Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GERM 6.72%
2 EDOC 4.54%
3 HEAL 4.54%
4 WBIF 4.22%
5 UTRN 4.11%
6 IHF 3.35%
7 NEWZ 3.33%
8 FRTY 3.23%
9 DIVL 2.27%
10 UPGD 2.19%
11 RYJ 2.19%
12 SMIG 1.97%
13 XHS 1.87%
14 TUSA 1.84%
15 FTDS 1.82%
16 BMVP 1.80%
17 RYH 1.67%
18 RSPH 1.54%
19 DSMC 1.51%
20 WGMI 1.45%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.23M (12.86%) 296.86K
Increased by +2.09%
Jun 30, 25
2 BlackRock Inc 10.31M (9.32%) 215.66K
Increased by +2.09%
Jun 30, 25
3 T. Rowe Price Associates, Inc. 7.19M (6.50%) 1.21M
Increased by +16.82%
Jun 30, 25
4 State Street Corporation 5.20M (4.70%) -130.92K
Decreased by -2.52%
Mar 31, 24
5 State Street Corp 5.18M (4.69%) 8.14K
Increased by +0.16%
Jun 30, 25
6 JPMorgan Chase & Co 4.33M (3.91%) 561.72K
Increased by +12.97%
Jun 30, 25
7 Boston Partners Global Investors, Inc 3.04M (2.75%) 744.10K
Increased by +24.48%
Jun 30, 25
8 Geode Capital Management, LLC 2.98M (2.69%) 208.26K
Increased by +6.98%
Jun 30, 25
9 Victory Capital Management Inc. 2.81M (2.54%) -324.30K
Decreased by -11.54%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 2.15M (1.94%) 359.99K
Increased by +16.78%
Jun 30, 25
11 Dimensional Fund Advisors, Inc. 1.90M (1.72%) -11.21K
Decreased by -0.59%
Jun 30, 25
12 Wells Fargo & Co 1.84M (1.66%) 64.12K
Increased by +3.49%
Jun 30, 25
13 Grantham, Mayo, Van Otterloo & Co., LLC 1.75M (1.58%) -258.59K
Decreased by -14.79%
Jun 30, 25
14 Amvescap Plc. 1.66M (1.50%) 381.62K
Increased by +23.01%
Jun 30, 25
15 Bank of America Corp 1.60M (1.45%) 426.40K
Increased by +26.66%
Jun 30, 25
16 Wellington Management Company LLP 1.60M (1.45%) -159.05K
Decreased by -9.95%
Jun 30, 25
17 Davis Selected Advisers 1.35M (1.22%) -1.03M
Decreased by -76.33%
Jun 30, 25
18 Goldman Sachs Group Inc 1.33M (1.20%) -409.39K
Decreased by -30.76%
Sep 30, 24
19 NORGES BANK 1.33M (1.20%) 54.10K
Increased by +4.08%
Jun 30, 25
20 Nordea Investment Mgmt Bank Demark A/s 1.26M (1.14%) 732.63K
Increased by +58.30%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.51M (3.18%) 2.60K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.51M (3.17%) -81.01K
Decreased by -2.31%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 3.16M (2.85%) 19.87K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 2.76M (2.50%) -404.70K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 2.49M (2.25%) 26.89K
Increased by +1.08%
Jul 31, 25
6 Sycamore Mid Cap Value Comp 2.18M (1.97%) 2.10M
Increased by +96.56%
Mar 31, 25
7 Victory Sycamore Established Value R 1.90M (1.72%) -280.00K
Decreased by -14.74%
Jun 30, 25
8 T. Rowe Price U.S. Large-Cap Core Tr-B 1.57M (1.42%) 47.37K
Increased by +3.02%
Mar 31, 25
9 Fidelity 500 Index 1.42M (1.28%) 605.00
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 1.38M (1.25%) -29.12K
Decreased by -2.11%
Mar 31, 25
11 SPDR® S&P 500® ETF 1.35M (1.22%) 16.70K
Increased by +1.24%
Aug 31, 25
12 SPDR® S&P 500 ETF Trust 1.34M (1.22%) -10.43K
Decreased by -0.78%
Mar 31, 24
13 SPDR® S&P 500® ETF Trust 1.34M (1.21%) -7.02K
Decreased by -0.52%
Mar 31, 25
14 iShares Core S&P 500 ETF 1.34M (1.21%) 0.00
Increased by 0.00%
Aug 31, 25
15 Fidelity® 500 Index 1.31M (1.18%) 8.32K
Increased by +0.64%
Nov 30, 23
16 JPM US Equity Income-Composite 1.29M (1.17%) 0.00
Increased by 0.00%
Jun 30, 25
17 JPMorgan Equity Income I 1.29M (1.17%) 0.00
Increased by 0.00%
Jul 31, 25
18 JHancock Disciplined Value I 1.27M (1.15%) 217.58K
Increased by +17.15%
Jul 31, 25
19 T. Rowe Price U.S. Value Equity Tr-D 1.16M (1.05%) 1.16M
Increased by +100.00%
Jun 30, 25
20 JPM US Mid Cap Value-MA 1.14M (1.03%) 21.51K
Increased by +1.89%
Mar 31, 25