Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 XME 3.40%
2 PWER 3.20%
3 CRIT 2.73%
4 FXZ 2.55%
5 MGNR 2.19%
6 EQUL 1.74%
7 RFV 1.66%
8 PYZ 1.63%
9 SAMM 1.37%
10 EAGL 1.34%
11 NRES 1.22%
12 IYM 1.21%
13 AIEQ 1.08%
14 IWIN 1.07%
15 CCNR 0.74%
16 SHRT 0.67%
17 LSEQ 0.66%
18 PAMC 0.55%
19 HWAY 0.54%
20 FMAT 0.53%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 25.65M (9.98%) -324.81K
Decreased by -1.27%
Mar 31, 25
2 BlackRock Inc 24.06M (9.37%) -592.03K
Decreased by -2.46%
Mar 31, 25
3 Eagle Capital Management LLC 16.58M (6.45%) 108.66K
Increased by +0.66%
Mar 31, 25
4 State Street Corp 9.78M (3.81%) 105.86K
Increased by +1.08%
Mar 31, 25
5 State Street Corporation 8.08M (3.14%) -267.50K
Decreased by -3.31%
Mar 31, 24
6 NORGES BANK 6.86M (2.67%) 4.84M
Increased by +70.52%
Dec 31, 24
7 Dimensional Fund Advisors, Inc. 6.80M (2.65%) 1.72M
Increased by +25.30%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 4.90M (1.91%) -180.81K
Decreased by -3.69%
Mar 31, 25
9 Citadel Advisors Llc 4.59M (1.79%) 476.01K
Increased by +10.37%
Dec 31, 24
10 Geode Capital Management, LLC 4.43M (1.72%) 193.99K
Increased by +4.38%
Mar 31, 25
11 Theleme Partners LLP 3.74M (1.45%) -511.00K
Decreased by -13.68%
Sep 30, 23
12 JPMorgan Chase & Co 3.51M (1.37%) -55.31K
Decreased by -1.58%
Mar 31, 25
13 GQG Partners LLC 3.43M (1.33%) 3.43M
Increased by +100.00%
Dec 31, 23
14 Sourcerock Group LLC 3.10M (1.21%) 1.12M
Increased by +36.22%
Mar 31, 25
15 ARGA Investment Management, LP 2.94M (1.14%) -62.95K
Decreased by -2.14%
Mar 31, 25
16 Slate Path Capital LP 2.74M (1.06%) -947.00K
Decreased by -34.62%
Mar 31, 25
17 Goldman Sachs Group Inc 2.71M (1.05%) 2.24M
Increased by +82.76%
Mar 31, 25
18 MENORA MIVTACHIM HOLDINGS LIMITED 2.56M (1.00%) 1.26M
Increased by +49.08%
Mar 31, 24
19 Northern Trust Corp 2.55M (0.99%) 813.21K
Increased by +31.90%
Dec 31, 24
20 UBS Group AG 2.45M (0.95%) 1.43M
Increased by +58.52%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.36M (3.26%) -26.99K
Decreased by -0.32%
Apr 30, 25
2 Vanguard Total Stock Mkt Idx Inv 8.31M (3.23%) 138.47K
Increased by +1.67%
Apr 30, 25
3 Vanguard US Total Market Shares ETF 8.22M (3.20%) 2.56M
Increased by +31.12%
Sep 30, 24
4 Vanguard Small Cap Index 6.50M (2.53%) 38.27K
Increased by +0.59%
Apr 30, 25
5 Vanguard Small Cap Value Index Inv 4.20M (1.64%) 13.22K
Increased by +0.31%
Apr 30, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 4.00M (1.56%) 19.94K
Increased by +0.50%
Apr 30, 25
7 SPDR® S&P MIDCAP 400 ETF Trust 2.04M (0.79%) -22.68K
Decreased by -1.11%
Apr 30, 25
8 SPDR® S&P Metals and Mining ETF 2.01M (0.78%) -31.71K
Decreased by -1.58%
Apr 30, 25
9 DFA US Small Cap Value I 1.59M (0.62%) 374.11K
Increased by +23.47%
Mar 31, 25
10 Global X US Infrastructure Dev ETF 1.55M (0.60%) -632.00
Decreased by -0.04%
Apr 30, 25
11 Invesco Large Cap Growth Composite 1.51M (0.59%) -34.84K
Decreased by -2.31%
Sep 30, 23
12 iShares S&P Mid-Cap 400 Value ETF 1.45M (0.57%) 8.23K
Increased by +0.57%
Apr 30, 25
13 Fidelity Extended Market Index 1.43M (0.56%) 26.50K
Increased by +1.85%
Mar 31, 25
14 State St Russell Sm/Mid Cp® Indx NL Cl C 1.43M (0.55%) 7.09K
Increased by +0.50%
Apr 30, 25
15 State St Russell Sm/Mid Cp® Indx SL Cl I 1.43M (0.55%) 7.09K
Increased by +0.50%
Apr 30, 25
16 Eagle Capital Select Equity ETF 1.31M (0.51%) 2.61K
Increased by +0.20%
Apr 30, 25
17 BGF World Mining A2 1.25M (0.49%) 0.00
Increased by 0.00%
Nov 30, 24
18 State St S&P Midcap® Indx SL Cl II 1.18M (0.46%) 0.00
Increased by 0.00%
Apr 30, 25
19 SPDR® Portfolio S&P 400™ Mid Cap ETF 1.14M (0.45%) 0.00
Increased by 0.00%
Apr 30, 25
20 T. Rowe Price Real Assets Tr I-Z 1.14M (0.44%) 967.83K
Increased by +84.94%
Sep 30, 24