Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 5.54%
2 HEAL 4.46%
3 EDOC 4.46%
4 UTRN 4.11%
5 IHF 3.83%
6 CAMX 3.65%
7 LSAT 3.50%
8 BVNSC 3.20%
9 KLDW 2.81%
10 TSME 2.29%
11 BASV 2.17%
12 XHS 2.13%
13 BMED 1.99%
14 SAGP 1.95%
15 THMZ 1.86%
16 EPMB 1.83%
17 EPMV 1.81%
18 RSPH 1.74%
19 SRHQ 1.68%
20 PWC 1.68%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.88M (11.95%) 156.72K
Increased by +1.59%
Jun 30, 25
2 BlackRock Inc 9.28M (11.22%) -43.61K
Decreased by -0.47%
Mar 31, 25
3 State Street Corp 3.83M (4.63%) 123.43K
Increased by +3.23%
Mar 31, 25
4 State Street Corporation 3.68M (4.46%) -86.64K
Decreased by -2.35%
Mar 31, 24
5 Select Equity Group LP 2.22M (2.69%) 624.10K
Increased by +28.11%
Mar 31, 25
6 Geode Capital Management, LLC 2.07M (2.50%) 64.83K
Increased by +3.13%
Mar 31, 25
7 Allspring Global Investments Holdings, LLC 1.96M (2.37%) 40.81K
Increased by +2.09%
Mar 31, 25
8 Nordea Investment Mgmt Bank Demark A/s 1.83M (2.21%) 401.81K
Increased by +21.97%
Jun 30, 25
9 Diamond Hill Capital Management Inc 1.82M (2.21%) -128.08K
Decreased by -7.02%
Jun 30, 25
10 Wellington Management Company LLP 1.82M (2.20%) 1.55M
Increased by +85.40%
Jun 30, 25
11 Bank of New York Mellon Corp 1.81M (2.19%) -11.26K
Decreased by -0.62%
Mar 31, 25
12 FMR Inc 1.73M (2.10%) 113.33K
Increased by +6.54%
Mar 31, 25
13 Lazard Asset Management LLC 1.70M (2.06%) -119.85K
Decreased by -7.05%
Mar 31, 24
14 Morgan Stanley - Brokerage Accounts 1.58M (1.91%) 156.47K
Increased by +9.93%
Mar 31, 25
15 Citadel Advisors Llc 1.43M (1.73%) 1.30M
Increased by +90.64%
Dec 31, 24
16 Amvescap Plc. 1.42M (1.72%) 318.87K
Increased by +22.44%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 1.29M (1.56%) 14.79K
Increased by +1.15%
Jun 30, 25
18 AllianceBernstein L.P. 1.27M (1.54%) 250.49K
Increased by +19.70%
Mar 31, 25
19 JPMorgan Chase & Co 1.26M (1.52%) -84.73K
Decreased by -6.73%
Mar 31, 25
20 Bank of America Corp 1.15M (1.39%) 168.36K
Increased by +14.69%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS HV Global Selections - Agg 4.55M (5.50%) 4.55M
Increased by +99.96%
Jun 30, 24
2 UBS HV Tax-Opt Global Selections - Agg 4.55M (5.50%) 4.55M
Increased by +100.00%
Jun 30, 24
3 UBS Tax-Opt Digital Transformation theme 4.55M (5.50%) 4.55M
Increased by +100.00%
Jun 30, 24
4 Vanguard US Total Market Shares ETF 2.67M (3.23%) 1.87K
Increased by +0.07%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 2.63M (3.18%) -63.27K
Decreased by -2.41%
Jul 31, 25
6 Vanguard Institutional 500 Index Trust 2.37M (2.87%) 17.22K
Increased by +0.73%
May 31, 25
7 Vanguard 500 Index Investor 2.07M (2.51%) -303.33K
Decreased by -14.64%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 1.87M (2.26%) 20.13K
Increased by +1.08%
Jul 31, 25
9 Allspring Mid Value SMA 1.36M (1.65%) 1.36M
Increased by +99.99%
Jun 30, 25
10 Allspring Special US Mid Cap Value Eq 1.36M (1.65%) 0.00
Increased by 0.00%
Jun 30, 25
11 Allspring Special Mid Cap Value Inst 1.35M (1.64%) -9.18K
Decreased by -0.68%
Jul 31, 25
12 Diamond Hill Large Cap Equity 1.29M (1.56%) -34.54K
Decreased by -2.68%
Jul 31, 25
13 Fidelity 500 Index 1.06M (1.28%) 8.36K
Increased by +0.79%
Jun 30, 25
14 SPDR® S&P 500 ETF 1.04M (1.26%) -15.19K
Decreased by -1.46%
Mar 31, 25
15 Fidelity® 500 Index 1.03M (1.25%) 6.57K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF 1.02M (1.24%) 4.36K
Increased by +0.43%
Jul 31, 25
17 SPDR® S&P 500® ETF Trust 1.01M (1.23%) -5.29K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 1.00M (1.21%) 2.25K
Increased by +0.22%
Apr 30, 24
19 iShares Core S&P 500 ETF 999.35K (1.21%) 4.51K
Increased by +0.45%
Jul 31, 25
20 Victory Sycamore Established Value R 975.00K (1.18%) 975.00K
Increased by +100.00%
Jun 30, 25