Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 XTN 3.08%
3 SUPL 2.98%
4 MDCP 2.25%
5 FTXR 2.18%
6 DEF 2.12%
7 IYT 2.03%
8 VETS 1.93%
9 VTRN 1.80%
10 POWA 1.79%
11 QQQN 1.74%
12 DGLO 1.52%
13 RGI 1.52%
14 RSPN 1.52%
15 TPOR 1.38%
16 PXLG 1.34%
17 AIEQ 1.30%
18 FXR 1.16%
19 RISN 1.14%
20 SURE 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.71M (13.05%) -334.23K
Decreased by -3.44%
Jun 30, 25
2 BlackRock Inc 6.53M (8.78%) 49.68K
Increased by +0.76%
Jun 30, 25
3 State Street Corp 4.12M (5.54%) 272.59K
Increased by +6.61%
Jun 30, 25
4 HHG PLC 3.46M (4.65%) 20.17K
Increased by +0.58%
Jun 30, 25
5 State Street Corporation 3.28M (4.40%) -42.20K
Decreased by -1.29%
Mar 31, 24
6 Morgan Stanley - Brokerage Accounts 2.70M (3.62%) 140.22K
Increased by +5.20%
Jun 30, 25
7 JPMorgan Chase & Co 2.26M (3.03%) -2.60M
Decreased by -115.13%
Jun 30, 25
8 T. Rowe Price Investment Management,Inc. 2.23M (3.00%) -899.03K
Decreased by -40.31%
Jun 30, 25
9 Geode Capital Management, LLC 2.07M (2.78%) 11.64K
Increased by +0.56%
Jun 30, 25
10 Victory Capital Management Inc. 1.86M (2.50%) -201.79K
Decreased by -10.84%
Jun 30, 25
11 T. Rowe Price Associates, Inc. 1.83M (2.46%) -254.18K
Decreased by -13.89%
Jun 30, 24
12 AQR Capital Management LLC 1.80M (2.42%) 1.45M
Increased by +80.45%
Jun 30, 25
13 Barrow Hanley Mewhinney & Strauss LLC 1.54M (2.07%) -7.33K
Decreased by -0.48%
Jun 30, 25
14 Amvescap Plc. 1.53M (2.05%) -284.21K
Decreased by -18.58%
Jun 30, 25
15 FMR Inc 1.44M (1.94%) -56.66K
Decreased by -3.93%
Sep 30, 23
16 Fidelity International Ltd 1.37M (1.84%) 595.00
Increased by +0.04%
Jun 30, 25
17 Franklin Resources Inc 1.22M (1.64%) -230.97K
Decreased by -18.93%
Dec 31, 24
18 Jacobs Levy Equity Management, Inc. 1.22M (1.64%) -130.14K
Decreased by -10.69%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 1.12M (1.50%) -82.75K
Decreased by -7.40%
Jun 30, 25
20 Massachusetts Financial Services Company 1.11M (1.50%) -11.50K
Decreased by -1.03%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.58M (3.47%) 0.00
Increased by 0.00%
Jun 30, 25
2 Janus Inst Mid Cap Growth CF 2.58M (3.47%) 0.00
Increased by 0.00%
Jun 30, 25
3 Vanguard US Total Market Shares ETF 2.57M (3.46%) -38.94K
Decreased by -1.51%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.49M (3.35%) -53.19K
Decreased by -2.13%
Jul 31, 25
5 Vanguard Institutional 500 Index Trust 2.26M (3.04%) 17.62K
Increased by +0.78%
May 31, 25
6 Vanguard 500 Index Investor 1.94M (2.61%) -284.39K
Decreased by -14.66%
Jul 31, 25
7 Sycamore Mid Cap Value Comp 1.47M (1.98%) 1.42M
Increased by +96.76%
Mar 31, 25
8 Eaton Vance Atlanta Capital SMID-Cap I 1.32M (1.78%) 0.00
Increased by 0.00%
Jul 31, 25
9 Victory Sycamore Established Value R 1.28M (1.72%) -190.00K
Decreased by -14.84%
Jun 30, 25
10 US Small-Cap Growth II Equity Comp 1.13M (1.51%) 1.13M
Increased by +100.00%
Jun 30, 23
11 Franklin Rising Dividends A 1.08M (1.45%) -210.00K
Decreased by -19.44%
Oct 31, 24
12 Franklin Rising Dividends Fund A 1.07M (1.44%) 0.00
Increased by 0.00%
Feb 28, 25
13 T. Rowe Price US Mid-Cap Growth Equity 1.04M (1.40%) -458.20K
Decreased by -44.06%
Jun 30, 25
14 Invesco S&P 500® Equal Weight ETF 1.00M (1.35%) 1.45K
Increased by +0.14%
Aug 29, 25
15 Fidelity 500 Index 993.34K (1.33%) 431.00
Increased by +0.04%
Jul 31, 25
16 SPDR® S&P 500 ETF Trust 983.70K (1.32%) -7.58K
Decreased by -0.77%
Mar 31, 24
17 SPDR® S&P 500 ETF 966.66K (1.30%) -39.43K
Decreased by -4.08%
Mar 31, 25
18 SPDR® S&P 500® ETF Trust 965.16K (1.30%) -5.08K
Decreased by -0.53%
Mar 31, 25
19 Vanguard Small Cap Index 963.27K (1.29%) -6.19K
Decreased by -0.64%
Jul 31, 25
20 Fidelity® 500 Index 951.37K (1.28%) 6.05K
Increased by +0.64%
Nov 30, 23