Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 KBWR 3.94%
3 FDFF 3.91%
4 BAMV 3.63%
5 NVIR 3.48%
6 FINQ 3.24%
7 MGRO 2.77%
8 KMID 2.48%
9 JGRW 2.40%
10 HVAL 2.38%
11 BASG 2.27%
12 MID 2.24%
13 WBIF 2.09%
14 WBIG 2.02%
15 OAKM 1.92%
16 RULE 1.85%
17 SAGP 1.72%
18 QIS 1.50%
19 SAWG 1.49%
20 OAKG 1.47%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 14.97M (12.51%) -317.49K
Decreased by -2.12%
Dec 31, 25
2 BlackRock Inc 9.18M (7.67%) 126.70K
Increased by +1.38%
Sep 30, 25
3 Harris Associates L.P. 7.56M (6.32%) 1.72M
Increased by +22.81%
Dec 31, 25
4 Capital Research & Mgmt Co - Division 3 6.44M (5.38%) -4.00M
Decreased by -62.06%
Dec 31, 25
5 T. Rowe Price Associates, Inc. 5.95M (4.98%) 60.21K
Increased by +1.01%
Sep 30, 25
6 State Street Corp 4.99M (4.17%) 21.25K
Increased by +0.43%
Sep 30, 25
7 State Street Corporation 4.72M (3.95%) 36.98K
Increased by +0.78%
Mar 31, 24
8 Morgan Stanley - Brokerage Accounts 4.64M (3.88%) 749.50K
Increased by +16.16%
Sep 30, 25
9 Massachusetts Financial Services Company 4.34M (3.63%) 1.15M
Increased by +26.38%
Dec 31, 25
10 Geode Capital Management, LLC 3.17M (2.64%) -11.28K
Decreased by -0.36%
Dec 31, 25
11 FMR Inc 3.03M (2.53%) 65.45K
Increased by +2.16%
Jun 30, 25
12 Brown Advisory Holdings Inc 2.81M (2.35%) 1.02M
Increased by +36.40%
Dec 31, 25
13 Kayne Anderson Rudnick Investment Management LLC 2.63M (2.20%) -387.33K
Decreased by -14.73%
Dec 31, 25
14 Parnassus Investments, LLC 2.09M (1.74%) 1.97M
Increased by +94.57%
Dec 31, 23
15 T. Rowe Price Investment Management,Inc. 1.89M (1.58%) 134.82K
Increased by +7.13%
Dec 31, 25
16 Parnassus Investments LLC 1.78M (1.49%) -56.68K
Decreased by -3.18%
Jun 30, 25
17 Cantillon Capital Management LLC 1.72M (1.44%) 12.99K
Increased by +0.75%
Dec 31, 25
18 Amvescap Plc. 1.61M (1.34%) -15.78K
Decreased by -0.98%
Sep 30, 25
19 Van Eck Associates Corporation 1.60M (1.34%) 823.12K
Increased by +51.34%
Dec 31, 25
20 Generation Investment Management LLP 1.57M (1.31%) -1.16M
Decreased by -74.11%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 3.92M (3.28%) 19.40K
Increased by +0.49%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 3.87M (3.24%) 16.49K
Increased by +0.43%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 3.53M (2.95%) 26.72K
Increased by +0.76%
May 31, 25
4 Vanguard 500 Index Investor 3.15M (2.63%) 30.06K
Increased by +0.95%
Feb 28, 26
5 MFS Large Cap Value (SMA) 2.89M (2.42%) 2.89M
Increased by +100.00%
Jun 30, 23
6 MFS Large Cap Value Equity 2.77M (2.32%) 626.55K
Increased by +22.58%
Dec 31, 25
7 MFS Value A 2.73M (2.28%) -374.93K
Decreased by -13.72%
Jan 31, 26
8 Vanguard Mid Cap Index Institutional 2.66M (2.22%) 9.21K
Increased by +0.35%
Feb 28, 26
9 Oakmark Investor 2.31M (1.93%) 120.00K
Increased by +5.19%
Dec 31, 25
10 T. Rowe Price Capital Appreciation 2.12M (1.77%) 232.00K
Increased by +10.94%
Sep 30, 23
11 MS INVF Global Brands A USD 1.86M (1.56%) -26.77K
Decreased by -1.44%
Mar 31, 24
12 iShares Core S&P 500 ETF 1.56M (1.30%) 0.00
Increased by 0.00%
Feb 28, 26
13 Fidelity 500 Index 1.56M (1.30%) 7.21K
Increased by +0.46%
Jan 31, 26
14 SPDR® S&P 500 ETF 1.54M (1.29%) -22.63K
Decreased by -1.47%
Mar 31, 25
15 SPDR® S&P 500® ETF Trust 1.50M (1.26%) -7.88K
Decreased by -0.52%
Mar 31, 25
16 SPDR® S&P 500® ETF 1.50M (1.25%) 18.47K
Increased by +1.23%
Aug 31, 25
17 Vanguard Windsor II Inv 1.50M (1.25%) 852.34K
Increased by +57.00%
Dec 31, 25
18 SPDR® S&P 500 ETF Trust 1.48M (1.24%) -11.53K
Decreased by -0.78%
Mar 31, 24
19 American Funds Invmt Co of Amer A 1.47M (1.23%) 144.92K
Increased by +9.86%
Jun 30, 25
20 Capital Group Investment Co of Amer Comp 1.47M (1.23%) 144.92K
Increased by +9.86%
Jun 30, 25