Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BIDS 7.10%
2 WBIF 4.45%
3 WBIG 4.42%
4 FDD 4.24%
5 UTRN 4.11%
6 NBDS 3.09%
7 RJMG 2.82%
8 BCDF 2.74%
9 TPMN 2.71%
10 DVOL 2.02%
11 EVSTC_old 1.85%
12 WBIL 1.80%
13 IMOM 1.57%
14 KCE 1.53%
15 EFAS 1.48%
16 FRTY 1.44%
17 PLAT 1.44%
18 SDIV 1.41%
19 CZA 1.39%
20 HAPY 1.33%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.86M (10.20%) 90.58K
Increased by +0.76%
Jun 30, 25
2 T. Rowe Price Associates, Inc. 8.53M (7.34%) 1.65M
Increased by +19.34%
Jun 30, 25
3 BlackRock Inc 8.41M (7.23%) -268.68K
Decreased by -3.19%
Jun 30, 25
4 Wellington Management Company LLP 6.86M (5.90%) -2.52M
Decreased by -36.66%
Jun 30, 25
5 Franklin Resources Inc 3.84M (3.30%) -41.19K
Decreased by -1.07%
Jun 30, 25
6 ING Investment Management LLC 2.94M (2.53%) 1.36M
Increased by +46.29%
Mar 31, 25
7 Capital World Investors 2.70M (2.32%) 399.74K
Increased by +14.81%
Jun 30, 25
8 State Street Corp 2.62M (2.26%) 61.61K
Increased by +2.35%
Jun 30, 25
9 JPMorgan Chase & Co 2.60M (2.23%) -628.91K
Decreased by -24.21%
Jun 30, 25
10 T. Rowe Price Investment Management,Inc. 2.47M (2.12%) -1.47K
Decreased by -0.06%
Jun 30, 25
11 State Street Corporation 2.45M (2.11%) 24.50K
Increased by +1.00%
Mar 31, 24
12 TD Asset Management Inc 2.28M (1.96%) 1.54M
Increased by +67.68%
Jun 30, 25
13 Van Eck Associates Corporation 2.20M (1.89%) 289.61K
Increased by +13.17%
Sep 30, 23
14 Geode Capital Management, LLC 2.07M (1.78%) 3.53K
Increased by +0.17%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 2.00M (1.72%) 73.33K
Increased by +3.66%
Jun 30, 25
16 Axiom Investors 1.89M (1.63%) -1.99M
Decreased by -105.14%
Jun 30, 25
17 Artisan Partners Limited Partnership 1.83M (1.58%) -331.88K
Decreased by -18.12%
Mar 31, 25
18 William Blair Investment Management, LLC 1.82M (1.57%) -123.03K
Decreased by -6.75%
Mar 31, 24
19 Harding Loevner L.P. 1.78M (1.53%) 531.72K
Increased by +29.82%
Jun 30, 25
20 American Century Companies Inc 1.77M (1.53%) 8.71K
Increased by +0.49%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.67M (3.16%) 2.94K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.66M (3.15%) -77.36K
Decreased by -2.11%
Jul 31, 25
3 Vanguard Mid Cap Index Institutional 2.60M (2.23%) 28.02K
Increased by +1.08%
Jul 31, 25
4 Franklin Innovation Composite 2.11M (1.82%) 114.49K
Increased by +5.41%
Jun 30, 25
5 VanEck Morningstar Wide Moat ETF 2.11M (1.81%) 1.42K
Increased by +0.07%
Nov 30, 23
6 Franklin DynaTech A 2.00M (1.72%) 0.00
Increased by 0.00%
Jul 31, 25
7 Franklin DynaTech Fund A 2.00M (1.72%) 0.00
Increased by 0.00%
May 31, 25
8 VanEck Morningstar Wide Moat 1.98M (1.70%) 281.80K
Increased by +14.22%
Sep 30, 23
9 American Funds Growth Fund of Amer A 1.96M (1.68%) 347.33K
Increased by +17.76%
Jun 30, 25
10 Capital Group Growth Fnd of Amer Comp 1.96M (1.68%) 347.33K
Increased by +17.76%
Jun 30, 25
11 Vanguard US Growth Investor 1.68M (1.44%) -220.75K
Decreased by -13.15%
Jun 30, 25
12 American Funds IS® Global Growth 1 1.53M (1.31%) 0.00
Increased by 0.00%
Dec 31, 23
13 Capital Group Global Composite 1.53M (1.31%) 0.00
Increased by 0.00%
Dec 31, 23
14 Vanguard Growth Index Investor 1.53M (1.31%) 4.13K
Increased by +0.27%
Jul 31, 25
15 T. Rowe Price Global Focused Gr Eq Pool 1.33M (1.14%) 415.57K
Increased by +31.31%
Jun 30, 24
16 Vanguard Institutional Extnd Mkt Idx Tr 1.25M (1.08%) -542.64K
Decreased by -43.37%
Jul 31, 25
17 BlackRock Mid-Cap Growth Equity Instl 1.25M (1.07%) -82.91K
Decreased by -6.65%
Jul 31, 25
18 American Century US Premier Lg Cp Gr 1.24M (1.07%) 0.00
Increased by 0.00%
Jun 30, 25
19 American Century Ultra® Inv 1.24M (1.07%) 0.00
Increased by 0.00%
Jun 30, 25
20 T. Rowe Price US Mid-Cap Growth Equity 1.17M (1.01%) -1.40K
Decreased by -0.12%
Jun 30, 25