Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PCIG 4.13%
2 UTRN 4.02%
3 BASV 3.68%
4 OAKM 3.38%
5 MDPL 3.31%
6 GRNY 2.68%
7 BUSA 2.15%
8 KIE 2.12%
9 BMVP 1.98%
10 NUMV 1.97%
11 CZA 1.90%
12 PCGG 1.83%
13 TCAF 1.58%
14 EQOP 1.47%
15 RYF 1.46%
16 RSPF 1.44%
17 EQUL 1.39%
18 HUSV 1.31%
19 WBIL 1.28%
20 GURU 1.25%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 11.27M (11.60%) -168.50K
Decreased by -1.50%
Jun 30, 25
2 BlackRock Inc 9.71M (9.99%) -156.06K
Decreased by -1.61%
Mar 31, 25
3 Mizuho Securities USA Inc 7.58M (7.80%) 7.57M
Increased by +99.90%
Sep 30, 24
4 Massachusetts Financial Services Company 6.24M (6.42%) 146.10K
Increased by +2.34%
Jun 30, 25
5 State Street Corp 4.36M (4.49%) 20.00
Increased by +0.00%
Mar 31, 25
6 Arnhold & S. Bleichroeder Advisers, LLC 4.29M (4.42%) -137.82K
Decreased by -3.21%
Jun 30, 25
7 State Street Corporation 4.29M (4.42%) 12.38K
Increased by +0.29%
Mar 31, 24
8 FMR Inc 3.90M (4.01%) 217.97K
Increased by +5.59%
Mar 31, 25
9 Harris Associates L.P. 3.79M (3.90%) 229.75K
Increased by +6.07%
Jun 30, 25
10 Artisan Partners Limited Partnership 3.58M (3.68%) 62.57K
Increased by +1.75%
Jun 30, 25
11 Geode Capital Management, LLC 2.57M (2.65%) -64.12K
Decreased by -2.49%
Mar 31, 25
12 Amvescap Plc. 2.18M (2.24%) -52.77K
Decreased by -2.43%
Mar 31, 25
13 Cantillon Capital Management LLC 1.88M (1.93%) -7.32K
Decreased by -0.39%
Sep 30, 23
14 T. Rowe Price Investment Management,Inc. 1.87M (1.93%) -981.80K
Decreased by -52.37%
Jun 30, 25
15 NORGES BANK 1.50M (1.54%) -49.36K
Decreased by -3.30%
Jun 30, 25
16 Victory Capital Management Inc. 1.46M (1.50%) -514.18K
Decreased by -35.32%
Mar 31, 25
17 Baupost Group LLC 1.31M (1.35%) -211.48K
Decreased by -16.09%
Jun 30, 25
18 Dodge & Cox 1.28M (1.32%) 1.28M
Increased by +100.00%
Jun 30, 25
19 Northern Trust Corp 1.21M (1.25%) -6.52K
Decreased by -0.54%
Mar 31, 25
20 Bank of New York Mellon Corp 1.17M (1.20%) -562.78K
Decreased by -48.27%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.22M (3.31%) -14.78K
Decreased by -0.46%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.12M (3.21%) 28.47K
Increased by +0.91%
Jul 31, 25
3 Artisan International Value 2.83M (2.91%) 75.37K
Increased by +2.66%
Jun 30, 25
4 Artisan International Value Investor 2.83M (2.91%) 75.37K
Increased by +2.66%
Jun 30, 25
5 Vanguard Institutional 500 Index Trust 2.80M (2.88%) -15.52K
Decreased by -0.55%
May 31, 25
6 First Eagle Global A 2.51M (2.58%) 0.00
Increased by 0.00%
Jun 30, 25
7 Vanguard 500 Index Investor 2.45M (2.53%) -264.43K
Decreased by -10.77%
Jul 31, 25
8 Vanguard Mid Cap Index Institutional 2.21M (2.28%) 93.84K
Increased by +4.24%
Jul 31, 25
9 Oakmark Investor 1.86M (1.91%) 205.00K
Increased by +11.02%
Jun 30, 25
10 Fidelity 500 Index 1.26M (1.29%) -2.92K
Decreased by -0.23%
Jun 30, 25
11 SPDR® S&P 500 ETF Trust 1.25M (1.28%) -9.64K
Decreased by -0.77%
Mar 31, 24
12 SPDR® S&P 500 ETF 1.24M (1.28%) -30.19K
Decreased by -2.43%
Mar 31, 25
13 Fidelity® 500 Index 1.22M (1.26%) 7.77K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF 1.21M (1.25%) 5.16K
Increased by +0.43%
Jul 31, 25
15 SPDR® S&P 500® ETF Trust 1.21M (1.24%) -6.37K
Decreased by -0.53%
Mar 31, 25
16 iShares Core S&P 500 ETF 1.18M (1.22%) 5.43K
Increased by +0.46%
Jul 31, 25
17 BlackRock Equity Dividend Instl 1.12M (1.15%) -10.14K
Decreased by -0.90%
Jun 30, 25
18 Sycamore Mid Cap Value Comp 1.05M (1.08%) 1.00M
Increased by +95.74%
Mar 31, 25
19 Victory Sycamore Established Value R 1.05M (1.08%) 0.00
Increased by 0.00%
Jun 30, 25
20 Invesco Equity and Income Composite 954.64K (0.98%) 476.34K
Increased by +49.90%
Jun 30, 25