Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EVX 4.20%
2 UTRN 3.97%
3 USSE 3.93%
4 IHI 2.80%
5 MDEV 2.06%
6 DEF 2.02%
7 CSMD 2.02%
8 TSME 1.94%
9 POWA 1.91%
10 XHE 1.86%
11 RUNN 1.82%
12 RSPH 1.70%
13 NUMV 1.69%
14 SWP 1.63%
15 SMCO 1.54%
16 BOUT 1.48%
17 RYH 1.45%
18 XRLV 1.07%
19 IGTR 0.99%
20 ALTL 0.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 12.16M (12.40%) 205.28K
Increased by +1.69%
Jun 30, 25
2 BlackRock Inc 9.21M (9.39%) 119.65K
Increased by +1.30%
Mar 31, 25
3 Massachusetts Financial Services Company 5.25M (5.35%) -188.50K
Decreased by -3.59%
Jun 30, 25
4 State Street Corporation 4.12M (4.20%) -120.30K
Decreased by -2.92%
Mar 31, 24
5 State Street Corp 4.09M (4.17%) -3.24K
Decreased by -0.08%
Mar 31, 25
6 Morgan Stanley - Brokerage Accounts 3.89M (3.97%) 7.69K
Increased by +0.20%
Mar 31, 25
7 Generation Investment Management LLP 3.17M (3.23%) -183.83K
Decreased by -5.80%
Jun 30, 25
8 Geode Capital Management, LLC 2.43M (2.48%) 72.50K
Increased by +2.98%
Mar 31, 25
9 Select Equity Group LP 2.22M (2.26%) -384.54K
Decreased by -17.36%
Mar 31, 25
10 WCM Investment Management 2.10M (2.14%) -2.41M
Decreased by -114.59%
Jun 30, 25
11 JPMorgan Chase & Co 2.03M (2.07%) -5.55K
Decreased by -0.27%
Sep 30, 24
12 T. Rowe Price Associates, Inc. 1.74M (1.77%) 120.62K
Increased by +6.94%
Mar 31, 24
13 Apg All Pensions Group 1.57M (1.60%) -46.50K
Decreased by -2.96%
Mar 31, 25
14 Orbis Allan Gray Ltd 1.54M (1.57%) 1.54M
Increased by +100.00%
Mar 31, 25
15 HHG PLC 1.47M (1.50%) 6.77K
Increased by +0.46%
Jun 30, 25
16 AllianceBernstein L.P. 1.45M (1.48%) -53.23K
Decreased by -3.68%
Sep 30, 24
17 UBS Asset Mgmt Americas Inc 1.39M (1.41%) -133.78K
Decreased by -9.65%
Jun 30, 25
18 Mitsubishi UFJ Asset Management Co.,Ltd 1.35M (1.37%) 50.76K
Increased by +3.77%
Jun 30, 25
19 Northern Trust Corp 1.28M (1.31%) 70.52K
Increased by +5.49%
Mar 31, 25
20 Franklin Resources Inc 1.26M (1.28%) 40.35K
Increased by +3.21%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.16M (3.22%) 6.39K
Increased by +0.20%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 3.12M (3.18%) -18.21K
Decreased by -0.58%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.79M (2.85%) 19.87K
Increased by +0.71%
May 31, 25
4 Vanguard 500 Index Investor 2.79M (2.84%) -6.20K
Decreased by -0.22%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 2.17M (2.21%) 11.42K
Increased by +0.53%
Jun 30, 25
6 MS INVF Global Brands A USD 1.25M (1.28%) -24.52K
Decreased by -1.96%
Jun 30, 24
7 Fidelity 500 Index 1.24M (1.27%) 5.38K
Increased by +0.43%
Jun 30, 25
8 SPDR® S&P 500 ETF 1.22M (1.25%) -25.88K
Decreased by -2.12%
Mar 31, 25
9 MS INVF Global Brands A 1.21M (1.24%) -9.26K
Decreased by -0.76%
Mar 31, 25
10 Morgan Stanley Glbl Franchise 1.21M (1.24%) -42.07K
Decreased by -3.46%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.20M (1.23%) 5.16K
Increased by +0.43%
Jul 31, 25
12 SPDR® S&P 500® ETF Trust 1.19M (1.21%) -6.26K
Decreased by -0.53%
Mar 31, 25
13 iShares Core S&P 500 ETF 1.17M (1.20%) 5.34K
Increased by +0.45%
Jul 31, 25
14 SPDR® S&P 500 ETF Trust 1.17M (1.19%) 2.65K
Increased by +0.23%
Apr 30, 24
15 Fidelity® 500 Index 1.15M (1.17%) 7.32K
Increased by +0.64%
Nov 30, 23
16 MFS Large Cap Growth Equity 1.09M (1.11%) -52.08K
Decreased by -4.78%
Jun 30, 25
17 MFS Massachusetts Inv Gr Stk A 1.09M (1.11%) -16.67K
Decreased by -1.53%
Jun 30, 25
18 Franklin Rising Dividends A 1.07M (1.09%) 0.00
Increased by 0.00%
Jun 30, 25
19 Franklin Rising Dividends Fund A 1.07M (1.09%) 0.00
Increased by 0.00%
Jun 30, 25
20 Champlain Mid Cap Fund, LLC 874.47K (0.89%) -21.69K
Decreased by -2.48%
Aug 31, 24