Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 ETEC 5.74%
2 PSCD 4.78%
3 UTRN 4.03%
4 RNEW 3.91%
5 FOVL 2.64%
6 EVAV 2.25%
7 FTXR 2.25%
8 HCOW 2.02%
9 RSPD 1.84%
10 COWS 1.83%
11 RCD 1.83%
12 SMRI 1.79%
13 EPSB 1.72%
14 ECML 1.64%
15 HAIL 1.60%
16 SPVM 1.46%
17 FXD 1.37%
18 SYLD 1.36%
19 MGMT 1.35%
20 DEMZ 1.35%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 34.53M (16.11%) -634.95K
Decreased by -1.84%
Jun 30, 25
2 Vanguard Group Inc 26.91M (12.56%) 1.76M
Increased by +6.52%
Jun 30, 25
3 Dimensional Fund Advisors, Inc. 11.63M (5.42%) 58.13K
Increased by +0.50%
Jun 30, 25
4 State Street Corporation 9.79M (4.57%) -856.47K
Decreased by -8.75%
Mar 31, 24
5 Victory Capital Management Inc. 7.97M (3.72%) -1.64M
Decreased by -20.56%
Jun 30, 25
6 State Street Corp 7.63M (3.56%) 380.94K
Increased by +4.99%
Jun 30, 25
7 Amvescap Plc. 6.80M (3.17%) 628.93K
Increased by +9.26%
Dec 31, 24
8 Diamond Hill Capital Management Inc 5.81M (2.71%) 350.83K
Increased by +6.03%
Dec 31, 23
9 Macquarie Group Ltd 5.81M (2.71%) 344.56K
Increased by +5.93%
Sep 30, 23
10 LSV Asset Management 5.77M (2.69%) -117.81K
Decreased by -2.04%
Jun 30, 25
11 Boston Partners Global Investors, Inc 5.27M (2.46%) 1.95M
Increased by +37.05%
Sep 30, 23
12 Pacer Advisors, INC. 5.25M (2.45%) 606.29K
Increased by +11.54%
Dec 31, 24
13 Balyasny Asset Management LLC 4.76M (2.22%) 3.67M
Increased by +77.09%
Jun 30, 24
14 AllianceBernstein L.P. 4.26M (1.99%) -839.41K
Decreased by -19.70%
Jun 30, 25
15 Citadel Advisors Llc 4.24M (1.98%) 1.80M
Increased by +42.39%
Jun 30, 24
16 Earnest Partners LLC 3.95M (1.84%) 42.16K
Increased by +1.07%
Jun 30, 25
17 Geode Capital Management, LLC 3.83M (1.78%) 2.85K
Increased by +0.07%
Jun 30, 25
18 American Century Companies Inc 3.77M (1.76%) 58.25K
Increased by +1.54%
Jun 30, 25
19 Turtle Creek Asset Management Inc. 3.58M (1.67%) -621.00K
Decreased by -17.35%
Jun 30, 25
20 Bank of America Corp 3.57M (1.67%) -425.16K
Decreased by -11.90%
Jun 30, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 iShares Core S&P Small-Cap ETF 13.07M (6.10%) 0.00
Increased by 0.00%
Aug 31, 25
2 Vanguard US Total Market Shares ETF 7.23M (3.37%) 5.13K
Increased by +0.07%
Sep 30, 24
3 Sycamore Mid Cap Value Comp 6.95M (3.24%) 6.67M
Increased by +96.02%
Mar 31, 25
4 Vanguard Total Stock Mkt Idx Inv 6.90M (3.22%) -145.86K
Decreased by -2.11%
Jul 31, 25
5 Oakmark Investor 6.62M (3.09%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Institutional 500 Index Trust 6.07M (2.83%) 53.40K
Increased by +0.88%
Feb 28, 25
7 Victory Sycamore Established Value R 5.63M (2.63%) -1.32M
Decreased by -23.51%
Jun 30, 25
8 Vanguard Small Cap Index 5.33M (2.49%) -34.51K
Decreased by -0.65%
Jul 31, 25
9 Pacer US Cash Cows 100 ETF 5.22M (2.44%) 7.71K
Increased by +0.15%
Feb 28, 25
10 Invesco S&P 500® Equal Weight ETF 4.35M (2.03%) 4.89K
Increased by +0.11%
Feb 28, 25
11 Diamond Hill Large Cap Equity 4.24M (1.98%) -149.07K
Decreased by -3.51%
Jan 31, 24
12 Vanguard Small Cap Value Index Inv 3.43M (1.60%) 9.20K
Increased by +0.27%
Jul 31, 25
13 Delaware Ivy Mid Cap Growth A 3.20M (1.49%) 0.00
Increased by 0.00%
Sep 30, 23
14 DFA US Small Cap Value I 2.90M (1.35%) 0.00
Increased by 0.00%
Jul 31, 25
15 SPDR® S&P 500 ETF Trust 2.78M (1.30%) 6.12K
Increased by +0.22%
Apr 30, 24
16 Fidelity® 500 Index 2.74M (1.28%) 17.43K
Increased by +0.64%
Nov 30, 23
17 Fidelity 500 Index 2.74M (1.28%) 12.20K
Increased by +0.45%
Feb 28, 25
18 SPDR® S&P 500® ETF Trust 2.70M (1.26%) -20.12K
Decreased by -0.74%
Feb 28, 25
19 Vanguard Mid Cap Index Institutional 2.67M (1.25%) -2.62K
Decreased by -0.10%
Nov 30, 23
20 iShares Core S&P 500 ETF 2.57M (1.20%) -129.00
Decreased by -0.01%
Feb 28, 25