Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EFRA 5.46%
2 MDCP 4.37%
3 BUL 4.16%
4 UTRN 3.97%
5 BRNY 3.83%
6 KMID 3.62%
7 SSPX 3.47%
8 STNC 2.42%
9 HWAY 2.32%
10 FTXR 2.24%
11 RENW 2.16%
12 BOUT 2.05%
13 CLNR 1.93%
14 BOON 1.92%
15 RYJ 1.88%
16 FTIF 1.87%
17 CZA 1.86%
18 TEMP 1.76%
19 DVOL 1.66%
20 BLCV 1.63%

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 14.64M (8.67%) -995.04K
Decreased by -6.80%
Mar 31, 25
3 FMR Inc 13.39M (7.93%) 2.37M
Increased by +17.74%
Mar 31, 25
4 State Street Corp 7.48M (4.43%) -19.52K
Decreased by -0.26%
Mar 31, 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 Amvescap Plc. 4.66M (2.76%) 146.73K
Increased by +3.15%
Mar 31, 25
8 Select Equity Group LP 4.58M (2.71%) -563.56K
Decreased by -12.32%
Mar 31, 25
9 Massachusetts Financial Services Company 4.50M (2.66%) -222.37K
Decreased by -4.94%
Jun 30, 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 3.19M (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 Morgan Stanley - Brokerage Accounts 2.25M (1.33%) -306.30K
Decreased by -13.62%
Mar 31, 25
15 Boston Partners Global Investors, Inc 2.08M (1.23%) -630.84K
Decreased by -30.40%
Mar 31, 25
16 Northern Trust Corp 1.98M (1.17%) 180.97K
Increased by +9.13%
Mar 31, 25
17 Pzena Investment Management, LLC 1.85M (1.10%) -2.70M
Decreased by -145.97%
Mar 31, 24
18 UBS Asset Mgmt Americas Inc 1.75M (1.03%) -453.16K
Decreased by -25.96%
Jun 30, 25
19 JPMorgan Chase & Co 1.74M (1.03%) 428.10K
Increased by +24.63%
Mar 31, 25
20 Dimensional Fund Advisors, Inc. 1.70M (1.01%) -11.67K
Decreased by -0.69%
Jun 30, 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 5.50M (3.26%) 18.96K
Increased by +0.34%
Jun 30, 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 4.86M (2.88%) -2.89K
Decreased by -0.06%
Jun 30, 25
5 Vanguard Mid Cap Index Institutional 3.78M (2.24%) 26.00K
Increased by +0.69%
Jun 30, 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 (1.73%) 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 (1.51%) -7.77K
Decreased by -0.31%
Jun 30, 25
10 Fidelity Magellan 2.53M (1.50%) -32.50K
Decreased by -1.29%
Jun 30, 25
11 Fidelity 500 Index 2.17M (1.28%) 12.98K
Increased by +0.60%
Jun 30, 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 SPDR® S&P 500® ETF 2.09M (1.24%) 8.99K
Increased by +0.43%
Jul 31, 25
15 Fidelity® 500 Index 2.09M (1.24%) 13.28K
Increased by +0.64%
Nov 30, 23
16 SPDR® S&P 500® ETF Trust 2.07M (1.23%) -10.80K
Decreased by -0.52%
Mar 31, 25
17 iShares Core S&P 500 ETF 2.04M (1.21%) 9.29K
Increased by +0.45%
Jul 31, 25
18 Vanguard Value Index Inv 1.52M (0.90%) 17.85K
Increased by +1.18%
Jun 30, 25
19 Hartford Dividend and Growth Y 1.49M (0.88%) -175.60K
Decreased by -11.77%
Jun 30, 25
20 Janus Inst Mid Cap Growth CF 1.47M (0.87%) -657.77K
Decreased by -44.73%
Sep 30, 24