Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 TPMN 2.81%
3 SPDV 1.77%
4 SMRI 1.76%
5 QQQN 1.50%
6 RCD 1.42%
7 EQRR 1.41%
8 RSPD 1.40%
9 BASV 1.37%
10 QDIV 1.31%
11 CGMM 1.27%
12 RISN 1.19%
13 BUSA 1.18%
14 SPVM_old 1.18%
15 LQAI 1.10%
16 EPMV 1.05%
17 PEXL 1.00%
18 QQJG 0.99%
19 QUVU 0.99%
20 FTXR 0.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.74M (12.05%) -191.45K
Decreased by -0.62%
Jun 30, 25
2 BlackRock Inc 22.73M (8.91%) -959.20K
Decreased by -4.22%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 16.73M (6.55%) 608.28K
Increased by +3.64%
Mar 31, 25
4 Nordea Investment Mgmt Bank Demark A/s 12.37M (4.85%) -12.48K
Decreased by -0.10%
Jun 30, 25
5 State Street Corp 11.36M (4.45%) -361.68K
Decreased by -3.18%
Mar 31, 25
6 State Street Corporation 11.31M (4.43%) -258.54K
Decreased by -2.29%
Mar 31, 24
7 JPMorgan Chase & Co 10.99M (4.31%) -2.20M
Decreased by -20.01%
Sep 30, 24
8 Massachusetts Financial Services Company 10.94M (4.29%) -316.13K
Decreased by -2.89%
Jun 30, 25
9 Dimensional Fund Advisors, Inc. 6.96M (2.73%) 959.73K
Increased by +13.78%
Jun 30, 25
10 Geode Capital Management, LLC 6.85M (2.68%) 260.03K
Increased by +3.80%
Mar 31, 25
11 Wellington Management Company LLP 6.25M (2.45%) -3.75M
Decreased by -60.02%
Sep 30, 24
12 Ancora Advisors LLC 5.48M (2.15%) 2.68M
Increased by +48.95%
Mar 31, 25
13 EdgePoint Investment Group, Inc. 4.89M (1.92%) 528.35K
Increased by +10.80%
Mar 31, 25
14 Amvescap Plc. 4.80M (1.88%) -773.95K
Decreased by -16.13%
Mar 31, 25
15 Allspring Global Investments Holdings, LLC 4.68M (1.83%) -4.15M
Decreased by -88.65%
Sep 30, 24
16 Fuller & Thaler Asset Management Inc 4.64M (1.82%) -52.01K
Decreased by -1.12%
Jun 30, 25
17 Boston Partners Global Investors, Inc 4.56M (1.79%) 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 3.70M (1.45%) -61.51K
Decreased by -1.66%
Jun 30, 25
20 Swedbank AB 3.51M (1.37%) 1.29M
Increased by +36.79%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Eaton Vance Atlanta Capital SMID-Cap I 9.89M (3.88%) -59.63K
Decreased by -0.60%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 8.29M (3.25%) -117.48K
Decreased by -1.42%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 8.09M (3.17%) -172.25K
Decreased by -2.13%
Jul 31, 25
4 AF High Growth (AFRIS) 7.50M (2.94%) 7.50M
Increased by +100.00%
Feb 29, 24
5 Vanguard Institutional 500 Index Trust 7.39M (2.90%) 46.36K
Increased by +0.63%
May 31, 25
6 Allspring Mid Value SMA 7.06M (2.77%) 7.06M
Increased by +99.99%
Jun 30, 24
7 Vanguard 500 Index Investor 6.39M (2.50%) -936.19K
Decreased by -14.65%
Jul 31, 25
8 Vanguard Small Cap Index 6.27M (2.46%) -41.33K
Decreased by -0.66%
Jul 31, 25
9 Nordea 1 - Global Climate & Envir BI EUR 4.14M (1.62%) -58.44K
Decreased by -1.41%
Jun 30, 25
10 Vanguard Small Cap Value Index Inv 4.04M (1.58%) 11.43K
Increased by +0.28%
Jul 31, 25
11 FullerThaler Behavioral Small-Cap Value 3.87M (1.52%) 277.10K
Increased by +7.17%
Jun 30, 25
12 MFS Mid Cap Value A 3.72M (1.46%) 0.00
Increased by 0.00%
Jun 30, 25
13 MFS Mid Cap Value Equity 3.72M (1.46%) 136.10K
Increased by +3.66%
Jun 30, 25
14 Undiscovered Managers Behavioral Val L 3.71M (1.45%) 267.38K
Increased by +7.20%
Jun 30, 25
15 Allspring Special Mid Cap Value Inst 3.67M (1.44%) -2.21M
Decreased by -60.18%
Sep 30, 24
16 Allspring Special US Mid Cap Value Eq 3.67M (1.44%) -3.39M
Decreased by -92.34%
Sep 30, 24
17 Invesco S&P 500® Equal Weight ETF 3.59M (1.41%) 1.00K
Increased by +0.03%
Jul 31, 25
18 Global Balanced (AFRIS) 3.44M (1.35%) 3.44M
Increased by +100.00%
Feb 29, 24
19 Fidelity 500 Index 3.27M (1.28%) -8.41K
Decreased by -0.26%
Jun 30, 25
20 SPDR® S&P 500 ETF 3.24M (1.27%) -47.43K
Decreased by -1.47%
Mar 31, 25