Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.03%
2 IAI 2.99%
3 CZAR 2.95%
4 PFI 2.88%
5 EPSB 2.80%
6 EPMB 2.62%
7 STNC 2.51%
8 AHOY 2.48%
9 EPMV 2.36%
10 FTCS 2.34%
11 MVFD 2.25%
12 WLTG 1.97%
13 FTGS 1.95%
14 RDVI 1.93%
15 RDVY 1.93%
16 EQRR 1.91%
17 DVLU 1.89%
18 PWC 1.88%
19 KOOL 1.83%
20 KCE 1.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.20M (12.53%) -45.51K
Decreased by -0.21%
Jun 30, 25
2 BlackRock Inc 14.98M (8.45%) 59.42K
Increased by +0.40%
Jun 30, 25
3 PRIMECAP Management Company 10.01M (5.65%) 295.16K
Increased by +2.95%
Jun 30, 25
4 Wellington Management Company LLP 9.57M (5.40%) -366.81K
Decreased by -3.83%
Jun 30, 25
5 State Street Corp 8.18M (4.61%) -162.30K
Decreased by -1.99%
Jun 30, 25
6 State Street Corporation 7.84M (4.43%) 12.37K
Increased by +0.16%
Mar 31, 24
7 FMR Inc 6.09M (3.43%) 227.83K
Increased by +3.74%
Jun 30, 25
8 JPMorgan Chase & Co 5.62M (3.17%) 1.65M
Increased by +29.40%
Jun 30, 25
9 Geode Capital Management, LLC 4.60M (2.59%) -92.71K
Decreased by -2.02%
Jun 30, 25
10 T. Rowe Price Investment Management,Inc. 4.18M (2.36%) 46.33K
Increased by +1.11%
Jun 30, 25
11 Victory Capital Management Inc. 2.84M (1.60%) 956.23K
Increased by +33.68%
Jun 30, 25
12 First Trust Advisors L.P. 2.49M (1.40%) 709.32K
Increased by +28.54%
Jun 30, 25
13 Earnest Partners LLC 2.48M (1.40%) -15.91K
Decreased by -0.64%
Jun 30, 25
14 Massachusetts Financial Services Company 2.41M (1.36%) 71.50K
Increased by +2.97%
Jun 30, 25
15 NORGES BANK 2.31M (1.30%) 414.14K
Increased by +17.92%
Jun 30, 25
16 Bank of America Corp 2.29M (1.29%) -375.25K
Decreased by -16.40%
Jun 30, 25
17 Morgan Stanley - Brokerage Accounts 2.25M (1.27%) -127.87K
Decreased by -5.69%
Jun 30, 25
18 Amvescap Plc. 2.14M (1.21%) -760.26K
Decreased by -35.51%
Jun 30, 25
19 Brave Warrior Advisors LLC 2.14M (1.21%) -23.60K
Decreased by -1.10%
Sep 30, 23
20 Dimensional Fund Advisors, Inc. 2.13M (1.20%) 38.17K
Increased by +1.79%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.86M (3.31%) -37.48K
Decreased by -0.64%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.71M (3.22%) -137.17K
Decreased by -2.40%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 5.25M (2.96%) 36.41K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 4.50M (2.54%) -658.68K
Decreased by -14.65%
Jul 31, 25
5 Vanguard PRIMECAP Inv 4.24M (2.39%) 336.65K
Increased by +7.94%
Jun 30, 25
6 Vanguard Mid Cap Index Institutional 4.05M (2.29%) 43.74K
Increased by +1.08%
Jul 31, 25
7 Vanguard Equity-Income Inv 3.12M (1.76%) -133.33K
Decreased by -4.27%
Jun 30, 25
8 Vanguard Capital Opportunity Inv 2.78M (1.57%) 145.82K
Increased by +5.24%
Jun 30, 25
9 Fidelity 500 Index 2.30M (1.30%) 986.00
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 2.28M (1.29%) -33.48K
Decreased by -1.47%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 2.23M (1.26%) 5.04K
Increased by +0.23%
Apr 30, 24
12 SPDR® S&P 500® ETF Trust 2.22M (1.25%) -11.66K
Decreased by -0.53%
Mar 31, 25
13 SPDR® S&P 500® ETF 2.20M (1.24%) 27.07K
Increased by +1.23%
Aug 31, 25
14 Fidelity® 500 Index 2.19M (1.24%) 13.94K
Increased by +0.64%
Nov 30, 23
15 iShares Core S&P 500 ETF 2.18M (1.23%) 0.00
Increased by 0.00%
Aug 31, 25
16 First Trust Rising Dividend Achiev ETF 2.09M (1.18%) 2.93K
Increased by +0.14%
Aug 28, 25
17 Vanguard Windsor Investor Shares 2.08M (1.17%) -15.45K
Decreased by -0.74%
Jun 30, 25
18 T. Rowe Price US Mid-Cap Growth Equity 1.98M (1.12%) -2.20K
Decreased by -0.11%
Jun 30, 25
19 T. Rowe Price Mid-Cap Growth 1.84M (1.04%) -138.40K
Decreased by -7.51%
Jul 31, 25
20 Victory Sycamore Established Value R 1.67M (0.94%) 465.00K
Increased by +27.93%
Jun 30, 25