Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 RVER 4.99%
2 AIEQ 4.19%
3 GRBIC 4.17%
4 VNSE 4.13%
5 UTRN 3.90%
6 ABIG 3.64%
7 HWAY 3.53%
8 FTXR 3.25%
9 PAVE 2.99%
10 FMTM 2.81%
11 JHAC 2.72%
12 INNO 2.71%
13 PRN 2.61%
14 AMID 2.59%
15 BAFE 2.58%
16 NUMV 2.26%
17 LCLG 2.19%
18 DRES 1.99%
19 VETS 1.92%
20 AVMV 1.89%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 7.49M (11.94%) 72.27K
Increased by +0.96%
Jun 30, 25
2 BlackRock Inc 5.01M (7.99%) -124.04K
Decreased by -2.48%
Jun 30, 25
3 Capital Research Global Investors 3.39M (5.40%) 213.32K
Increased by +6.30%
Jun 30, 25
4 State Street Corporation 3.08M (4.91%) -101.21K
Decreased by -3.29%
Mar 31, 24
5 State Street Corp 3.07M (4.90%) -26.06K
Decreased by -0.85%
Jun 30, 25
6 Capital Research & Mgmt Co - Division 3 2.77M (4.42%) 278.56K
Increased by +10.05%
Jun 30, 25
7 Capital World Investors 2.51M (4.00%) 210.12K
Increased by +8.37%
Jun 30, 25
8 JPMorgan Chase & Co 1.87M (2.99%) 780.32K
Increased by +41.64%
Jun 30, 25
9 Geode Capital Management, LLC 1.64M (2.62%) 2.00K
Increased by +0.12%
Jun 30, 25
10 International Assets Investment Management, LLC 1.61M (2.56%) 1.60M
Increased by +99.88%
Sep 30, 24
11 Morgan Stanley - Brokerage Accounts 1.49M (2.38%) -191.41K
Decreased by -12.84%
Jun 30, 25
12 Putnam Investments LLC 1.38M (2.20%) -10.61K
Decreased by -0.77%
Dec 31, 23
13 Putnam Investments, LLC., a Franklin Templeton company 1.38M (2.20%) -10.61K
Decreased by -0.77%
Dec 31, 23
14 Franklin Resources Inc 1.23M (1.96%) 70.87K
Increased by +5.76%
Jun 30, 25
15 AllianceBernstein L.P. 1.03M (1.64%) 36.99K
Increased by +3.59%
Jun 30, 25
16 NORGES BANK 1.03M (1.64%) 42.52K
Increased by +4.13%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 921.54K (1.47%) 15.06K
Increased by +1.63%
Jun 30, 25
18 GAMMA Investing LLC 887.41K (1.41%) 886.27K
Increased by +99.87%
Mar 31, 25
19 Impax Asset Management Group PLC 820.42K (1.31%) -139.63K
Decreased by -17.02%
Dec 31, 23
20 Manufacturers Life Insurance Co 804.75K (1.28%) -45.03K
Decreased by -5.60%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 2.09M (3.34%) -11.93K
Decreased by -0.57%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 2.04M (3.26%) -48.74K
Decreased by -2.39%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 1.86M (2.96%) 12.91K
Increased by +0.70%
May 31, 25
4 American Funds Growth Fund of Amer A 1.70M (2.71%) 195.61K
Increased by +11.52%
Jun 30, 25
5 Capital Group Growth Fnd of Amer Comp 1.70M (2.71%) 195.61K
Increased by +11.52%
Jun 30, 25
6 American Funds Fundamental Invs A 1.63M (2.60%) 38.06K
Increased by +2.33%
Jun 30, 25
7 Capital Group Fundamental Invtrs Comp 1.63M (2.60%) 38.06K
Increased by +2.33%
Jun 30, 25
8 Vanguard 500 Index Investor 1.61M (2.56%) -235.46K
Decreased by -14.63%
Jul 31, 25
9 American Funds Invmt Co of Amer A 1.49M (2.37%) 192.84K
Increased by +12.98%
Jun 30, 25
10 Capital Group Investment Co of Amer Comp 1.49M (2.37%) 192.84K
Increased by +12.98%
Jun 30, 25
11 Vanguard Mid Cap Index Institutional 1.45M (2.31%) 15.65K
Increased by +1.08%
Jul 31, 25
12 American Funds American Balanced A 1.04M (1.66%) 38.47K
Increased by +3.70%
Jun 30, 25
13 American Funds AMCAP A 912.54K (1.45%) 48.33K
Increased by +5.30%
Jun 30, 25
14 Capital Group AMCAP Composite 912.54K (1.45%) 48.33K
Increased by +5.30%
Jun 30, 25
15 Fidelity 500 Index 823.93K (1.31%) 353.00
Increased by +0.04%
Jul 31, 25
16 SPDR® S&P 500 ETF 812.15K (1.29%) -16.95K
Decreased by -2.09%
Mar 31, 25
17 SPDR® S&P 500 ETF Trust 797.79K (1.27%) -1.72K
Decreased by -0.22%
Apr 30, 24
18 Fidelity® 500 Index 795.69K (1.27%) 5.06K
Increased by +0.64%
Nov 30, 23
19 SPDR® S&P 500® ETF Trust 790.83K (1.26%) -4.10K
Decreased by -0.52%
Mar 31, 25
20 SPDR® S&P 500® ETF 783.63K (1.25%) 9.61K
Increased by +1.23%
Aug 31, 25