Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DAT 4.60%
2 TMFM 4.21%
3 UTRN 3.90%
4 GCIG 3.43%
5 BAMG 3.04%
6 VNMC 3.02%
7 SMAP 2.99%
8 BOUT 2.95%
9 EASI 2.73%
10 MOTE 2.58%
11 FIXT 2.19%
12 FEMA 2.19%
13 AMID 2.05%
14 NBSM 2.04%
15 SWIN_old 2.01%
16 MGRO 1.94%
17 HUSV 1.90%
18 WBIL 1.73%
19 EQUL 1.60%
20 RYT 1.58%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.46M (12.72%) 148.76K
Increased by +2.72%
Mar 31, 25
2 BlackRock Inc 4.18M (9.75%) 112.55K
Increased by +2.69%
Mar 31, 25
3 State Street Corp 1.83M (4.27%) 13.78K
Increased by +0.75%
Mar 31, 25
4 State Street Corporation 1.69M (3.94%) 40.23K
Increased by +2.38%
Mar 31, 24
5 T. Rowe Price Investment Management,Inc. 1.58M (3.69%) 3.31K
Increased by +0.21%
Mar 31, 25
6 Principal Financial Group Inc 1.28M (2.98%) -313.00
Decreased by -0.02%
Mar 31, 25
7 Morgan Stanley - Brokerage Accounts 1.19M (2.78%) -29.61K
Decreased by -2.48%
Mar 31, 25
8 Geode Capital Management, LLC 1.18M (2.74%) 38.99K
Increased by +3.32%
Mar 31, 25
9 Amvescap Plc. 1.06M (2.47%) -19.75K
Decreased by -1.87%
Mar 31, 25
10 Massachusetts Financial Services Company 998.93K (2.33%) 59.55K
Increased by +5.96%
Mar 31, 25
11 Franklin Resources Inc 945.08K (2.20%) -39.53K
Decreased by -4.18%
Mar 31, 25
12 NORGES BANK 916.46K (2.14%) 21.31K
Increased by +2.32%
Dec 31, 24
13 GAMMA Investing LLC 878.48K (2.05%) 876.96K
Increased by +99.83%
Mar 31, 25
14 Apg All Pensions Group 768.38K (1.79%) -18.61K
Decreased by -2.42%
Mar 31, 25
15 Artisan Partners Limited Partnership 736.78K (1.72%) -189.97K
Decreased by -25.78%
Mar 31, 25
16 AllianceBernstein L.P. 710.10K (1.65%) -649.25K
Decreased by -91.43%
Dec 31, 23
17 Echo Street Capital Management LLC 650.73K (1.52%) 104.36K
Increased by +16.04%
Sep 30, 23
18 Holocene Advisors, LP 605.80K (1.41%) 188.08K
Increased by +31.05%
Mar 31, 25
19 Ownership Capital BV 576.24K (1.34%) -39.44K
Decreased by -6.84%
Mar 31, 24
20 Van Eck Associates Corporation 550.30K (1.28%) -281.00
Decreased by -0.05%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 1.38M (3.21%) 18.54K
Increased by +1.34%
Apr 30, 25
2 Vanguard US Total Market Shares ETF 1.35M (3.15%) 9.47K
Increased by +0.70%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 1.21M (2.82%) 19.99K
Increased by +1.65%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 935.28K (2.18%) 8.96K
Increased by +0.96%
Apr 30, 25
5 Principal Aligned MidCap Equity 896.44K (2.09%) -4.40K
Decreased by -0.49%
Mar 31, 25
6 Principal MidCap R5 896.44K (2.09%) 0.00
Increased by 0.00%
Apr 30, 25
7 T. Rowe Price Mid-Cap Growth 758.80K (1.77%) -900.00
Decreased by -0.12%
Mar 31, 25
8 T. Rowe Price US Mid-Cap Growth Equity 758.80K (1.77%) 25.70K
Increased by +3.39%
Mar 31, 25
9 MFS Mid Cap Growth A 553.29K (1.29%) 0.00
Increased by 0.00%
Apr 30, 25
10 MFS Mid Cap Growth Equity 553.29K (1.29%) -6.03K
Decreased by -1.09%
Mar 31, 25
11 Fidelity 500 Index 537.62K (1.25%) 664.00
Increased by +0.12%
Apr 30, 25
12 Vanguard Growth Index Investor 535.62K (1.25%) 5.26K
Increased by +0.98%
Apr 30, 25
13 SPDR® S&P 500 ETF 532.19K (1.24%) -7.75K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 518.16K (1.21%) -2.70K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 512.11K (1.19%) -2.27K
Decreased by -0.44%
May 31, 25
16 iShares Core S&P 500 ETF 495.79K (1.16%) 0.00
Increased by 0.00%
May 31, 25
17 SPDR® S&P 500 ETF Trust 493.99K (1.15%) 1.13K
Increased by +0.23%
Apr 30, 24
18 Fidelity® 500 Index 490.33K (1.14%) 3.12K
Increased by +0.64%
Nov 30, 23
19 VanEck Morningstar Wide Moat 429.00K (1.00%) -416.85K
Decreased by -97.17%
Jun 30, 24
20 VanEck Morningstar Wide Moat ETF 429.00K (1.00%) -129.00
Decreased by -0.03%
Jun 29, 24