Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 BEEZ 3.88%
3 STNC 3.80%
4 XHB 3.30%
5 FIW 3.26%
6 MVAL 2.48%
7 MOTE 2.38%
8 ITB 2.33%
9 ESN 2.03%
10 QVAL 2.02%
11 OAKM 1.99%
12 MOTG 1.81%
13 RYJ 1.77%
14 CLAW 1.72%
15 DVLU 1.57%
16 EQOP 1.55%
17 NAIL 1.51%
18 SRHQ 1.32%
19 QMID 1.31%
20 MOAT 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.09M (12.90%) 984.40K
Increased by +3.63%
Mar 31, 25
2 BlackRock Inc 16.09M (7.66%) -39.12K
Decreased by -0.24%
Mar 31, 25
3 State Street Corp 9.88M (4.70%) -424.51K
Decreased by -4.30%
Mar 31, 25
4 State Street Corporation 9.73M (4.63%) 104.49K
Increased by +1.07%
Mar 31, 24
5 Harris Associates L.P. 6.27M (2.99%) -104.20K
Decreased by -1.66%
Mar 31, 25
6 Massachusetts Financial Services Company 5.38M (2.56%) -463.68K
Decreased by -8.61%
Mar 31, 25
7 Geode Capital Management, LLC 5.24M (2.49%) 105.77K
Increased by +2.02%
Mar 31, 25
8 Boston Partners Global Investors, Inc 4.98M (2.37%) -2.79M
Decreased by -56.07%
Mar 31, 25
9 Amvescap Plc. 4.16M (1.98%) 1.34M
Increased by +32.16%
Mar 31, 25
10 JPMorgan Chase & Co 3.88M (1.85%) 155.35K
Increased by +4.00%
Mar 31, 25
11 Northern Trust Corp 3.79M (1.80%) -114.72K
Decreased by -3.03%
Mar 31, 25
12 Holocene Advisors, LP 3.37M (1.60%) 371.60K
Increased by +11.04%
Mar 31, 25
13 Fiduciary Management, Inc. of Milwaukee 3.17M (1.51%) -99.88K
Decreased by -3.15%
Mar 31, 25
14 Van Eck Associates Corporation 3.11M (1.48%) -138.38K
Decreased by -4.45%
Mar 31, 25
15 Nordea Investment Mgmt Bank Demark A/s 3.10M (1.48%) 107.11K
Increased by +3.45%
Mar 31, 25
16 Beutel, Goodman & Company Ltd. 2.80M (1.33%) 13.69K
Increased by +0.49%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 2.79M (1.33%) -396.70K
Decreased by -14.23%
Sep 30, 23
18 Pictet Asset Manangement SA 2.75M (1.31%) 234.73K
Increased by +8.54%
Mar 31, 25
19 Amundi 2.75M (1.31%) -817.57K
Decreased by -29.77%
Sep 30, 24
20 Manning & Napier Group, LLC 2.71M (1.29%) -138.48K
Decreased by -5.11%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.92M (3.30%) -68.67K
Decreased by -0.99%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.81M (3.24%) 112.50K
Increased by +1.65%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 5.99M (2.85%) 95.19K
Increased by +1.59%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 4.61M (2.20%) 44.29K
Increased by +0.96%
Apr 30, 25
5 Oakmark Investor 3.76M (1.79%) 0.00
Increased by 0.00%
Mar 31, 25
6 JHancock Disciplined Value Mid Cap I 3.41M (1.62%) 316.91K
Increased by +9.29%
Apr 30, 25
7 SPDR® S&P 500 ETF Trust 2.66M (1.27%) 5.85K
Increased by +0.22%
Apr 30, 24
8 Fidelity 500 Index 2.66M (1.27%) 3.29K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 2.64M (1.26%) -87.60K
Decreased by -3.32%
Mar 31, 25
10 Fidelity® 500 Index 2.62M (1.25%) 16.68K
Increased by +0.64%
Nov 30, 23
11 SPDR® S&P 500® ETF Trust 2.57M (1.22%) -13.50K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.54M (1.21%) -11.28K
Decreased by -0.44%
May 31, 25
13 Impax Water Strategy Composite 2.49M (1.18%) 241.01K
Increased by +9.70%
Apr 30, 25
14 iShares Core S&P 500 ETF 2.46M (1.17%) 0.00
Increased by 0.00%
May 31, 25
15 VanEck Morningstar Wide Moat 2.32M (1.11%) -185.41K
Decreased by -7.99%
Mar 31, 25
16 Pictet-Water I EUR 2.16M (1.03%) -37.82K
Decreased by -1.75%
Feb 28, 25
17 VanEck Morningstar Wide Moat ETF 2.14M (1.02%) -6.09K
Decreased by -0.28%
May 31, 25
18 Invesco S&P 500® Equal Weight ETF 1.94M (0.92%) 6.53K
Increased by +0.34%
May 30, 25
19 Vanguard Value Index Inv 1.86M (0.89%) -3.82K
Decreased by -0.21%
Apr 30, 25
20 Pictet Water Segregated Accounts 1.82M (0.86%) 1.82M
Increased by +100.00%
Mar 31, 24