Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 GABF 4.33%
2 OCFS 4.30%
3 UTRN 4.08%
4 KBWP 3.61%
5 RNIN 3.51%
6 STNC 2.97%
7 PDP 2.59%
8 PFI 2.52%
9 RULE 2.41%
10 IAK 2.35%
11 CNAV 2.30%
12 PWC 2.13%
13 FGSI 2.06%
14 FTGS 2.06%
15 EQRR 2.05%
16 BOUT 2.04%
17 SELV 2.02%
18 FTCS 1.97%
19 FTDS 1.94%
20 KIE 1.88%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 36.96M (15.65%) 625.68K
Increased by +1.69%
Jun 30, 25
2 BlackRock Inc 25.24M (10.68%) 1.08M
Increased by +4.26%
Jun 30, 25
3 State Street Corp 14.77M (6.25%) -229.26K
Decreased by -1.55%
Jun 30, 25
4 Morgan Stanley - Brokerage Accounts 13.24M (5.60%) -2.56M
Decreased by -19.31%
Jun 30, 25
5 Kayne Anderson Rudnick Investment Management LLC 11.10M (4.70%) -691.20K
Decreased by -6.23%
Jun 30, 25
6 State Street Corporation 10.45M (4.42%) -447.35K
Decreased by -4.28%
Mar 31, 24
7 Geode Capital Management, LLC 8.19M (3.47%) 289.17K
Increased by +3.53%
Jun 30, 25
8 HHG PLC 8.12M (3.44%) -566.87K
Decreased by -6.98%
Jun 30, 25
9 JPMorgan Chase & Co 7.27M (3.08%) 577.87K
Increased by +7.94%
Jun 30, 25
10 NORGES BANK 5.01M (2.12%) 349.85K
Increased by +6.99%
Jun 30, 25
11 Principal Financial Group Inc 5.00M (2.12%) -23.08K
Decreased by -0.46%
Jun 30, 25
12 Victory Capital Management Inc. 4.22M (1.78%) -531.93K
Decreased by -12.62%
Jun 30, 24
13 Wells Fargo & Co 4.07M (1.72%) -41.54K
Decreased by -1.02%
Jun 30, 25
14 First Trust Advisors L.P. 3.96M (1.68%) -511.89K
Decreased by -12.93%
Jun 30, 25
15 Amvescap Plc. 3.67M (1.55%) -494.90K
Decreased by -13.49%
Jun 30, 25
16 Northern Trust Corp 3.08M (1.30%) -156.21K
Decreased by -5.07%
Jun 30, 25
17 Dimensional Fund Advisors, Inc. 3.05M (1.29%) 3.44K
Increased by +0.11%
Jun 30, 25
18 Polar Capital Holdings PLC 2.92M (1.24%) 0.00
Increased by 0.00%
Jun 30, 25
19 Royal London Asset Management Ltd 2.74M (1.16%) 121.05K
Increased by +4.42%
Jun 30, 25
20 Manufacturers Life Insurance Co 2.74M (1.16%) -2.05M
Decreased by -75.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 9.01M (3.81%) -78.26K
Decreased by -0.87%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 8.97M (3.80%) -201.96K
Decreased by -2.25%
Jul 31, 25
3 Vanguard Institutional 500 Index Trust 8.54M (3.62%) 60.45K
Increased by +0.71%
May 31, 25
4 Eaton Vance Atlanta Capital SMID-Cap I 7.73M (3.27%) 0.00
Increased by 0.00%
Jul 31, 25
5 Vanguard 500 Index Investor 7.42M (3.14%) -1.09M
Decreased by -14.65%
Jul 31, 25
6 Vanguard Mid Cap Index Institutional 6.35M (2.69%) 68.60K
Increased by +1.08%
Jul 31, 25
7 Janus Henderson Enterprise D 6.05M (2.56%) 0.00
Increased by 0.00%
Jun 30, 25
8 Janus Inst Mid Cap Growth CF 6.05M (2.56%) -423.98K
Decreased by -7.01%
Jun 30, 25
9 Fidelity 500 Index 3.80M (1.61%) 1.65K
Increased by +0.04%
Jul 31, 25
10 SPDR® S&P 500 ETF 3.75M (1.59%) -55.33K
Decreased by -1.48%
Mar 31, 25
11 SPDR® S&P 500® ETF Trust 3.65M (1.55%) -19.01K
Decreased by -0.52%
Mar 31, 25
12 SPDR® S&P 500® ETF 3.61M (1.53%) 44.53K
Increased by +1.23%
Aug 31, 25
13 Principal MidCap R5 3.61M (1.53%) 99.55K
Increased by +2.76%
Jul 31, 25
14 iShares Core S&P 500 ETF 3.60M (1.53%) 0.00
Increased by 0.00%
Aug 31, 25
15 Principal Aligned MidCap Equity 3.51M (1.49%) 151.75K
Increased by +4.32%
Jun 30, 25
16 Polar Capital Global Ins A Inc 2.92M (1.24%) 0.00
Increased by 0.00%
Jul 31, 25
17 Victory Sycamore Established Value R 2.56M (1.08%) -415.00K
Decreased by -16.21%
Jun 30, 24
18 Vanguard Value Index Inv 2.52M (1.07%) -3.56K
Decreased by -0.14%
Jul 31, 25
19 SPDR® S&P 500 ETF Trust 2.46M (1.04%) -18.96K
Decreased by -0.77%
Mar 31, 24
20 JPM US Mid Cap Value-Composite 2.45M (1.04%) 40.47K
Increased by +1.65%
Jun 30, 25