Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 5.08%
2 UTRN 4.00%
3 XKFF 3.84%
4 EQTY 3.57%
5 OCFS 2.88%
6 FEMA 2.19%
7 FIXT 2.19%
8 XKFS 2.06%
9 NUKZ 2.03%
10 RUNN 1.81%
11 SMCO 1.71%
12 NBCT 1.67%
13 ECLN 1.62%
14 SRHQ 1.29%
15 PXLV 1.29%
16 RSPN 1.23%
17 RGI 1.23%
18 HWAY 1.17%
19 SPVM_old 1.07%
20 CZA 0.95%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.84M (11.66%) -70.86K
Decreased by -0.51%
Mar 31, 25
2 BlackRock Inc 8.51M (7.17%) -9.18K
Decreased by -0.11%
Mar 31, 25
3 State Street Corporation 7.36M (6.20%) -94.38K
Decreased by -1.28%
Mar 31, 24
4 State Street Corp 7.18M (6.05%) -95.55K
Decreased by -1.33%
Mar 31, 25
5 Capital World Investors 5.49M (4.63%) -907.32K
Decreased by -16.52%
Mar 31, 24
6 PRIMECAP Management Company 4.65M (3.92%) -453.41K
Decreased by -9.74%
Mar 31, 25
7 Kovitz Investment Group Partners, LLC 4.64M (3.91%) 3.60M
Increased by +77.57%
Dec 31, 24
8 Boston Partners Global Investors, Inc 3.41M (2.87%) -323.58K
Decreased by -9.50%
Mar 31, 25
9 Lazard Asset Management LLC 3.31M (2.79%) 1.20M
Increased by +36.23%
Mar 31, 25
10 Geode Capital Management, LLC 3.18M (2.68%) 20.08K
Increased by +0.63%
Mar 31, 25
11 Allspring Global Investments Holdings, LLC 2.43M (2.04%) -9.20K
Decreased by -0.38%
Mar 31, 25
12 Ninety One UK Limited 2.18M (1.83%) 188.85K
Increased by +8.68%
Mar 31, 25
13 Bank of America Corp 2.07M (1.74%) 286.77K
Increased by +13.86%
Mar 31, 25
14 Amvescap Plc. 2.04M (1.72%) -171.28K
Decreased by -8.40%
Dec 31, 24
15 Select Equity Group LP 1.84M (1.55%) -2.19M
Decreased by -119.36%
Dec 31, 23
16 Massachusetts Financial Services Company 1.69M (1.42%) -122.85K
Decreased by -7.28%
Mar 31, 25
17 Macquarie Group Ltd 1.58M (1.33%) -140.44K
Decreased by -8.87%
Mar 31, 25
18 Third Point, LLC 1.40M (1.18%) -250.00K
Decreased by -17.86%
Mar 31, 25
19 CI Investments Inc 1.40M (1.18%) 262.78K
Increased by +18.83%
Dec 31, 24
20 Findlay Park Partners LLP 1.39M (1.17%) -207.84K
Decreased by -14.94%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.93M (3.31%) 70.39K
Increased by +1.79%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 3.92M (3.30%) -40.91K
Decreased by -1.04%
Sep 30, 24
3 Capital Group Growth Fnd of Amer Comp 3.68M (3.10%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 3.46M (2.92%) 55.10K
Increased by +1.59%
Apr 30, 25
5 American Funds Growth Fund of Amer A 2.71M (2.28%) -977.12K
Decreased by -36.11%
Jun 30, 24
6 Vanguard Mid Cap Index Institutional 2.66M (2.24%) 25.71K
Increased by +0.96%
Apr 30, 25
7 Allspring Mid Value SMA 2.08M (1.75%) 2.08M
Increased by +99.99%
Dec 31, 24
8 Allspring Special Mid Cap Value Inst 2.08M (1.75%) 0.00
Increased by 0.00%
Apr 30, 25
9 Allspring Special US Mid Cap Value Eq 2.08M (1.75%) 0.00
Increased by 0.00%
Mar 31, 25
10 Vanguard Capital Opportunity Inv 2.03M (1.71%) -106.20K
Decreased by -5.23%
Mar 31, 25
11 Vanguard Windsor™ II Inv 1.88M (1.59%) 143.92K
Increased by +7.64%
Mar 31, 25
12 Fidelity 500 Index 1.54M (1.30%) -18.69K
Decreased by -1.22%
Mar 31, 25
13 SPDR® S&P 500 ETF 1.52M (1.28%) -44.69K
Decreased by -2.93%
Mar 31, 25
14 Capital Group Growth Composite 1.50M (1.26%) -669.00K
Decreased by -44.60%
Mar 31, 24
15 SPDR® S&P 500 ETF Trust 1.49M (1.25%) -3.23K
Decreased by -0.22%
Apr 30, 24
16 SPDR® S&P 500® ETF Trust 1.48M (1.25%) -7.78K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 1.48M (1.24%) -8.86K
Decreased by -0.60%
Apr 30, 25
18 Fidelity® 500 Index 1.47M (1.24%) 9.34K
Increased by +0.64%
Nov 30, 23
19 iShares Core S&P 500 ETF 1.45M (1.22%) -1.51K
Decreased by -0.10%
Apr 30, 25
20 JHancock Disciplined Value I 1.32M (1.11%) 65.17K
Increased by +4.95%
Mar 31, 25