Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.44%
2 UTRN 4.04%
3 AMID 3.51%
4 KMID 3.24%
5 GABF 3.23%
6 GK 3.01%
7 IAI 2.85%
8 BOUT 2.77%
9 FCUS 2.63%
10 NUMG 2.57%
11 PJFM 2.52%
12 IWFG 2.37%
13 FTGS 2.36%
14 FFLS 2.32%
15 FTCS 2.28%
16 CNAV 2.27%
17 XVOL 1.82%
18 BMVP 1.73%
19 CZA 1.58%
20 IWLG 1.48%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.99M (10.05%) 613.91K
Increased by +7.69%
Jun 30, 25
2 BlackRock Inc 4.75M (5.98%) -16.47K
Decreased by -0.35%
Mar 31, 25
3 Boston Partners Global Investors, Inc 3.51M (4.42%) -391.26K
Decreased by -11.13%
Mar 31, 25
4 FMR Inc 3.17M (3.98%) 206.74K
Increased by +6.53%
Mar 31, 25
5 HHG PLC 3.08M (3.87%) 11.32K
Increased by +0.37%
Jun 30, 25
6 Dodge & Cox 2.70M (3.40%) 1.18M
Increased by +43.61%
Jun 30, 25
7 Kayne Anderson Rudnick Investment Management LLC 2.68M (3.38%) 20.88K
Increased by +0.78%
Mar 31, 25
8 Massachusetts Financial Services Company 2.44M (3.07%) 926.12K
Increased by +37.92%
Jun 30, 25
9 T. Rowe Price Associates, Inc. 2.10M (2.64%) -274.88K
Decreased by -13.09%
Jun 30, 24
10 Lone Pine Capital LLC 1.87M (2.36%) 108.23K
Increased by +5.78%
Jun 30, 25
11 WCM Investment Management 1.73M (2.18%) 95.42K
Increased by +5.51%
Jun 30, 25
12 State Street Corporation 1.71M (2.15%) -57.74K
Decreased by -3.38%
Mar 31, 24
13 State Street Corp 1.68M (2.11%) 9.05K
Increased by +0.54%
Mar 31, 25
14 Principal Financial Group Inc 1.60M (2.01%) 558.26K
Increased by +34.96%
Jun 30, 25
15 Capital Research Global Investors 1.58M (1.98%) -20.03K
Decreased by -1.27%
Jun 30, 24
16 Geode Capital Management, LLC 1.56M (1.96%) 100.54K
Increased by +6.44%
Mar 31, 25
17 Winslow Capital Management, LLC 1.46M (1.83%) 1.46M
Increased by +100.00%
Mar 31, 25
18 Jennison Associates LLC 1.40M (1.77%) 443.38K
Increased by +31.61%
Jun 30, 25
19 Samlyn Capital, LLC 1.40M (1.76%) -171.82K
Decreased by -12.26%
Mar 31, 25
20 JPMorgan Chase & Co 1.30M (1.64%) 105.67K
Increased by +8.10%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.51M (3.16%) -58.40K
Decreased by -2.32%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 2.37M (2.98%) 1.75K
Increased by +0.07%
Sep 30, 24
3 Dodge & Cox Stock I 1.83M (2.31%) 1.83M
Increased by +100.00%
Jun 30, 25
4 Vanguard Mid Cap Index Institutional 1.78M (2.25%) 19.22K
Increased by +1.08%
Jul 31, 25
5 Janus Henderson Enterprise D 1.52M (1.92%) 0.00
Increased by 0.00%
Jun 30, 25
6 Janus Inst Mid Cap Growth CF 1.52M (1.92%) 0.00
Increased by 0.00%
Jun 30, 25
7 Principal Aligned MidCap Equity 1.23M (1.54%) 448.70K
Increased by +36.56%
Jun 30, 25
8 Principal MidCap R5 1.22M (1.53%) 176.08K
Increased by +14.44%
Jun 30, 25
9 Fidelity Magellan 1.19M (1.49%) 1.19M
Increased by +100.00%
Feb 28, 25
10 Capital Group AMCAP Composite 1.15M (1.45%) -456.75K
Decreased by -39.61%
Mar 31, 24
11 JHancock Disciplined Value Mid Cap I 1.14M (1.44%) 0.00
Increased by 0.00%
Jun 30, 25
12 VA CollegeAmerica Amcap 529A 1.13M (1.42%) -21.11K
Decreased by -1.86%
Jun 30, 24
13 Vanguard Growth Index Investor 940.70K (1.18%) 3.25K
Increased by +0.35%
Jul 31, 25
14 MFS Mid Cap Growth A 887.00K (1.12%) 0.00
Increased by 0.00%
Jun 30, 25
15 MFS Mid Cap Growth Equity 887.00K (1.12%) 19.72K
Increased by +2.22%
Jun 30, 25
16 Vanguard Institutional Extnd Mkt Idx Tr 859.00K (1.08%) -373.11K
Decreased by -43.43%
Jul 31, 25
17 JHancock Disciplined Value I 824.25K (1.04%) 0.00
Increased by 0.00%
Jun 30, 25
18 First Trust Capital Strength ETF 799.54K (1.01%) 0.00
Increased by 0.00%
Sep 30, 24
19 Vanguard Mid-Cap Growth ETF 667.95K (0.84%) 16.63K
Increased by +2.49%
Jul 31, 25
20 T. Rowe Price U.S. Large-Cap Core Tr-B 625.27K (0.79%) -60.06K
Decreased by -9.61%
Jun 30, 24