Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 FXZ 4.70%
2 XME 4.28%
3 PWER 3.21%
4 CRIT 2.73%
5 HCOW 2.47%
6 COWS 2.44%
7 MGNR 2.19%
8 FTIF 2.03%
9 QVAL 1.96%
10 EQUL 1.74%
11 PYZ 1.68%
12 RFV 1.66%
13 EAGL 1.42%
14 SAMM 1.37%
15 IYM 1.19%
16 AIEQ 1.08%
17 IWIN 1.07%
18 PEXL 0.99%
19 CCNR 0.98%
20 PAMC 0.93%

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 Geode Capital Management, LLC 4.43M (1.72%) 193.99K
Increased by +4.38%
Mar 31, 25
10 Theleme Partners LLP 3.74M (1.45%) -511.00K
Decreased by -13.68%
Sep 30, 23
11 JPMorgan Chase & Co 3.51M (1.37%) -55.31K
Decreased by -1.58%
Mar 31, 25
12 GQG Partners LLC 3.43M (1.33%) 3.43M
Increased by +100.00%
Dec 31, 23
13 Sourcerock Group LLC 3.10M (1.21%) 1.12M
Increased by +36.22%
Mar 31, 25
14 ARGA Investment Management, LP 2.94M (1.14%) -62.95K
Decreased by -2.14%
Mar 31, 25
15 Citadel Advisors Llc 2.85M (1.11%) -1.74M
Decreased by -60.90%
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 T. Rowe Price Associates, Inc. 2.45M (0.95%) 1.90M
Increased by +77.67%
Sep 30, 24
20 Northern Trust Corp 2.43M (0.94%) -121.77K
Decreased by -5.02%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Mid-Cap ETF 8.44M (3.28%) 4.42K
Increased by +0.05%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 8.32M (3.24%) 5.30K
Increased by +0.06%
May 31, 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 6.53M (2.54%) 31.12K
Increased by +0.48%
May 31, 25
5 Vanguard Small Cap Value Index Inv 4.20M (1.63%) -3.56K
Decreased by -0.08%
May 31, 25
6 Vanguard Institutional Extnd Mkt Idx Tr 4.02M (1.57%) 27.20K
Increased by +0.68%
May 31, 25
7 SPDR® S&P Metals and Mining ETF 3.02M (1.18%) -128.92K
Decreased by -4.26%
Jun 30, 25
8 SPDR® S&P MIDCAP 400 ETF Trust 2.03M (0.79%) 37.95K
Increased by +1.87%
Jun 30, 25
9 DFA US Small Cap Value I 1.91M (0.74%) 162.83K
Increased by +8.54%
May 31, 25
10 JPMorgan Large Cap Value I 1.69M (0.66%) 980.03K
Increased by +57.83%
May 31, 25
11 Global X US Infrastructure Dev ETF 1.59M (0.62%) 0.00
Increased by 0.00%
Jun 30, 25
12 Invesco Large Cap Growth Composite 1.51M (0.59%) -34.84K
Decreased by -2.31%
Sep 30, 23
13 State St Russell Sm/Mid Cp® Indx SL Cl I 1.46M (0.57%) 11.80K
Increased by +0.81%
Jun 30, 25
14 iShares S&P Mid-Cap 400 Value ETF 1.44M (0.56%) 2.70K
Increased by +0.19%
Jun 30, 25
15 State St Russell Sm/Mid Cp® Indx NL Cl C 1.43M (0.55%) 7.09K
Increased by +0.50%
Apr 30, 25
16 Fidelity Extended Market Index 1.41M (0.55%) -16.41K
Decreased by -1.16%
May 31, 25
17 Eagle Capital Select Equity ETF 1.38M (0.54%) 864.00
Increased by +0.06%
Jun 30, 25
18 Dimensional US Targeted Value ETF 1.33M (0.52%) 112.26K
Increased by +8.42%
Jun 30, 25
19 BGF World Mining A2 1.25M (0.49%) 0.00
Increased by 0.00%
Nov 30, 24
20 DFA US Targeted Value I 1.19M (0.46%) 308.85K
Increased by +25.97%
May 31, 25