Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.93%
2 SUPL 2.64%
3 XTN 2.59%
4 MDCP 2.25%
5 DEF 2.12%
6 IYT 1.94%
7 VETS 1.93%
8 VTRN 1.80%
9 POWA 1.79%
10 QQQN 1.74%
11 FTXR 1.63%
12 TPOR 1.52%
13 PXLG 1.34%
14 RSPN 1.25%
15 RGI 1.25%
16 RISN 1.14%
17 SURE 1.00%
18 TSME 0.98%
19 SPGP 0.88%
20 NUMV 0.87%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.05M (13.22%) 195.87K
Increased by +1.95%
Mar 31, 25
2 BlackRock Inc 6.48M (8.53%) 23.66K
Increased by +0.37%
Mar 31, 25
3 JPMorgan Chase & Co 4.85M (6.38%) 616.99K
Increased by +12.71%
Mar 31, 25
4 State Street Corp 3.85M (5.06%) 545.00K
Increased by +14.16%
Mar 31, 25
5 HHG PLC 3.44M (4.53%) 49.71K
Increased by +1.45%
Mar 31, 25
6 State Street Corporation 3.28M (4.31%) -42.20K
Decreased by -1.29%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 3.13M (4.12%) -364.40K
Decreased by -11.64%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 2.56M (3.36%) -60.56K
Decreased by -2.37%
Mar 31, 25
9 Victory Capital Management Inc. 2.06M (2.72%) -51.48K
Decreased by -2.49%
Mar 31, 25
10 Geode Capital Management, LLC 2.06M (2.71%) 63.30K
Increased by +3.07%
Mar 31, 25
11 T. Rowe Price Associates, Inc. 1.83M (2.41%) -254.18K
Decreased by -13.89%
Jun 30, 24
12 Amvescap Plc. 1.81M (2.39%) -310.90K
Decreased by -17.14%
Mar 31, 25
13 Barrow Hanley Mewhinney & Strauss LLC 1.55M (2.04%) -88.03K
Decreased by -5.68%
Mar 31, 25
14 FMR Inc 1.44M (1.90%) -56.66K
Decreased by -3.93%
Sep 30, 23
15 Wellington Management Company LLP 1.41M (1.85%) 144.67K
Increased by +10.27%
Mar 31, 25
16 Fidelity International Ltd 1.37M (1.80%) -309.75K
Decreased by -22.58%
Mar 31, 25
17 Jacobs Levy Equity Management, Inc. 1.35M (1.77%) 27.87K
Increased by +2.07%
Mar 31, 25
18 Franklin Resources Inc 1.22M (1.61%) -230.97K
Decreased by -18.93%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 1.20M (1.58%) 20.40K
Increased by +1.70%
Mar 31, 25
20 Massachusetts Financial Services Company 1.12M (1.48%) -272.43K
Decreased by -24.22%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Janus Henderson Enterprise D 2.58M (3.39%) 0.00
Increased by 0.00%
Apr 30, 25
2 Janus Inst Mid Cap Growth CF 2.58M (3.39%) 0.00
Increased by 0.00%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 2.57M (3.39%) -38.94K
Decreased by -1.51%
Sep 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.56M (3.37%) 1.50K
Increased by +0.06%
May 31, 25
5 Vanguard Institutional 500 Index Trust 2.26M (2.97%) 17.62K
Increased by +0.78%
May 31, 25
6 Vanguard Mid Cap Index Institutional 1.76M (2.31%) 16.63K
Increased by +0.95%
May 31, 25
7 Sycamore Mid Cap Value Comp 1.47M (1.93%) 1.42M
Increased by +96.76%
Mar 31, 25
8 Eaton Vance Atlanta Capital SMID-Cap I 1.33M (1.75%) 0.00
Increased by 0.00%
May 31, 25
9 Victory Sycamore Established Value R 1.28M (1.68%) -190.00K
Decreased by -14.84%
Jun 30, 25
10 US Small-Cap Growth II Equity Comp 1.13M (1.48%) 1.13M
Increased by +100.00%
Jun 30, 23
11 Franklin Rising Dividends A 1.08M (1.42%) -210.00K
Decreased by -19.44%
Oct 31, 24
12 Franklin Rising Dividends Fund A 1.07M (1.41%) 0.00
Increased by 0.00%
Feb 28, 25
13 T. Rowe Price Mid-Cap Growth 1.04M (1.37%) -159.80K
Decreased by -15.37%
Jun 30, 25
14 T. Rowe Price US Mid-Cap Growth Equity 1.04M (1.37%) -458.20K
Decreased by -44.06%
Jun 30, 25
15 Invesco S&P 500® Equal Weight ETF 1.01M (1.33%) 11.72K
Increased by +1.16%
Jun 30, 25
16 Fidelity 500 Index 1.00M (1.32%) 4.25K
Increased by +0.42%
May 31, 25
17 SPDR® S&P 500 ETF Trust 983.70K (1.29%) -7.58K
Decreased by -0.77%
Mar 31, 24
18 SPDR® S&P 500 ETF 966.66K (1.27%) -39.43K
Decreased by -4.08%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 965.16K (1.27%) -5.08K
Decreased by -0.53%
Mar 31, 25
20 Fidelity® 500 Index 951.37K (1.25%) 6.05K
Increased by +0.64%
Nov 30, 23