Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MDCP 4.43%
2 UTRN 3.73%
3 XTH 3.59%
4 EQTY 3.35%
5 MID 2.78%
6 TENG 2.76%
7 SAMM 2.70%
8 IDAT 2.43%
9 SSPX 2.43%
10 FTIF 2.04%
11 USRD 2.01%
12 SIXG 1.81%
13 FIVG 1.81%
14 SRHQ 1.78%
15 SAEF 1.69%
16 CZA 1.68%
17 RYT 1.57%
18 NBDS 1.56%
19 EQUL 1.45%
20 RSPT 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.97M (12.27%) 95.88K
Increased by +0.46%
Mar 31, 25
2 T. Rowe Price Associates, Inc. 18.79M (11.00%) 2.68M
Increased by +14.24%
Mar 31, 25
3 BlackRock Inc 15.87M (9.29%) 202.28K
Increased by +1.27%
Mar 31, 25
4 State Street Corp 7.92M (4.63%) 161.32K
Increased by +2.04%
Mar 31, 25
5 State Street Corporation 7.80M (4.56%) -58.15K
Decreased by -0.75%
Mar 31, 24
6 Kovitz Investment Group Partners, LLC 4.65M (2.72%) 3.65M
Increased by +78.48%
Dec 31, 24
7 Geode Capital Management, LLC 4.54M (2.65%) 118.14K
Increased by +2.60%
Mar 31, 25
8 Swedbank AB 4.38M (2.57%) -37.65K
Decreased by -0.86%
Dec 31, 24
9 Boston Partners Global Investors, Inc 4.26M (2.49%) 305.14K
Increased by +7.16%
Mar 31, 25
10 Capital World Investors 3.60M (2.11%) -191.54K
Decreased by -5.32%
Mar 31, 25
11 JPMorgan Chase & Co 3.50M (2.05%) -341.31K
Decreased by -9.75%
Sep 30, 24
12 T. Rowe Price Investment Management,Inc. 3.32M (1.94%) 33.82K
Increased by +1.02%
Mar 31, 25
13 Amundi 3.00M (1.76%) -268.19K
Decreased by -8.94%
Mar 31, 25
14 UBS Asset Mgmt Americas Inc 2.32M (1.36%) -274.05K
Decreased by -11.81%
Mar 31, 25
15 Amvescap Plc. 2.22M (1.30%) 45.87K
Increased by +2.07%
Dec 31, 24
16 AllianceBernstein L.P. 2.19M (1.28%) -70.15K
Decreased by -3.21%
Jun 30, 24
17 Jennison Associates LLC 2.15M (1.26%) -1.61M
Decreased by -75.00%
Sep 30, 24
18 Millennium Management LLC 2.11M (1.23%) 661.82K
Increased by +31.38%
Sep 30, 23
19 Northern Trust Corp 2.04M (1.20%) 217.85K
Increased by +10.65%
Dec 31, 24
20 Goldman Sachs Group Inc 2.04M (1.19%) 1.05M
Increased by +51.29%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.54M (3.24%) 91.24K
Increased by +1.65%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 5.54M (3.24%) 4.14K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 4.88M (2.86%) 78.44K
Increased by +1.61%
Apr 30, 25
4 T. Rowe Price U.S. Value Equity Tr-D 4.49M (2.63%) 861.68K
Increased by +19.19%
Mar 31, 25
5 T. Rowe Price U.S. Value Equity Tr-Z 4.49M (2.63%) 861.68K
Increased by +19.19%
Mar 31, 25
6 T. Rowe Price US Value Equity Composite 3.90M (2.28%) 583.75K
Increased by +14.98%
Mar 31, 25
7 T. Rowe Price Value 3.90M (2.28%) 59.02K
Increased by +1.51%
Mar 31, 25
8 Vanguard Mid Cap Index Institutional 3.76M (2.20%) 36.11K
Increased by +0.96%
Apr 30, 25
9 Swedbank Robur Technology A 2.40M (1.40%) -100.00K
Decreased by -4.17%
Apr 30, 25
10 UBS: Global Equity 2.23M (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
11 Fidelity 500 Index 2.17M (1.27%) -4.22K
Decreased by -0.19%
Mar 31, 25
12 SPDR® S&P 500 ETF 2.15M (1.26%) -40.52K
Decreased by -1.88%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 2.10M (1.23%) 4.68K
Increased by +0.22%
Apr 30, 24
14 SPDR® S&P 500® ETF Trust 2.09M (1.23%) -11.02K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.08M (1.22%) -12.55K
Decreased by -0.60%
Apr 30, 25
16 Fidelity® 500 Index 2.08M (1.22%) 13.23K
Increased by +0.64%
Nov 30, 23
17 iShares Core S&P 500 ETF 2.05M (1.20%) -2.14K
Decreased by -0.10%
Apr 30, 25
18 American Funds Fundamental Invs A 1.97M (1.15%) -218.84K
Decreased by -11.12%
Mar 31, 25
19 Capital Group Fundamental Invtrs Comp 1.97M (1.15%) -218.84K
Decreased by -11.12%
Mar 31, 25
20 T. Rowe Price Mid-Cap Growth 1.59M (0.93%) -1.90K
Decreased by -0.12%
Mar 31, 25