Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 4.37%
2 KBWR 3.84%
3 TUSA 2.24%
4 FTDS 2.01%
5 SMCO 1.76%
6 IAT 1.56%
7 VSDA 1.23%
8 KRE 1.22%
9 KBE 1.11%
10 XMLV 1.10%
11 KRU 1.04%
12 RNMC 0.98%
13 FSCS 0.97%
14 PAMC 0.97%
15 SMIZ 0.94%
16 DPST 0.86%
17 XMMO 0.85%
18 FTXO 0.71%
19 JHSC 0.59%
20 FQAL 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.23M (10.85%) 13.25K
Increased by +0.10%
Dec 31, 24
2 BlackRock Inc 11.85M (9.72%) 430.78K
Increased by +3.64%
Dec 31, 24
3 Aristotle Capital Management LLC 8.57M (7.03%) -59.35K
Decreased by -0.69%
Dec 31, 24
4 State Street Corp 7.08M (5.81%) 712.17K
Increased by +10.06%
Dec 31, 24
5 State Street Corporation 6.52M (5.35%) -613.56K
Decreased by -9.42%
Mar 31, 24
6 Commerce Bank NA/MO 4.64M (3.81%) -2.66M
Decreased by -57.35%
Dec 31, 24
7 American Century Companies Inc 3.68M (3.02%) 599.19K
Increased by +16.30%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 3.28M (2.69%) -1.37K
Decreased by -0.04%
Dec 31, 24
9 Geode Capital Management, LLC 2.48M (2.04%) -32.11K
Decreased by -1.29%
Dec 31, 24
10 Dimensional Fund Advisors, Inc. 2.27M (1.86%) 124.80K
Increased by +5.49%
Dec 31, 24
11 Wells Fargo & Co 2.18M (1.78%) -68.64K
Decreased by -3.16%
Dec 31, 24
12 JPMorgan Chase & Co 1.59M (1.31%) -1.37M
Decreased by -85.98%
Dec 31, 24
13 UBS Group AG 1.47M (1.21%) 1.23M
Increased by +83.73%
Dec 31, 24
14 BTIM Corp 1.46M (1.19%) -13.36K
Decreased by -0.92%
Mar 31, 25
15 NORGES BANK 1.39M (1.14%) 102.70K
Increased by +7.41%
Dec 31, 24
16 Bank of America Corp 1.30M (1.06%) -101.32K
Decreased by -7.81%
Dec 31, 24
17 Northern Trust Corp 1.29M (1.06%) 261.64K
Increased by +20.34%
Dec 31, 24
18 Bank of New York Mellon Corp 1.07M (0.88%) -92.57K
Decreased by -8.61%
Dec 31, 24
19 Charles Schwab Investment Management Inc 1.06M (0.87%) -6.65K
Decreased by -0.63%
Dec 31, 24
20 Goldman Sachs Group Inc 1.04M (0.85%) 245.67K
Increased by +23.59%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 3.97M (3.26%) 172.88K
Increased by +4.35%
Mar 31, 25
2 iShares Core S&P Mid-Cap ETF 3.97M (3.25%) -1.95K
Decreased by -0.05%
Apr 29, 25
3 Vanguard US Total Market Shares ETF 3.68M (3.02%) 1.86K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 3.17M (2.60%) 79.05K
Increased by +2.49%
Mar 31, 25
5 Vanguard Windsor™ II Inv 2.37M (1.95%) 0.00
Increased by 0.00%
Mar 31, 25
6 Vanguard Small Cap Value Index Inv 2.06M (1.69%) 19.63K
Increased by +0.95%
Mar 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.88M (1.54%) 20.96K
Increased by +1.11%
Mar 31, 25
8 American Century Mid Cap Value Inv 1.84M (1.51%) 143.92K
Increased by +7.84%
Mar 31, 25
9 American Century U.S. Mid Cap Value 1.84M (1.51%) 143.92K
Increased by +7.84%
Mar 31, 25
10 Calvert Small-Cap A 1.37M (1.12%) 0.00
Increased by 0.00%
Feb 28, 25
11 Calvert US Small-Cap Strategy 1.37M (1.12%) 29.59K
Increased by +2.16%
Dec 31, 24
12 SPDR® S&P Dividend ETF 1.31M (1.07%) 0.00
Increased by 0.00%
Apr 30, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 974.72K (0.80%) -15.10K
Decreased by -1.55%
Mar 31, 25
14 Bridge Builder Large Cap Growth 867.35K (0.71%) -27.60K
Decreased by -3.18%
May 31, 24
15 ProShares S&P MidCap 400 Dividend Arst 742.71K (0.61%) 61.84K
Increased by +8.33%
Jan 31, 24
16 State St Russell Sm/Mid Cp® Indx NL Cl C 706.02K (0.58%) -43.20K
Decreased by -6.12%
Mar 31, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 706.02K (0.58%) -43.20K
Decreased by -6.12%
Mar 31, 25
18 Fidelity Extended Market Index 675.31K (0.55%) 9.84K
Increased by +1.46%
Mar 31, 25
19 JPM Small Cap Equity-MA 674.62K (0.55%) -9.59K
Decreased by -1.42%
Mar 31, 25
20 JPM US Small Cap Core-Composite 674.62K (0.55%) -9.59K
Decreased by -1.42%
Mar 31, 25