Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.96%
2 MTRA 3.25%
3 OCFS 3.10%
4 ARTY 2.88%
5 COWS 2.54%
6 EASI 2.50%
7 HCOW 2.49%
8 GFGF 2.48%
9 SMRI 2.34%
10 CNAV 2.32%
11 FTGS 2.28%
12 FCFY 1.96%
13 RYJ 1.72%
14 UPGD 1.72%
15 BSMC 1.63%
16 FMET 1.57%
17 BUSA 1.56%
18 SYG 1.54%
19 QIS 1.51%
20 RSPT 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 6.98M (13.38%) -31.94K
Decreased by -0.46%
Dec 31, 25
2 BlackRock Inc 4.67M (8.94%) 207.93K
Increased by +4.46%
Sep 30, 25
3 Amvescap Plc. 3.91M (7.49%) -191.59K
Decreased by -4.90%
Sep 30, 25
4 Capital World Investors 3.68M (7.05%) 1.37M
Increased by +37.27%
Dec 31, 25
5 Ameriprise Financial Inc 2.66M (5.10%) 596.76K
Increased by +22.41%
Sep 30, 25
6 Capital Research Global Investors 2.44M (4.67%) -2.82M
Decreased by -115.91%
Sep 30, 24
7 State Street Corp 2.34M (4.49%) -3.48K
Decreased by -0.15%
Sep 30, 25
8 State Street Corporation 2.33M (4.45%) 43.29K
Increased by +1.86%
Mar 31, 24
9 WCM Investment Management 2.24M (4.30%) -6.82K
Decreased by -0.30%
Sep 30, 24
10 Boston Partners Global Investors, Inc 1.70M (3.27%) 1.70M
Increased by +100.00%
Dec 31, 25
11 JPMorgan Chase & Co 1.46M (2.80%) 844.58K
Increased by +57.72%
Sep 30, 25
12 Geode Capital Management, LLC 1.45M (2.77%) 338.00
Increased by +0.02%
Dec 31, 25
13 Citadel Advisors Llc 1.38M (2.64%) -282.92K
Decreased by -20.53%
Sep 30, 25
14 AllianceBernstein L.P. 1.28M (2.46%) 355.15K
Increased by +27.67%
Mar 31, 24
15 Baillie Gifford & Co Limited. 1.19M (2.29%) -100.80K
Decreased by -8.45%
Dec 31, 25
16 Ninety One UK Limited 1.10M (2.11%) 1.10M
Increased by +100.00%
Mar 31, 25
17 Massachusetts Financial Services Company 1.07M (2.06%) 13.77K
Increased by +1.28%
Dec 31, 25
18 Brandes Investment Partners & Co 983.83K (1.89%) 161.28K
Increased by +16.39%
Dec 31, 25
19 Lone Pine Capital LLC 929.92K (1.78%) 79.66K
Increased by +8.57%
Mar 31, 24
20 Dimensional Fund Advisors, Inc. 849.90K (1.63%) 75.21K
Increased by +8.85%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.72M (3.29%) -28.58K
Decreased by -1.67%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.66M (3.19%) 14.72K
Increased by +0.89%
Feb 28, 26
3 Vanguard Institutional 500 Index Trust 1.61M (3.09%) 9.94K
Increased by +0.62%
May 31, 25
4 Vanguard 500 Index Investor 1.42M (2.72%) 13.66K
Increased by +0.96%
Feb 28, 26
5 Vanguard Small Cap Index 1.19M (2.28%) 3.12K
Increased by +0.26%
Feb 28, 26
6 American Funds New Economy A 1.18M (2.27%) 772.99K
Increased by +65.38%
Dec 31, 25
7 Capital Group New Economy Comp 1.18M (2.27%) 772.99K
Increased by +65.38%
Dec 31, 25
8 SBI Focused Equity Fund Reg Gr 1.10M (2.11%) 200.00K
Increased by +18.18%
May 31, 25
9 SBI Focused Reg Gr 1.10M (2.11%) 0.00
Increased by 0.00%
Aug 31, 25
10 Capital Group AMCAP Composite 974.45K (1.87%) -994.38K
Decreased by -102.05%
Sep 30, 24
11 VA CollegeAmerica Amcap 529A 974.45K (1.87%) -994.38K
Decreased by -102.05%
Sep 30, 24
12 Vanguard Information Technology ETF 937.34K (1.80%) -50.77K
Decreased by -5.42%
Feb 28, 26
13 WCM Focused International Growth Instl 928.60K (1.78%) -15.45K
Decreased by -1.66%
Sep 30, 24
14 WCM Inv Mgt Focused Growth Intl 928.60K (1.78%) -15.45K
Decreased by -1.66%
Sep 30, 24
15 SBI Focused Reg IDCW-P 900.00K (1.72%) 0.00
Increased by 0.00%
Feb 28, 26
16 JHancock Disciplined Value Mid Cap I 890.55K (1.71%) 6.98K
Increased by +0.78%
Jan 31, 26
17 Invesco S&P 500® Equal Weight ETF 803.41K (1.54%) -342.00
Decreased by -0.04%
Feb 27, 26
18 American Funds New Perspective A 771.18K (1.48%) 306.73K
Increased by +39.77%
Dec 31, 25
19 Capital Group New Perspective Comp 771.18K (1.48%) 306.73K
Increased by +39.77%
Dec 31, 25
20 Vanguard Small Cap Value Index Inv 765.42K (1.47%) 2.17K
Increased by +0.28%
Feb 28, 26