Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FOANC 4.27%
2 UTRN 4.02%
3 LBAY 3.94%
4 ACTV 3.03%
5 RHS 2.55%
6 RSPS 2.48%
7 KEAT 2.07%
8 EQRR 2.02%
9 WBIF 1.90%
10 FXG 1.70%
11 ERNZ 1.69%
12 WBIG 1.65%
13 FTDS 1.58%
14 BLCV 1.48%
15 VEGI 1.44%
16 LIVR 1.30%
17 SZNE 1.28%
18 FTXG 1.20%
19 UBCB 1.07%
20 SPGP 0.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.07M (12.36%) 426.05K
Increased by +2.50%
Mar 31, 25
2 BlackRock Inc 14.52M (10.51%) 1.98M
Increased by +13.61%
Mar 31, 25
3 Jana Partners Management LP 7.99M (5.78%) 854.09K
Increased by +10.70%
Mar 31, 25
4 FMR Inc 7.77M (5.63%) 842.99K
Increased by +10.85%
Mar 31, 25
5 State Street Corp 5.74M (4.15%) -474.50K
Decreased by -8.27%
Mar 31, 25
6 State Street Corporation 5.67M (4.11%) -56.86K
Decreased by -1.00%
Mar 31, 24
7 Apg All Pensions Group 4.56M (3.30%) -1.39M
Decreased by -30.47%
Jun 30, 24
8 T. Rowe Price Associates, Inc. 4.50M (3.26%) 1.48M
Increased by +32.96%
Mar 31, 25
9 Amvescap Plc. 4.06M (2.94%) 829.21K
Increased by +20.44%
Mar 31, 25
10 Stockbridge Partners LLC 3.99M (2.89%) 217.46K
Increased by +5.46%
Jun 30, 24
11 Clarkston Capital Partners, LLC 3.72M (2.69%) 648.86K
Increased by +17.44%
Mar 31, 25
12 Viking Global Investors LP 3.55M (2.57%) 3.55M
Increased by +100.00%
Dec 31, 23
13 Geode Capital Management, LLC 3.52M (2.55%) 78.78K
Increased by +2.24%
Mar 31, 25
14 Boston Partners Global Investors, Inc 3.37M (2.44%) -107.74K
Decreased by -3.20%
Mar 31, 25
15 JPMorgan Chase & Co 3.33M (2.41%) 1.22M
Increased by +36.57%
Jun 30, 24
16 TPG GP A, LLC 2.92M (2.12%) 1.25M
Increased by +42.65%
Jun 30, 24
17 UBS Group AG 2.65M (1.92%) -414.90K
Decreased by -15.68%
Mar 31, 25
18 London Company of Virginia 2.53M (1.83%) -159.17K
Decreased by -6.30%
Mar 31, 25
19 Anomaly Capital Management, LP 2.52M (1.82%) 1.51M
Increased by +60.10%
Mar 31, 24
20 Continental Grain Co. 2.13M (1.55%) 1.18M
Increased by +55.28%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.58M (3.31%) 2.94K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 4.57M (3.31%) 3.54K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 4.06M (2.94%) 25.82K
Increased by +0.64%
May 31, 25
4 T. Rowe Price Mid-Cap Value 3.67M (2.66%) 216.29K
Increased by +5.89%
Jun 30, 25
5 T. Rowe Price US Mid-Cap Value Equity 3.67M (2.66%) 1.29M
Increased by +35.11%
Jun 30, 25
6 Vanguard Small Cap Index 3.60M (2.61%) 17.01K
Increased by +0.47%
May 31, 25
7 Invesco S&P 500® Equal Weight ETF 2.56M (1.86%) 30.02K
Increased by +1.17%
Jun 30, 25
8 BlackRock Equity Dividend Instl 2.22M (1.61%) -20.07K
Decreased by -0.90%
Jun 30, 25
9 Champlain Mid Cap Fund, LLC 2.19M (1.59%) -65.58K
Decreased by -2.99%
Nov 30, 24
10 T. Rowe Price U.S. Mid-Cap Val Eq Tr-D 2.01M (1.45%) 741.50K
Increased by +36.93%
Jun 30, 25
11 Clarkston Capital SMID Composite 1.99M (1.44%) -208.64K
Decreased by -10.49%
Jun 30, 25
12 Vanguard Small Cap Growth Index Inv 1.98M (1.44%) -6.24K
Decreased by -0.31%
May 31, 25
13 Strategic Advisers Fidelity US TtlStk 1.98M (1.43%) 179.43K
Increased by +9.05%
May 31, 24
14 JHancock Disciplined Value Mid Cap I 1.91M (1.38%) -870.85K
Decreased by -45.71%
May 31, 25
15 Fidelity Low-Priced Stock 1.84M (1.33%) 0.00
Increased by 0.00%
Apr 30, 25
16 American Funds Invmt Co of Amer A 1.82M (1.31%) 1.82M
Increased by +100.00%
Dec 31, 24
17 Capital Group Investment Co of Amer Comp 1.82M (1.31%) 1.82M
Increased by +100.00%
Dec 31, 24
18 Fidelity 500 Index 1.80M (1.30%) 7.50K
Increased by +0.42%
May 31, 25
19 SPDR® S&P 500 ETF 1.77M (1.29%) -26.04K
Decreased by -1.47%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 1.73M (1.25%) -9.07K
Decreased by -0.53%
Mar 31, 25