Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.97%
2 WBIL 3.90%
3 GRNR 3.80%
4 CWS 3.67%
5 FPX 3.16%
6 BAMV 2.83%
7 DVOL 2.72%
8 DIVS 2.46%
9 KAT 2.08%
10 POWA 1.99%
11 DEF 1.97%
12 GKAT 1.96%
13 EMOT 1.89%
14 CZA 1.87%
15 MGRO 1.76%
16 BIDD 1.48%
17 MPAY 1.41%
18 QUVU 1.36%
19 STNC 1.32%
20 RSPN 1.30%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 48.59M (12.49%) 1.99M
Increased by +4.10%
Jun 30, 25
2 BlackRock Inc 32.55M (8.37%) 770.66K
Increased by +2.37%
Jun 30, 25
3 JPMorgan Chase & Co 22.11M (5.69%) -15.81M
Decreased by -71.47%
Jun 30, 25
4 AllianceBernstein L.P. 19.38M (4.98%) 603.86K
Increased by +3.12%
Jun 30, 25
5 State Street Corp 16.04M (4.12%) 26.14K
Increased by +0.16%
Jun 30, 25
6 State Street Corporation 15.73M (4.05%) 90.10K
Increased by +0.57%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 13.48M (3.46%) 583.88K
Increased by +4.33%
Jun 30, 25
8 Geode Capital Management, LLC 10.67M (2.74%) 129.46K
Increased by +1.21%
Jun 30, 25
9 NORGES BANK 7.29M (1.87%) 270.13K
Increased by +3.71%
Jun 30, 25
10 Franklin Resources Inc 7.10M (1.82%) -698.42K
Decreased by -9.84%
Jun 30, 25
11 Massachusetts Financial Services Company 6.91M (1.78%) -258.06K
Decreased by -3.73%
Jun 30, 25
12 Fundsmith LLP 5.82M (1.50%) -47.59K
Decreased by -0.82%
Jun 30, 25
13 Grantham, Mayo, Van Otterloo & Co., LLC 5.46M (1.40%) 301.73K
Increased by +5.53%
Mar 31, 25
14 Fiera Capital Corporation 5.34M (1.37%) -55.27K
Decreased by -1.04%
Jun 30, 25
15 Dodge & Cox 5.03M (1.29%) -78.10K
Decreased by -1.55%
Dec 31, 23
16 Boston Partners Global Investors, Inc 4.64M (1.19%) -45.79K
Decreased by -0.99%
Sep 30, 23
17 StonePine Asset Management Inc. 4.64M (1.19%) 543.93K
Increased by +11.73%
Jun 30, 25
18 Mitsubishi UFJ Asset Management Co.,Ltd 4.63M (1.19%) 494.26K
Increased by +10.67%
Jun 30, 25
19 Amvescap Plc. 4.53M (1.16%) 290.62K
Increased by +6.42%
Jun 30, 25
20 Goldman Sachs Group Inc 4.45M (1.15%) 2.45M
Increased by +55.10%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 12.67M (3.26%) -140.43K
Decreased by -1.11%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 12.40M (3.19%) -285.49K
Decreased by -2.30%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 11.28M (2.90%) 77.97K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 9.77M (2.51%) -1.43M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 8.80M (2.26%) 94.75K
Increased by +1.08%
Jul 31, 25
6 Fundsmith Equity I Acc 5.65M (1.45%) 0.00
Increased by 0.00%
Mar 31, 25
7 R233 Fundsmith Equity (GBP) 5.65M (1.45%) 0.00
Increased by 0.00%
Dec 31, 24
8 AllianceBernstein US L/C Growth Eqty MF 5.34M (1.37%) 0.00
Increased by 0.00%
Jul 31, 25
9 Fidelity 500 Index 5.00M (1.29%) 2.15K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 4.93M (1.27%) -112.38K
Decreased by -2.28%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 4.82M (1.24%) -10.36K
Decreased by -0.22%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 4.80M (1.23%) -25.16K
Decreased by -0.52%
Mar 31, 25
13 Fidelity® 500 Index 4.80M (1.23%) 30.53K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF 4.76M (1.22%) 58.70K
Increased by +1.23%
Aug 31, 25
15 iShares Core S&P 500 ETF 4.75M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
16 MS INVF Global Brands A 4.35M (1.12%) 426.18K
Increased by +9.80%
Jun 30, 25
17 Morgan Stanley Glbl Franchise 4.35M (1.12%) 408.40K
Increased by +9.40%
Jun 30, 25
18 American Funds Growth Fund of Amer A 4.15M (1.07%) -266.93K
Decreased by -6.43%
Dec 31, 23
19 Capital Group Growth Fnd of Amer Comp 4.15M (1.07%) -266.93K
Decreased by -6.43%
Dec 31, 23
20 MS INVF Global Brands A USD 4.14M (1.06%) -59.46K
Decreased by -1.44%
Mar 31, 24