Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FPXE 4.59%
2 CSMD 3.58%
3 NEWZ 3.54%
4 FPXI 3.52%
5 MVFD 3.13%
6 AGQI 3.04%
7 TEKX 2.96%
8 SCAP 2.88%
9 BCUS 2.88%
10 SMCO 2.84%
11 CBSE 2.83%
12 BEEX 2.75%
13 VOLT 2.62%
14 SAEF 2.43%
15 POWR 2.28%
16 FILL 2.28%
17 SSPX 2.13%
18 SPRX 2.10%
19 AIPO 2.08%
20 GRID 2.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 16.46M (10.25%) -275.69K
Decreased by -1.67%
Jun 30, 25
2 BlackRock Inc 16.26M (10.12%) -712.30K
Decreased by -4.38%
Jun 30, 25
3 Franklin Resources Inc 6.89M (4.29%) -481.00
Decreased by -0.01%
Jun 30, 25
4 State Street Corp 5.08M (3.16%) -102.78K
Decreased by -2.02%
Jun 30, 25
5 State Street Corporation 5.07M (3.15%) 123.39K
Increased by +2.44%
Mar 31, 24
6 Nuveen, LLC 4.32M (2.69%) -64.47K
Decreased by -1.49%
Jun 30, 25
7 Capital Research Global Investors 4.12M (2.57%) 21.29K
Increased by +0.52%
Jun 30, 25
8 Nuveen Asset Management, LLC 3.78M (2.35%) -401.73K
Decreased by -10.63%
Dec 31, 24
9 Millennium Management LLC 3.52M (2.19%) 1.96M
Increased by +55.59%
Jun 30, 25
10 FMR Inc 3.51M (2.18%) 322.71K
Increased by +9.20%
Jun 30, 25
11 Goldman Sachs Group Inc 3.27M (2.03%) 2.18M
Increased by +66.76%
Dec 31, 23
12 NORGES BANK 3.20M (1.99%) 301.87K
Increased by +9.44%
Jun 30, 25
13 Massachusetts Financial Services Company 3.20M (1.99%) 1.90M
Increased by +59.36%
Jun 30, 25
14 William Blair Investment Management, LLC 3.11M (1.94%) 709.46K
Increased by +22.78%
Jun 30, 25
15 Neuberger Berman Group LLC 2.98M (1.85%) 27.59K
Increased by +0.93%
Jun 30, 25
16 Geode Capital Management, LLC 2.89M (1.80%) -14.91K
Decreased by -0.52%
Jun 30, 25
17 UBS Group AG 2.49M (1.55%) 1.09M
Increased by +43.75%
Jun 30, 25
18 PointState Capital LP 2.49M (1.55%) -789.07K
Decreased by -31.71%
Jun 30, 25
19 HHG PLC 2.44M (1.52%) 466.04K
Increased by +19.09%
Sep 30, 24
20 Fiduciary Management, Inc. of Milwaukee 2.42M (1.50%) 294.96K
Increased by +12.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Franklin Rising Dividends Fund A 6.11M (3.80%) 0.00
Increased by 0.00%
Jun 30, 25
2 Franklin Rising Dividends A 5.84M (3.64%) -265.00K
Decreased by -4.54%
Jul 31, 25
3 iShares Core S&P Mid-Cap ETF 5.36M (3.34%) 0.00
Increased by 0.00%
Aug 31, 25
4 Vanguard US Total Market Shares ETF 5.29M (3.29%) 4.31K
Increased by +0.08%
Sep 30, 24
5 Vanguard Total Stock Mkt Idx Inv 5.19M (3.23%) -119.64K
Decreased by -2.31%
Jul 31, 25
6 Vanguard Small Cap Index 4.00M (2.49%) -25.58K
Decreased by -0.64%
Jul 31, 25
7 American Funds AMCAP A 2.80M (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
8 Capital Group AMCAP Composite 2.80M (1.74%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Small Cap Value Index Inv 2.57M (1.60%) 4.20K
Increased by +0.16%
Jul 31, 25
10 Champlain Mid Cap Fund, LLC 1.92M (1.20%) -244.35K
Decreased by -12.71%
Aug 31, 25
11 Vanguard Institutional Extnd Mkt Idx Tr 1.77M (1.10%) -771.59K
Decreased by -43.62%
Jul 31, 25
12 CREF Stock R3 1.72M (1.07%) -36.15K
Decreased by -2.10%
Jul 31, 25
13 CREF Stock R1 1.59M (0.99%) 291.73K
Increased by +18.35%
Feb 28, 25
14 Swedbank Robur Globalfond A 1.57M (0.98%) 0.00
Increased by 0.00%
Feb 28, 25
15 RobecoSAM Smart Energy Eqs F EUR 1.51M (0.94%) -48.00K
Decreased by -3.17%
Mar 31, 24
16 Neuberger Berman Long Short Instl 1.39M (0.87%) 25.85K
Increased by +1.86%
Jul 31, 25
17 MFS Mid Cap Growth A 1.36M (0.85%) 16.98K
Increased by +1.25%
Oct 31, 24
18 MFS Mid Cap Value Equity 1.35M (0.84%) 1.35M
Increased by +100.00%
Jun 30, 25
19 JPM Large Cap Value - MA 1.35M (0.84%) 1.05M
Increased by +77.68%
Mar 31, 25
20 JPM US Large Cap Value-Composite 1.35M (0.84%) 1.05M
Increased by +77.68%
Mar 31, 25