Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CWS 4.42%
2 UTRN 3.93%
3 UPGD 2.02%
4 RYJ 2.02%
5 FLV 1.79%
6 XHS 1.73%
7 RSPH 1.67%
8 DEMZ 1.58%
9 RYH 1.58%
10 GURU 1.28%
11 RNIN 1.16%
12 TAX 1.07%
13 SHRT 1.00%
14 LSAF 0.99%
15 FMCE 0.92%
16 FXH 0.91%
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 (6.81%) -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 (3.64%) 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 3.09M (3.29%) -18.62K
Decreased by -0.60%
Jun 30, 26
4 Vanguard 500 Index Investor 2.51M (2.68%) -106.05K
Decreased by -4.22%
Jun 30, 26
5 JPM US Mid Cap Value-MA 2.34M (2.49%) 44.13K
Increased by +1.89%
Mar 31, 25
6 Invesco S&P 500® Equal Weight ETF 2.31M (2.46%) 7.12K
Increased by +0.31%
Jun 30, 26
7 Vanguard Small Cap Index 2.23M (2.38%) -14.22K
Decreased by -0.64%
Jun 30, 26
8 JPM US Mid Cap Value-Composite 1.68M (1.79%) -31.04K
Decreased by -1.84%
Mar 31, 26
9 Fidelity Low-Priced Stock 1.62M (1.73%) -7.10K
Decreased by -0.44%
Apr 30, 26
10 JPMorgan Value Advantage L 1.60M (1.71%) 0.00
Increased by 0.00%
Jul 31, 25
11 JPMorgan Mid Cap Value L 1.57M (1.68%) -176.95K
Decreased by -11.24%
May 31, 26
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 SPDR® S&P 500® ETF 1.47M (1.57%) 17.96K
Increased by +1.22%
Aug 31, 25
17 Vanguard Mid Cap Index Institutional 1.46M (1.56%) -1.23K
Decreased by -0.08%
Jan 31, 24
18 Vanguard Small Cap Value Index Inv 1.42M (1.51%) -29.34K
Decreased by -2.07%
Jun 30, 26
19 Nuance Mid Cap Value Separate Account 1.37M (1.46%) -99.99K
Decreased by -7.28%
Dec 31, 24
20 MFS Mid Cap Growth Equity 1.35M (1.44%) -5.61K
Decreased by -0.42%
Sep 30, 23