Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.40%
2 FXG 4.31%
3 FOANC 3.93%
4 FTXG 3.80%
5 VICE 3.80%
6 MDPL 3.56%
7 KEAT 3.49%
8 EATV 2.97%
9 BAD 2.71%
10 RHS 2.62%
11 RSPS 2.61%
12 PBJ 2.56%
13 HCOW 2.36%
14 COWS 2.35%
15 DVLU 2.23%
16 SMRI 1.99%
17 PXLG 1.99%
18 DVOL 1.77%
19 RYJ 1.70%
20 UPGD 1.70%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.21M (11.94%) 92.06K
Increased by +0.43%
Jun 30, 25
2 BlackRock Inc 14.93M (8.41%) -752.25K
Decreased by -5.04%
Jun 30, 25
3 Dodge & Cox 14.40M (8.11%) 327.88K
Increased by +2.28%
Jun 30, 25
4 State Street Corp 8.82M (4.97%) -275.21K
Decreased by -3.12%
Jun 30, 25
5 State Street Corporation 8.33M (4.69%) -227.03K
Decreased by -2.73%
Mar 31, 24
6 LSV Asset Management 6.10M (3.44%) -266.97K
Decreased by -4.37%
Jun 30, 25
7 Dimensional Fund Advisors, Inc. 5.23M (2.95%) 725.91K
Increased by +13.88%
Jun 30, 25
8 Geode Capital Management, LLC 4.49M (2.53%) 61.06K
Increased by +1.36%
Jun 30, 25
9 Pacer Advisors, INC. 4.45M (2.51%) -734.29K
Decreased by -16.49%
Dec 31, 24
10 Amvescap Plc. 4.28M (2.41%) 626.64K
Increased by +14.65%
Jun 30, 25
11 Bank of New York Mellon Corp 4.12M (2.32%) -6.15K
Decreased by -0.15%
Jun 30, 25
12 Clarkston Capital Partners, LLC 3.60M (2.03%) -951.44K
Decreased by -26.42%
Jun 30, 25
13 Citadel Advisors Llc 3.40M (1.92%) -320.70K
Decreased by -9.43%
Sep 30, 23
14 Morgan Stanley - Brokerage Accounts 3.13M (1.76%) -457.89K
Decreased by -14.61%
Jun 30, 25
15 Deutsche Bank AG 3.05M (1.72%) 254.55K
Increased by +8.34%
Jun 30, 25
16 Marshall Wace Asset Management Ltd 2.88M (1.62%) -892.22K
Decreased by -31.01%
Dec 31, 23
17 NORGES BANK 2.79M (1.57%) 308.03K
Increased by +11.03%
Jun 30, 25
18 AQR Capital Management LLC 2.65M (1.49%) -881.31K
Decreased by -33.24%
Jun 30, 25
19 JPMorgan Chase & Co 2.24M (1.26%) 435.27K
Increased by +19.45%
Sep 30, 24
20 Kbc Group NV 2.09M (1.18%) 755.46K
Increased by +36.09%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Dodge & Cox Stock I 10.57M (5.95%) 305.06K
Increased by +2.89%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 5.48M (3.09%) -154.56K
Decreased by -2.82%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 5.34M (3.01%) -144.91K
Decreased by -2.71%
Jul 31, 25
4 Vanguard Institutional 500 Index Trust 4.89M (2.76%) 31.11K
Increased by +0.64%
May 31, 25
5 Pacer US Cash Cows 100 ETF 4.40M (2.48%) 6.50K
Increased by +0.15%
Feb 28, 25
6 Vanguard 500 Index Investor 4.24M (2.39%) -621.48K
Decreased by -14.65%
Jul 31, 25
7 Vanguard Small Cap Index 4.15M (2.34%) -27.44K
Decreased by -0.66%
Jul 31, 25
8 Invesco S&P 500® Equal Weight ETF 2.73M (1.54%) 4.00K
Increased by +0.15%
Aug 29, 25
9 Vanguard Small Cap Value Index Inv 2.67M (1.50%) 4.52K
Increased by +0.17%
Jul 31, 25
10 Clarkston Capital SMID Composite 2.47M (1.39%) -246.79K
Decreased by -9.98%
Jun 30, 25
11 American Funds Growth Fund of Amer A 2.37M (1.33%) 0.00
Increased by 0.00%
Mar 31, 24
12 Capital Group Growth Fnd of Amer Comp 2.37M (1.33%) 0.00
Increased by 0.00%
Mar 31, 24
13 American Funds IS® Growth-Income 1 2.26M (1.27%) -35.62K
Decreased by -1.58%
Mar 31, 24
14 Capital Group Core Equity Composite 2.26M (1.27%) -35.62K
Decreased by -1.58%
Mar 31, 24
15 SPDR® S&P 500 ETF Trust 2.22M (1.25%) 15.40K
Increased by +0.69%
May 30, 24
16 Fidelity 500 Index 2.17M (1.22%) 941.00
Increased by +0.04%
Jul 31, 25
17 Fidelity® 500 Index 2.16M (1.22%) 13.76K
Increased by +0.64%
Nov 30, 23
18 SPDR® S&P 500 ETF 2.14M (1.21%) -64.46K
Decreased by -3.01%
Mar 31, 25
19 SPDR® S&P 500® ETF Trust 2.08M (1.17%) -10.91K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 2.08M (1.17%) 25.55K
Increased by +1.23%
Aug 31, 25