Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 4.25%
2 KBWR 3.61%
3 TUSA 2.24%
4 REGL 1.95%
5 FTDS 1.92%
6 SMCO 1.61%
7 TMDV 1.56%
8 IAT 1.43%
9 KRE 1.27%
10 VSDA 1.23%
11 XMLV 1.14%
12 KRU 1.04%
13 KBE 1.04%
14 RNMC 0.96%
15 FSCS 0.95%
16 SMIZ 0.94%
17 DPST 0.85%
18 XMMO 0.81%
19 HSMV 0.68%
20 FTXO 0.65%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.49M (11.10%) 268.25K
Increased by +1.99%
Mar 31, 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 3.84M (3.16%) 161.08K
Increased by +4.20%
Mar 31, 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. 2.32M (1.91%) 49.74K
Increased by +2.14%
Mar 31, 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 First Trust Advisors L.P. 1.47M (1.21%) 457.83K
Increased by +31.16%
Mar 31, 25
14 BTIM Corp 1.46M (1.20%) -13.36K
Decreased by -0.92%
Mar 31, 25
15 Bank of America Corp 1.41M (1.16%) 116.47K
Increased by +8.24%
Mar 31, 25
16 NORGES BANK 1.39M (1.14%) 102.70K
Increased by +7.41%
Dec 31, 24
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 4.08M (3.36%) 1.85K
Increased by +0.05%
May 31, 25
2 iShares Core S&P Mid-Cap ETF 3.96M (3.26%) 2.06K
Increased by +0.05%
Jun 30, 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 3.21M (2.64%) 14.16K
Increased by +0.44%
May 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 (1.70%) -1.83K
Decreased by -0.09%
May 31, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.91M (1.57%) 18.64K
Increased by +0.97%
May 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 SPDR® S&P Dividend ETF 1.39M (1.14%) 0.00
Increased by 0.00%
Jun 30, 25
11 Calvert Small-Cap A 1.34M (1.11%) 0.00
Increased by 0.00%
May 31, 25
12 Calvert US Small-Cap Strategy 1.34M (1.11%) -23.57K
Decreased by -1.75%
Mar 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 942.56K (0.78%) -21.44K
Decreased by -2.27%
May 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 SPDR® S&P Regional Banking ETF 694.05K (0.57%) -5.48K
Decreased by -0.79%
Jun 30, 25
18 JPM Small Cap Equity-MA 674.62K (0.55%) -9.59K
Decreased by -1.42%
Mar 31, 25
19 JPM US Small Cap Core-Composite 674.62K (0.55%) -9.59K
Decreased by -1.42%
Mar 31, 25
20 Fidelity Extended Market Index 666.04K (0.55%) -13.34K
Decreased by -2.00%
May 31, 25