Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 CUT 4.96%
2 UTRN 4.08%
3 RSPM 3.74%
4 RTM 3.74%
5 GAUD 3.26%
6 AIEQ 3.22%
7 DEMZ 3.14%
8 BECO 2.87%
9 COWS 2.75%
10 PYZ 2.34%
11 FXZ 2.03%
12 SMAP 1.81%
13 FTDS 1.75%
14 SPDV 1.69%
15 QDIV 1.69%
16 XLB 1.66%
17 SMIG 1.62%
18 RUNN 1.61%
19 IYM 1.52%
20 CSMD 1.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 10.45M (13.69%) 69.66K
Increased by +0.67%
Dec 31, 25
2 BlackRock Inc 6.35M (8.33%) -305.81K
Decreased by -4.81%
Sep 30, 25
3 Wellington Management Company LLP 5.65M (7.40%) -162.99K
Decreased by -2.89%
Dec 31, 25
4 T. Rowe Price Investment Management,Inc. 4.69M (6.15%) 1.40M
Increased by +29.89%
Dec 31, 25
5 State Street Corp 3.67M (4.81%) 20.86K
Increased by +0.57%
Sep 30, 25
6 State Street Corporation 3.66M (4.79%) -4.92K
Decreased by -0.13%
Mar 31, 24
7 Morgan Stanley - Brokerage Accounts 3.22M (4.22%) 373.63K
Increased by +11.60%
Sep 30, 25
8 Geode Capital Management, LLC 2.11M (2.77%) -6.01K
Decreased by -0.28%
Dec 31, 25
9 Ameriprise Financial Inc 1.84M (2.41%) 435.16K
Increased by +23.63%
Sep 30, 25
10 Amvescap Plc. 1.66M (2.18%) 77.27K
Increased by +4.66%
Sep 30, 25
11 Neuberger Berman Group LLC 1.55M (2.03%) -87.90K
Decreased by -5.68%
Dec 31, 25
12 Fiduciary Management, Inc. of Milwaukee 1.40M (1.84%) -104.89K
Decreased by -7.49%
Dec 31, 25
13 Victory Capital Management Inc. 1.35M (1.77%) -229.18K
Decreased by -16.93%
Jun 30, 25
14 T. Rowe Price Associates, Inc. 1.25M (1.64%) 320.01K
Increased by +25.64%
Sep 30, 25
15 HPM Partners LLC 1.19M (1.56%) 1.16M
Increased by +97.65%
Dec 31, 23
16 Lazard Asset Management LLC 1.14M (1.49%) -396.14K
Decreased by -34.73%
Sep 30, 25
17 BB&T Corp. 1.06M (1.39%) -26.49K
Decreased by -2.50%
Jun 30, 24
18 NORGES BANK 1.04M (1.36%) 42.01K
Increased by +4.05%
Dec 31, 25
19 Massachusetts Financial Services Company 1.01M (1.32%) 41.71K
Increased by +4.14%
Dec 31, 25
20 Northern Trust Corp 978.74K (1.28%) -150.96K
Decreased by -15.42%
Sep 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 3.18M (4.17%) -198.59K
Decreased by -6.24%
Dec 31, 25
2 Vanguard US Total Market Shares ETF 2.56M (3.35%) 1.55K
Increased by +0.06%
Sep 30, 24
3 Vanguard Total Stock Mkt Idx Inv 2.44M (3.20%) 20.67K
Increased by +0.85%
Feb 28, 26
4 Vanguard Institutional 500 Index Trust 2.28M (2.99%) 14.56K
Increased by +0.64%
May 31, 25
5 Vanguard 500 Index Investor 1.99M (2.61%) 19.13K
Increased by +0.96%
Feb 28, 26
6 Vanguard Small Cap Index 1.76M (2.30%) 4.40K
Increased by +0.25%
Feb 28, 26
7 Eaton Vance Atlanta Capital SMID-Cap I 1.75M (2.29%) -188.06K
Decreased by -10.76%
Jan 31, 26
8 T. Rowe Price US Mid-Cap Growth Equity 1.34M (1.76%) -222.10K
Decreased by -16.54%
Dec 31, 25
9 T. Rowe Price Mid-Cap Growth 1.34M (1.76%) -1.10K
Decreased by -0.08%
Jan 31, 26
10 Columbia Dividend Value 1.26M (1.65%) -21.34K
Decreased by -1.69%
Dec 31, 25
11 Columbia Dividend Income Inst 1.25M (1.63%) -6.97K
Decreased by -0.56%
Feb 28, 26
12 Vanguard Small Cap Value Index Inv 1.13M (1.48%) 3.20K
Increased by +0.28%
Feb 28, 26
13 Vanguard Wellesley® Income Inv 1.09M (1.43%) -300.10K
Decreased by -27.43%
Dec 31, 25
14 Sycamore Mid Cap Value Comp 1.05M (1.38%) 1.03M
Increased by +97.22%
Mar 31, 25
15 SPDR® S&P 500 ETF 999.80K (1.31%) -14.57K
Decreased by -1.46%
Mar 31, 25
16 iShares Core S&P 500 ETF 984.42K (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
17 Fidelity 500 Index 982.05K (1.29%) 4.55K
Increased by +0.46%
Jan 31, 26
18 SPDR® S&P 500® ETF Trust 973.43K (1.28%) -5.08K
Decreased by -0.52%
Mar 31, 25
19 Vanguard Windsor™ II Inv 971.48K (1.27%) -10.44K
Decreased by -1.07%
Mar 31, 25
20 SPDR® S&P 500 ETF Trust 964.95K (1.26%) 6.72K
Increased by +0.70%
May 30, 24