Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 LBAY 4.65%
2 FOANC 4.27%
3 UTRN 4.02%
4 ACTV 2.53%
5 RSPS 2.52%
6 RHS 2.52%
7 KEAT 2.04%
8 EQRR 2.02%
9 FTDS 1.58%
10 VEGI 1.45%
11 BLCV 1.44%
12 LIVR 1.30%
13 SZNE 1.26%
14 FTXG 1.20%
15 WBIF 1.10%
16 UBCB 1.07%
17 SPGP 0.88%
18 FXG 0.86%
19 DIVG 0.84%
20 WBIG 0.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 17.07M (12.89%) 426.05K
Increased by +2.50%
Mar 31, 25
2 BlackRock Inc 14.52M (10.96%) 1.98M
Increased by +13.61%
Mar 31, 25
3 Jana Partners Management LP 7.99M (6.03%) 854.09K
Increased by +10.70%
Mar 31, 25
4 FMR Inc 7.77M (5.87%) 842.99K
Increased by +10.85%
Mar 31, 25
5 State Street Corp 5.74M (4.33%) -474.50K
Decreased by -8.27%
Mar 31, 25
6 State Street Corporation 5.67M (4.29%) -56.86K
Decreased by -1.00%
Mar 31, 24
7 Apg All Pensions Group 4.56M (3.44%) -1.39M
Decreased by -30.47%
Jun 30, 24
8 T. Rowe Price Associates, Inc. 4.50M (3.40%) 1.48M
Increased by +32.96%
Mar 31, 25
9 Amvescap Plc. 4.06M (3.06%) 829.21K
Increased by +20.44%
Mar 31, 25
10 Stockbridge Partners LLC 3.99M (3.01%) 217.46K
Increased by +5.46%
Jun 30, 24
11 Clarkston Capital Partners, LLC 3.72M (2.81%) 648.86K
Increased by +17.44%
Mar 31, 25
12 Viking Global Investors LP 3.55M (2.68%) 3.55M
Increased by +100.00%
Dec 31, 23
13 Geode Capital Management, LLC 3.52M (2.66%) 78.78K
Increased by +2.24%
Mar 31, 25
14 Boston Partners Global Investors, Inc 3.37M (2.54%) -107.74K
Decreased by -3.20%
Mar 31, 25
15 JPMorgan Chase & Co 3.33M (2.51%) 1.22M
Increased by +36.57%
Jun 30, 24
16 UBS Group AG 3.06M (2.31%) 2.41M
Increased by +78.63%
Dec 31, 24
17 TPG GP A, LLC 2.92M (2.21%) 1.25M
Increased by +42.65%
Jun 30, 24
18 London Company of Virginia 2.53M (1.91%) -159.17K
Decreased by -6.30%
Mar 31, 25
19 Anomaly Capital Management, LP 2.52M (1.90%) 1.51M
Increased by +60.10%
Mar 31, 24
20 Continental Grain Co. 2.13M (1.61%) 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 4.57M (3.45%) 55.79K
Increased by +1.22%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 4.57M (3.45%) 3.54K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 4.03M (3.04%) 65.06K
Increased by +1.61%
Apr 30, 25
4 Vanguard Small Cap Index 3.58M (2.70%) 25.46K
Increased by +0.71%
Apr 30, 25
5 JHancock Disciplined Value Mid Cap I 2.78M (2.10%) 367.27K
Increased by +13.23%
Apr 30, 25
6 Invesco S&P 500® Equal Weight ETF 2.69M (2.03%) 8.98K
Increased by +0.33%
May 30, 25
7 T. Rowe Price Mid-Cap Value 2.38M (1.80%) 179.01K
Increased by +7.51%
Mar 31, 25
8 T. Rowe Price US Mid-Cap Value Equity 2.38M (1.80%) 872.00K
Increased by +36.57%
Mar 31, 25
9 BlackRock Equity Dividend Instl 2.26M (1.71%) -324.98K
Decreased by -14.37%
Apr 30, 25
10 Clarkston Capital SMID Composite 2.20M (1.66%) 362.17K
Increased by +16.49%
Mar 31, 25
11 Champlain Mid Cap Fund, LLC 2.19M (1.66%) -65.58K
Decreased by -2.99%
Nov 30, 24
12 Vanguard Small Cap Growth Index Inv 1.99M (1.50%) -1.50K
Decreased by -0.08%
Apr 30, 25
13 Strategic Advisers Fidelity US TtlStk 1.98M (1.50%) 179.43K
Increased by +9.05%
May 31, 24
14 Fidelity Low-Priced Stock 1.84M (1.39%) -3.13K
Decreased by -0.17%
Mar 31, 25
15 American Funds Invmt Co of Amer A 1.82M (1.37%) 1.82M
Increased by +100.00%
Dec 31, 24
16 Capital Group Investment Co of Amer Comp 1.82M (1.37%) 1.82M
Increased by +100.00%
Dec 31, 24
17 Fidelity 500 Index 1.79M (1.35%) 2.21K
Increased by +0.12%
Apr 30, 25
18 Touchstone Mid Cap Y 1.78M (1.35%) -83.89K
Decreased by -4.71%
Mar 31, 25
19 SPDR® S&P 500 ETF 1.77M (1.34%) -26.04K
Decreased by -1.47%
Mar 31, 25
20 SPDR® S&P 500® ETF Trust 1.73M (1.30%) -9.07K
Decreased by -0.53%
Mar 31, 25