Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 IAI 2.88%
3 CZAR 2.85%
4 EPSB 2.77%
5 PFI 2.65%
6 EPMB 2.57%
7 AHOY 2.48%
8 FTCS 2.34%
9 EPMV 2.33%
10 STNC 2.21%
11 RDVY 2.06%
12 RDVI 2.05%
13 WLTG 1.97%
14 FTGS 1.90%
15 PWC 1.88%
16 KOOL 1.81%
17 KCE 1.66%
18 BMVP 1.64%
19 DVLU 1.62%
20 SOVF 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.24M (12.51%) 347.92K
Increased by +1.56%
Mar 31, 25
2 BlackRock Inc 14.92M (8.39%) 577.35K
Increased by +3.87%
Mar 31, 25
3 Wellington Management Company LLP 9.94M (5.59%) -392.82K
Decreased by -3.95%
Mar 31, 25
4 PRIMECAP Management Company 9.72M (5.47%) -1.75M
Decreased by -18.01%
Mar 31, 25
5 State Street Corp 8.34M (4.69%) 156.69K
Increased by +1.88%
Mar 31, 25
6 State Street Corporation 7.84M (4.41%) 12.37K
Increased by +0.16%
Mar 31, 24
7 FMR Inc 5.86M (3.30%) -664.03K
Decreased by -11.34%
Mar 31, 25
8 Geode Capital Management, LLC 4.69M (2.64%) 297.62K
Increased by +6.35%
Mar 31, 25
9 T. Rowe Price Investment Management,Inc. 4.14M (2.33%) 29.09K
Increased by +0.70%
Mar 31, 25
10 JPMorgan Chase & Co 3.97M (2.23%) -453.65K
Decreased by -11.44%
Mar 31, 25
11 Amvescap Plc. 2.90M (1.63%) 466.13K
Increased by +16.07%
Mar 31, 25
12 Bank of America Corp 2.66M (1.50%) 222.66K
Increased by +8.36%
Mar 31, 25
13 Earnest Partners LLC 2.50M (1.40%) -37.02K
Decreased by -1.48%
Mar 31, 25
14 Morgan Stanley - Brokerage Accounts 2.38M (1.34%) -447.95K
Decreased by -18.85%
Mar 31, 25
15 Massachusetts Financial Services Company 2.34M (1.31%) 178.26K
Increased by +7.63%
Mar 31, 25
16 Northern Trust Corp 2.25M (1.26%) 140.70K
Increased by +6.26%
Mar 31, 25
17 Brave Warrior Advisors LLC 2.14M (1.20%) -23.60K
Decreased by -1.10%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 2.09M (1.18%) 24.82K
Increased by +1.19%
Mar 31, 25
19 NORGES BANK 1.90M (1.07%) -382.17K
Decreased by -20.15%
Dec 31, 24
20 Marshall Wace Asset Management Ltd 1.89M (1.07%) 641.78K
Increased by +33.89%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 5.92M (3.33%) 79.38K
Increased by +1.34%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 5.86M (3.30%) -37.48K
Decreased by -0.64%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.21M (2.93%) 83.45K
Increased by +1.60%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 4.01M (2.26%) 38.51K
Increased by +0.96%
Apr 30, 25
5 Vanguard PRIMECAP Inv 3.90M (2.19%) -388.31K
Decreased by -9.95%
Mar 31, 25
6 Vanguard Equity-Income Inv 3.25M (1.83%) -38.85K
Decreased by -1.19%
Mar 31, 25
7 Vanguard Capital Opportunity Inv 2.64M (1.48%) -166.06K
Decreased by -6.30%
Mar 31, 25
8 Fidelity 500 Index 2.32M (1.30%) 2.86K
Increased by +0.12%
Apr 30, 25
9 SPDR® S&P 500 ETF 2.28M (1.28%) -33.48K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 2.23M (1.25%) 5.04K
Increased by +0.23%
Apr 30, 24
11 SPDR® S&P 500® ETF Trust 2.22M (1.25%) -11.66K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 2.19M (1.23%) -9.83K
Decreased by -0.45%
May 31, 25
13 Fidelity® 500 Index 2.19M (1.23%) 13.94K
Increased by +0.64%
Nov 30, 23
14 iShares Core S&P 500 ETF 2.14M (1.20%) 0.00
Increased by 0.00%
May 31, 25
15 Vanguard Windsor Investor Shares 2.10M (1.18%) -204.04K
Decreased by -9.73%
Mar 31, 25
16 T. Rowe Price Mid-Cap Growth 1.98M (1.12%) -2.40K
Decreased by -0.12%
Mar 31, 25
17 T. Rowe Price US Mid-Cap Growth Equity 1.98M (1.12%) -3.20K
Decreased by -0.16%
Mar 31, 25
18 Fidelity Low-Priced Stock 1.65M (0.93%) -15.51K
Decreased by -0.94%
Oct 31, 24
19 BlackRock Equity Dividend Instl 1.64M (0.92%) -35.57K
Decreased by -2.17%
Dec 31, 23
20 Vanguard Value Index Inv 1.62M (0.91%) 2.95K
Increased by +0.18%
Apr 30, 25