Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IPAY 4.44%
2 LBAY 4.12%
3 UTRN 4.10%
4 BPAY 4.02%
5 FINX 3.20%
6 LEND 2.63%
7 FOVL 2.50%
8 ABCS 1.94%
9 FORH 1.89%
10 COWS 1.85%
11 HCOW 1.75%
12 GBGR 1.69%
13 FTXD 1.66%
14 ISHP 1.62%
15 FDIG 1.49%
16 RYF 1.43%
17 CVAR 1.27%
18 GDIV 1.24%
19 RSPF 1.23%
20 EPMV 1.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.39M (11.79%) 34.11K
Increased by +0.15%
Jun 30, 25
2 BlackRock Inc 19.25M (9.70%) 212.18K
Increased by +1.10%
Jun 30, 25
3 Pzena Investment Management, LLC 11.05M (5.57%) 2.72M
Increased by +24.58%
Jun 30, 25
4 State Street Corp 10.64M (5.36%) -118.23K
Decreased by -1.11%
Jun 30, 25
5 State Street Corporation 10.56M (5.32%) -24.63K
Decreased by -0.23%
Mar 31, 24
6 Synovus Financial Corp 7.72M (3.89%) 235.02K
Increased by +3.05%
Jun 30, 25
7 Bank of America Corp 7.29M (3.68%) -2.17M
Decreased by -29.76%
Jun 30, 25
8 Ameriprise Financial Inc 6.85M (3.45%) -248.54K
Decreased by -3.63%
Jun 30, 25
9 Harris Associates L.P. 6.68M (3.36%) 1.26M
Increased by +18.86%
Jun 30, 25
10 Geode Capital Management, LLC 6.33M (3.19%) -8.31K
Decreased by -0.13%
Jun 30, 25
11 T. Rowe Price Associates, Inc. 4.90M (2.47%) -962.77K
Decreased by -19.64%
Mar 31, 25
12 Boston Partners Global Investors, Inc 4.80M (2.42%) 12.20K
Increased by +0.25%
Mar 31, 24
13 Franklin Resources Inc 4.77M (2.40%) -143.64K
Decreased by -3.01%
Jun 30, 25
14 Barclays PLC 4.72M (2.38%) -266.59K
Decreased by -5.64%
Jun 30, 25
15 Glenview Capital Management LLC 4.32M (2.18%) 523.21K
Increased by +12.12%
Jun 30, 25
16 Millennium Management LLC 3.50M (1.76%) 1.40M
Increased by +39.92%
Jun 30, 24
17 NORGES BANK 3.42M (1.72%) 335.28K
Increased by +9.80%
Jun 30, 25
18 Orbis Allan Gray Ltd 3.22M (1.62%) -2.49M
Decreased by -77.23%
Mar 31, 25
19 Morgan Stanley - Brokerage Accounts 3.01M (1.52%) -1.08M
Decreased by -35.86%
Jun 30, 25
20 Amvescap Plc. 2.98M (1.50%) 708.50K
Increased by +23.81%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 6.50M (3.28%) 5.89K
Increased by +0.09%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.91M (2.98%) 22.02K
Increased by +0.37%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 5.39M (2.72%) -24.53K
Decreased by -0.45%
May 31, 25
4 Oakmark Investor 4.81M (2.42%) 707.40K
Increased by +14.70%
Jun 30, 25
5 Vanguard 500 Index Investor 4.67M (2.35%) -509.36K
Decreased by -10.91%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 4.21M (2.12%) 168.58K
Increased by +4.00%
Jul 31, 25
7 Columbia Seligman Tech & Info A 3.91M (1.97%) 175.10K
Increased by +4.48%
Jul 31, 25
8 Columbia Seligman Technology Growth 3.73M (1.88%) 0.00
Increased by 0.00%
Jun 30, 25
9 Vanguard Wellington™ Inv 3.16M (1.59%) -2.42M
Decreased by -76.49%
Dec 31, 23
10 SPDR® S&P 500 ETF Trust 3.14M (1.58%) -24.49K
Decreased by -0.78%
Mar 31, 24
11 Fidelity 500 Index 3.09M (1.56%) 1.32K
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF 3.08M (1.55%) -133.86K
Decreased by -4.35%
Mar 31, 25
13 Fidelity® 500 Index 3.03M (1.53%) 19.28K
Increased by +0.64%
Nov 30, 23
14 SPDR® S&P 500® ETF Trust 3.00M (1.51%) -15.77K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 2.95M (1.49%) 36.18K
Increased by +1.23%
Aug 31, 25
16 iShares Core S&P 500 ETF 2.93M (1.48%) 0.00
Increased by 0.00%
Aug 31, 25
17 Pzena Large Cap Value 2.58M (1.30%) 0.00
Increased by 0.00%
Aug 31, 25
18 Vanguard Windsor Investor Shares 2.58M (1.30%) 533.89K
Increased by +20.72%
Jun 30, 25
19 Vanguard Value Index Inv 2.16M (1.09%) -4.01K
Decreased by -0.19%
Jul 31, 25
20 T. Rowe Price All-Cap Opportunities Fund 2.14M (1.08%) 324.00K
Increased by +15.13%
Sep 30, 24