Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.10%
2 XAR 3.50%
3 SAMT 3.28%
4 MISL 3.21%
5 BUSA 2.71%
6 GCAD 2.38%
7 DVLU 2.22%
8 BSMC 2.18%
9 LYLD 2.14%
10 SAGP 2.11%
11 JETS 2.03%
12 ITA 2.00%
13 VSMV 1.47%
14 DFEN 1.38%
15 RSPN 1.36%
16 RGI 1.36%
17 XKFS 1.34%
18 PPA 1.27%
19 FITE 1.20%
20 AIVL 1.16%

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. 8.17M (4.55%) 433.57K
Increased by +5.31%
Mar 31, 25
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 D. E. Shaw & Co LP 1.93M (1.08%) 900.24K
Increased by +46.61%
Mar 31, 25
20 Northern Trust Corp 1.74M (0.97%) -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 (3.31%) -79.62K
Decreased by -1.34%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.86M (3.27%) 3.15K
Increased by +0.05%
May 31, 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 5.20M (2.90%) 38.96K
Increased by +0.75%
May 31, 25
6 JHancock Disciplined Value Mid Cap I 3.70M (2.06%) 0.00
Increased by 0.00%
Apr 30, 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 2.30M (1.28%) 10.57K
Increased by +0.46%
May 31, 25
13 Fidelity 500 Index 2.29M (1.28%) 2.83K
Increased by +0.12%
Apr 30, 25
14 SPDR® S&P 500 ETF 2.27M (1.27%) -71.82K
Decreased by -3.16%
Mar 31, 25
15 iShares US Aerospace & Defense ETF 2.23M (1.24%) 0.00
Increased by 0.00%
May 31, 25
16 SPDR® S&P 500® ETF Trust 2.21M (1.23%) -11.56K
Decreased by -0.52%
Mar 31, 25
17 SPDR® S&P 500® ETF 2.18M (1.22%) -9.74K
Decreased by -0.45%
May 31, 25
18 iShares Core S&P 500 ETF 2.12M (1.18%) 0.00
Increased by 0.00%
May 31, 25
19 Vanguard Mid Cap Index Institutional 2.00M (1.12%) 19.10K
Increased by +0.95%
May 31, 25
20 Invesco S&P 500® Equal Weight ETF 1.90M (1.06%) 6.39K
Increased by +0.34%
May 30, 25