Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 MAKX 4.29%
2 DAT 4.24%
3 UTRN 3.72%
4 USSE 3.71%
5 XTH 3.64%
6 USRD 2.50%
7 EQWM 2.46%
8 FCFY 1.90%
9 QQQN 1.86%
10 FORH 1.82%
11 FTXD 1.79%
12 SAEF 1.63%
13 RYT 1.60%
14 UPGD 1.54%
15 RYJ 1.54%
16 OCFS 1.47%
17 ISHP 1.41%
18 DFNV 1.31%
19 TSME 1.22%
20 PFUT 1.15%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.43M (12.80%) 61.31K
Increased by +0.95%
Jun 30, 25
2 BlackRock Inc 3.96M (7.88%) -362.51K
Decreased by -9.16%
Jun 30, 25
3 State Street Corp 2.20M (4.39%) 26.93K
Increased by +1.22%
Jun 30, 25
4 State Street Corporation 2.09M (4.15%) 36.90K
Increased by +1.77%
Mar 31, 24
5 Kayne Anderson Rudnick Investment Management LLC 1.48M (2.95%) 1.70K
Increased by +0.11%
Jun 30, 25
6 Amvescap Plc. 1.41M (2.81%) 77.38K
Increased by +5.48%
Jun 30, 25
7 Geode Capital Management, LLC 1.32M (2.63%) 681.00
Increased by +0.05%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 1.23M (2.44%) -70.13K
Decreased by -5.72%
Mar 31, 25
9 Alyeska Investment Group, L.P. 1.15M (2.29%) 797.53K
Increased by +69.27%
Jun 30, 25
10 Boston Partners Global Investors, Inc 1.13M (2.24%) 172.40K
Increased by +15.31%
Jun 30, 25
11 JPMorgan Chase & Co 1.01M (2.00%) 27.62K
Increased by +2.75%
Jun 30, 25
12 Schroder Investment Management Group 983.72K (1.96%) 379.49K
Increased by +38.58%
Dec 31, 24
13 Victory Capital Management Inc. 958.82K (1.91%) -224.89K
Decreased by -23.46%
Jun 30, 25
14 Apg All Pensions Group 873.82K (1.74%) 33.44K
Increased by +3.83%
Jun 30, 25
15 FMR Inc 853.85K (1.70%) 78.16K
Increased by +9.15%
Mar 31, 25
16 Fidelity Management and Research Company 853.85K (1.70%) 78.16K
Increased by +9.15%
Mar 31, 25
17 AllianceBernstein L.P. 779.68K (1.55%) 724.40K
Increased by +92.91%
Jun 30, 25
18 Neuberger Berman Group LLC 770.09K (1.53%) -57.76K
Decreased by -7.50%
Sep 30, 23
19 Macquarie Group Ltd 662.69K (1.32%) 98.30K
Increased by +14.83%
Jun 30, 25
20 Ameriprise Financial Inc 632.97K (1.26%) -558.22K
Decreased by -88.19%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.64M (3.27%) 15.79K
Increased by +0.96%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.60M (3.19%) -36.36K
Decreased by -2.27%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.46M (2.91%) 10.97K
Increased by +0.75%
May 31, 25
4 Vanguard 500 Index Investor 1.26M (2.51%) -184.29K
Decreased by -14.64%
Jul 31, 25
5 UBS: Global Equity 1.26M (2.50%) 0.00
Increased by 0.00%
Sep 30, 24
6 Sycamore Mid Cap Value Comp 775.00K (1.54%) 756.40K
Increased by +97.60%
Mar 31, 25
7 Delaware Ivy Science and Technology C 774.65K (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
8 Ivy Science/Technology Composite 774.65K (1.54%) 176.98K
Increased by +22.85%
Sep 30, 24
9 JHancock Disciplined Value Mid Cap I 667.47K (1.33%) 0.00
Increased by 0.00%
Jul 31, 25
10 Fidelity 500 Index 644.63K (1.28%) 274.00
Increased by +0.04%
Jul 31, 25
11 SPDR® S&P 500 ETF 640.12K (1.27%) -9.30K
Decreased by -1.45%
Mar 31, 25
12 SPDR® S&P 500® ETF Trust 623.29K (1.24%) -3.24K
Decreased by -0.52%
Mar 31, 25
13 Victory Sycamore Established Value R 618.00K (1.23%) -157.00K
Decreased by -25.40%
Jun 30, 25
14 Vanguard Small Cap Index 617.40K (1.23%) -3.90K
Decreased by -0.63%
Jul 31, 25
15 SPDR® S&P 500® ETF 615.63K (1.23%) 7.59K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 611.92K (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
17 SPDR® S&P 500 ETF Trust 607.11K (1.21%) 1.35K
Increased by +0.22%
Apr 30, 24
18 Fidelity® 500 Index 598.23K (1.19%) 3.81K
Increased by +0.64%
Nov 30, 23
19 Vanguard Mid Cap Index Institutional 567.28K (1.13%) 6.12K
Increased by +1.08%
Jul 31, 25
20 JPMorgan Mid Cap Value L 502.25K (1.00%) 9.73K
Increased by +1.94%
Jul 31, 25