Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.83%
2 NEWZ 3.35%
3 KONG 2.80%
4 VSDA 2.72%
5 FINX 2.48%
6 TDV 2.40%
7 IPAY 2.03%
8 GFGF 1.97%
9 POWA 1.69%
10 SMCO 1.57%
11 RYF 1.36%
12 BOUT 1.28%
13 RSPF 1.23%
14 QUSA 1.13%
15 TPHD 1.11%
16 TPHE 1.11%
17 MOTE 1.08%
18 QMID 1.04%
19 SMAP 1.03%
20 ALTL 1.01%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.84M (12.23%) 43.97K
Increased by +0.50%
Jun 30, 25
2 BlackRock Inc 6.12M (8.46%) -11.27K
Decreased by -0.18%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 5.02M (6.94%) 332.19K
Increased by +6.62%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 4.78M (6.61%) 765.44K
Increased by +16.02%
Mar 31, 25
5 State Street Corp 3.90M (5.40%) -120.37K
Decreased by -3.08%
Mar 31, 25
6 State Street Corporation 3.83M (5.30%) 674.70K
Increased by +17.60%
Mar 31, 24
7 Apg All Pensions Group 2.27M (3.14%) -13.54K
Decreased by -0.60%
Mar 31, 25
8 Geode Capital Management, LLC 2.03M (2.81%) 43.44K
Increased by +2.14%
Mar 31, 25
9 Atlantic Trust Group, LLC 1.93M (2.67%) -10.37K
Decreased by -0.54%
Mar 31, 25
10 Mitsubishi UFJ Asset Management Co.,Ltd 1.67M (2.31%) 301.60K
Increased by +18.08%
Jun 30, 25
11 Amvescap Plc. 1.63M (2.26%) -419.48K
Decreased by -25.71%
Mar 31, 25
12 Goldman Sachs Group Inc 1.41M (1.95%) 877.06K
Increased by +62.15%
Dec 31, 23
13 Wells Fargo & Co 1.39M (1.92%) 52.04K
Increased by +3.75%
Mar 31, 25
14 JPMorgan Chase & Co 1.07M (1.48%) -450.78K
Decreased by -42.01%
Mar 31, 25
15 Amundi 1.05M (1.46%) -141.06K
Decreased by -13.38%
Dec 31, 23
16 Handelsbanken Fonder AB 955.50K (1.32%) -52.00K
Decreased by -5.44%
Jun 30, 25
17 Mackenzie Investments 833.46K (1.15%) -837.03K
Decreased by -100.43%
Mar 31, 25
18 Northern Trust Corp 790.69K (1.09%) 1.83K
Increased by +0.23%
Mar 31, 25
19 Nordea Investment Mgmt Bank Demark A/s 789.82K (1.09%) -37.11K
Decreased by -4.70%
Jun 30, 25
20 Bank of New York Mellon Corp 680.72K (0.94%) -25.33K
Decreased by -3.72%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.35M (3.25%) 7.97K
Increased by +0.34%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 2.30M (3.18%) 1.62K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.07M (2.87%) 13.24K
Increased by +0.64%
May 31, 25
4 Vanguard 500 Index Investor 2.07M (2.86%) -5.20K
Decreased by -0.25%
Jun 30, 25
5 Vanguard Small Cap Index 1.78M (2.46%) -59.25K
Decreased by -3.33%
Jun 30, 25
6 MS INVF Global Brands A 1.13M (1.56%) -8.63K
Decreased by -0.76%
Mar 31, 25
7 Morgan Stanley Glbl Franchise 1.13M (1.56%) -39.14K
Decreased by -3.46%
Mar 31, 25
8 Eaton Vance Atlanta Capital SMID-Cap I 1.07M (1.48%) -6.45K
Decreased by -0.60%
Jun 30, 25
9 Vanguard Small Cap Growth Index Inv 997.68K (1.38%) -15.24K
Decreased by -1.53%
Jun 30, 25
10 Fidelity 500 Index 922.62K (1.28%) 2.94K
Increased by +0.32%
Jun 30, 25
11 SPDR® S&P 500 ETF 909.56K (1.26%) -13.33K
Decreased by -1.47%
Mar 31, 25
12 SPDR® S&P 500® ETF 894.94K (1.24%) 3.83K
Increased by +0.43%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 885.44K (1.22%) -4.64K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 868.14K (1.20%) 3.96K
Increased by +0.46%
Jul 31, 25
15 SPDR® S&P 500 ETF Trust 859.55K (1.19%) -1.85K
Decreased by -0.22%
Apr 30, 24
16 Fidelity® 500 Index 849.20K (1.17%) 5.40K
Increased by +0.64%
Nov 30, 23
17 Vanguard Mid Cap Index Institutional 791.54K (1.09%) -22.24K
Decreased by -2.81%
Mar 31, 24
18 Invesco S&P 500® Equal Weight ETF 785.88K (1.09%) 220.00
Increased by +0.03%
Jul 31, 25
19 MS INVF Global Brands A USD 628.69K (0.87%) -12.32K
Decreased by -1.96%
Jun 30, 24
20 SPDR® S&P Dividend ETF 625.04K (0.86%) 46.60K
Increased by +7.46%
Jul 31, 25