Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.91%
2 TPMN 2.81%
3 CGMM 1.92%
4 SMRI 1.76%
5 SPDV 1.75%
6 QDIV 1.56%
7 QQQN 1.50%
8 EQRR 1.41%
9 RSPD 1.38%
10 RCD 1.38%
11 BASV 1.31%
12 RISN 1.19%
13 SPVM_old 1.18%
14 BUSA 1.16%
15 LQAI 1.10%
16 PEXL 1.00%
17 QQJG 0.99%
18 QUVU 0.99%
19 FTXR 0.98%
20 CLMA 0.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 30.93M (12.12%) -598.44K
Decreased by -1.93%
Mar 31, 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 12.38M (4.85%) 3.97M
Increased by +32.09%
Mar 31, 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 Massachusetts Financial Services Company 11.26M (4.41%) -389.84K
Decreased by -3.46%
Mar 31, 25
8 JPMorgan Chase & Co 10.99M (4.31%) -2.20M
Decreased by -20.01%
Sep 30, 24
9 Geode Capital Management, LLC 6.85M (2.68%) 260.03K
Increased by +3.80%
Mar 31, 25
10 Wellington Management Company LLP 6.25M (2.45%) -3.75M
Decreased by -60.02%
Sep 30, 24
11 Dimensional Fund Advisors, Inc. 6.00M (2.35%) 771.83K
Increased by +12.86%
Mar 31, 25
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 Fuller & Thaler Asset Management Inc 4.69M (1.84%) 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 (1.79%) 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 3.77M (1.48%) -109.84K
Decreased by -2.92%
Mar 31, 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 9.95M (3.90%) 0.00
Increased by 0.00%
May 31, 25
2 Vanguard Total Stock Mkt Idx Inv 8.33M (3.26%) 5.36K
Increased by +0.06%
May 31, 25
3 Vanguard US Total Market Shares ETF 8.29M (3.25%) -117.48K
Decreased by -1.42%
Sep 30, 24
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 Small Cap Index 6.54M (2.56%) 30.58K
Increased by +0.47%
May 31, 25
8 Nordea 1 - Global Climate & Envir BI EUR 4.20M (1.65%) 0.00
Increased by 0.00%
May 31, 25
9 Vanguard Small Cap Value Index Inv 4.20M (1.65%) -3.62K
Decreased by -0.09%
May 31, 25
10 FullerThaler Behavioral Small-Cap Value 3.97M (1.56%) 39.85K
Increased by +1.00%
Mar 31, 25
11 MFS Mid Cap Value A 3.72M (1.46%) 136.10K
Increased by +3.66%
May 31, 25
12 Allspring Special Mid Cap Value Inst 3.67M (1.44%) -2.21M
Decreased by -60.18%
Sep 30, 24
13 Allspring Special US Mid Cap Value Eq 3.67M (1.44%) -3.39M
Decreased by -92.34%
Sep 30, 24
14 Invesco S&P 500® Equal Weight ETF 3.63M (1.42%) 42.68K
Increased by +1.18%
Jun 30, 25
15 MFS Mid Cap Value Equity 3.58M (1.40%) -571.47K
Decreased by -15.97%
Mar 31, 25
16 Undiscovered Managers Behavioral Val L 3.45M (1.35%) -127.14K
Decreased by -3.69%
May 31, 25
17 Global Balanced (AFRIS) 3.44M (1.35%) 3.44M
Increased by +100.00%
Feb 29, 24
18 Fidelity 500 Index 3.28M (1.28%) 13.77K
Increased by +0.42%
May 31, 25
19 SPDR® S&P 500 ETF 3.24M (1.27%) -47.43K
Decreased by -1.47%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 3.23M (1.27%) -25.12K
Decreased by -0.78%
Mar 31, 24