2.38M (2.34%) -35.51K
Decreased by -1.49%
Jun 30, 24
19 Swedbank AB 2.36M (2.31%) -271.63K
Decreased by -11.53%
Sep 30, 24
20 Ameriprise Financial Inc 2.27M (2.22%) 2.20M
Increased by +97.04%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.99M (3.91%) -68.69K
Decreased by -1.72%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 3.55M (3.48%) 22.51K
Increased by +0.63%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 3.25M (3.19%) -69.33K
Decreased by -2.13%
Jul 31, 25
4 Vanguard 500 Index Investor 3.01M (2.96%) -441.52K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Small Cap Index 2.51M (2.46%) -17.19K
Decreased by -0.68%
Jul 31, 25
6 JPM US Mid Cap Value-MA 2.34M (2.30%) 44.13K
Increased by +1.89%
Mar 31, 25
7 JPMorgan Mid Cap Value L 2.24M (2.20%) 43.44K
Increased by +1.94%
Jul 31, 25
8 JPM US Mid Cap Value-Composite 2.20M (2.16%) -140.67K
Decreased by -6.39%
Jun 30, 25
9 Invesco S&P 500® Equal Weight ETF 1.99M (1.95%) 2.90K
Increased by +0.15%
Aug 29, 25
10 American Century Mid Cap Value Inv 1.92M (1.88%) -213.42K
Decreased by -11.11%
Jun 30, 25
11 American Century U.S. Mid Cap Value 1.92M (1.88%) -213.42K
Decreased by -11.11%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 1.62M (1.58%) 2.62K
Increased by +0.16%
Jul 31, 25
13 JPMorgan Value Advantage L 1.60M (1.57%) 0.00
Increased by 0.00%
Jul 31, 25
14 SPDR® S&P 500 ETF 1.55M (1.52%) -22.63K
Decreased by -1.46%
Mar 31, 25
15 Fidelity 500 Index 1.54M (1.51%) 664.00
Increased by +0.04%
Jul 31, 25
16 SPDR® S&P 500 ETF Trust 1.54M (1.51%) -3.31K
Decreased by -0.21%
Apr 30, 24
17 Fidelity® 500 Index 1.52M (1.49%) 9.69K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500® ETF Trust 1.51M (1.48%) -7.88K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500® ETF 1.47M (1.45%) 17.96K
Increased by +1.22%
Aug 31, 25
20 iShares Core S&P 500 ETF 1.46M (1.44%) 0.00
Increased by 0.00%
Aug 31, 25