Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 TPMN 2.81%
3 CGMM 1.92%
4 SPDV 1.90%
5 RSPD 1.80%
6 RCD 1.80%
7 SMRI 1.76%
8 QDIV 1.58%
9 QQQN 1.50%
10 BUSA 1.45%
11 EQRR 1.41%
12 FTXR 1.22%
13 RISN 1.19%
14 SPVM_old 1.18%
15 QUVU 1.16%
16 FXD 1.11%
17 LQAI 1.10%
18 CCSO 1.03%
19 RPV 1.02%
20 PEXL 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.93M (12.08%) -598.44K
Decreased by -1.93%
Mar 31, 25
2 BlackRock Inc 22.73M (8.87%) -959.20K
Decreased by -4.22%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 16.73M (6.53%) 608.28K
Increased by +3.64%
Mar 31, 25
4 Nordea Investment Mgmt Bank Demark A/s 12.38M (4.83%) 3.97M
Increased by +32.09%
Mar 31, 25
5 State Street Corp 11.36M (4.43%) -361.68K
Decreased by -3.18%
Mar 31, 25
6 State Street Corporation 11.31M (4.41%) -258.54K
Decreased by -2.29%
Mar 31, 24
7 Massachusetts Financial Services Company 11.26M (4.40%) -389.84K
Decreased by -3.46%
Mar 31, 25
8 JPMorgan Chase & Co 10.99M (4.29%) -2.20M
Decreased by -20.01%
Sep 30, 24
9 Geode Capital Management, LLC 6.85M (2.67%) 260.03K
Increased by +3.80%
Mar 31, 25
10 Wellington Management Company LLP 6.25M (2.44%) -3.75M
Decreased by -60.02%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 6.00M (2.34%) 771.83K
Increased by +12.86%
Mar 31, 25
12 Ancora Advisors LLC 5.48M (2.14%) 2.68M
Increased by +48.95%
Mar 31, 25
13 EdgePoint Investment Group, Inc. 4.89M (1.91%) 528.35K
Increased by +10.80%
Mar 31, 25
14 Amvescap Plc. 4.80M (1.87%) -773.95K
Decreased by -16.13%
Mar 31, 25
15 Fuller & Thaler Asset Management Inc 4.69M (1.83%) 187.71K
Increased by +4.00%
Mar 31, 25
16 Allspring Global Investments Holdings, LLC 4.68M (1.83%) -4.15M
Decreased by -88.65%
Sep 30, 24
17 Boston Partners Global Investors, Inc 4.56M (1.78%) 3.29M
Increased by +72.06%
Mar 31, 25
18 FMR Inc 3.81M (1.49%) -1.80M
Decreased by -47.32%
Mar 31, 25
19 Cooke & Bieler LP 3.77M (1.47%) -109.84K
Decreased by -2.92%
Mar 31, 25
20 River Road Asset Management, LLC 3.42M (1.33%) -89.11K
Decreased by -2.61%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 9.95M (3.89%) 0.00
Increased by 0.00%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 8.33M (3.25%) 5.36K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 8.29M (3.24%) -117.48K
Decreased by -1.42%
Sep 30, 24
4 AF High Growth (AFRIS) 7.50M (2.93%) 7.50M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 7.39M (2.88%) 46.36K
Increased by +0.63%
May 31, 25
6 Allspring Mid Value SMA 7.06M (2.76%) 7.06M
Increased by +99.99%
Jun 30, 24
7 Vanguard Small Cap Index 6.54M (2.55%) 30.58K
Increased by +0.47%
May 31, 25
8 Nordea 1 - Global Climate & Envir BI EUR 4.20M (1.64%) -127.34K
Decreased by -3.03%
Apr 30, 25
9 Vanguard Small Cap Value Index Inv 4.20M (1.64%) -3.62K
Decreased by -0.09%
May 31, 25
10 FullerThaler Behavioral Small-Cap Value 3.97M (1.55%) 39.85K
Increased by +1.00%
Mar 31, 25
11 Allspring Special Mid Cap Value Inst 3.67M (1.43%) -2.21M
Decreased by -60.18%
Sep 30, 24
12 Allspring Special US Mid Cap Value Eq 3.67M (1.43%) -3.39M
Decreased by -92.34%
Sep 30, 24
13 MFS Mid Cap Value A 3.58M (1.40%) 0.00
Increased by 0.00%
Apr 30, 25
14 MFS Mid Cap Value Equity 3.58M (1.40%) -571.47K
Decreased by -15.97%
Mar 31, 25
15 Undiscovered Managers Behavioral Val L 3.57M (1.39%) -208.35K
Decreased by -5.83%
Apr 30, 25
16 Global Balanced (AFRIS) 3.44M (1.34%) 3.44M
Increased by +100.00%
Feb 29, 24
17 Fidelity 500 Index 3.27M (1.27%) 4.03K
Increased by +0.12%
Apr 30, 25
18 Invesco S&P 500® Equal Weight ETF 3.24M (1.27%) 10.88K
Increased by +0.34%
May 30, 25
19 SPDR® S&P 500 ETF 3.24M (1.26%) -47.43K
Decreased by -1.47%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 3.23M (1.26%) -25.12K
Decreased by -0.78%
Mar 31, 24