Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.94%
2 KONG 3.01%
3 KMID 3.01%
4 BOTT 2.52%
5 DVOL 2.18%
6 NBSM 1.98%
7 EQWM 1.95%
8 DEMZ 1.93%
9 KSEA 1.85%
10 MGRO 1.75%
11 TMDV 1.63%
12 NOBL 1.63%
13 KNG 1.61%
14 ROBO 1.44%
15 QQQN 1.39%
16 RSPN 1.25%
17 RGI 1.25%
18 MOAT 1.22%
19 RNMC 1.09%
20 FSCS 1.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.18M (12.81%) -47.91K
Decreased by -0.78%
Mar 31, 25
2 BlackRock Inc 3.91M (8.11%) 39.92K
Increased by +1.02%
Mar 31, 25
3 State Street Corp 2.82M (5.86%) 84.52K
Increased by +2.99%
Mar 31, 25
4 Kayne Anderson Rudnick Investment Management LLC 2.68M (5.56%) 90.70K
Increased by +3.38%
Mar 31, 25
5 State Street Corporation 2.45M (5.08%) -221.33K
Decreased by -9.03%
Mar 31, 24
6 Lazard Asset Management LLC 1.65M (3.42%) 87.05K
Increased by +5.28%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.54M (3.19%) 24.67K
Increased by +1.61%
Mar 31, 25
8 Geode Capital Management, LLC 1.50M (3.11%) 43.85K
Increased by +2.92%
Mar 31, 25
9 Amvescap Plc. 1.04M (2.16%) 142.99K
Increased by +13.70%
Mar 31, 25
10 Goldman Sachs Group Inc 1.02M (2.12%) -142.56K
Decreased by -13.92%
Mar 31, 25
11 Massachusetts Financial Services Company 1.02M (2.11%) 621.73K
Increased by +60.97%
Mar 31, 25
12 KeyBank National Association 832.29K (1.73%) -1.21K
Decreased by -0.15%
Sep 30, 23
13 Champlain Investment Partners, LLC 796.92K (1.65%) -63.51K
Decreased by -7.97%
Mar 31, 25
14 FMR Inc 787.17K (1.63%) 93.54K
Increased by +11.88%
Mar 31, 25
15 ProShare Advisors LLC 786.11K (1.63%) 24.88K
Increased by +3.16%
Mar 31, 25
16 NORGES BANK 681.85K (1.41%) 26.51K
Increased by +3.89%
Dec 31, 24
17 Northern Trust Corp 501.55K (1.04%) -6.52K
Decreased by -1.30%
Mar 31, 25
18 Bank of New York Mellon Corp 500.70K (1.04%) -9.54K
Decreased by -1.90%
Mar 31, 25
19 Wells Fargo & Co 483.85K (1.00%) -33.38K
Decreased by -6.90%
Dec 31, 24
20 Royal London Asset Management Ltd 481.83K (1.00%) -14.69K
Decreased by -3.05%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.64M (3.41%) 34.95K
Increased by +2.13%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.63M (3.38%) 1.17K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.53M (3.18%) 25.00K
Increased by +1.63%
Apr 30, 25
4 Vanguard Small Cap Index 1.29M (2.67%) 7.75K
Increased by +0.60%
Apr 30, 25
5 Vanguard Windsor™ II Inv 884.49K (1.83%) -9.50K
Decreased by -1.07%
Mar 31, 25
6 ProShares S&P 500 Dividend Aristocrats 871.02K (1.81%) 1.91K
Increased by +0.22%
May 30, 25
7 Champlain Mid Cap Fund, LLC 810.85K (1.68%) 50.31K
Increased by +6.21%
May 31, 25
8 Eaton Vance Atlanta Capital SMID-Cap I 794.05K (1.65%) 0.00
Increased by 0.00%
Apr 30, 25
9 Vanguard Small Cap Growth Index Inv 715.94K (1.48%) -854.00
Decreased by -0.12%
Apr 30, 25
10 Fidelity 500 Index 681.26K (1.41%) 840.00
Increased by +0.12%
Apr 30, 25
11 SPDR® S&P 500 ETF 676.11K (1.40%) -9.92K
Decreased by -1.47%
Mar 31, 25
12 Invesco S&P 500® Equal Weight ETF 673.32K (1.40%) 2.31K
Increased by +0.34%
May 30, 25
13 SPDR® S&P 500® ETF Trust 658.16K (1.36%) -3.46K
Decreased by -0.53%
Mar 31, 25
14 SPDR® S&P Dividend ETF 657.17K (1.36%) -224.00
Decreased by -0.03%
May 31, 25
15 SPDR® S&P 500® ETF 650.42K (1.35%) -2.91K
Decreased by -0.45%
May 31, 25
16 SPDR® S&P 500 ETF Trust 637.43K (1.32%) 1.44K
Increased by +0.23%
Apr 30, 24
17 Fidelity® 500 Index 630.90K (1.31%) 4.01K
Increased by +0.64%
Nov 30, 23
18 iShares Core S&P 500 ETF 628.67K (1.30%) 0.00
Increased by 0.00%
May 31, 25
19 MFS Mid Cap Value A 413.97K (0.86%) 0.00
Increased by 0.00%
Apr 30, 25
20 MFS Mid Cap Value Equity 413.97K (0.86%) 413.97K
Increased by +100.00%
Mar 31, 25