Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 OCFS 4.27%
2 GABF 4.24%
3 KBWP 4.18%
4 UTRN 4.08%
5 RNIN 3.51%
6 IAK 2.63%
7 PDP 2.59%
8 PFI 2.52%
9 SELV 2.44%
10 RULE 2.41%
11 CNAV 2.30%
12 STNC 2.27%
13 FTCS 2.16%
14 FTDS 2.16%
15 FGSI 2.16%
16 FTGS 2.15%
17 PWC 2.13%
18 EQRR 2.05%
19 BOUT 2.04%
20 KIE 1.98%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.96M (12.40%) 625.68K
Increased by +1.69%
Jun 30, 25
2 BlackRock Inc 25.24M (8.47%) 1.08M
Increased by +4.26%
Jun 30, 25
3 State Street Corp 14.77M (4.96%) -229.26K
Decreased by -1.55%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 13.24M (4.44%) -2.56M
Decreased by -19.31%
Jun 30, 25
5 Kayne Anderson Rudnick Investment Management LLC 11.10M (3.72%) -691.20K
Decreased by -6.23%
Jun 30, 25
6 State Street Corporation 10.45M (3.51%) -447.35K
Decreased by -4.28%
Mar 31, 24
7 Geode Capital Management, LLC 8.19M (2.75%) 289.17K
Increased by +3.53%
Jun 30, 25
8 HHG PLC 8.12M (2.73%) -566.87K
Decreased by -6.98%
Jun 30, 25
9 JPMorgan Chase & Co 7.27M (2.44%) 577.87K
Increased by +7.94%
Jun 30, 25
10 NORGES BANK 5.01M (1.68%) 349.85K
Increased by +6.99%
Jun 30, 25
11 Principal Financial Group Inc 5.00M (1.68%) -23.08K
Decreased by -0.46%
Jun 30, 25
12 Victory Capital Management Inc. 4.22M (1.41%) -531.93K
Decreased by -12.62%
Jun 30, 24
13 Wells Fargo & Co 4.07M (1.36%) -41.54K
Decreased by -1.02%
Jun 30, 25
14 First Trust Advisors L.P. 3.96M (1.33%) -511.89K
Decreased by -12.93%
Jun 30, 25
15 Amvescap Plc. 3.67M (1.23%) -494.90K
Decreased by -13.49%
Jun 30, 25
16 Northern Trust Corp 3.08M (1.03%) -156.21K
Decreased by -5.07%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 3.05M (1.02%) 3.44K
Increased by +0.11%
Jun 30, 25
18 Polar Capital Holdings PLC 2.92M (0.98%) 0.00
Increased by 0.00%
Jun 30, 25
19 Royal London Asset Management Ltd 2.74M (0.92%) 121.05K
Increased by +4.42%
Jun 30, 25
20 Manufacturers Life Insurance Co 2.74M (0.92%) -2.05M
Decreased by -75.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.01M (3.02%) -78.26K
Decreased by -0.87%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.97M (3.01%) -201.96K
Decreased by -2.25%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.54M (2.87%) 60.45K
Increased by +0.71%
May 31, 25
4 Eaton Vance Atlanta Capital SMID-Cap I 7.73M (2.60%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard 500 Index Investor 7.42M (2.49%) -1.09M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 6.35M (2.13%) 68.60K
Increased by +1.08%
Jul 31, 25
7 Janus Henderson Enterprise D 6.05M (2.03%) 0.00
Increased by 0.00%
Jun 30, 25
8 Janus Inst Mid Cap Growth CF 6.05M (2.03%) -423.98K
Decreased by -7.01%
Jun 30, 25
9 Fidelity 500 Index 3.80M (1.27%) 1.65K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 3.75M (1.26%) -55.33K
Decreased by -1.48%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 3.65M (1.23%) -19.01K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.61M (1.21%) 44.53K
Increased by +1.23%
Aug 31, 25
13 Principal MidCap R5 3.61M (1.21%) 99.55K
Increased by +2.76%
Jul 31, 25
14 iShares Core S&P 500 ETF 3.60M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
15 Principal Aligned MidCap Equity 3.51M (1.18%) 151.75K
Increased by +4.32%
Jun 30, 25
16 Polar Capital Global Ins A Inc 2.92M (0.98%) 0.00
Increased by 0.00%
Jul 31, 25
17 Victory Sycamore Established Value R 2.56M (0.86%) -415.00K
Decreased by -16.21%
Jun 30, 24
18 Vanguard Value Index Inv 2.52M (0.85%) -3.56K
Decreased by -0.14%
Jul 31, 25
19 SPDR® S&P 500 ETF Trust 2.46M (0.82%) -18.96K
Decreased by -0.77%
Mar 31, 24
20 JPM US Mid Cap Value-Composite 2.45M (0.82%) 40.47K
Increased by +1.65%
Jun 30, 25