Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SUPL 5.02%
2 IYT 4.66%
3 NRSH 4.65%
4 HWAY 4.52%
5 FTXR 4.46%
6 UTRN 4.31%
7 TADS 4.23%
8 SHPP 3.90%
9 TPOR 3.44%
10 MNA 3.39%
11 FLV 3.36%
12 PAVE 3.22%
13 BDVG 2.95%
14 XTN 2.88%
15 MRGR 2.87%
16 RULE 2.87%
17 CCOR 2.65%
18 RIFR 2.29%
19 TUSA 2.12%
20 DIVP 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 20.56M (9.17%) 239.91K
Increased by +1.17%
Jun 30, 25
2 BlackRock Inc 15.25M (6.80%) 283.65K
Increased by +1.86%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 10.94M (4.88%) -377.35K
Decreased by -3.45%
Jun 30, 25
4 Dodge & Cox 10.86M (4.84%) 192.57K
Increased by +1.77%
Jun 30, 25
5 State Street Corp 9.46M (4.22%) 24.03K
Increased by +0.25%
Mar 31, 25
6 State Street Corporation 9.08M (4.05%) -103.67K
Decreased by -1.14%
Mar 31, 24
7 JPMorgan Chase & Co 7.48M (3.34%) -38.20K
Decreased by -0.51%
Mar 31, 25
8 Geode Capital Management, LLC 4.79M (2.13%) 91.14K
Increased by +1.90%
Mar 31, 25
9 Boston Partners Global Investors, Inc 4.16M (1.86%) 138.68K
Increased by +3.33%
Mar 31, 25
10 FMR Inc 4.09M (1.82%) 1.01M
Increased by +24.77%
Mar 31, 25
11 EdgePoint Investment Group, Inc. 4.00M (1.78%) 29.75K
Increased by +0.74%
Mar 31, 25
12 Mizuho Securities USA Inc 3.31M (1.48%) 3.30M
Increased by +99.47%
Sep 30, 24
13 Lazard Asset Management LLC 3.09M (1.38%) -1.33M
Decreased by -42.99%
Mar 31, 25
14 American Century Companies Inc 3.01M (1.34%) -122.32K
Decreased by -4.07%
Jun 30, 25
15 Northern Trust Corp 2.98M (1.33%) 113.18K
Increased by +3.79%
Mar 31, 25
16 Bank of America Corp 2.85M (1.27%) 4.63K
Increased by +0.16%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 2.44M (1.09%) -41.03K
Decreased by -1.68%
Mar 31, 25
18 NORGES BANK 2.40M (1.07%) 62.72K
Increased by +2.62%
Jun 30, 25
19 Wells Fargo & Co 2.07M (0.92%) -2.08M
Decreased by -100.58%
Sep 30, 24
20 Dimensional Fund Advisors, Inc. 2.06M (0.92%) 16.76K
Increased by +0.81%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 7.15M (3.19%) 5.15K
Increased by +0.07%
Sep 30, 24
2 Dodge & Cox Stock I 7.13M (3.18%) 158.50K
Increased by +2.22%
Jun 30, 25
3 Vanguard Total Stock Mkt Idx Inv 7.08M (3.16%) -166.63K
Decreased by -2.35%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 6.44M (2.87%) 44.40K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 5.58M (2.49%) -817.47K
Decreased by -14.65%
Jul 31, 25
6 JPM US Equity Income-MA 3.72M (1.66%) 3.71M
Increased by +99.90%
Sep 30, 23
7 JPM US Equity Income-Composite 3.17M (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
8 JPMorgan Equity Income I 3.17M (1.41%) 0.00
Increased by 0.00%
Jun 30, 25
9 Fidelity 500 Index 2.86M (1.27%) -177.00
Decreased by -0.01%
Jun 30, 25
10 SPDR® S&P 500 ETF 2.82M (1.26%) -41.23K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500® ETF 2.76M (1.23%) 11.75K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 2.74M (1.22%) -14.36K
Decreased by -0.52%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 2.73M (1.22%) -21.17K
Decreased by -0.78%
Mar 31, 24
14 iShares Core S&P 500 ETF 2.69M (1.20%) 12.24K
Increased by +0.45%
Jul 31, 25
15 Fidelity® 500 Index 2.65M (1.18%) 16.84K
Increased by +0.64%
Nov 30, 23
16 T. Rowe Price U.S. Value Equity Tr-D 2.11M (0.94%) 37.38K
Increased by +1.77%
Jun 30, 25
17 T. Rowe Price U.S. Value Equity Tr-Z 2.07M (0.92%) 454.91K
Increased by +21.94%
Mar 31, 25
18 Vanguard Value Index Inv 2.00M (0.89%) -1.87K
Decreased by -0.09%
Jul 31, 25
19 EdgePoint Global 1.86M (0.83%) -46.19K
Decreased by -2.48%
Mar 31, 25
20 EdgePoint Global Portfolio Series F 1.86M (0.83%) -46.19K
Decreased by -2.48%
Mar 31, 25