Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.26%
2 TMFM 4.04%
3 UTRN 3.90%
4 GCIG 3.43%
5 VNMC 3.02%
6 BOUT 2.95%
7 EASI 2.73%
8 BAMG 2.69%
9 SMAP 2.63%
10 MOTE 2.29%
11 FEMA 2.19%
12 FIXT 2.19%
13 SWIN_old 2.01%
14 ABIG 1.87%
15 MGRO 1.70%
16 AMID 1.64%
17 EQUL 1.60%
18 RYT 1.58%
19 HUSV 1.51%
20 NBSM 1.43%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.57M (13.01%) 110.96K
Increased by +1.99%
Jun 30, 25
2 BlackRock Inc 4.28M (9.99%) 95.82K
Increased by +2.24%
Jun 30, 25
3 State Street Corp 1.91M (4.47%) 81.68K
Increased by +4.27%
Jun 30, 25
4 State Street Corporation 1.69M (3.95%) 40.23K
Increased by +2.38%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 1.66M (3.88%) 78.79K
Increased by +4.74%
Jun 30, 25
6 Principal Financial Group Inc 1.27M (2.96%) -11.10K
Decreased by -0.88%
Jun 30, 25
7 Geode Capital Management, LLC 1.21M (2.82%) 30.69K
Increased by +2.54%
Jun 30, 25
8 NORGES BANK 1.20M (2.81%) 285.01K
Increased by +23.72%
Jun 30, 25
9 FMR Inc 1.09M (2.55%) 1.01M
Increased by +91.99%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 1.09M (2.54%) -105.57K
Decreased by -9.70%
Jun 30, 25
11 Massachusetts Financial Services Company 1.04M (2.43%) 39.55K
Increased by +3.81%
Jun 30, 25
12 Franklin Resources Inc 974.48K (2.28%) 29.40K
Increased by +3.02%
Jun 30, 25
13 GAMMA Investing LLC 878.48K (2.05%) 876.96K
Increased by +99.83%
Mar 31, 25
14 Amvescap Plc. 827.12K (1.93%) -230.78K
Decreased by -27.90%
Jun 30, 25
15 Apg All Pensions Group 774.30K (1.81%) 5.92K
Increased by +0.77%
Jun 30, 25
16 AllianceBernstein L.P. 710.10K (1.66%) -649.25K
Decreased by -91.43%
Dec 31, 23
17 Artisan Partners Limited Partnership 698.62K (1.63%) -38.17K
Decreased by -5.46%
Jun 30, 25
18 Echo Street Capital Management LLC 650.73K (1.52%) 104.36K
Increased by +16.04%
Sep 30, 23
19 Ownership Capital BV 576.24K (1.35%) -39.44K
Decreased by -6.84%
Mar 31, 24
20 Holocene Advisors, LP 576.10K (1.35%) -29.70K
Decreased by -5.16%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.36M (3.17%) -28.88K
Decreased by -2.13%
Jul 31, 25
2 Vanguard US Total Market Shares ETF 1.35M (3.16%) 9.47K
Increased by +0.70%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.22M (2.84%) 8.84K
Increased by +0.73%
May 31, 25
4 Vanguard 500 Index Investor 1.07M (2.49%) -156.17K
Decreased by -14.63%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 962.05K (2.25%) 10.38K
Increased by +1.08%
Jul 31, 25
6 Principal Aligned MidCap Equity 889.10K (2.08%) -7.34K
Decreased by -0.83%
Jun 30, 25
7 Principal MidCap R5 889.10K (2.08%) 0.00
Increased by 0.00%
Jul 31, 25
8 T. Rowe Price Mid-Cap Growth 823.50K (1.92%) 34.12K
Increased by +4.14%
Jul 31, 25
9 T. Rowe Price US Mid-Cap Growth Equity 789.38K (1.84%) 30.58K
Increased by +3.87%
Jun 30, 25
10 Fidelity Magellan 699.84K (1.63%) -2.50K
Decreased by -0.36%
Jun 30, 25
11 MFS Mid Cap Growth Equity 553.29K (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
12 Fidelity 500 Index 546.64K (1.28%) 233.00
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 532.19K (1.24%) -7.75K
Decreased by -1.46%
Mar 31, 25
14 Vanguard Growth Index Investor 523.95K (1.22%) 2.31K
Increased by +0.44%
Jul 31, 25
15 SPDR® S&P 500® ETF 521.91K (1.22%) 6.33K
Increased by +1.21%
Aug 31, 25
16 iShares Core S&P 500 ETF 518.37K (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500® ETF Trust 518.16K (1.21%) -2.70K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500 ETF Trust 493.99K (1.15%) 1.13K
Increased by +0.23%
Apr 30, 24
19 Fidelity® 500 Index 490.33K (1.15%) 3.12K
Increased by +0.64%
Nov 30, 23
20 MFS Mid Cap Growth A 457.36K (1.07%) -95.93K
Decreased by -20.97%
Jul 31, 25