Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EFRA 6.32%
2 MDCP 4.37%
3 UTRN 3.97%
4 BUL 3.93%
5 KMID 3.92%
6 BRNY 3.83%
7 BCUS 2.95%
8 STNC 2.42%
9 HWAY 2.26%
10 FTXR 2.25%
11 RENW 2.16%
12 BOUT 2.05%
13 CLNR 1.93%
14 SSPX 1.92%
15 BOON 1.92%
16 FTIF 1.90%
17 RYJ 1.88%
18 CZA 1.79%
19 TEMP 1.76%
20 TMFX 1.71%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.93M (11.80%) 493.44K
Increased by +2.48%
Jun 30, 25
2 BlackRock Inc 13.91M (8.23%) -732.66K
Decreased by -5.27%
Jun 30, 25
3 FMR Inc 13.41M (7.94%) 22.59K
Increased by +0.17%
Jun 30, 25
4 State Street Corp 7.49M (4.43%) 12.98K
Increased by +0.17%
Jun 30, 25
5 State Street Corporation 7.17M (4.25%) 174.22K
Increased by +2.43%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 6.61M (3.91%) 83.04K
Increased by +1.26%
Jun 30, 25
7 Massachusetts Financial Services Company 4.50M (2.66%) -222.37K
Decreased by -4.94%
Jun 30, 25
8 Amvescap Plc. 4.41M (2.61%) -249.40K
Decreased by -5.65%
Jun 30, 25
9 Geode Capital Management, LLC 4.29M (2.54%) 30.49K
Increased by +0.71%
Jun 30, 25
10 Select Equity Group LP 4.06M (2.40%) -515.64K
Decreased by -12.70%
Jun 30, 25
11 Fidelity International Ltd 3.72M (2.20%) -133.61K
Decreased by -3.59%
Jun 30, 25
12 Wellington Management Company LLP 3.19M (1.89%) -440.28K
Decreased by -13.81%
Jun 30, 25
13 HHG PLC 3.15M (1.87%) -1.27M
Decreased by -40.33%
Sep 30, 24
14 Boston Partners Global Investors, Inc 2.26M (1.34%) 186.25K
Increased by +8.24%
Jun 30, 25
15 Morgan Stanley - Brokerage Accounts 2.22M (1.31%) -30.98K
Decreased by -1.40%
Jun 30, 25
16 Northern Trust Corp 1.96M (1.16%) -19.23K
Decreased by -0.98%
Jun 30, 25
17 Pzena Investment Management, LLC 1.85M (1.10%) -2.70M
Decreased by -145.97%
Mar 31, 24
18 Beutel, Goodman & Company Ltd. 1.78M (1.05%) 220.24K
Increased by +12.38%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 1.75M (1.03%) -453.16K
Decreased by -25.96%
Jun 30, 25
20 JPMorgan Chase & Co 1.74M (1.03%) 428.10K
Increased by +24.63%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.53M (3.28%) -39.58K
Decreased by -0.72%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.38M (3.18%) -124.89K
Decreased by -2.32%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 4.86M (2.88%) 33.17K
Increased by +0.68%
May 31, 25
4 Vanguard 500 Index Investor 4.24M (2.51%) -620.61K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 3.82M (2.26%) 41.18K
Increased by +1.08%
Jul 31, 25
6 T. Rowe Price U.S. Value Equity Tr-D 3.03M (1.79%) 114.26K
Increased by +3.77%
Jun 30, 25
7 T. Rowe Price U.S. Value Equity Tr-Z 2.91M (1.72%) 213.55K
Increased by +7.33%
Mar 31, 25
8 T. Rowe Price US Value Equity Composite 2.54M (1.51%) 16.64K
Increased by +0.65%
Jun 30, 25
9 T. Rowe Price Value 2.54M (1.50%) -5.32K
Decreased by -0.21%
Jul 31, 25
10 Fidelity Magellan 2.33M (1.38%) -198.99K
Decreased by -8.55%
Jul 31, 25
11 Fidelity 500 Index 2.17M (1.28%) 930.00
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF 2.12M (1.26%) -45.67K
Decreased by -2.15%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 2.12M (1.26%) 4.77K
Increased by +0.22%
Apr 30, 24
14 Fidelity® 500 Index 2.09M (1.24%) 13.28K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF Trust 2.07M (1.22%) -10.80K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 2.06M (1.22%) 25.55K
Increased by +1.24%
Aug 31, 25
17 iShares Core S&P 500 ETF 2.06M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
18 Vanguard Value Index Inv 1.52M (0.90%) -1.91K
Decreased by -0.13%
Jul 31, 25
19 Janus Inst Mid Cap Growth CF 1.47M (0.87%) -657.77K
Decreased by -44.73%
Sep 30, 24
20 Vanguard Windsor Investor Shares 1.43M (0.84%) -767.45K
Decreased by -53.80%
Jun 30, 24