Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 SPRX 4.80%
2 MDCP 4.43%
3 EQTY 3.96%
4 UTRN 3.73%
5 XTH 3.59%
6 BBHM 3.22%
7 TIME 3.20%
8 MID 2.78%
9 TENG 2.76%
10 CVRD 2.75%
11 SSPX 2.71%
12 SAMM 2.70%
13 FTIF 2.45%
14 EPMB 2.41%
15 IDAT 2.36%
16 USRD 2.34%
17 SRHQ 2.17%
18 NUMV 2.08%
19 THMZ 2.01%
20 CZA 1.99%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.33M (12.54%) 357.26K
Increased by +1.68%
Jun 30, 25
2 T. Rowe Price Associates, Inc. 18.96M (11.15%) 167.54K
Increased by +0.88%
Jun 30, 25
3 BlackRock Inc 16.55M (9.73%) 676.59K
Increased by +4.09%
Jun 30, 25
4 State Street Corp 7.97M (4.69%) 55.36K
Increased by +0.69%
Jun 30, 25
5 State Street Corporation 7.80M (4.58%) -58.15K
Decreased by -0.75%
Mar 31, 24
6 Boston Partners Global Investors, Inc 4.71M (2.77%) 446.12K
Increased by +9.47%
Jun 30, 25
7 Geode Capital Management, LLC 4.58M (2.69%) 40.56K
Increased by +0.89%
Jun 30, 25
8 Swedbank AB 3.98M (2.34%) -190.37K
Decreased by -4.79%
Jun 30, 25
9 Capital World Investors 3.64M (2.14%) 43.78K
Increased by +1.20%
Jun 30, 25
10 JPMorgan Chase & Co 3.50M (2.06%) -341.31K
Decreased by -9.75%
Sep 30, 24
11 T. Rowe Price Investment Management,Inc. 3.36M (1.97%) 37.63K
Increased by +1.12%
Jun 30, 25
12 Victory Capital Management Inc. 2.78M (1.64%) 792.02K
Increased by +28.45%
Jun 30, 25
13 UBS Asset Mgmt Americas Inc 2.35M (1.38%) 30.63K
Increased by +1.30%
Jun 30, 25
14 Nuveen, LLC 2.20M (1.30%) 2.20M
Increased by +100.00%
Mar 31, 25
15 AllianceBernstein L.P. 2.19M (1.29%) -70.15K
Decreased by -3.21%
Jun 30, 24
16 Jennison Associates LLC 2.15M (1.27%) -1.61M
Decreased by -75.00%
Sep 30, 24
17 Millennium Management LLC 2.11M (1.24%) 661.82K
Increased by +31.38%
Sep 30, 23
18 Northern Trust Corp 2.04M (1.20%) -23.73K
Decreased by -1.16%
Jun 30, 25
19 Goldman Sachs Group Inc 2.04M (1.20%) 1.05M
Increased by +51.29%
Dec 31, 23
20 Amvescap Plc. 2.01M (1.18%) -267.99K
Decreased by -13.36%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.54M (3.26%) 4.14K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.43M (3.20%) -133.40K
Decreased by -2.46%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 4.92M (2.89%) 34.12K
Increased by +0.69%
May 31, 25
4 T. Rowe Price U.S. Value Equity Tr-D 4.59M (2.70%) 98.61K
Increased by +2.15%
Jun 30, 25
5 T. Rowe Price U.S. Value Equity Tr-Z 4.49M (2.64%) 861.68K
Increased by +19.19%
Mar 31, 25
6 Vanguard 500 Index Investor 4.28M (2.52%) -626.65K
Decreased by -14.65%
Jul 31, 25
7 T. Rowe Price US Value Equity Composite 3.90M (2.29%) -1.74K
Decreased by -0.04%
Jun 30, 25
8 T. Rowe Price Value 3.89M (2.29%) -8.15K
Decreased by -0.21%
Jul 31, 25
9 Vanguard Mid Cap Index Institutional 3.86M (2.27%) 41.53K
Increased by +1.08%
Jul 31, 25
10 Swedbank Robur Technology A 2.30M (1.35%) 0.00
Increased by 0.00%
Jul 31, 25
11 UBS: Global Equity 2.23M (1.31%) 0.00
Increased by 0.00%
Sep 30, 24
12 Fidelity 500 Index 2.19M (1.29%) 938.00
Increased by +0.04%
Jul 31, 25
13 SPDR® S&P 500 ETF 2.15M (1.27%) -40.52K
Decreased by -1.88%
Mar 31, 25
14 SPDR® S&P 500 ETF Trust 2.10M (1.23%) 4.68K
Increased by +0.22%
Apr 30, 24
15 SPDR® S&P 500® ETF Trust 2.09M (1.23%) -11.02K
Decreased by -0.53%
Mar 31, 25
16 SPDR® S&P 500® ETF 2.09M (1.23%) 25.55K
Increased by +1.22%
Aug 31, 25
17 iShares Core S&P 500 ETF 2.08M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
18 Fidelity® 500 Index 2.08M (1.22%) 13.23K
Increased by +0.64%
Nov 30, 23
19 American Funds Fundamental Invs A 1.97M (1.16%) 0.00
Increased by 0.00%
Jun 30, 25
20 Capital Group Fundamental Invtrs Comp 1.97M (1.16%) 0.00
Increased by 0.00%
Jun 30, 25