Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PIO 7.05%
2 PHO 6.95%
3 UTRN 3.92%
4 QQLV 3.81%
5 FIW 3.35%
6 SUPP 2.96%
7 RW 2.81%
8 AIVL 2.79%
9 TCAF 2.56%
10 AIEQ 2.54%
11 GRW 2.50%
12 TDV 2.48%
13 DVOL 2.45%
14 RULE 2.35%
15 SAMM 2.35%
16 HUSV 2.30%
17 XKII 2.26%
18 PDP 2.16%
19 BCHP 2.14%
20 BKUS 2.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.90M (10.18%) 179.65K
Increased by +1.65%
Jun 30, 25
2 BlackRock Inc 9.28M (8.67%) 301.41K
Increased by +3.25%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 5.16M (4.82%) -10.93K
Decreased by -0.21%
Jun 30, 25
4 State Street Corp 4.84M (4.52%) 7.88K
Increased by +0.16%
Mar 31, 25
5 State Street Corporation 4.59M (4.29%) 38.18K
Increased by +0.83%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 4.31M (4.03%) -1.65M
Decreased by -38.23%
Jun 30, 25
7 Morgan Stanley - Brokerage Accounts 3.52M (3.29%) 73.61K
Increased by +2.09%
Mar 31, 25
8 Geode Capital Management, LLC 2.55M (2.38%) 70.91K
Increased by +2.78%
Mar 31, 25
9 Principal Financial Group Inc 2.50M (2.33%) -30.99K
Decreased by -1.24%
Jun 30, 25
10 Wellington Management Company LLP 1.88M (1.76%) 483.64K
Increased by +25.66%
Jun 30, 25
11 NORGES BANK 1.88M (1.75%) 120.04K
Increased by +6.39%
Jun 30, 25
12 Franklin Resources Inc 1.81M (1.69%) -20.55K
Decreased by -1.14%
Jun 30, 25
13 Nuveen, LLC 1.52M (1.42%) 1.52M
Increased by +100.00%
Mar 31, 25
14 Amvescap Plc. 1.48M (1.38%) -11.63K
Decreased by -0.79%
Mar 31, 25
15 Akre Capital Management, LLC 1.44M (1.34%) -9.72K
Decreased by -0.68%
Jun 30, 25
16 Goldman Sachs Group Inc 1.35M (1.26%) 943.92K
Increased by +70.11%
Dec 31, 23
17 AllianceBernstein L.P. 1.28M (1.20%) -99.83K
Decreased by -7.79%
Mar 31, 25
18 Mitsubishi UFJ Asset Management Co.,Ltd 1.20M (1.12%) 122.21K
Increased by +10.19%
Jun 30, 25
19 Mackenzie Investments 1.16M (1.08%) -1.17M
Decreased by -101.18%
Mar 31, 25
20 UBS Asset Mgmt Americas Inc 1.14M (1.07%) 19.23K
Increased by +1.68%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.39M (3.17%) 2.33K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.37M (3.15%) -80.23K
Decreased by -2.38%
Jul 31, 25
3 T. Rowe Price Capital Appreciation 3.15M (2.94%) 0.00
Increased by 0.00%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 3.05M (2.85%) 21.00K
Increased by +0.69%
May 31, 25
5 Vanguard 500 Index Investor 2.66M (2.49%) -389.92K
Decreased by -14.65%
Jul 31, 25
6 Invesco QQQ Trust 2.21M (2.06%) -1.38K
Decreased by -0.06%
Jul 31, 25
7 Akre Focus Instl 1.43M (1.34%) -3.50K
Decreased by -0.24%
Jan 31, 25
8 Fidelity 500 Index 1.36M (1.27%) 9.44K
Increased by +0.69%
Jun 30, 25
9 SPDR® S&P 500 ETF 1.33M (1.25%) -19.53K
Decreased by -1.46%
Mar 31, 25
10 SPDR® S&P 500® ETF 1.32M (1.23%) 5.61K
Increased by +0.43%
Jul 31, 25
11 SPDR® S&P 500® ETF Trust 1.30M (1.21%) -6.80K
Decreased by -0.52%
Mar 31, 25
12 iShares Core S&P 500 ETF 1.28M (1.20%) 5.80K
Increased by +0.45%
Jul 31, 25
13 SPDR® S&P 500 ETF Trust 1.28M (1.20%) -9.95K
Decreased by -0.78%
Mar 31, 24
14 MS INVF Global Brands A 1.27M (1.19%) 129.81K
Increased by +10.22%
Jul 31, 25
15 Franklin Rising Dividends A 1.26M (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
16 Franklin Rising Dividends Fund A 1.26M (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
17 Principal Aligned MidCap Equity 1.26M (1.17%) -12.45K
Decreased by -0.99%
Jun 30, 25
18 Principal MidCap R5 1.26M (1.17%) -12.45K
Decreased by -0.99%
Jun 30, 25
19 Fidelity® 500 Index 1.24M (1.16%) 7.91K
Increased by +0.64%
Nov 30, 23
20 Vanguard Growth Index Investor 1.19M (1.11%) 4.87K
Increased by +0.41%
Jul 31, 25