Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 TPMN 2.81%
3 SPDV 2.10%
4 CGMM 1.92%
5 RCD 1.79%
6 RSPD 1.78%
7 SMRI 1.76%
8 QQQN 1.50%
9 EQRR 1.41%
10 FTXR 1.38%
11 QDIV 1.33%
12 RISN 1.19%
13 SPVM_old 1.18%
14 CCSO 1.17%
15 RPV 1.12%
16 LQAI 1.10%
17 PEXL 1.00%
18 QQJG 0.99%
19 CLMA 0.89%
20 HUSV 0.88%

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 Amvescap Plc. 5.57M (2.17%) 1.17M
Increased by +21.03%
Dec 31, 24
13 Ancora Advisors LLC 5.48M (2.14%) 2.68M
Increased by +48.95%
Mar 31, 25
14 EdgePoint Investment Group, Inc. 4.89M (1.91%) 528.35K
Increased by +10.80%
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%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 8.32M (3.25%) 98.82K
Increased by +1.19%
Apr 30, 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 7.34M (2.87%) 116.89K
Increased by +1.59%
Apr 30, 25
6 Allspring Mid Value SMA 7.06M (2.76%) 7.06M
Increased by +99.99%
Jun 30, 24
7 Vanguard Small Cap Index 6.51M (2.54%) 38.93K
Increased by +0.60%
Apr 30, 25
8 Nordea 1 - Global Climate & Envir BI EUR 4.33M (1.69%) 615.16K
Increased by +14.21%
Mar 31, 25
9 Vanguard Small Cap Value Index Inv 4.21M (1.64%) 13.19K
Increased by +0.31%
Apr 30, 25
10 FullerThaler Behavioral Small-Cap Value 3.97M (1.55%) 39.85K
Increased by +1.00%
Mar 31, 25
11 Undiscovered Managers Behavioral Val L 3.78M (1.48%) -90.62K
Decreased by -2.40%
Mar 31, 25
12 Allspring Special Mid Cap Value Inst 3.67M (1.43%) -2.21M
Decreased by -60.18%
Sep 30, 24
13 Allspring Special US Mid Cap Value Eq 3.67M (1.43%) -3.39M
Decreased by -92.34%
Sep 30, 24
14 MFS Mid Cap Value A 3.58M (1.40%) -571.47K
Decreased by -15.97%
Mar 31, 25
15 MFS Mid Cap Value Equity 3.58M (1.40%) -571.47K
Decreased by -15.97%
Mar 31, 25
16 Global Balanced (AFRIS) 3.44M (1.34%) 3.44M
Increased by +100.00%
Feb 29, 24
17 Invesco S&P 500® Equal Weight ETF 3.31M (1.29%) -10.80K
Decreased by -0.33%
Apr 30, 25
18 Fidelity 500 Index 3.26M (1.27%) 5.63K
Increased by +0.17%
Mar 31, 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