Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DUSA 4.96%
2 MOO 4.92%
3 FTXG 4.16%
4 UTRN 3.90%
5 FTRI 3.76%
6 FXG 3.54%
7 DWLD 3.48%
8 STNC 3.26%
9 RSPS 2.79%
10 RHS 2.79%
11 PBJ 2.67%
12 FOVL 2.38%
13 SYE 2.28%
14 TURF 2.21%
15 SPCT 1.93%
16 RYJ 1.86%
17 SYV 1.85%
18 MVFD 1.78%
19 SPHD 1.63%
20 WBIF 1.60%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.50M (13.23%) 543.51K
Increased by +1.49%
Jun 30, 25
2 BlackRock Inc 26.62M (9.65%) -3.12M
Decreased by -11.71%
Jun 30, 25
3 State Street Corp 13.99M (5.07%) 439.62K
Increased by +3.14%
Jun 30, 25
4 Pzena Investment Management, LLC 13.71M (4.97%) 444.65K
Increased by +3.24%
Jun 30, 25
5 State Street Corporation 12.89M (4.67%) -219.66K
Decreased by -1.70%
Mar 31, 24
6 Davis Selected Advisers 8.96M (3.25%) 4.28M
Increased by +47.75%
Jun 30, 25
7 T. Rowe Price Associates, Inc. 8.47M (3.07%) 1.44M
Increased by +17.04%
Jun 30, 25
8 Geode Capital Management, LLC 7.39M (2.68%) 122.06K
Increased by +1.65%
Jun 30, 25
9 Wellington Management Company LLP 6.52M (2.36%) -831.32K
Decreased by -12.76%
Jun 30, 25
10 FMR Inc 5.95M (2.16%) 107.35K
Increased by +1.80%
Jun 30, 25
11 Amvescap Plc. 5.86M (2.13%) 1.55M
Increased by +26.45%
Jun 30, 25
12 AQR Capital Management LLC 5.01M (1.82%) 2.16M
Increased by +43.22%
Jun 30, 25
13 Northern Trust Corp 4.51M (1.64%) -223.59K
Decreased by -4.95%
Jun 30, 25
14 NORGES BANK 4.40M (1.59%) 1.35M
Increased by +30.70%
Jun 30, 25
15 Capital Research Global Investors 3.72M (1.35%) 2.38M
Increased by +63.86%
Mar 31, 25
16 Morgan Stanley - Brokerage Accounts 3.40M (1.23%) -9.18K
Decreased by -0.27%
Jun 30, 25
17 Amundi 2.86M (1.04%) 1.08M
Increased by +37.85%
Sep 30, 23
18 Dimensional Fund Advisors, Inc. 2.82M (1.02%) 78.41K
Increased by +2.78%
Jun 30, 25
19 Victory Capital Management Inc. 2.78M (1.01%) -2.21M
Decreased by -79.43%
Dec 31, 23
20 Yacktman Asset Management Co 2.61M (0.95%) -16.12K
Decreased by -0.62%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.03M (3.28%) 6.58K
Increased by +0.07%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.95M (3.24%) -220.38K
Decreased by -2.46%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.14M (2.95%) 51.00K
Increased by +0.63%
May 31, 25
4 Vanguard 500 Index Investor 7.09M (2.57%) -1.04M
Decreased by -14.65%
Jul 31, 25
5 Vanguard Windsor Investor Shares 7.07M (2.56%) 195.89K
Increased by +2.77%
Jun 30, 25
6 Vanguard Mid Cap Index Institutional 6.39M (2.32%) 68.74K
Increased by +1.08%
Jul 31, 25
7 Schwab US Dividend Equity ETF™ 4.51M (1.63%) -2.63K
Decreased by -0.06%
Jan 31, 24
8 Fidelity 500 Index 3.63M (1.32%) 1.55K
Increased by +0.04%
Jul 31, 25
9 SPDR® S&P 500 ETF 3.55M (1.29%) -52.08K
Decreased by -1.47%
Mar 31, 25
10 SPDR® S&P 500® ETF Trust 3.45M (1.25%) -18.14K
Decreased by -0.53%
Mar 31, 25
11 iShares Core S&P 500 ETF 3.44M (1.25%) 0.00
Increased by 0.00%
Aug 31, 25
12 SPDR® S&P 500® ETF 3.44M (1.25%) 42.50K
Increased by +1.23%
Aug 31, 25
13 SPDR® S&P 500 ETF Trust 3.38M (1.23%) 7.65K
Increased by +0.23%
Apr 30, 24
14 American Funds Income Fund of Amer A 3.34M (1.21%) -1.48M
Decreased by -44.41%
Mar 31, 24
15 Fidelity® 500 Index 3.33M (1.21%) 21.17K
Increased by +0.64%
Nov 30, 23
16 Victory Sycamore Established Value R 3.32M (1.20%) -155.00K
Decreased by -4.67%
Sep 30, 23
17 Pzena Large Cap Value 2.89M (1.05%) 0.00
Increased by 0.00%
Aug 31, 25
18 The Consumer Staples Sel SectSPDR® ETF 2.88M (1.04%) 10.28K
Increased by +0.36%
Aug 31, 25
19 Hartford Dividend and Growth Y 2.62M (0.95%) -28.85K
Decreased by -1.10%
Dec 31, 24
20 Invesco S&P 500® Equal Weight ETF 2.56M (0.93%) 3.77K
Increased by +0.15%
Aug 29, 25