Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 TBLU 3.95%
2 EBLU 3.95%
3 UTRN 3.91%
4 PHO 3.48%
5 STNC 3.13%
6 MGRO 3.02%
7 EQWM 3.01%
8 INQQ 2.92%
9 FIW 2.82%
10 MOAT 2.08%
11 PIO 1.93%
12 GDIV 1.90%
13 DFRA 1.74%
14 IPDP 1.74%
15 UPGR 1.73%
16 SMAP 1.23%
17 RGI 1.22%
18 ABEQ 1.10%
19 RSPN 1.09%
20 FLM 1.08%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.21M (12.27%) -93.99K
Decreased by -1.02%
Mar 31, 25
2 BlackRock Inc 5.91M (7.87%) 83.28K
Increased by +1.41%
Mar 31, 25
3 Wellington Management Company LLP 5.05M (6.73%) 831.00K
Increased by +16.45%
Mar 31, 25
4 Morgan Stanley - Brokerage Accounts 3.16M (4.21%) 391.41K
Increased by +12.38%
Mar 31, 25
5 State Street Corp 3.08M (4.11%) 3.30K
Increased by +0.11%
Mar 31, 25
6 State Street Corporation 2.98M (3.97%) -10.66K
Decreased by -0.36%
Mar 31, 24
7 Impax Asset Management Group PLC 2.01M (2.67%) 207.17K
Increased by +10.32%
Mar 31, 25
8 Geode Capital Management, LLC 1.97M (2.63%) 58.58K
Increased by +2.97%
Mar 31, 25
9 T. Rowe Price Associates, Inc. 1.96M (2.61%) -1.70M
Decreased by -86.79%
Mar 31, 25
10 T. Rowe Price Investment Management,Inc. 1.85M (2.47%) -15.60K
Decreased by -0.84%
Mar 31, 25
11 Amvescap Plc. 1.55M (2.06%) 206.63K
Increased by +13.37%
Mar 31, 25
12 Pictet Asset Manangement SA 1.47M (1.96%) -145.99K
Decreased by -9.90%
Mar 31, 25
13 Barclays PLC 1.29M (1.72%) 96.63K
Increased by +7.49%
Mar 31, 25
14 AllianceBernstein L.P. 1.26M (1.68%) -514.18K
Decreased by -40.86%
Sep 30, 23
15 Amundi 1.25M (1.66%) 236.65K
Increased by +18.94%
Mar 31, 25
16 Champlain Investment Partners, LLC 1.04M (1.39%) -88.25K
Decreased by -8.45%
Mar 31, 25
17 NORGES BANK 1.04M (1.39%) 109.37K
Increased by +10.52%
Dec 31, 24
18 Goldman Sachs Group Inc 985.62K (1.31%) 574.59K
Increased by +58.30%
Dec 31, 23
19 Van Eck Associates Corporation 972.69K (1.30%) 7.49K
Increased by +0.77%
Mar 31, 25
20 First Trust Advisors L.P. 878.65K (1.17%) -178.03K
Decreased by -20.26%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.43M (3.24%) 1.37K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.40M (3.19%) 1.67K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.15M (2.87%) 18.56K
Increased by +0.86%
May 31, 25
4 Vanguard Small Cap Index 1.91M (2.55%) 8.81K
Increased by +0.46%
May 31, 25
5 Vanguard Equity-Income Inv 1.74M (2.31%) 416.60K
Increased by +24.01%
Mar 31, 25
6 VanEck Morningstar Wide Moat ETF 1.66M (2.21%) -4.30K
Decreased by -0.26%
Jun 28, 25
7 VanEck Morningstar Wide Moat 1.66M (2.21%) 734.78K
Increased by +44.32%
Jun 30, 25
8 Eaton Vance Atlanta Capital SMID-Cap I 1.33M (1.78%) 0.00
Increased by 0.00%
May 31, 25
9 T. Rowe Price New Horizons 1.27M (1.69%) -6.33K
Decreased by -0.50%
Jun 30, 25
10 US Small-Cap Growth II Equity Comp 1.27M (1.69%) -23.25K
Decreased by -1.83%
Jun 30, 25
11 Vanguard Small Cap Value Index Inv 1.23M (1.64%) -1.07K
Decreased by -0.09%
May 31, 25
12 Impax Water Strategy Composite 1.15M (1.53%) 0.00
Increased by 0.00%
May 31, 25
13 Pictet Water Segregated Accounts 1.14M (1.52%) 1.14M
Increased by +100.00%
Mar 31, 24
14 Champlain Mid Cap Fund, LLC 990.72K (1.32%) -11.65K
Decreased by -1.18%
Jun 30, 25
15 Fidelity 500 Index 955.39K (1.27%) 4.19K
Increased by +0.44%
May 31, 25
16 SPDR® S&P 500 ETF 939.65K (1.25%) -13.86K
Decreased by -1.47%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 914.40K (1.22%) -4.75K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 909.45K (1.21%) -3.17K
Decreased by -0.35%
Jun 30, 25
19 SPDR® S&P 500 ETF Trust 907.82K (1.21%) -7.11K
Decreased by -0.78%
Mar 31, 24
20 iShares Core S&P 500 ETF 895.13K (1.19%) 1.44K
Increased by +0.16%
Jun 30, 25