Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FCTE 5.09%
2 KMID 4.33%
3 PRN 4.30%
4 CWS 4.08%
5 UTRN 3.98%
6 BOUT 3.29%
7 MDCP 3.14%
8 PDP 2.68%
9 DVOL 2.65%
10 CBSE 2.55%
11 CBLS 2.49%
12 DEF 2.03%
13 POWA 2.01%
14 UPGD 1.95%
15 RYJ 1.95%
16 JSMD 1.91%
17 QOWZ 1.61%
18 GDIV 1.60%
19 TMFX 1.39%
20 DGLO 1.37%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 35.24M (11.33%) 503.43K
Increased by +1.43%
Jun 30, 25
2 BlackRock Inc 28.59M (9.19%) 275.87K
Increased by +0.96%
Jun 30, 25
3 State Street Corporation 12.93M (4.16%) 224.82K
Increased by +1.74%
Mar 31, 24
4 State Street Corp 12.10M (3.89%) 274.11K
Increased by +2.26%
Jun 30, 25
5 Kayne Anderson Rudnick Investment Management LLC 10.11M (3.25%) -132.40K
Decreased by -1.31%
Jun 30, 25
6 Geode Capital Management, LLC 9.38M (3.02%) 432.07K
Increased by +4.61%
Jun 30, 25
7 Apg All Pensions Group 8.62M (2.77%) 231.78K
Increased by +2.69%
Jun 30, 25
8 Amvescap Plc. 5.66M (1.82%) 1.65M
Increased by +29.16%
Jun 30, 25
9 Montrusco Bolton Investments Inc 5.11M (1.64%) -1.25M
Decreased by -24.43%
Jun 30, 25
10 Morgan Stanley - Brokerage Accounts 4.46M (1.44%) 556.79K
Increased by +12.47%
Jun 30, 25
11 Select Equity Group LP 4.45M (1.43%) -4.28M
Decreased by -96.24%
Mar 31, 24
12 NORGES BANK 3.87M (1.25%) 60.27K
Increased by +1.56%
Jun 30, 25
13 AMF Pensionsforsakring AB 3.54M (1.14%) 2.35M
Increased by +66.23%
Jun 30, 25
14 Durable Capital Partners LP 3.42M (1.10%) -24.03K
Decreased by -0.70%
Jun 30, 24
15 Renaissance Technologies Corp 3.17M (1.02%) 37.90K
Increased by +1.19%
Jun 30, 25
16 Millennium Management LLC 3.02M (0.97%) 1.02M
Increased by +33.77%
Dec 31, 23
17 Wellington Management Company LLP 2.98M (0.96%) 61.75K
Increased by +2.07%
Jun 30, 25
18 Northern Trust Corp 2.87M (0.92%) -14.13K
Decreased by -0.49%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 2.71M (0.87%) 88.45K
Increased by +3.27%
Jun 30, 25
20 Neuberger Berman Group LLC 2.70M (0.87%) -116.48K
Decreased by -4.31%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.19M (2.95%) 6.63K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 9.14M (2.94%) -222.78K
Decreased by -2.44%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 7.99M (2.57%) 59.13K
Increased by +0.74%
May 31, 25
4 Vanguard 500 Index Investor 6.96M (2.24%) -1.02M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Mid Cap Index Institutional 6.49M (2.09%) 69.90K
Increased by +1.08%
Jul 31, 25
6 Vanguard Growth Index Investor 3.79M (1.22%) 13.68K
Increased by +0.36%
Jul 31, 25
7 Fidelity 500 Index 3.56M (1.15%) 1.55K
Increased by +0.04%
Jul 31, 25
8 SPDR® S&P 500 ETF 3.50M (1.13%) -51.15K
Decreased by -1.46%
Mar 31, 25
9 SPDR® S&P 500® ETF Trust 3.41M (1.10%) -17.82K
Decreased by -0.52%
Mar 31, 25
10 SPDR® S&P 500® ETF 3.40M (1.09%) 41.74K
Increased by +1.23%
Aug 31, 25
11 SPDR® S&P 500 ETF Trust 3.39M (1.09%) -26.39K
Decreased by -0.78%
Mar 31, 24
12 iShares Core S&P 500 ETF 3.38M (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
13 Fidelity® 500 Index 3.27M (1.05%) 20.82K
Increased by +0.64%
Nov 30, 23
14 Invesco S&P 500® Equal Weight ETF 2.48M (0.80%) 3.65K
Increased by +0.15%
Aug 29, 25
15 Vanguard Mid-Cap Growth ETF 2.43M (0.78%) 60.45K
Increased by +2.49%
Jul 31, 25
16 BlackRock Mid-Cap Growth Equity Instl 2.16M (0.69%) -33.57K
Decreased by -1.56%
Jul 31, 25
17 Delaware Ivy Mid Cap Growth A 2.05M (0.66%) 0.00
Increased by 0.00%
Oct 31, 24
18 Rathbone Global Opportunities I Acc 1.91M (0.61%) 0.00
Increased by 0.00%
May 31, 24
19 Rathbone Global Opportunities R Acc 1.91M (0.61%) 0.00
Increased by 0.00%
Feb 28, 25
20 Rathbone Global Opportunities Fund I Acc 1.87M (0.60%) 0.00
Increased by 0.00%
Jun 30, 25