Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THNR 4.65%
2 UTRN 3.89%
3 KMID 3.87%
4 TMFM 3.36%
5 SMAP 3.34%
6 MGRO 3.18%
7 EQWM 3.17%
8 PXMG 2.82%
9 MOAT 2.69%
10 MOTE 2.43%
11 BASG 2.39%
12 MDEV 2.37%
13 MDCP 2.32%
14 MVAL 1.97%
15 KONG 1.91%
16 RYH 1.77%
17 RSPH 1.68%
18 NUMG 1.61%
19 NUMV 1.57%
20 SMCO 1.41%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.32M (13.05%) 85.08K
Increased by +0.91%
Jun 30, 25
2 BlackRock Inc 6.60M (9.25%) -325.20K
Decreased by -4.92%
Jun 30, 25
3 State Street Corp 3.27M (4.58%) 68.33K
Increased by +2.09%
Jun 30, 25
4 State Street Corporation 3.22M (4.51%) -52.95K
Decreased by -1.64%
Mar 31, 24
5 Bank of New York Mellon Corp 3.21M (4.49%) -168.94K
Decreased by -5.27%
Jun 30, 25
6 Brown Advisory Holdings Inc 3.02M (4.23%) -247.19K
Decreased by -8.18%
Jun 30, 25
7 AllianceBernstein L.P. 2.59M (3.63%) -11.06K
Decreased by -0.43%
Dec 31, 24
8 Artisan Partners Limited Partnership 2.27M (3.17%) 71.84K
Increased by +3.17%
Jun 30, 25
9 Geode Capital Management, LLC 1.83M (2.57%) -20.69K
Decreased by -1.13%
Jun 30, 25
10 Apg All Pensions Group 1.66M (2.32%) 96.53K
Increased by +5.82%
Jun 30, 25
11 Citadel Advisors Llc 1.55M (2.17%) 498.45K
Increased by +32.12%
Sep 30, 23
12 Van Eck Associates Corporation 1.49M (2.08%) 38.34K
Increased by +2.58%
Jun 30, 25
13 Morgan Stanley - Brokerage Accounts 1.49M (2.08%) 199.75K
Increased by +13.45%
Jun 30, 25
14 T. Rowe Price Associates, Inc. 1.26M (1.77%) -432.35K
Decreased by -34.27%
Sep 30, 24
15 Generation Investment Management LLP 1.17M (1.63%) 1.17M
Increased by +100.00%
Jun 30, 25
16 Franklin Resources Inc 1.10M (1.55%) -456.46K
Decreased by -41.34%
Jun 30, 25
17 Kayne Anderson Rudnick Investment Management LLC 1.05M (1.47%) 53.45K
Increased by +5.08%
Jun 30, 25
18 Durable Capital Partners LP 1.04M (1.46%) -532.47K
Decreased by -51.17%
Jun 30, 25
19 UBS Asset Mgmt Americas Inc 1.04M (1.45%) -98.93K
Decreased by -9.55%
Jun 30, 25
20 Amvescap Plc. 959.52K (1.34%) 10.07K
Increased by +1.05%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.31M (3.23%) 1.67K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.26M (3.16%) -54.53K
Decreased by -2.42%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 2.06M (2.89%) 15.53K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 1.78M (2.49%) -260.72K
Decreased by -14.66%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 1.60M (2.24%) 17.26K
Increased by +1.08%
Jul 31, 25
6 VanEck Morningstar Wide Moat 1.35M (1.90%) 11.27K
Increased by +0.83%
Jun 30, 25
7 VanEck Morningstar Wide Moat ETF 1.30M (1.82%) -1.01K
Decreased by -0.08%
Aug 30, 25
8 Vanguard Growth Index Investor 944.24K (1.32%) 3.26K
Increased by +0.35%
Jul 31, 25
9 Fidelity 500 Index 910.71K (1.28%) 389.00
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 901.61K (1.26%) -13.33K
Decreased by -1.48%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 892.61K (1.25%) -6.95K
Decreased by -0.78%
Mar 31, 24
12 SPDR® S&P 500® ETF Trust 877.48K (1.23%) -4.64K
Decreased by -0.53%
Mar 31, 25
13 AllianceBernstein US L/C Growth Eqty MF 871.90K (1.22%) 38.37K
Increased by +4.40%
Jan 31, 25
14 iShares Core S&P 500 ETF 864.07K (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
15 SPDR® S&P 500® ETF 863.05K (1.21%) 10.63K
Increased by +1.23%
Aug 31, 25
16 Fidelity® 500 Index 860.69K (1.21%) 5.48K
Increased by +0.64%
Nov 30, 23
17 Franklin Rising Dividends A 858.50K (1.20%) 0.00
Increased by 0.00%
Jul 31, 25
18 Franklin Rising Dividends Fund A 858.50K (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
19 Findlay Park American I USD Dist 816.61K (1.14%) -29.60K
Decreased by -3.62%
Jun 30, 25
20 T. Rowe Price New Horizons 789.08K (1.10%) -210.87K
Decreased by -26.72%
Sep 30, 24