Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 THNR 4.65%
2 UTRN 3.89%
3 KMID 3.51%
4 EQWM 3.17%
5 SMAP 3.14%
6 MGRO 3.11%
7 TMFM 2.89%
8 PXMG 2.82%
9 MOAT 2.48%
10 MOTE 2.33%
11 MDCP 2.32%
12 MDEV 2.21%
13 KONG 1.91%
14 RSPH 1.85%
15 RYH 1.77%
16 MVAL 1.76%
17 NUMG 1.67%
18 NUMV 1.61%
19 SMCO 1.33%
20 NOBL 1.28%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.23M (12.93%) 244.26K
Increased by +2.65%
Mar 31, 25
2 BlackRock Inc 6.93M (9.71%) -520.60K
Decreased by -7.51%
Mar 31, 25
3 Bank of New York Mellon Corp 3.38M (4.73%) -74.49K
Decreased by -2.21%
Mar 31, 25
4 Brown Advisory Holdings Inc 3.27M (4.58%) 716.44K
Increased by +21.92%
Mar 31, 25
5 State Street Corporation 3.22M (4.51%) -52.95K
Decreased by -1.64%
Mar 31, 24
6 State Street Corp 3.20M (4.49%) -43.18K
Decreased by -1.35%
Mar 31, 25
7 AllianceBernstein L.P. 2.59M (3.63%) -11.06K
Decreased by -0.43%
Dec 31, 24
8 Artisan Partners Limited Partnership 2.20M (3.08%) -915.42K
Decreased by -41.70%
Mar 31, 25
9 Geode Capital Management, LLC 1.85M (2.60%) 74.75K
Increased by +4.03%
Mar 31, 25
10 Durable Capital Partners LP 1.57M (2.20%) 935.72K
Increased by +59.48%
Mar 31, 25
11 Apg All Pensions Group 1.56M (2.19%) 124.74K
Increased by +7.99%
Mar 31, 25
12 Franklin Resources Inc 1.56M (2.19%) -220.29K
Decreased by -14.12%
Mar 31, 25
13 Citadel Advisors Llc 1.55M (2.17%) 498.45K
Increased by +32.12%
Sep 30, 23
14 Van Eck Associates Corporation 1.45M (2.03%) 758.36K
Increased by +52.38%
Mar 31, 25
15 Morgan Stanley - Brokerage Accounts 1.29M (1.80%) 252.18K
Increased by +19.62%
Mar 31, 25
16 T. Rowe Price Associates, Inc. 1.26M (1.77%) -432.35K
Decreased by -34.27%
Sep 30, 24
17 UBS Asset Mgmt Americas Inc 1.13M (1.59%) 344.00K
Increased by +30.32%
Mar 31, 25
18 ProShare Advisors LLC 1.11M (1.56%) 644.75K
Increased by +58.00%
Sep 30, 24
19 Kayne Anderson Rudnick Investment Management LLC 997.88K (1.40%) 365.57K
Increased by +36.64%
Mar 31, 25
20 Amvescap Plc. 949.46K (1.33%) 194.22K
Increased by +20.46%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 2.32M (3.25%) 1.41K
Increased by +0.06%
May 31, 25
2 Vanguard US Total Market Shares ETF 2.31M (3.23%) 1.67K
Increased by +0.07%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 2.06M (2.89%) 15.53K
Increased by +0.75%
May 31, 25
4 Vanguard Mid Cap Index Institutional 1.59M (2.22%) 14.92K
Increased by +0.94%
May 31, 25
5 VanEck Morningstar Wide Moat ETF 1.36M (1.90%) -3.51K
Decreased by -0.26%
Jun 28, 25
6 VanEck Morningstar Wide Moat 1.35M (1.90%) 11.27K
Increased by +0.83%
Jun 30, 25
7 Vanguard Growth Index Investor 985.14K (1.38%) 2.44K
Increased by +0.25%
May 31, 25
8 Fidelity 500 Index 913.69K (1.28%) 3.96K
Increased by +0.43%
May 31, 25
9 SPDR® S&P 500 ETF 901.61K (1.26%) -13.33K
Decreased by -1.48%
Mar 31, 25
10 SPDR® S&P 500 ETF Trust 892.61K (1.25%) -6.95K
Decreased by -0.78%
Mar 31, 24
11 SPDR® S&P 500® ETF Trust 877.48K (1.23%) -4.64K
Decreased by -0.53%
Mar 31, 25
12 SPDR® S&P 500® ETF 872.50K (1.22%) -3.02K
Decreased by -0.35%
Jun 30, 25
13 AllianceBernstein US L/C Growth Eqty MF 871.90K (1.22%) 38.37K
Increased by +4.40%
Jan 31, 25
14 Brown Advisory Sustainable Growth I 860.78K (1.21%) -19.85K
Decreased by -2.31%
Jun 30, 25
15 Fidelity® 500 Index 860.69K (1.21%) 5.48K
Increased by +0.64%
Nov 30, 23
16 Franklin Rising Dividends A 858.50K (1.20%) 0.00
Increased by 0.00%
Jun 30, 25
17 Franklin Rising Dividends Fund A 858.50K (1.20%) 0.00
Increased by 0.00%
Mar 31, 25
18 iShares Core S&P 500 ETF 851.51K (1.19%) 1.34K
Increased by +0.16%
Jun 30, 25
19 Findlay Park American I USD Dist 846.21K (1.19%) 11.50K
Increased by +1.36%
Mar 31, 25
20 T. Rowe Price New Horizons 789.08K (1.11%) -210.87K
Decreased by -26.72%
Sep 30, 24