Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.13%
2 GFGF 4.24%
3 IAI 4.13%
4 UTRN 4.11%
5 LCG 3.89%
6 PCGG 3.66%
7 KMID 3.38%
8 MID 3.23%
9 LBAY 3.19%
10 TOLL 2.78%
11 AQGX 2.72%
12 AILG 2.64%
13 RISN 2.48%
14 LGRO 2.18%
15 DFND 2.04%
16 SWIN_old 1.97%
17 RUFF 1.90%
18 POWA 1.86%
19 LEAD 1.79%
20 GDIV 1.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 9.51M (13.36%) 131.39K
Increased by +1.38%
Jun 30, 25
2 BlackRock Inc 5.88M (8.26%) -107.75K
Decreased by -1.83%
Jun 30, 25
3 State Street Corp 3.28M (4.61%) 45.55K
Increased by +1.39%
Jun 30, 25
4 State Street Corporation 3.11M (4.38%) -53.58K
Decreased by -1.72%
Mar 31, 24
5 BAMCO Inc 2.17M (3.05%) 98.68K
Increased by +4.55%
Jun 30, 25
6 Edgewood Management LLC 2.09M (2.94%) -162.79K
Decreased by -7.78%
Jun 30, 25
7 Geode Capital Management, LLC 1.99M (2.80%) 34.34K
Increased by +1.72%
Jun 30, 25
8 AllianceBernstein L.P. 1.89M (2.65%) -103.09K
Decreased by -5.46%
Mar 31, 24
9 Polen Capital 1.74M (2.45%) -126.75K
Decreased by -7.28%
Jun 30, 25
10 Principal Financial Group Inc 1.67M (2.34%) 41.54K
Increased by +2.49%
Jun 30, 25
11 Capital Research Global Investors 1.42M (1.99%) -85.39K
Decreased by -6.02%
Jun 30, 24
12 Wellington Management Company LLP 1.41M (1.98%) -52.06K
Decreased by -3.70%
Dec 31, 23
13 Capital Research & Mgmt Co - Division 3 1.25M (1.75%) -232.44K
Decreased by -18.64%
Sep 30, 24
14 Morgan Stanley - Brokerage Accounts 1.10M (1.54%) -82.86K
Decreased by -7.55%
Jun 30, 25
15 Massachusetts Financial Services Company 1.07M (1.50%) -165.24K
Decreased by -15.48%
Mar 31, 25
16 Fiera Capital Corporation 969.85K (1.36%) 20.68K
Increased by +2.13%
Jun 30, 25
17 T. Rowe Price Investment Management,Inc. 958.53K (1.35%) 842.66K
Increased by +87.91%
Jun 30, 25
18 NORGES BANK 949.04K (1.33%) -67.51K
Decreased by -7.11%
Jun 30, 25
19 Sustainable Growth Advisers, LP 943.68K (1.33%) -204.49K
Decreased by -21.67%
Dec 31, 24
20 American Century Companies Inc 932.45K (1.31%) -76.33K
Decreased by -8.19%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.37M (3.33%) -11.98K
Decreased by -0.51%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.32M (3.25%) -54.20K
Decreased by -2.34%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 2.21M (3.10%) 15.41K
Increased by +0.70%
May 31, 25
4 Vanguard 500 Index Investor 1.91M (2.69%) -280.49K
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 1.64M (2.31%) 17.72K
Increased by +1.08%
Jul 31, 25
6 Baron Growth Retail 1.23M (1.73%) -18.00K
Decreased by -1.46%
Jun 30, 25
7 Baron Small Cap Growth Strategy 1.23M (1.73%) -18.00K
Decreased by -1.46%
Jun 30, 25
8 Edgewood Growth Instl 1.12M (1.57%) -54.84K
Decreased by -4.90%
Jun 30, 25
9 Principal MidCap R5 1.10M (1.55%) 41.18K
Increased by +3.73%
Jul 31, 25
10 Principal Aligned MidCap Equity 1.06M (1.49%) 47.30K
Increased by +4.45%
Jun 30, 25
11 Fidelity 500 Index 980.76K (1.38%) 421.00
Increased by +0.04%
Jul 31, 25
12 SPDR® S&P 500 ETF 966.06K (1.36%) -23.56K
Decreased by -2.44%
Mar 31, 25
13 SPDR® S&P 500 ETF Trust 954.48K (1.34%) -7.43K
Decreased by -0.78%
Mar 31, 24
14 SPDR® S&P 500® ETF Trust 940.26K (1.32%) -4.97K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 933.39K (1.31%) 11.38K
Increased by +1.22%
Aug 31, 25
16 iShares Core S&P 500 ETF 931.89K (1.31%) 0.00
Increased by 0.00%
Aug 31, 25
17 Fidelity® 500 Index 921.61K (1.29%) 5.87K
Increased by +0.64%
Nov 30, 23
18 Vanguard Growth Index Investor 838.82K (1.18%) 2.98K
Increased by +0.36%
Jul 31, 25
19 Fidelity Magellan 791.70K (1.11%) 0.00
Increased by 0.00%
May 31, 24
20 American Funds Growth Fund of Amer A 727.38K (1.02%) -426.28K
Decreased by -58.60%
Sep 30, 24