Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 JGRW 6.64%
2 SEMG 4.60%
3 IHI 4.56%
4 CWS 4.05%
5 UTRN 3.98%
6 LNGR 3.59%
7 GGRW 3.52%
8 JDOC 3.48%
9 BIBL 3.45%
10 MNTL 3.40%
11 NEWZ 3.33%
12 AGNG 3.01%
13 STNC 2.85%
14 KLDW 2.84%
15 XLV 2.67%
16 DEMZ 2.65%
17 IYH 2.60%
18 FMED 2.51%
19 VHT 2.44%
20 GK 2.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 33.50M (9.72%) 440.61K
Increased by +1.32%
Jun 30, 25
2 BlackRock Inc 27.18M (7.89%) 372.77K
Increased by +1.37%
Mar 31, 25
3 Greenleaf Trust 16.69M (4.84%) -427.58K
Decreased by -2.56%
Jun 30, 25
4 State Street Corp 14.81M (4.30%) 27.41K
Increased by +0.19%
Mar 31, 25
5 State Street Corporation 14.35M (4.16%) 86.75K
Increased by +0.60%
Mar 31, 24
6 JPMorgan Chase & Co 12.62M (3.66%) 1.81M
Increased by +14.33%
Mar 31, 25
7 T. Rowe Price Associates, Inc. 11.90M (3.45%) -232.72K
Decreased by -1.96%
Jun 30, 25
8 FMR Inc 7.75M (2.25%) -286.30K
Decreased by -3.69%
Mar 31, 25
9 Geode Capital Management, LLC 7.31M (2.12%) 240.40K
Increased by +3.29%
Mar 31, 25
10 Capital Research Global Investors 6.77M (1.96%) -98.16K
Decreased by -1.45%
Jun 30, 25
11 Morgan Stanley - Brokerage Accounts 6.12M (1.78%) 559.17K
Increased by +9.13%
Mar 31, 25
12 Wellington Management Company LLP 5.56M (1.61%) -836.24K
Decreased by -15.04%
Jun 30, 25
13 Bank of New York Mellon Corp 5.15M (1.50%) -202.47K
Decreased by -3.93%
Mar 31, 25
14 NORGES BANK 4.76M (1.38%) 6.00K
Increased by +0.13%
Jun 30, 25
15 Fundsmith LLP 4.68M (1.36%) -392.18K
Decreased by -8.39%
Jun 30, 25
16 Bank of America Corp 4.01M (1.16%) 1.04M
Increased by +25.93%
Mar 31, 25
17 Northern Trust Corp 3.54M (1.03%) -62.79K
Decreased by -1.77%
Mar 31, 25
18 Fisher Asset Management, LLC 3.45M (1.00%) -205.41K
Decreased by -5.95%
Jun 30, 25
19 Franklin Resources Inc 3.36M (0.97%) -94.75K
Decreased by -2.82%
Jun 30, 25
20 First Western Trust Bank 3.25M (0.94%) -756.00
Decreased by -0.02%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 10.87M (3.15%) 12.51K
Increased by +0.12%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 10.80M (3.13%) -252.04K
Decreased by -2.33%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 9.77M (2.83%) 67.39K
Increased by +0.69%
May 31, 25
4 Vanguard 500 Index Investor 8.51M (2.47%) -1.25M
Decreased by -14.65%
Jul 31, 25
5 Fundsmith Equity I Acc 4.76M (1.38%) -29.48K
Decreased by -0.62%
Mar 31, 25
6 Fidelity 500 Index 4.36M (1.26%) 25.27K
Increased by +0.58%
Jun 30, 25
7 SPDR® S&P 500 ETF 4.27M (1.24%) -62.62K
Decreased by -1.47%
Mar 31, 25
8 SPDR® S&P 500® ETF 4.21M (1.22%) 17.98K
Increased by +0.43%
Jul 31, 25
9 SPDR® S&P 500® ETF Trust 4.15M (1.21%) -21.82K
Decreased by -0.53%
Mar 31, 25
10 iShares Core S&P 500 ETF 4.11M (1.19%) 18.68K
Increased by +0.45%
Jul 31, 25
11 SPDR® S&P 500 ETF Trust 4.00M (1.16%) 9.04K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 3.94M (1.14%) 25.06K
Increased by +0.64%
Nov 30, 23
13 Vanguard Growth Index Investor 3.65M (1.06%) 13.03K
Increased by +0.36%
Jul 31, 25
14 Vanguard Dividend Growth Inv 3.20M (0.93%) -559.83K
Decreased by -17.52%
Jun 30, 25
15 Health Care Select Sector SPDR® ETF 2.46M (0.72%) -3.20K
Decreased by -0.13%
Apr 30, 24
16 The Health Care Select Sector SPDR® ETF 2.33M (0.68%) -21.38K
Decreased by -0.92%
Jul 31, 25
17 Vanguard Institutional Index I 2.08M (0.60%) -23.12K
Decreased by -1.11%
Jul 31, 25
18 American Funds Growth Fund of Amer A 2.00M (0.58%) 0.00
Increased by 0.00%
Jun 30, 25
19 Capital Group Growth Fnd of Amer Comp 2.00M (0.58%) 0.00
Increased by 0.00%
Jun 30, 25
20 Franklin Rising Dividends A 1.97M (0.57%) 0.00
Increased by 0.00%
Jun 30, 25