Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 AHOY 5.08%
2 UTRN 4.00%
3 EQTY 3.91%
4 XKFF 3.84%
5 PKB 2.75%
6 FEMA 2.19%
7 FIXT 2.19%
8 XKFS 2.06%
9 NUKZ 1.93%
10 SMCO 1.82%
11 RUNN 1.81%
12 WBIF 1.73%
13 ECLN 1.72%
14 NBCT 1.67%
15 RSPN 1.40%
16 RGI 1.40%
17 SRHQ 1.29%
18 PXLV 1.29%
19 HWAY 1.23%
20 LEAD 1.22%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.84M (11.72%) -70.86K
Decreased by -0.51%
Mar 31, 25
2 BlackRock Inc 8.51M (7.21%) -9.18K
Decreased by -0.11%
Mar 31, 25
3 State Street Corporation 7.36M (6.23%) -94.38K
Decreased by -1.28%
Mar 31, 24
4 State Street Corp 7.18M (6.08%) -95.55K
Decreased by -1.33%
Mar 31, 25
5 Capital World Investors 5.49M (4.65%) -907.32K
Decreased by -16.52%
Mar 31, 24
6 PRIMECAP Management Company 4.65M (3.94%) -453.41K
Decreased by -9.74%
Mar 31, 25
7 Boston Partners Global Investors, Inc 3.41M (2.88%) -323.58K
Decreased by -9.50%
Mar 31, 25
8 Lazard Asset Management LLC 3.31M (2.80%) 1.20M
Increased by +36.23%
Mar 31, 25
9 Geode Capital Management, LLC 3.18M (2.69%) 20.08K
Increased by +0.63%
Mar 31, 25
10 Ninety One UK Limited 2.55M (2.16%) 372.27K
Increased by +14.60%
Jun 30, 25
11 Allspring Global Investments Holdings, LLC 2.43M (2.06%) -9.20K
Decreased by -0.38%
Mar 31, 25
12 Amvescap Plc. 2.15M (1.82%) 108.37K
Increased by +5.05%
Mar 31, 25
13 Bank of America Corp 2.07M (1.75%) 286.77K
Increased by +13.86%
Mar 31, 25
14 Select Equity Group LP 1.84M (1.56%) -2.19M
Decreased by -119.36%
Dec 31, 23
15 Massachusetts Financial Services Company 1.69M (1.43%) -122.85K
Decreased by -7.28%
Mar 31, 25
16 Macquarie Group Ltd 1.58M (1.34%) -140.44K
Decreased by -8.87%
Mar 31, 25
17 Third Point, LLC 1.40M (1.19%) -250.00K
Decreased by -17.86%
Mar 31, 25
18 Findlay Park Partners LLP 1.39M (1.18%) -207.84K
Decreased by -14.94%
Sep 30, 23
19 Morgan Stanley - Brokerage Accounts 1.38M (1.17%) 52.28K
Increased by +3.79%
Mar 31, 25
20 American Century Companies Inc 1.34M (1.14%) -376.19K
Decreased by -28.05%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.92M (3.32%) -40.91K
Decreased by -1.04%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.87M (3.27%) 6.97K
Increased by +0.18%
Jun 30, 25
3 Capital Group Growth Fnd of Amer Comp 3.68M (3.12%) 0.00
Increased by 0.00%
Mar 31, 24
4 Vanguard Institutional 500 Index Trust 3.49M (2.95%) 25.76K
Increased by +0.74%
May 31, 25
5 Vanguard 500 Index Investor 3.41M (2.89%) -76.70K
Decreased by -2.25%
Jun 30, 25
6 American Funds Growth Fund of Amer A 2.71M (2.29%) -977.12K
Decreased by -36.11%
Jun 30, 24
7 Vanguard Mid Cap Index Institutional 2.65M (2.25%) 14.12K
Increased by +0.53%
Jun 30, 25
8 Vanguard Capital Opportunity Inv 2.10M (1.77%) 67.05K
Increased by +3.20%
Jun 30, 25
9 Allspring Mid Value SMA 2.08M (1.76%) 2.08M
Increased by +99.99%
Jun 30, 25
10 Allspring Special Mid Cap Value Inst 2.08M (1.76%) 0.00
Increased by 0.00%
Jun 30, 25
11 Allspring Special US Mid Cap Value Eq 2.08M (1.76%) 0.00
Increased by 0.00%
Jun 30, 25
12 Vanguard Windsor™ II Inv 1.74M (1.48%) -142.38K
Decreased by -8.17%
Jun 30, 25
13 SPDR® S&P 500 ETF 1.52M (1.29%) -44.69K
Decreased by -2.93%
Mar 31, 25
14 Fidelity 500 Index 1.52M (1.29%) -22.88K
Decreased by -1.50%
Jun 30, 25
15 Capital Group Growth Composite 1.50M (1.27%) -669.00K
Decreased by -44.60%
Mar 31, 24
16 SPDR® S&P 500 ETF Trust 1.49M (1.26%) -3.23K
Decreased by -0.22%
Apr 30, 24
17 SPDR® S&P 500® ETF Trust 1.48M (1.26%) -7.78K
Decreased by -0.52%
Mar 31, 25
18 Fidelity® 500 Index 1.47M (1.24%) 9.34K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF 1.46M (1.24%) -6.11K
Decreased by -0.42%
Jul 31, 25
20 iShares Core S&P 500 ETF 1.43M (1.21%) -142.00
Decreased by -0.01%
Jul 30, 25