Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 XAR 3.36%
3 SAMT 3.28%
4 MISL 2.72%
5 BUSA 2.51%
6 DVLU 2.22%
7 GCAD 2.11%
8 BSMC 1.99%
9 LYLD 1.96%
10 SAGP 1.93%
11 JETS 1.87%
12 ITA 1.86%
13 VSMV 1.47%
14 XKFS 1.34%
15 DFEN 1.29%
16 RGI 1.26%
17 RSPN 1.26%
18 PPA 1.20%
19 HCOW 1.12%
20 FITE 1.11%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.40M (12.08%) -104.75K
Decreased by -0.49%
Jun 30, 25
2 BlackRock Inc 15.02M (8.48%) 117.16K
Increased by +0.78%
Mar 31, 25
3 T. Rowe Price Investment Management,Inc. 11.53M (6.51%) 116.33K
Increased by +1.01%
Jun 30, 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 LSV Asset Management 4.15M (2.35%) 279.24K
Increased by +6.72%
Jun 30, 25
11 PRIMECAP Management Company 3.99M (2.25%) -697.29K
Decreased by -17.48%
Jun 30, 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 Brandes Investment Partners & Co 2.26M (1.28%) 403.75K
Increased by +17.84%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 2.23M (1.26%) 86.87K
Increased by +3.90%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 2.16M (1.22%) -414.10K
Decreased by -19.13%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 2.01M (1.13%) -291.19K
Decreased by -14.50%
Jun 30, 25
18 D. E. Shaw & Co LP 1.80M (1.02%) -129.43K
Decreased by -7.18%
Jun 30, 25
19 Northern Trust Corp 1.74M (0.98%) -63.53K
Decreased by -3.65%
Mar 31, 25
20 Charles Schwab Investment Management Inc 1.70M (0.96%) 23.64K
Increased by +1.39%
Jun 30, 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 5.79M (3.27%) -69.16K
Decreased by -1.19%
Jun 30, 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 Vanguard 500 Index Investor 5.12M (2.89%) -70.50K
Decreased by -1.38%
Jun 30, 25
7 Vanguard Small Cap Index 4.41M (2.49%) 2.11M
Increased by +47.81%
Jun 30, 25
8 JHancock Disciplined Value Mid Cap I 3.63M (2.05%) 0.00
Increased by 0.00%
Jun 30, 25
9 Sycamore Mid Cap Value Comp 3.11M (1.76%) 3.01M
Increased by +96.79%
Mar 31, 25
10 Vanguard PRIMECAP Inv 2.97M (1.68%) -503.00K
Decreased by -16.92%
Jun 30, 25
11 Victory Sycamore Established Value R 2.94M (1.66%) -175.00K
Decreased by -5.96%
Jun 30, 25
12 Vanguard Small Cap Value Index Inv 2.81M (1.59%) 1.33M
Increased by +47.41%
Jun 30, 25
13 SPDR® S&P 500 ETF Trust 2.36M (1.33%) -18.33K
Decreased by -0.78%
Mar 31, 24
14 Fidelity® 500 Index 2.31M (1.30%) 14.69K
Increased by +0.64%
Nov 30, 23
15 Fidelity 500 Index 2.29M (1.29%) -15.72K
Decreased by -0.69%
Jun 30, 25
16 SPDR® S&P 500 ETF 2.27M (1.28%) -71.82K
Decreased by -3.16%
Mar 31, 25
17 SPDR® S&P 500® ETF Trust 2.21M (1.25%) -11.56K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.20M (1.24%) 9.43K
Increased by +0.43%
Jul 31, 25
19 iShares Core S&P 500 ETF 2.16M (1.22%) 9.84K
Increased by +0.46%
Jul 31, 25
20 iShares US Aerospace & Defense ETF 2.05M (1.16%) 2.23K
Increased by +0.11%
Jul 31, 25