Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 XAR 3.31%
3 SAMT 3.28%
4 MISL 3.11%
5 GCAD 2.38%
6 DVLU 2.22%
7 SAGP 1.91%
8 JETS 1.88%
9 DFEN 1.48%
10 VSMV 1.47%
11 XKFS 1.34%
12 PPA 1.25%
13 RSPN 1.21%
14 RGI 1.21%
15 HCOW 1.11%
16 COWS 1.11%
17 FITE 1.10%
18 DVOL 1.10%
19 HAIL 1.05%
20 AIVL 1.04%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.50M (11.98%) -549.00
Decreased by -0.00%
Mar 31, 25
2 BlackRock Inc 15.02M (8.37%) 117.16K
Increased by +0.78%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 11.41M (6.36%) 76.97K
Increased by +0.67%
Mar 31, 25
4 State Street Corp 8.79M (4.90%) -56.07K
Decreased by -0.64%
Mar 31, 25
5 State Street Corporation 8.72M (4.86%) -129.24K
Decreased by -1.48%
Mar 31, 24
6 Amvescap Plc. 7.73M (4.31%) 1.17M
Increased by +15.09%
Dec 31, 24
7 Boston Partners Global Investors, Inc 7.08M (3.95%) -402.18K
Decreased by -5.68%
Mar 31, 25
8 Geode Capital Management, LLC 4.93M (2.75%) 338.18K
Increased by +6.85%
Mar 31, 25
9 Victory Capital Management Inc. 4.69M (2.61%) -154.43K
Decreased by -3.29%
Mar 31, 25
10 PRIMECAP Management Company 4.69M (2.61%) -188.98K
Decreased by -4.03%
Mar 31, 25
11 LSV Asset Management 3.87M (2.16%) -99.07K
Decreased by -2.56%
Mar 31, 25
12 JPMorgan Chase & Co 3.56M (1.99%) -2.31M
Decreased by -64.96%
Mar 31, 25
13 FMR Inc 2.78M (1.55%) 757.55K
Increased by +27.22%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 2.58M (1.44%) -51.47K
Decreased by -2.00%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 2.30M (1.28%) -496.62K
Decreased by -21.60%
Mar 31, 25
16 Brandes Investment Partners & Co 2.26M (1.26%) 403.75K
Increased by +17.84%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 2.23M (1.24%) 86.87K
Increased by +3.90%
Mar 31, 25
18 Goldman Sachs Group Inc 2.14M (1.19%) 1.06M
Increased by +49.61%
Dec 31, 23
19 Northern Trust Corp 1.80M (1.01%) 155.38K
Increased by +8.61%
Dec 31, 24
20 Charles Schwab Investment Management Inc 1.67M (0.93%) -3.91K
Decreased by -0.23%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.94M (3.31%) -79.62K
Decreased by -1.34%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.86M (3.26%) 99.22K
Increased by +1.69%
Apr 30, 25
3 T. Rowe Price Mid-Cap Growth 5.48M (3.05%) -6.70K
Decreased by -0.12%
Mar 31, 25
4 T. Rowe Price US Mid-Cap Growth Equity 5.48M (3.05%) -9.00K
Decreased by -0.16%
Mar 31, 25
5 Vanguard Institutional 500 Index Trust 5.16M (2.87%) 81.83K
Increased by +1.59%
Apr 30, 25
6 JHancock Disciplined Value Mid Cap I 3.70M (2.06%) -122.80K
Decreased by -3.32%
Mar 31, 25
7 Vanguard PRIMECAP Inv 3.48M (1.94%) -56.00K
Decreased by -1.61%
Mar 31, 25
8 Sycamore Mid Cap Value Comp 3.11M (1.73%) 3.01M
Increased by +96.79%
Mar 31, 25
9 Victory Sycamore Established Value R 3.11M (1.73%) -60.00K
Decreased by -1.93%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 2.36M (1.32%) -18.33K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 2.31M (1.29%) 14.69K
Increased by +0.64%
Nov 30, 23
12 Vanguard Small Cap Index 2.29M (1.28%) 13.80K
Increased by +0.60%
Apr 30, 25
13 Fidelity 500 Index 2.29M (1.28%) -32.86K
Decreased by -1.43%
Mar 31, 25
14 SPDR® S&P 500 ETF 2.27M (1.27%) -71.82K
Decreased by -3.16%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 2.21M (1.23%) -11.56K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 2.20M (1.23%) -13.16K
Decreased by -0.60%
Apr 30, 25
17 iShares Core S&P 500 ETF 2.16M (1.21%) -2.27K
Decreased by -0.10%
Apr 30, 25
18 iShares US Aerospace & Defense ETF 2.14M (1.19%) 0.00
Increased by 0.00%
Apr 30, 25
19 Vanguard Mid Cap Index Institutional 1.99M (1.11%) 19.04K
Increased by +0.96%
Apr 30, 25
20 Invesco S&P 500® Equal Weight ETF 1.93M (1.08%) -6.34K
Decreased by -0.33%
Apr 30, 25