Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 SAMT 3.28%
3 XAR 3.23%
4 MISL 2.61%
5 BUSA 2.52%
6 DVLU 2.22%
7 GCAD 2.11%
8 BSMC 2.05%
9 LYLD 1.98%
10 JETS 1.98%
11 SAGP 1.95%
12 ITA 1.77%
13 VSMV 1.47%
14 XKFS 1.34%
15 RGI 1.25%
16 RSPN 1.25%
17 PPA 1.14%
18 HCOW 1.12%
19 COWS 1.11%
20 FITE 1.10%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.50M (12.14%) -549.00
Decreased by -0.00%
Mar 31, 25
2 BlackRock Inc 15.02M (8.48%) 117.16K
Increased by +0.78%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 11.41M (6.44%) 76.97K
Increased by +0.67%
Mar 31, 25
4 State Street Corp 8.79M (4.96%) -56.07K
Decreased by -0.64%
Mar 31, 25
5 State Street Corporation 8.72M (4.92%) -129.24K
Decreased by -1.48%
Mar 31, 24
6 Amvescap Plc. 8.17M (4.61%) 433.57K
Increased by +5.31%
Mar 31, 25
7 Boston Partners Global Investors, Inc 7.08M (4.00%) -402.18K
Decreased by -5.68%
Mar 31, 25
8 Geode Capital Management, LLC 4.93M (2.79%) 338.18K
Increased by +6.85%
Mar 31, 25
9 Victory Capital Management Inc. 4.69M (2.65%) -154.43K
Decreased by -3.29%
Mar 31, 25
10 PRIMECAP Management Company 4.69M (2.65%) -188.98K
Decreased by -4.03%
Mar 31, 25
11 LSV Asset Management 3.87M (2.19%) -99.07K
Decreased by -2.56%
Mar 31, 25
12 JPMorgan Chase & Co 3.56M (2.01%) -2.31M
Decreased by -64.96%
Mar 31, 25
13 FMR Inc 2.78M (1.57%) 757.55K
Increased by +27.22%
Mar 31, 25
14 T. Rowe Price Associates, Inc. 2.58M (1.46%) -51.47K
Decreased by -2.00%
Mar 31, 25
15 Dimensional Fund Advisors, Inc. 2.30M (1.30%) -496.62K
Decreased by -21.60%
Mar 31, 25
16 Brandes Investment Partners & Co 2.26M (1.28%) 403.75K
Increased by +17.84%
Mar 31, 25
17 Morgan Stanley - Brokerage Accounts 2.23M (1.26%) 86.87K
Increased by +3.90%
Mar 31, 25
18 Goldman Sachs Group Inc 2.14M (1.21%) 1.06M
Increased by +49.61%
Dec 31, 23
19 D. E. Shaw & Co LP 1.93M (1.09%) 900.24K
Increased by +46.61%
Mar 31, 25
20 Northern Trust Corp 1.74M (0.98%) -63.53K
Decreased by -3.65%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.94M (3.35%) -79.62K
Decreased by -1.34%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.86M (3.31%) 3.15K
Increased by +0.05%
May 31, 25
3 T. Rowe Price Mid-Cap Growth 5.47M (3.09%) -4.10K
Decreased by -0.07%
Jun 30, 25
4 T. Rowe Price US Mid-Cap Growth Equity 5.47M (3.09%) -6.10K
Decreased by -0.11%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 5.20M (2.93%) 38.96K
Increased by +0.75%
May 31, 25
6 JHancock Disciplined Value Mid Cap I 3.63M (2.05%) -75.57K
Decreased by -2.08%
May 31, 25
7 Vanguard PRIMECAP Inv 3.48M (1.96%) -56.00K
Decreased by -1.61%
Mar 31, 25
8 Sycamore Mid Cap Value Comp 3.11M (1.76%) 3.01M
Increased by +96.79%
Mar 31, 25
9 Victory Sycamore Established Value R 2.94M (1.66%) -175.00K
Decreased by -5.96%
Jun 30, 25
10 SPDR® S&P 500 ETF Trust 2.36M (1.33%) -18.33K
Decreased by -0.78%
Mar 31, 24
11 Fidelity® 500 Index 2.31M (1.30%) 14.69K
Increased by +0.64%
Nov 30, 23
12 Fidelity 500 Index 2.30M (1.30%) 9.87K
Increased by +0.43%
May 31, 25
13 Vanguard Small Cap Index 2.30M (1.30%) 10.57K
Increased by +0.46%
May 31, 25
14 SPDR® S&P 500 ETF 2.27M (1.28%) -71.82K
Decreased by -3.16%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 2.21M (1.25%) -11.56K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 2.20M (1.24%) -7.63K
Decreased by -0.35%
Jun 30, 25
17 iShares Core S&P 500 ETF 2.14M (1.21%) 3.42K
Increased by +0.16%
Jun 30, 25
18 Vanguard Mid Cap Index Institutional 2.00M (1.13%) 19.10K
Increased by +0.95%
May 31, 25
19 iShares US Aerospace & Defense ETF 1.96M (1.11%) -6.70K
Decreased by -0.34%
Jun 30, 25
20 Invesco S&P 500® Equal Weight ETF 1.86M (1.05%) 21.57K
Increased by +1.16%
Jun 30, 25