Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.94%
2 KONG 3.01%
3 BOTT 2.98%
4 RSMC 2.57%
5 PJFM 2.47%
6 KMID 2.31%
7 DVOL 2.18%
8 DEMZ 2.03%
9 NBSM 1.98%
10 EQWM 1.95%
11 KSEA 1.85%
12 MGRO 1.71%
13 DFRA 1.67%
14 TMDV 1.66%
15 ROBO 1.46%
16 KNG 1.44%
17 NOBL 1.44%
18 SMOT 1.42%
19 QQQN 1.39%
20 RSPN 1.34%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.20M (12.37%) 22.09K
Increased by +0.36%
Jun 30, 25
2 BlackRock Inc 3.85M (7.69%) -57.63K
Decreased by -1.50%
Jun 30, 25
3 State Street Corp 2.96M (5.90%) 133.23K
Increased by +4.50%
Jun 30, 25
4 Kayne Anderson Rudnick Investment Management LLC 2.52M (5.03%) -157.04K
Decreased by -6.22%
Jun 30, 25
5 State Street Corporation 2.45M (4.89%) -221.33K
Decreased by -9.03%
Mar 31, 24
6 Lazard Asset Management LLC 1.56M (3.11%) -91.20K
Decreased by -5.85%
Jun 30, 25
7 Geode Capital Management, LLC 1.50M (2.99%) -1.42K
Decreased by -0.09%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 1.50M (2.98%) -39.56K
Decreased by -2.64%
Jun 30, 25
9 Massachusetts Financial Services Company 1.07M (2.13%) 48.56K
Increased by +4.55%
Jun 30, 25
10 Goldman Sachs Group Inc 987.42K (1.97%) -36.98K
Decreased by -3.74%
Jun 30, 25
11 Amvescap Plc. 986.20K (1.97%) -57.50K
Decreased by -5.83%
Jun 30, 25
12 FMR Inc 914.13K (1.82%) 126.96K
Increased by +13.89%
Jun 30, 25
13 ProShare Advisors LLC 866.40K (1.73%) 80.28K
Increased by +9.27%
Jun 30, 25
14 KeyBank National Association 832.29K (1.66%) -1.21K
Decreased by -0.15%
Sep 30, 23
15 Champlain Investment Partners, LLC 816.12K (1.63%) 19.20K
Increased by +2.35%
Jun 30, 25
16 Van Eck Associates Corporation 762.01K (1.52%) 762.01K
Increased by +100.00%
Jun 30, 25
17 NORGES BANK 649.43K (1.30%) -32.42K
Decreased by -4.99%
Jun 30, 25
18 Bank of New York Mellon Corp 542.21K (1.08%) 41.51K
Increased by +7.66%
Jun 30, 25
19 UBS Group AG 508.91K (1.02%) 292.02K
Increased by +57.38%
Jun 30, 25
20 Northern Trust Corp 486.22K (0.97%) -15.32K
Decreased by -3.15%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.63M (3.25%) 1.17K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.61M (3.22%) -37.89K
Decreased by -2.35%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.54M (3.07%) 9.92K
Increased by +0.64%
May 31, 25
4 Vanguard 500 Index Investor 1.34M (2.67%) -195.71K
Decreased by -14.63%
Jul 31, 25
5 Vanguard Small Cap Index 1.24M (2.48%) -8.16K
Decreased by -0.66%
Jul 31, 25
6 Vanguard Windsor™ II Inv 886.30K (1.77%) 1.81K
Increased by +0.20%
Jun 30, 25
7 Eaton Vance Atlanta Capital SMID-Cap I 789.30K (1.57%) 0.00
Increased by 0.00%
Jul 31, 25
8 ProShares S&P 500 Dividend Aristocrats 769.72K (1.54%) 0.00
Increased by 0.00%
Aug 29, 25
9 VanEck Morningstar Wide Moat 709.47K (1.42%) 709.47K
Increased by +100.00%
Jun 30, 25
10 Vanguard Small Cap Growth Index Inv 700.51K (1.40%) -1.48K
Decreased by -0.21%
Jul 31, 25
11 Fidelity 500 Index 685.35K (1.37%) 299.00
Increased by +0.04%
Jul 31, 25
12 VanEck Morningstar Wide Moat ETF 682.02K (1.36%) -526.00
Decreased by -0.08%
Aug 30, 25
13 SPDR® S&P 500 ETF 676.11K (1.35%) -9.92K
Decreased by -1.47%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 658.16K (1.31%) -3.46K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 656.82K (1.31%) 8.10K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 650.68K (1.30%) 0.00
Increased by 0.00%
Aug 31, 25
17 Invesco S&P 500® Equal Weight ETF 645.73K (1.29%) 928.00
Increased by +0.14%
Aug 29, 25
18 SPDR® S&P 500 ETF Trust 637.43K (1.27%) 1.44K
Increased by +0.23%
Apr 30, 24
19 Champlain Mid Cap Fund, LLC 635.69K (1.27%) -98.65K
Decreased by -15.52%
Aug 31, 25
20 Fidelity® 500 Index 630.90K (1.26%) 4.01K
Increased by +0.64%
Nov 30, 23