Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 USXF 1000.00%
2 XKFF 6.15%
3 GUNZ 5.40%
4 KMID 4.86%
5 MDCP 4.21%
6 UTRN 3.85%
7 ROKT 3.79%
8 KSEA 3.43%
9 BOTT 3.11%
10 EQWM 3.08%
11 AIVL 3.02%
12 EPSB 2.84%
13 PXMG 2.73%
14 SMCO 2.50%
15 HUSV 2.37%
16 IBOT 2.06%
17 XKFS 2.00%
18 MADE 1.89%
19 RUNN 1.86%
20 RYT 1.55%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.84M (12.60%) 123.23K
Increased by +2.11%
Jun 30, 25
2 BlackRock Inc 4.06M (8.77%) 199.26K
Increased by +4.90%
Mar 31, 25
3 T. Rowe Price Associates, Inc. 3.12M (6.74%) -1.06M
Decreased by -33.86%
Jun 30, 25
4 State Street Corp 2.10M (4.52%) 11.87K
Increased by +0.57%
Mar 31, 25
5 State Street Corporation 1.99M (4.29%) 38.11K
Increased by +1.91%
Mar 31, 24
6 Aristotle Capital Management LLC 1.91M (4.11%) -70.65K
Decreased by -3.71%
Mar 31, 25
7 HHG PLC 1.71M (3.69%) 14.12K
Increased by +0.83%
Jun 30, 25
8 Dodge & Cox 1.50M (3.23%) 1.50M
Increased by +100.00%
Jun 30, 25
9 Kayne Anderson Rudnick Investment Management LLC 1.46M (3.15%) 143.06K
Increased by +9.80%
Mar 31, 25
10 Geode Capital Management, LLC 1.21M (2.62%) 34.78K
Increased by +2.86%
Mar 31, 25
11 JPMorgan Chase & Co 1.10M (2.38%) 73.01K
Increased by +6.62%
Mar 31, 25
12 Bank of America Corp 701.67K (1.51%) 16.57K
Increased by +2.36%
Mar 31, 25
13 Morgan Stanley - Brokerage Accounts 695.32K (1.50%) 29.71K
Increased by +4.27%
Jun 30, 24
14 NORGES BANK 620.69K (1.34%) -38.70K
Decreased by -6.23%
Jun 30, 25
15 T. Rowe Price Investment Management,Inc. 611.96K (1.32%) -306.39K
Decreased by -50.07%
Jun 30, 25
16 Amvescap Plc. 592.99K (1.28%) -33.53K
Decreased by -5.65%
Mar 31, 25
17 UBS Asset Mgmt Americas Inc 586.00K (1.26%) -54.57K
Decreased by -9.31%
Jun 30, 25
18 Durable Capital Partners LP 573.36K (1.24%) 1.91K
Increased by +0.33%
Dec 31, 23
19 King Luther Capital Management Corp 553.24K (1.19%) -7.10K
Decreased by -1.28%
Jun 30, 25
20 Northern Trust Corp 539.36K (1.16%) 2.49K
Increased by +0.46%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.51M (3.25%) 3.64K
Increased by +0.24%
Jun 30, 25
2 Vanguard US Total Market Shares ETF 1.48M (3.19%) -26.64K
Decreased by -1.80%
Sep 30, 24
3 Vanguard 500 Index Investor 1.33M (2.87%) 3.90K
Increased by +0.29%
Jun 30, 25
4 Vanguard Institutional 500 Index Trust 1.33M (2.86%) 9.60K
Increased by +0.72%
May 31, 25
5 Dodge & Cox Stock I 1.13M (2.45%) 1.13M
Increased by +100.00%
Jun 30, 25
6 T. Rowe Price U.S. Growth Stock SMA 1.10M (2.38%) 1.10M
Increased by +99.98%
Dec 31, 23
7 Vanguard Mid Cap Index Institutional 1.03M (2.23%) 5.99K
Increased by +0.58%
Jun 30, 25
8 Janus Henderson Enterprise D 1.00M (2.16%) 0.00
Increased by 0.00%
May 31, 25
9 Janus Inst Mid Cap Growth CF 1.00M (2.16%) 0.00
Increased by 0.00%
Jun 30, 25
10 T. Rowe Price Growth Stock 852.61K (1.84%) -309.00
Decreased by -0.04%
Mar 31, 25
11 T. Rowe Price US Growth Stock Composite 852.61K (1.84%) -9.87K
Decreased by -1.16%
Mar 31, 25
12 T. Rowe Price New Horizons 740.03K (1.60%) -317.31K
Decreased by -42.88%
Jun 30, 25
13 US Small-Cap Growth II Equity Comp 740.03K (1.60%) -331.30K
Decreased by -44.77%
Jun 30, 25
14 T. Rowe Price Growth Stock Tr-B 629.95K (1.36%) 19.82K
Increased by +3.15%
Mar 31, 25
15 Fidelity 500 Index 593.73K (1.28%) 5.76K
Increased by +0.97%
Jun 30, 25
16 SPDR® S&P 500 ETF 579.73K (1.25%) -8.37K
Decreased by -1.44%
Mar 31, 25
17 SPDR® S&P 500® ETF 574.84K (1.24%) 2.49K
Increased by +0.43%
Jul 31, 25
18 SPDR® S&P 500® ETF Trust 564.58K (1.22%) -2.92K
Decreased by -0.52%
Mar 31, 25
19 iShares Core S&P 500 ETF 560.04K (1.21%) 2.58K
Increased by +0.46%
Jul 31, 25
20 SPDR® S&P 500 ETF Trust 556.68K (1.20%) 1.26K
Increased by +0.23%
Apr 30, 24