Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 YUMY 3.73%
3 RSPM 3.68%
4 RTM 3.68%
5 ROKT 2.39%
6 AHOY 2.34%
7 GSFP 1.91%
8 XLB 1.87%
9 RYJ 1.80%
10 UPGD 1.80%
11 OCEN 1.55%
12 LYLD 1.55%
13 UYM 1.40%
14 SPVM 1.30%
15 NUMV 1.21%
16 JGRW 1.20%
17 WTV 1.15%
18 PVAL 1.05%
19 TPHD 1.02%
20 JAVA 1.02%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 32.84M (12.30%) -607.36K
Decreased by -1.85%
Jun 30, 25
2 BlackRock Inc 23.04M (8.63%) -991.14K
Decreased by -4.30%
Jun 30, 25
3 Parnassus Investments, LLC 21.06M (7.89%) 998.53K
Increased by +4.74%
Dec 31, 23
4 State Street Corporation 13.64M (5.11%) 100.58K
Increased by +0.74%
Mar 31, 24
5 State Street Corp 12.52M (4.69%) -512.40K
Decreased by -4.09%
Jun 30, 25
6 Parnassus Investments LLC 11.84M (4.43%) -3.73M
Decreased by -31.50%
Jun 30, 25
7 T. Rowe Price Investment Management,Inc. 11.07M (4.15%) -2.44M
Decreased by -22.03%
Jun 30, 25
8 T. Rowe Price Associates, Inc. 10.24M (3.83%) 9.77M
Increased by +95.48%
Jun 30, 25
9 Morgan Stanley - Brokerage Accounts 8.64M (3.24%) -1.53M
Decreased by -17.74%
Jun 30, 25
10 JPMorgan Chase & Co 8.21M (3.08%) 207.73K
Increased by +2.53%
Jun 30, 25
11 Geode Capital Management, LLC 7.05M (2.64%) -324.42K
Decreased by -4.60%
Jun 30, 25
12 Franklin Resources Inc 6.93M (2.60%) -1.13M
Decreased by -16.34%
Jun 30, 25
13 Putnam Investments LLC 5.82M (2.18%) 1.65M
Increased by +28.30%
Dec 31, 23
14 Putnam Investments, LLC., a Franklin Templeton company 5.82M (2.18%) 1.65M
Increased by +28.30%
Dec 31, 23
15 Sustainable Growth Advisers, LP 4.83M (1.81%) -213.92K
Decreased by -4.43%
Mar 31, 24
16 FMR Inc 4.72M (1.77%) 1.45M
Increased by +30.64%
Jun 30, 25
17 Amvescap Plc. 4.05M (1.52%) -321.06K
Decreased by -7.93%
Jun 30, 25
18 Boston Partners Global Investors, Inc 3.74M (1.40%) -72.83K
Decreased by -1.95%
Jun 30, 25
19 NORGES BANK 3.43M (1.29%) -16.98K
Decreased by -0.49%
Jun 30, 25
20 Dimensional Fund Advisors, Inc. 3.37M (1.26%) 2.68K
Increased by +0.08%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.63M (3.61%) -185.72K
Decreased by -1.93%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.74M (3.27%) -201.26K
Decreased by -2.30%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.49M (3.18%) 63.33K
Increased by +0.75%
May 31, 25
4 Parnassus Core Equity Investor 7.88M (2.95%) -144.02K
Decreased by -1.83%
Jul 31, 25
5 Vanguard 500 Index Investor 6.87M (2.57%) -1.01M
Decreased by -14.65%
Jul 31, 25
6 T. Rowe Price US Mid-Cap Growth Equity 5.20M (1.95%) -1.29M
Decreased by -24.85%
Jun 30, 25
7 US Small-Cap Growth II Equity Comp 4.33M (1.62%) 4.33M
Increased by +100.00%
Jun 30, 23
8 T. Rowe Price Mid-Cap Growth 4.29M (1.61%) -908.10K
Decreased by -21.16%
Jul 31, 25
9 T. Rowe Price U.S. Value Equity Tr-D 4.22M (1.58%) 4.22M
Increased by +100.00%
Jun 30, 25
10 SPDR® S&P 500 ETF 3.71M (1.39%) -54.25K
Decreased by -1.46%
Mar 31, 25
11 SPDR® S&P 500 ETF Trust 3.71M (1.39%) 8.41K
Increased by +0.23%
Apr 30, 24
12 Fidelity® 500 Index 3.67M (1.38%) 23.36K
Increased by +0.64%
Nov 30, 23
13 SPDR® S&P 500® ETF Trust 3.62M (1.35%) -18.90K
Decreased by -0.52%
Mar 31, 25
14 T. Rowe Price US Value Equity Composite 3.57M (1.34%) 3.57M
Increased by +100.00%
Jun 30, 25
15 T. Rowe Price Value 3.57M (1.34%) -7.47K
Decreased by -0.21%
Jul 31, 25
16 Fidelity 500 Index 3.52M (1.32%) 1.50K
Increased by +0.04%
Jul 31, 25
17 Vanguard Small Cap Index 3.37M (1.26%) -21.99K
Decreased by -0.65%
Jul 31, 25
18 SPDR® S&P 500® ETF 3.36M (1.26%) 41.24K
Increased by +1.23%
Aug 31, 25
19 iShares Core S&P 500 ETF 3.34M (1.25%) 0.00
Increased by 0.00%
Aug 31, 25
20 Putnam Large Cap Value A 3.12M (1.17%) 0.00
Increased by 0.00%
Jul 31, 25