Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EFRA 6.01%
2 MDCP 4.37%
3 BUL 4.16%
4 UTRN 3.97%
5 BRNY 3.83%
6 KMID 3.81%
7 SSPX 3.74%
8 HWAY 2.68%
9 FTXR 2.55%
10 STNC 2.42%
11 QUVU 2.38%
12 RENW 2.16%
13 FTIF 2.15%
14 CZA 2.10%
15 BOUT 2.05%
16 CLNR 1.93%
17 BOON 1.92%
18 RYJ 1.88%
19 TMFX 1.82%
20 DVOL 1.66%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.44M (11.50%) -112.38K
Decreased by -0.58%
Mar 31, 25
2 BlackRock Inc 14.64M (8.66%) -995.04K
Decreased by -6.80%
Mar 31, 25
3 FMR Inc 13.39M (7.92%) 2.37M
Increased by +17.74%
Mar 31, 25
4 State Street Corp 7.48M (4.42%) -19.52K
Decreased by -0.26%
Mar 31, 25
5 State Street Corporation 7.17M (4.24%) 174.22K
Increased by +2.43%
Mar 31, 24
6 T. Rowe Price Associates, Inc. 6.52M (3.86%) -1.39M
Decreased by -21.36%
Mar 31, 25
7 Massachusetts Financial Services Company 4.72M (2.79%) -16.20K
Decreased by -0.34%
Mar 31, 25
8 Amvescap Plc. 4.66M (2.76%) 146.73K
Increased by +3.15%
Mar 31, 25
9 Select Equity Group LP 4.58M (2.71%) -563.56K
Decreased by -12.32%
Mar 31, 25
10 Geode Capital Management, LLC 4.26M (2.52%) 140.47K
Increased by +3.30%
Mar 31, 25
11 Fidelity International Ltd 3.85M (2.28%) 141.61K
Increased by +3.67%
Mar 31, 25
12 Wellington Management Company LLP 3.63M (2.15%) 487.87K
Increased by +13.45%
Mar 31, 25
13 HHG PLC 3.15M (1.86%) -1.27M
Decreased by -40.33%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 2.25M (1.33%) -306.30K
Decreased by -13.62%
Mar 31, 25
15 UBS Asset Mgmt Americas Inc 2.20M (1.30%) 564.00K
Increased by +25.65%
Mar 31, 25
16 Boston Partners Global Investors, Inc 2.08M (1.23%) -630.84K
Decreased by -30.40%
Mar 31, 25
17 Northern Trust Corp 1.98M (1.17%) 180.97K
Increased by +9.13%
Mar 31, 25
18 NORGES BANK 1.90M (1.13%) 34.13K
Increased by +1.79%
Dec 31, 24
19 Pzena Investment Management, LLC 1.85M (1.09%) -2.70M
Decreased by -145.97%
Mar 31, 24
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 (3.27%) -39.58K
Decreased by -0.72%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.47M (3.24%) 86.92K
Increased by +1.59%
Apr 30, 25
3 Vanguard Institutional 500 Index Trust 4.83M (2.85%) 76.81K
Increased by +1.59%
Apr 30, 25
4 Vanguard Mid Cap Index Institutional 3.71M (2.20%) 35.59K
Increased by +0.96%
Apr 30, 25
5 T. Rowe Price U.S. Value Equity Tr-D 2.91M (1.72%) 213.55K
Increased by +7.33%
Mar 31, 25
6 T. Rowe Price U.S. Value Equity Tr-Z 2.91M (1.72%) 213.55K
Increased by +7.33%
Mar 31, 25
7 Fidelity Magellan 2.56M (1.52%) -43.60K
Decreased by -1.70%
Apr 30, 25
8 T. Rowe Price US Value Equity Composite 2.53M (1.49%) 73.03K
Increased by +2.89%
Mar 31, 25
9 T. Rowe Price Value 2.53M (1.49%) -1.49K
Decreased by -0.06%
Mar 31, 25
10 Fidelity 500 Index 2.15M (1.27%) 2.65K
Increased by +0.12%
Apr 30, 25
11 SPDR® S&P 500 ETF 2.12M (1.26%) -45.67K
Decreased by -2.15%
Mar 31, 25
12 SPDR® S&P 500 ETF Trust 2.12M (1.25%) 4.77K
Increased by +0.22%
Apr 30, 24
13 Fidelity® 500 Index 2.09M (1.23%) 13.28K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF Trust 2.07M (1.22%) -10.80K
Decreased by -0.52%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.04M (1.21%) -9.10K
Decreased by -0.45%
May 31, 25
16 iShares Core S&P 500 ETF 1.98M (1.17%) 0.00
Increased by 0.00%
May 31, 25
17 Hartford Dividend and Growth Y 1.69M (1.00%) -24.90K
Decreased by -1.47%
Apr 30, 25
18 MFS Mid Cap Growth A 1.55M (0.92%) 0.00
Increased by 0.00%
Apr 30, 25
19 MFS Mid Cap Growth Equity 1.55M (0.92%) -99.04K
Decreased by -6.39%
Mar 31, 25
20 Vanguard Value Index Inv 1.50M (0.89%) 959.00
Increased by +0.06%
Apr 30, 25