Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.83%
2 NEWZ 2.85%
3 VSDA 2.72%
4 KONG 2.50%
5 RW 2.47%
6 TDV 2.11%
7 FINX 2.06%
8 IPAY 2.03%
9 ERNZ 1.88%
10 GFGF 1.71%
11 POWA 1.65%
12 SMCO 1.39%
13 RYF 1.36%
14 BOUT 1.28%
15 RSPF 1.24%
16 SMOT 1.17%
17 MOAT 1.15%
18 TPHD 1.11%
19 TPHE 1.11%
20 MOTE 1.06%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 8.84M (12.22%) 43.97K
Increased by +0.50%
Jun 30, 25
2 BlackRock Inc 6.22M (8.60%) 102.70K
Increased by +1.65%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 5.32M (7.35%) 299.28K
Increased by +5.63%
Jun 30, 25
4 Kayne Anderson Rudnick Investment Management LLC 4.71M (6.51%) -68.67K
Decreased by -1.46%
Jun 30, 25
5 State Street Corp 4.01M (5.54%) 102.53K
Increased by +2.56%
Jun 30, 25
6 State Street Corporation 3.83M (5.30%) 674.70K
Increased by +17.60%
Mar 31, 24
7 Apg All Pensions Group 2.30M (3.18%) 27.73K
Increased by +1.21%
Jun 30, 25
8 Geode Capital Management, LLC 2.10M (2.90%) 61.29K
Increased by +2.93%
Jun 30, 25
9 Atlantic Trust Group, LLC 1.89M (2.61%) -44.12K
Decreased by -2.34%
Jun 30, 25
10 Mitsubishi UFJ Asset Management Co.,Ltd 1.67M (2.31%) 301.60K
Increased by +18.08%
Jun 30, 25
11 Amvescap Plc. 1.65M (2.27%) 13.74K
Increased by +0.84%
Jun 30, 25
12 Goldman Sachs Group Inc 1.41M (1.95%) 877.06K
Increased by +62.15%
Dec 31, 23
13 Wells Fargo & Co 1.37M (1.90%) -17.53K
Decreased by -1.28%
Jun 30, 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 926.89K (1.28%) 93.43K
Increased by +10.08%
Jun 30, 25
18 Nordea Investment Mgmt Bank Demark A/s 789.82K (1.09%) -37.11K
Decreased by -4.70%
Jun 30, 25
19 Northern Trust Corp 777.40K (1.07%) -13.29K
Decreased by -1.71%
Jun 30, 25
20 Bank of New York Mellon Corp 680.28K (0.94%) -434.00
Decreased by -0.06%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.30M (3.18%) 1.62K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.29M (3.17%) -59.72K
Decreased by -2.61%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 2.07M (2.86%) 13.24K
Increased by +0.64%
May 31, 25
4 Vanguard 500 Index Investor 1.80M (2.49%) -263.94K
Decreased by -14.64%
Jul 31, 25
5 Vanguard Small Cap Index 1.77M (2.44%) -11.45K
Decreased by -0.65%
Jul 31, 25
6 MS INVF Global Brands A 1.36M (1.88%) 0.00
Increased by 0.00%
Jun 30, 25
7 Morgan Stanley Glbl Franchise 1.36M (1.88%) 229.35K
Increased by +16.88%
Jun 30, 25
8 Eaton Vance Atlanta Capital SMID-Cap I 1.07M (1.48%) 0.00
Increased by 0.00%
Jul 31, 25
9 Vanguard Small Cap Growth Index Inv 995.46K (1.38%) -2.22K
Decreased by -0.22%
Jul 31, 25
10 Fidelity 500 Index 923.02K (1.28%) 395.00
Increased by +0.04%
Jul 31, 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 Trust 885.44K (1.22%) -4.64K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500® ETF 883.63K (1.22%) 10.88K
Increased by +1.23%
Aug 31, 25
14 iShares Core S&P 500 ETF 874.59K (1.21%) 0.00
Increased by 0.00%
Aug 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 786.56K (1.09%) 1.16K
Increased by +0.15%
Aug 29, 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 621.91K (0.86%) 0.00
Increased by 0.00%
Aug 31, 25