Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.05%
2 BEEZ 3.88%
3 STNC 3.80%
4 FIW 3.57%
5 XHB 3.32%
6 MVAL 2.71%
7 MOTE 2.57%
8 EPMB 2.43%
9 ESN 2.36%
10 ITB 2.31%
11 MOTG 2.07%
12 QVAL 2.07%
13 OAKM 1.99%
14 EPSV 1.91%
15 RYJ 1.77%
16 CLAW 1.72%
17 NAIL 1.67%
18 BASV 1.63%
19 DVLU 1.57%
20 EQOP 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 28.87M (13.86%) 1.78M
Increased by +6.17%
Jun 30, 25
2 BlackRock Inc 16.09M (7.72%) -39.12K
Decreased by -0.24%
Mar 31, 25
3 State Street Corp 9.88M (4.74%) -424.51K
Decreased by -4.30%
Mar 31, 25
4 State Street Corporation 9.73M (4.67%) 104.49K
Increased by +1.07%
Mar 31, 24
5 Harris Associates L.P. 7.32M (3.51%) 1.05M
Increased by +14.30%
Jun 30, 25
6 Geode Capital Management, LLC 5.24M (2.51%) 105.77K
Increased by +2.02%
Mar 31, 25
7 Boston Partners Global Investors, Inc 4.98M (2.39%) -2.79M
Decreased by -56.07%
Mar 31, 25
8 Massachusetts Financial Services Company 4.90M (2.35%) -485.92K
Decreased by -9.92%
Jun 30, 25
9 Amvescap Plc. 4.16M (2.00%) 1.34M
Increased by +32.16%
Mar 31, 25
10 JPMorgan Chase & Co 3.88M (1.86%) 155.35K
Increased by +4.00%
Mar 31, 25
11 Northern Trust Corp 3.79M (1.82%) -114.72K
Decreased by -3.03%
Mar 31, 25
12 Holocene Advisors, LP 3.37M (1.62%) 371.60K
Increased by +11.04%
Mar 31, 25
13 Nordea Investment Mgmt Bank Demark A/s 3.31M (1.59%) 206.31K
Increased by +6.23%
Jun 30, 25
14 Fiduciary Management, Inc. of Milwaukee 3.17M (1.52%) -99.88K
Decreased by -3.15%
Mar 31, 25
15 Van Eck Associates Corporation 3.11M (1.49%) -138.38K
Decreased by -4.45%
Mar 31, 25
16 Beutel, Goodman & Company Ltd. 2.80M (1.34%) 13.69K
Increased by +0.49%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 2.79M (1.34%) -396.70K
Decreased by -14.23%
Sep 30, 23
18 Pictet Asset Manangement SA 2.75M (1.32%) 234.73K
Increased by +8.54%
Mar 31, 25
19 Amundi 2.75M (1.32%) -817.57K
Decreased by -29.77%
Sep 30, 24
20 Manning & Napier Group, LLC 2.71M (1.30%) -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 (3.32%) -68.67K
Decreased by -0.99%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 6.61M (3.17%) -154.94K
Decreased by -2.34%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 6.03M (2.89%) 45.16K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 5.22M (2.51%) -765.19K
Decreased by -14.65%
Jul 31, 25
5 Oakmark Investor 4.23M (2.03%) 467.00K
Increased by +11.04%
Jun 30, 25
6 JHancock Disciplined Value Mid Cap I 3.68M (1.77%) 0.00
Increased by 0.00%
Jun 30, 25
7 Fidelity 500 Index 2.67M (1.28%) -1.91K
Decreased by -0.07%
Jun 30, 25
8 SPDR® S&P 500 ETF Trust 2.66M (1.28%) 5.85K
Increased by +0.22%
Apr 30, 24
9 SPDR® S&P 500 ETF 2.64M (1.27%) -87.60K
Decreased by -3.32%
Mar 31, 25
10 Impax Water Strategy Composite 2.64M (1.26%) 149.79K
Increased by +5.68%
Jun 30, 25
11 Fidelity® 500 Index 2.62M (1.26%) 16.68K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500® ETF 2.59M (1.24%) 11.04K
Increased by +0.43%
Jul 31, 25
13 SPDR® S&P 500® ETF Trust 2.57M (1.23%) -13.50K
Decreased by -0.53%
Mar 31, 25
14 Vanguard Small Cap Index 2.56M (1.23%) -15.28K
Decreased by -0.60%
Jul 31, 25
15 iShares Core S&P 500 ETF 2.52M (1.21%) 11.50K
Increased by +0.46%
Jul 31, 25
16 VanEck Morningstar Wide Moat 2.44M (1.17%) 119.78K
Increased by +4.91%
Jun 30, 25
17 VanEck Morningstar Wide Moat ETF 2.38M (1.14%) -906.00
Decreased by -0.04%
Jul 31, 25
18 Vanguard Mid Cap Index Institutional 2.35M (1.13%) 25.02K
Increased by +1.06%
Jul 31, 25
19 Invesco S&P 500® Equal Weight ETF 2.21M (1.06%) 616.00
Increased by +0.03%
Jul 31, 25
20 Pictet-Water I EUR 1.98M (0.95%) -132.87K
Decreased by -6.72%
Apr 30, 25