Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 CWS 3.53%
3 RYJ 2.02%
4 UPGD 2.02%
5 FLV 1.99%
6 XHS 1.93%
7 RYH 1.58%
8 RSPH 1.57%
9 SHRT 1.00%
10 DEMZ 0.93%
11 LSAF 0.88%
12 SZNE 0.83%
13 FXH 0.82%
14 QQJG 0.81%
15 BSMC 0.73%
16 DSTL 0.66%
17 TERM 0.66%
18 QQQJ 0.60%
19 RPV 0.56%
20 USVM 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.69M (14.15%) -35.44K
Decreased by -0.24%
Mar 31, 25
2 Kohlberg Kravis Roberts & Co LP 12.02M (11.57%) 12.02M
Increased by +100.00%
Mar 31, 25
3 BlackRock Inc 8.66M (8.35%) -384.04K
Decreased by -4.43%
Mar 31, 25
4 Artisan Partners Limited Partnership 6.41M (6.17%) -123.40K
Decreased by -1.93%
Mar 31, 25
5 State Street Corporation 6.39M (6.15%) -116.86K
Decreased by -1.83%
Mar 31, 24
6 JPMorgan Chase & Co 6.37M (6.14%) 459.80K
Increased by +7.21%
Mar 31, 25
7 State Street Corp 5.36M (5.17%) -616.58K
Decreased by -11.50%
Mar 31, 25
8 Amvescap Plc. 4.94M (4.76%) -19.02K
Decreased by -0.38%
Mar 31, 25
9 American Century Companies Inc 4.60M (4.43%) -195.46K
Decreased by -4.25%
Mar 31, 25
10 Palestra Capital Management LLC 4.00M (3.85%) 1.36M
Increased by +33.88%
Mar 31, 25
11 FMR Inc 3.72M (3.58%) 217.42K
Increased by +5.85%
Mar 31, 25
12 Geode Capital Management, LLC 3.22M (3.10%) 54.67K
Increased by +1.70%
Mar 31, 25
13 Generation Investment Management LLP 2.74M (2.64%) -1.66M
Decreased by -60.49%
Dec 31, 24
14 Boston Partners Global Investors, Inc 2.64M (2.54%) 1.56M
Increased by +59.03%
Dec 31, 23
15 Southpoint Capital Advisors LP 2.60M (2.50%) 0.00
Increased by 0.00%
Mar 31, 25
16 Fiduciary Management, Inc. of Milwaukee 2.46M (2.37%) -26.79K
Decreased by -1.09%
Mar 31, 25
17 Perpetual Ltd 2.38M (2.30%) -35.51K
Decreased by -1.49%
Jun 30, 24
18 Swedbank AB 2.36M (2.27%) -271.63K
Decreased by -11.53%
Sep 30, 24
19 Dimensional Fund Advisors, Inc. 2.24M (2.16%) 103.38K
Increased by +4.61%
Mar 31, 25
20 Burgundy Asset Management Ltd 2.24M (2.15%) 566.53K
Increased by +25.34%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.99M (3.84%) -68.69K
Decreased by -1.72%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 3.55M (3.42%) 22.51K
Increased by +0.63%
May 31, 25
3 Vanguard 500 Index Investor 3.46M (3.33%) -91.35K
Decreased by -2.64%
Jun 30, 25
4 Vanguard Total Stock Mkt Idx Inv 3.32M (3.20%) -659.35K
Decreased by -19.84%
Jun 30, 25
5 Vanguard Small Cap Index 2.53M (2.44%) -604.09K
Decreased by -23.89%
Jun 30, 25
6 JPM US Mid Cap Value-MA 2.34M (2.25%) 44.13K
Increased by +1.89%
Mar 31, 25
7 JPM US Mid Cap Value-Composite 2.20M (2.12%) -140.67K
Decreased by -6.39%
Jun 30, 25
8 JPMorgan Mid Cap Value L 2.20M (2.12%) -362.62K
Decreased by -16.48%
Jun 30, 25
9 Invesco S&P 500® Equal Weight ETF 1.99M (1.91%) 550.00
Increased by +0.03%
Jul 31, 25
10 American Century Mid Cap Value Inv 1.92M (1.85%) -213.42K
Decreased by -11.11%
Jun 30, 25
11 American Century U.S. Mid Cap Value 1.92M (1.85%) -213.42K
Decreased by -11.11%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 1.61M (1.55%) -400.49K
Decreased by -24.83%
Jun 30, 25
13 JPMorgan Value Advantage L 1.60M (1.54%) 0.00
Increased by 0.00%
Jun 30, 25
14 SPDR® S&P 500 ETF 1.55M (1.49%) -22.63K
Decreased by -1.46%
Mar 31, 25
15 Fidelity 500 Index 1.54M (1.49%) -30.58K
Decreased by -1.98%
Jun 30, 25
16 SPDR® S&P 500 ETF Trust 1.54M (1.48%) -3.31K
Decreased by -0.21%
Apr 30, 24
17 Fidelity® 500 Index 1.52M (1.47%) 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 1.48M (1.43%) -6.19K
Decreased by -0.42%
Jul 31, 25
20 Fidelity Low-Priced Stock 1.47M (1.41%) -2.70K
Decreased by -0.18%
May 31, 25