Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 4.24%
2 OCFS 4.10%
3 UTRN 4.08%
4 KBWP 3.97%
5 RNIN 3.51%
6 STNC 3.02%
7 PDP 2.59%
8 IAK 2.52%
9 PFI 2.40%
10 RULE 2.33%
11 CNAV 2.30%
12 SELV 2.29%
13 BUSA 2.19%
14 PWC 2.13%
15 EQRR 2.05%
16 BOUT 2.04%
17 FTDS 2.03%
18 FTCS 2.03%
19 FGSI 2.03%
20 FTGS 2.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.34M (12.25%) -100.37K
Decreased by -0.28%
Mar 31, 25
2 BlackRock Inc 24.16M (8.14%) -201.40K
Decreased by -0.83%
Mar 31, 25
3 Morgan Stanley - Brokerage Accounts 15.79M (5.32%) -2.57M
Decreased by -16.29%
Mar 31, 25
4 State Street Corp 15.00M (5.06%) -109.21K
Decreased by -0.73%
Mar 31, 25
5 Kayne Anderson Rudnick Investment Management LLC 11.79M (3.97%) 65.16K
Increased by +0.55%
Mar 31, 25
6 State Street Corporation 10.45M (3.52%) -447.35K
Decreased by -4.28%
Mar 31, 24
7 HHG PLC 8.69M (2.93%) -1.27M
Decreased by -14.61%
Mar 31, 25
8 Geode Capital Management, LLC 7.90M (2.66%) 205.37K
Increased by +2.60%
Mar 31, 25
9 JPMorgan Chase & Co 6.70M (2.26%) -396.91K
Decreased by -5.93%
Mar 31, 25
10 Principal Financial Group Inc 5.02M (1.69%) 900.07K
Increased by +17.92%
Mar 31, 25
11 NORGES BANK 4.66M (1.57%) -1.08M
Decreased by -23.14%
Dec 31, 24
12 First Trust Advisors L.P. 4.47M (1.51%) 3.72M
Increased by +83.31%
Mar 31, 25
13 Victory Capital Management Inc. 4.22M (1.42%) -531.93K
Decreased by -12.62%
Jun 30, 24
14 Amvescap Plc. 4.16M (1.40%) -389.68K
Decreased by -9.36%
Mar 31, 25
15 Wells Fargo & Co 4.11M (1.38%) 1.24M
Increased by +30.14%
Mar 31, 25
16 Bank of America Corp 3.48M (1.17%) 534.20K
Increased by +15.33%
Mar 31, 25
17 Northern Trust Corp 3.24M (1.09%) -42.33K
Decreased by -1.31%
Mar 31, 25
18 Dimensional Fund Advisors, Inc. 3.05M (1.03%) -68.90K
Decreased by -2.26%
Mar 31, 25
19 Polar Capital Holdings PLC 2.92M (0.99%) 0.00
Increased by 0.00%
Mar 31, 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 Total Stock Mkt Idx Inv 9.14M (3.08%) 6.05K
Increased by +0.07%
May 31, 25
2 Vanguard US Total Market Shares ETF 9.01M (3.04%) -78.26K
Decreased by -0.87%
Sep 30, 24
3 Eaton Vance Atlanta Capital SMID-Cap I 8.74M (2.94%) -354.92K
Decreased by -4.06%
May 31, 25
4 Vanguard Institutional 500 Index Trust 8.54M (2.88%) 60.45K
Increased by +0.71%
May 31, 25
5 Janus Inst Mid Cap Growth CF 6.47M (2.18%) -1.04M
Decreased by -16.08%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 6.24M (2.10%) 58.92K
Increased by +0.94%
May 31, 25
7 Janus Henderson Enterprise D 6.20M (2.09%) -272.79K
Decreased by -4.40%
Apr 30, 25
8 Fidelity 500 Index 3.79M (1.28%) 16.23K
Increased by +0.43%
May 31, 25
9 SPDR® S&P 500 ETF 3.75M (1.26%) -55.33K
Decreased by -1.48%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 3.65M (1.23%) -19.01K
Decreased by -0.52%
Mar 31, 25
11 SPDR® S&P 500® ETF 3.60M (1.21%) -12.67K
Decreased by -0.35%
Jun 30, 25
12 iShares Core S&P 500 ETF 3.55M (1.20%) 5.66K
Increased by +0.16%
Jun 30, 25
13 Principal Aligned MidCap Equity 3.51M (1.18%) 151.75K
Increased by +4.32%
Jun 30, 25
14 Principal MidCap R5 3.51M (1.18%) 0.00
Increased by 0.00%
Jun 30, 25
15 Polar Capital Global Ins A Inc 2.92M (0.99%) 0.00
Increased by 0.00%
May 31, 25
16 Victory Sycamore Established Value R 2.56M (0.86%) -415.00K
Decreased by -16.21%
Jun 30, 24
17 Vanguard Value Index Inv 2.50M (0.84%) -1.51K
Decreased by -0.06%
May 31, 25
18 SPDR® S&P 500 ETF Trust 2.46M (0.83%) -18.96K
Decreased by -0.77%
Mar 31, 24
19 JPM US Mid Cap Value-Composite 2.45M (0.83%) 40.47K
Increased by +1.65%
Jun 30, 25
20 JPMorgan Mid Cap Value L 2.44M (0.82%) 26.06K
Increased by +1.07%
May 31, 25