Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UAV 8.66%
2 DIP 4.51%
3 WLDR 4.49%
4 LYLD 3.68%
5 UTRN 3.67%
6 CNAV 3.46%
7 FCFY 3.23%
8 PRN 2.88%
9 FFTY 2.85%
10 SRHQ 2.66%
11 POWA 2.55%
12 EMOT 2.43%
13 FCUS 2.38%
14 ULTY 2.21%
15 SMRI 2.13%
16 SEIM 1.97%
17 QMOM 1.97%
18 JSMD 1.96%
19 WTV 1.95%
20 SPGP 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.25M (12.76%) -432.84K
Decreased by -3.27%
Mar 31, 25
2 BlackRock Inc 9.09M (8.75%) 97.78K
Increased by +1.08%
Mar 31, 25
3 Wellington Management Company LLP 6.56M (6.31%) 747.42K
Increased by +11.40%
Mar 31, 25
4 Yale Capital Corp 6.40M (6.16%) 350.00
Increased by +0.01%
Mar 31, 25
5 State Street Corporation 5.70M (5.49%) -36.76K
Decreased by -0.65%
Mar 31, 24
6 State Street Corp 5.15M (4.96%) 38.59K
Increased by +0.75%
Mar 31, 25
7 FMR Inc 3.79M (3.65%) -1.74M
Decreased by -45.99%
Mar 31, 25
8 PRIMECAP Management Company 3.39M (3.26%) -186.90K
Decreased by -5.52%
Mar 31, 25
9 Geode Capital Management, LLC 2.83M (2.72%) 17.02K
Increased by +0.60%
Mar 31, 25
10 Amvescap Plc. 2.34M (2.25%) -15.05K
Decreased by -0.64%
Mar 31, 25
11 Pacer Advisors, INC. 2.21M (2.12%) 2.19M
Increased by +99.19%
Sep 30, 24
12 JPMorgan Chase & Co 2.17M (2.09%) 295.50K
Increased by +13.60%
Mar 31, 25
13 Fuller & Thaler Asset Management Inc 2.15M (2.07%) -385.43K
Decreased by -17.93%
Sep 30, 23
14 LSV Asset Management 2.10M (2.02%) -147.40K
Decreased by -7.01%
Mar 31, 25
15 Goldman Sachs Group Inc 2.04M (1.97%) 44.73K
Increased by +2.19%
Mar 31, 25
16 Artisan Partners Limited Partnership 1.57M (1.51%) -34.13K
Decreased by -2.18%
Jun 30, 24
17 UBS Group AG 1.54M (1.48%) 18.07K
Increased by +1.17%
Mar 31, 25
18 Morgan Stanley - Brokerage Accounts 1.53M (1.47%) 43.08K
Increased by +2.81%
Mar 31, 25
19 Alyeska Investment Group, L.P. 1.52M (1.47%) 1.52M
Increased by +100.00%
Jun 30, 24
20 NORGES BANK 1.52M (1.46%) 18.80K
Increased by +1.24%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Wellington™ Inv 3.87M (3.73%) 547.01K
Increased by +14.12%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 3.43M (3.30%) -201.26K
Decreased by -5.87%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 3.33M (3.21%) 7.88K
Increased by +0.24%
May 31, 25
4 Vanguard Institutional 500 Index Trust 3.12M (3.00%) 22.86K
Increased by +0.73%
May 31, 25
5 Vanguard Small Cap Index 2.62M (2.52%) 11.87K
Increased by +0.45%
May 31, 25
6 Fuller & Thaler Behavioral Sm-Cp Eq R6 2.03M (1.96%) -347.94K
Decreased by -17.13%
Sep 30, 23
7 Fuller & Thaler Behavioral Small-Cap Eq 2.03M (1.96%) 0.00
Increased by 0.00%
Nov 30, 23
8 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.82%) 30.84K
Increased by +1.63%
Nov 30, 23
9 JPMorgan Large Cap Growth I 1.82M (1.75%) -280.10K
Decreased by -15.40%
Aug 31, 24
10 Vanguard Small Cap Value Index Inv 1.68M (1.62%) -1.46K
Decreased by -0.09%
May 31, 25
11 Vanguard Capital Opportunity Inv 1.52M (1.47%) -16.00K
Decreased by -1.05%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 1.51M (1.46%) 3.42K
Increased by +0.23%
Apr 30, 24
13 Fidelity 500 Index 1.38M (1.33%) 6.01K
Increased by +0.43%
May 31, 25
14 SPDR® S&P 500 ETF 1.36M (1.31%) -62.39K
Decreased by -4.58%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 1.33M (1.28%) -6.91K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.30M (1.25%) -4.54K
Decreased by -0.35%
Jun 30, 25
17 iShares Core S&P 500 ETF 1.27M (1.23%) 2.02K
Increased by +0.16%
Jun 30, 25
18 Vanguard Information Technology ETF 1.12M (1.08%) 3.43K
Increased by +0.30%
May 31, 25
19 Wellington Global Quality Growth 1.12M (1.08%) -46.44K
Decreased by -4.16%
Sep 30, 23
20 JHancock Disciplined Value Mid Cap I 1.06M (1.02%) -8.36K
Decreased by -0.79%
May 31, 25