Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 3.84%
2 TUSA 2.24%
3 FTDS 1.99%
4 REGL 1.97%
5 KBWR 1.84%
6 SMCO 1.65%
7 KRE 1.49%
8 TMDV 1.44%
9 IAT 1.28%
10 VSDA 1.12%
11 KRU 1.04%
12 RNMC 1.03%
13 FSCS 1.03%
14 DPST 1.03%
15 KBE 0.97%
16 XMLV 0.96%
17 SMIZ 0.94%
18 XMMO 0.75%
19 HSMV 0.60%
20 JHSC 0.59%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.44M (11.15%) -53.63K
Decreased by -0.40%
Jun 30, 25
2 BlackRock Inc 11.51M (9.55%) -290.57K
Decreased by -2.52%
Jun 30, 25
3 State Street Corporation 6.52M (5.40%) -613.56K
Decreased by -9.42%
Mar 31, 24
4 Aristotle Capital Management LLC 6.48M (5.37%) -1.90M
Decreased by -29.37%
Jun 30, 25
5 State Street Corp 6.43M (5.34%) -1.78K
Decreased by -0.03%
Jun 30, 25
6 Commerce Bank NA/MO 4.68M (3.88%) 49.36K
Increased by +1.05%
Jun 30, 25
7 American Century Companies Inc 3.77M (3.13%) -65.99K
Decreased by -1.75%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 3.04M (2.52%) -200.20K
Decreased by -6.58%
Jun 30, 25
9 Geode Capital Management, LLC 2.49M (2.06%) -33.56K
Decreased by -1.35%
Jun 30, 25
10 Dimensional Fund Advisors, Inc. 2.47M (2.05%) 144.07K
Increased by +5.84%
Jun 30, 25
11 Citadel Advisors Llc 2.14M (1.78%) 1.42M
Increased by +66.13%
Jun 30, 25
12 Wells Fargo & Co 2.00M (1.66%) -73.46K
Decreased by -3.67%
Jun 30, 25
13 JPMorgan Chase & Co 1.54M (1.28%) -62.41K
Decreased by -4.06%
Jun 30, 25
14 BTIM Corp 1.48M (1.23%) 27.81K
Increased by +1.88%
Jun 30, 25
15 NORGES BANK 1.44M (1.19%) 50.65K
Increased by +3.53%
Jun 30, 25
16 First Trust Advisors L.P. 1.42M (1.18%) -44.12K
Decreased by -3.10%
Jun 30, 25
17 Bank of America Corp 1.32M (1.10%) -90.56K
Decreased by -6.84%
Jun 30, 25
18 Northern Trust Corp 1.21M (1.01%) -54.67K
Decreased by -4.51%
Jun 30, 25
19 UBS Group AG 1.16M (0.96%) -69.89K
Decreased by -6.05%
Jun 30, 25
20 Goldman Sachs Group Inc 1.04M (0.86%) 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 3.98M (3.30%) -112.73K
Decreased by -2.84%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 3.95M (3.28%) 0.00
Increased by 0.00%
Aug 31, 25
3 Vanguard US Total Market Shares ETF 3.68M (3.06%) 1.86K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 3.08M (2.55%) -18.47K
Decreased by -0.60%
Jul 31, 25
5 Vanguard Windsor™ II Inv 2.37M (1.97%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Value Index Inv 1.98M (1.64%) 2.28K
Increased by +0.12%
Jul 31, 25
7 American Century Mid Cap Value Inv 1.74M (1.44%) -97.99K
Decreased by -5.64%
Jun 30, 25
8 American Century U.S. Mid Cap Value 1.74M (1.44%) -97.99K
Decreased by -5.64%
Jun 30, 25
9 Calvert Small-Cap A 1.34M (1.11%) 0.00
Increased by 0.00%
Jul 31, 25
10 Calvert US Small-Cap Strategy 1.34M (1.11%) 0.00
Increased by 0.00%
Jun 30, 25
11 SPDR® S&P Dividend ETF 1.31M (1.09%) 0.00
Increased by 0.00%
Aug 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.08%) -561.59K
Decreased by -43.08%
Jul 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 930.08K (0.77%) -23.26K
Decreased by -2.50%
Jul 31, 25
14 Bridge Builder Large Cap Growth 867.35K (0.72%) -27.60K
Decreased by -3.18%
May 31, 24
15 SPDR® S&P Regional Banking ETF 768.61K (0.64%) 0.00
Increased by 0.00%
Aug 31, 25
16 ProShares S&P MidCap 400 Dividend Arst 742.71K (0.62%) 61.84K
Increased by +8.33%
Jan 31, 24
17 State St Russell Sm/Mid Cp® Indx NL Cl C 717.57K (0.60%) 11.55K
Increased by +1.61%
Apr 30, 25
18 State St Russell Sm/Mid Cp® Indx SL Cl I 697.27K (0.58%) 60.40K
Increased by +8.66%
Jul 31, 25
19 Vanguard Dividend Appreciation ETF 654.77K (0.54%) 1.28K
Increased by +0.20%
Jul 31, 25
20 JPM Small Cap Equity-MA 652.62K (0.54%) -22.00K
Decreased by -3.37%
Jun 30, 25