Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 4.12%
2 KBWR 3.49%
3 TUSA 2.24%
4 FTDS 1.92%
5 REGL 1.90%
6 SMCO 1.56%
7 TMDV 1.48%
8 IAT 1.37%
9 KRE 1.19%
10 VSDA 1.12%
11 XMLV 1.10%
12 KRU 1.04%
13 KBE 0.99%
14 FSCS 0.95%
15 RNMC 0.94%
16 SMIZ 0.94%
17 DPST 0.83%
18 XMMO 0.76%
19 HSMV 0.68%
20 FQAL 0.61%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.44M (11.05%) -53.63K
Decreased by -0.40%
Jun 30, 25
2 BlackRock Inc 11.80M (9.71%) -48.20K
Decreased by -0.41%
Mar 31, 25
3 Aristotle Capital Management LLC 8.38M (6.89%) -184.15K
Decreased by -2.20%
Mar 31, 25
4 State Street Corporation 6.52M (5.36%) -613.56K
Decreased by -9.42%
Mar 31, 24
5 State Street Corp 6.43M (5.29%) -641.36K
Decreased by -9.97%
Mar 31, 25
6 Commerce Bank NA/MO 4.63M (3.81%) -15.01K
Decreased by -0.32%
Mar 31, 25
7 American Century Companies Inc 3.77M (3.10%) -65.99K
Decreased by -1.75%
Jun 30, 25
8 Morgan Stanley - Brokerage Accounts 3.24M (2.67%) -34.97K
Decreased by -1.08%
Mar 31, 25
9 Geode Capital Management, LLC 2.52M (2.07%) 35.11K
Increased by +1.39%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 2.47M (2.03%) 144.07K
Increased by +5.84%
Jun 30, 25
11 Wells Fargo & Co 2.07M (1.71%) -100.93K
Decreased by -4.87%
Mar 31, 25
12 JPMorgan Chase & Co 1.60M (1.32%) 5.38K
Increased by +0.34%
Mar 31, 25
13 BTIM Corp 1.48M (1.22%) 27.81K
Increased by +1.88%
Jun 30, 25
14 First Trust Advisors L.P. 1.47M (1.21%) 457.83K
Increased by +31.16%
Mar 31, 25
15 NORGES BANK 1.44M (1.18%) 50.65K
Increased by +3.53%
Jun 30, 25
16 Bank of America Corp 1.41M (1.16%) 116.47K
Increased by +8.24%
Mar 31, 25
17 Northern Trust Corp 1.27M (1.04%) -19.19K
Decreased by -1.51%
Mar 31, 25
18 UBS Group AG 1.22M (1.01%) -244.71K
Decreased by -19.98%
Mar 31, 25
19 Bank of New York Mellon Corp 1.05M (0.86%) -24.66K
Decreased by -2.35%
Mar 31, 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 (3.27%) -112.73K
Decreased by -2.84%
Jul 31, 25
2 iShares Core S&P Mid-Cap ETF 3.95M (3.25%) -7.09K
Decreased by -0.18%
Jul 31, 25
3 Vanguard US Total Market Shares ETF 3.68M (3.03%) 1.86K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 3.08M (2.53%) -18.47K
Decreased by -0.60%
Jul 31, 25
5 Vanguard Windsor™ II Inv 2.37M (1.95%) 0.00
Increased by 0.00%
Jun 30, 25
6 Vanguard Small Cap Value Index Inv 1.98M (1.63%) 2.28K
Increased by +0.12%
Jul 31, 25
7 American Century Mid Cap Value Inv 1.74M (1.43%) -97.99K
Decreased by -5.64%
Jun 30, 25
8 American Century U.S. Mid Cap Value 1.74M (1.43%) -97.99K
Decreased by -5.64%
Jun 30, 25
9 Calvert Small-Cap A 1.34M (1.11%) 0.00
Increased by 0.00%
Jun 30, 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 1.32M (1.08%) -66.70K
Decreased by -5.06%
Jul 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 1.30M (1.07%) -561.59K
Decreased by -43.08%
Jul 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 930.08K (0.76%) -23.26K
Decreased by -2.50%
Jul 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 717.57K (0.59%) 11.55K
Increased by +1.61%
Apr 30, 25
17 State St Russell Sm/Mid Cp® Indx SL Cl I 697.27K (0.57%) 60.40K
Increased by +8.66%
Jul 31, 25
18 SPDR® S&P Regional Banking ETF 696.57K (0.57%) 24.40K
Increased by +3.50%
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