Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 5.54%
2 HEAL 4.46%
3 EDOC 4.46%
4 CAMX 4.45%
5 UTRN 4.11%
6 IHF 3.62%
7 LSAT 3.50%
8 BVNSC 3.20%
9 KLDW 2.71%
10 BLCV 2.38%
11 TSME 2.21%
12 XHS 2.02%
13 BMED 1.96%
14 RSPH 1.82%
15 SAGP 1.81%
16 SRHQ 1.68%
17 PWC 1.68%
18 RYH 1.55%
19 CVRD 1.45%
20 FXH 1.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.72M (11.68%) 71.46K
Increased by +0.74%
Mar 31, 25
2 BlackRock Inc 9.28M (11.14%) -43.61K
Decreased by -0.47%
Mar 31, 25
3 State Street Corp 3.83M (4.60%) 123.43K
Increased by +3.23%
Mar 31, 25
4 State Street Corporation 3.68M (4.43%) -86.64K
Decreased by -2.35%
Mar 31, 24
5 Wellington Management Company LLP 2.23M (2.68%) -5.78K
Decreased by -0.26%
Jun 30, 24
6 Select Equity Group LP 2.22M (2.67%) 624.10K
Increased by +28.11%
Mar 31, 25
7 Geode Capital Management, LLC 2.07M (2.49%) 64.83K
Increased by +3.13%
Mar 31, 25
8 Allspring Global Investments Holdings, LLC 1.96M (2.35%) 40.81K
Increased by +2.09%
Mar 31, 25
9 Diamond Hill Capital Management Inc 1.95M (2.34%) -15.51K
Decreased by -0.79%
Mar 31, 25
10 Bank of New York Mellon Corp 1.81M (2.18%) -11.26K
Decreased by -0.62%
Mar 31, 25
11 FMR Inc 1.73M (2.08%) 113.33K
Increased by +6.54%
Mar 31, 25
12 Lazard Asset Management LLC 1.70M (2.04%) -119.85K
Decreased by -7.05%
Mar 31, 24
13 Morgan Stanley - Brokerage Accounts 1.58M (1.89%) 156.47K
Increased by +9.93%
Mar 31, 25
14 Citadel Advisors Llc 1.43M (1.72%) 1.30M
Increased by +90.64%
Dec 31, 24
15 Nordea Investment Mgmt Bank Demark A/s 1.43M (1.71%) 374.30K
Increased by +26.23%
Mar 31, 25
16 Dimensional Fund Advisors, Inc. 1.27M (1.53%) -90.00K
Decreased by -7.07%
Mar 31, 25
17 Veritas Investment Partners (UK) Ltd. 1.27M (1.52%) 55.37K
Increased by +4.37%
Mar 31, 25
18 JPMorgan Chase & Co 1.26M (1.51%) -84.73K
Decreased by -6.73%
Mar 31, 25
19 Bank of America Corp 1.15M (1.38%) 168.36K
Increased by +14.69%
Sep 30, 24
20 Amvescap Plc. 1.10M (1.32%) -160.16K
Decreased by -14.53%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 UBS HV Global Selections - Agg 4.55M (5.47%) 4.55M
Increased by +99.96%
Jun 30, 24
2 UBS HV Tax-Opt Global Selections - Agg 4.55M (5.47%) 4.55M
Increased by +100.00%
Jun 30, 24
3 UBS Tax-Opt Digital Transformation theme 4.55M (5.47%) 4.55M
Increased by +100.00%
Jun 30, 24
4 Vanguard Total Stock Mkt Idx Inv 2.69M (3.23%) 36.73K
Increased by +1.37%
Apr 30, 25
5 Vanguard US Total Market Shares ETF 2.67M (3.20%) 1.87K
Increased by +0.07%
Sep 30, 24
6 Vanguard Institutional 500 Index Trust 2.36M (2.83%) 38.35K
Increased by +1.63%
Apr 30, 25
7 Vanguard Mid Cap Index Institutional 1.82M (2.19%) 17.50K
Increased by +0.96%
Apr 30, 25
8 Vanguard Health Care Inv 1.38M (1.66%) 0.00
Increased by 0.00%
Jun 30, 24
9 Allspring Mid Value SMA 1.36M (1.64%) 1.36M
Increased by +99.99%
Dec 31, 24
10 Allspring Special Mid Cap Value Inst 1.36M (1.64%) 0.00
Increased by 0.00%
Apr 30, 25
11 Allspring Special US Mid Cap Value Eq 1.36M (1.64%) 0.00
Increased by 0.00%
Mar 31, 25
12 Diamond Hill Large Cap Equity 1.36M (1.63%) -47.24K
Decreased by -3.48%
Apr 30, 25
13 BlackRock Equity Dividend Instl 1.06M (1.28%) -15.81K
Decreased by -1.49%
Apr 30, 25
14 Fidelity 500 Index 1.05M (1.26%) -1.19K
Decreased by -0.11%
Mar 31, 25
15 SPDR® S&P 500 ETF 1.04M (1.25%) -15.19K
Decreased by -1.46%
Mar 31, 25
16 Fidelity® 500 Index 1.03M (1.24%) 6.57K
Increased by +0.64%
Nov 30, 23
17 SPDR® S&P 500® ETF Trust 1.01M (1.22%) -5.29K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 1.01M (1.21%) -6.03K
Decreased by -0.60%
Apr 30, 25
19 SPDR® S&P 500 ETF Trust 1.00M (1.21%) 2.25K
Increased by +0.22%
Apr 30, 24
20 iShares Core S&P 500 ETF 987.87K (1.19%) -1.03K
Decreased by -0.10%
Apr 30, 25