Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 TPMN 2.81%
3 RCD 1.92%
4 RSPD 1.92%
5 OUSM 1.86%
6 SMRI 1.76%
7 SPDV 1.70%
8 QQQN 1.50%
9 HCOW 1.46%
10 FXD 1.45%
11 EQRR 1.41%
12 COWS 1.33%
13 BASV 1.26%
14 QDIV 1.23%
15 BUSA 1.19%
16 RISN 1.19%
17 SPVM_old 1.18%
18 FTXR 1.16%
19 LQAI 1.10%
20 GEND 1.08%

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 23.00M (9.01%) 270.31K
Increased by +1.18%
Jun 30, 25
3 Morgan Stanley - Brokerage Accounts 16.68M (6.54%) -44.33K
Decreased by -0.27%
Jun 30, 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 11.64M (4.56%) 277.53K
Increased by +2.39%
Jun 30, 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 Geode Capital Management, LLC 6.97M (2.73%) 119.03K
Increased by +1.71%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 6.96M (2.73%) 959.73K
Increased by +13.78%
Jun 30, 25
11 Wellington Management Company LLP 6.25M (2.45%) -3.75M
Decreased by -60.02%
Sep 30, 24
12 Ancora Advisors LLC 5.52M (2.16%) 39.07K
Increased by +0.71%
Jun 30, 25
13 Amvescap Plc. 5.14M (2.01%) 341.99K
Increased by +6.65%
Jun 30, 25
14 Allspring Global Investments Holdings, LLC 4.68M (1.83%) -4.15M
Decreased by -88.65%
Sep 30, 24
15 Fuller & Thaler Asset Management Inc 4.64M (1.82%) -52.01K
Decreased by -1.12%
Jun 30, 25
16 EdgePoint Investment Group, Inc. 4.47M (1.75%) -425.03K
Decreased by -9.52%
Jun 30, 25
17 Boston Partners Global Investors, Inc 4.43M (1.74%) -134.22K
Decreased by -3.03%
Jun 30, 25
18 Cooke & Bieler LP 3.70M (1.45%) -61.51K
Decreased by -1.66%
Jun 30, 25
19 Swedbank AB 3.51M (1.37%) 1.29M
Increased by +36.79%
Jun 30, 25
20 River Road Asset Management, LLC 3.42M (1.34%) -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 9.06M (3.55%) -832.35K
Decreased by -9.18%
Jul 31, 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 Undiscovered Managers Behavioral Val L 4.18M (1.64%) 466.46K
Increased by +11.16%
Jul 31, 25
10 Nordea 1 - Global Climate & Envir BI EUR 4.09M (1.60%) -51.14K
Decreased by -1.25%
Jul 31, 25
11 Vanguard Small Cap Value Index Inv 4.04M (1.58%) 11.43K
Increased by +0.28%
Jul 31, 25
12 FullerThaler Behavioral Small-Cap Value 3.87M (1.52%) 277.10K
Increased by +7.17%
Jun 30, 25
13 MFS Mid Cap Value Equity 3.72M (1.46%) 136.10K
Increased by +3.66%
Jun 30, 25
14 Allspring Special Mid Cap Value Inst 3.67M (1.44%) -2.21M
Decreased by -60.18%
Sep 30, 24
15 Allspring Special US Mid Cap Value Eq 3.67M (1.44%) -3.39M
Decreased by -92.34%
Sep 30, 24
16 MFS Mid Cap Value A 3.66M (1.44%) -50.89K
Decreased by -1.39%
Jul 31, 25
17 Invesco S&P 500® Equal Weight ETF 3.59M (1.41%) 5.28K
Increased by +0.15%
Aug 29, 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%) 1.43K
Increased by +0.04%
Jul 31, 25
20 SPDR® S&P 500 ETF 3.24M (1.27%) -47.43K
Decreased by -1.47%
Mar 31, 25