Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 4.02%
2 RSPM 3.75%
3 RTM 3.75%
4 YUMY 3.73%
5 ROKT 2.39%
6 AHOY 2.34%
7 LYLD 2.28%
8 XLB 2.04%
9 BMVP 2.01%
10 GSFP 1.91%
11 RYJ 1.80%
12 UPGD 1.80%
13 OCEN 1.55%
14 UYM 1.53%
15 NUMV 1.48%
16 WTV 1.48%
17 WBIF 1.45%
18 SPVM 1.30%
19 NRES 1.26%
20 TPHD 1.21%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 31.48M (11.88%) -674.45K
Decreased by -2.14%
Dec 31, 25
2 BlackRock Inc 23.23M (8.76%) 181.11K
Increased by +0.78%
Sep 30, 25
3 Parnassus Investments, LLC 21.06M (7.95%) 998.53K
Increased by +4.74%
Dec 31, 23
4 T. Rowe Price Associates, Inc. 17.89M (6.75%) 7.65M
Increased by +42.78%
Sep 30, 25
5 JPMorgan Chase & Co 15.61M (5.89%) 7.40M
Increased by +47.39%
Sep 30, 25
6 State Street Corporation 13.64M (5.15%) 100.58K
Increased by +0.74%
Mar 31, 24
7 T. Rowe Price Investment Management,Inc. 12.14M (4.58%) 5.18M
Increased by +42.69%
Dec 31, 25
8 State Street Corp 11.91M (4.49%) -606.03K
Decreased by -5.09%
Sep 30, 25
9 Parnassus Investments LLC 11.84M (4.47%) -3.73M
Decreased by -31.50%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 8.54M (3.22%) -101.42K
Decreased by -1.19%
Sep 30, 25
11 Geode Capital Management, LLC 6.96M (2.63%) -498.00
Decreased by -0.01%
Dec 31, 25
12 Putnam Investments LLC 5.82M (2.19%) 1.65M
Increased by +28.30%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 5.82M (2.19%) 1.65M
Increased by +28.30%
Dec 31, 23
14 Dimensional Fund Advisors, Inc. 5.66M (2.14%) 1.83M
Increased by +32.35%
Dec 31, 25
15 Franklin Resources Inc 5.64M (2.13%) -1.29M
Decreased by -22.77%
Sep 30, 25
16 Millennium Management LLC 5.52M (2.08%) 4.58M
Increased by +82.99%
Dec 31, 25
17 Sustainable Growth Advisers, LP 4.83M (1.82%) -213.92K
Decreased by -4.43%
Mar 31, 24
18 Boston Partners Global Investors, Inc 4.74M (1.79%) 922.75K
Increased by +19.47%
Dec 31, 25
19 Amvescap Plc. 4.65M (1.75%) 602.14K
Increased by +12.95%
Sep 30, 25
20 FMR Inc 4.15M (1.56%) -1.09M
Decreased by -26.20%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.63M (3.63%) -185.72K
Decreased by -1.93%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 8.49M (3.20%) 63.33K
Increased by +0.75%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 8.46M (3.19%) 61.80K
Increased by +0.73%
Feb 28, 26
4 Parnassus Core Equity Investor 7.88M (2.97%) -144.02K
Decreased by -1.83%
Jul 31, 25
5 Vanguard 500 Index Investor 6.89M (2.60%) 65.59K
Increased by +0.95%
Feb 28, 26
6 Vanguard Small Cap Index 6.09M (2.30%) 15.34K
Increased by +0.25%
Feb 28, 26
7 T. Rowe Price U.S. Value Equity Tr-D 5.16M (1.95%) 625.61K
Increased by +12.12%
Dec 31, 25
8 US Small-Cap Growth II Equity Comp 4.33M (1.63%) 4.33M
Increased by +100.00%
Jun 30, 23
9 T. Rowe Price US Value Equity Composite 4.02M (1.52%) 344.72K
Increased by +8.57%
Dec 31, 25
10 T. Rowe Price Value 4.01M (1.51%) -14.91K
Decreased by -0.37%
Jan 31, 26
11 Vanguard Small Cap Value Index Inv 3.91M (1.47%) 11.10K
Increased by +0.28%
Feb 28, 26
12 SPDR® S&P 500 ETF 3.71M (1.40%) -54.25K
Decreased by -1.46%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 3.71M (1.40%) 8.41K
Increased by +0.23%
Apr 30, 24
14 Fidelity® 500 Index 3.67M (1.39%) 23.36K
Increased by +0.64%
Nov 30, 23
15 SPDR® S&P 500® ETF Trust 3.62M (1.36%) -18.90K
Decreased by -0.52%
Mar 31, 25
16 Invesco S&P 500® Equal Weight ETF 3.57M (1.35%) -1.54K
Decreased by -0.04%
Feb 27, 26
17 JHancock Disciplined Value Mid Cap I 3.43M (1.29%) 26.90K
Increased by +0.78%
Jan 31, 26
18 iShares Core S&P 500 ETF 3.41M (1.29%) 0.00
Increased by 0.00%
Feb 28, 26
19 Fidelity 500 Index 3.40M (1.28%) 15.79K
Increased by +0.46%
Jan 31, 26
20 SPDR® S&P 500® ETF 3.36M (1.27%) 41.24K
Increased by +1.23%
Aug 31, 25