Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 4.38%
2 KBWR 3.82%
3 TUSA 2.24%
4 FTDS 1.95%
5 SMCO 1.68%
6 IAT 1.55%
7 KRE 1.22%
8 VSDA 1.20%
9 XMLV 1.13%
10 KBE 1.10%
11 KRU 1.04%
12 FSCS 0.97%
13 RNMC 0.97%
14 PAMC 0.96%
15 SMIZ 0.94%
16 DPST 0.88%
17 XMMO 0.81%
18 FTXO 0.69%
19 JHSC 0.59%
20 CZA 0.52%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.49M (11.07%) 268.25K
Increased by +1.99%
Mar 31, 25
2 BlackRock Inc 11.80M (9.69%) -48.20K
Decreased by -0.41%
Mar 31, 25
3 Aristotle Capital Management LLC 8.38M (6.88%) -184.15K
Decreased by -2.20%
Mar 31, 25
4 State Street Corporation 6.52M (5.35%) -613.56K
Decreased by -9.42%
Mar 31, 24
5 State Street Corp 6.43M (5.28%) -641.36K
Decreased by -9.97%
Mar 31, 25
6 Commerce Bank NA/MO 4.63M (3.80%) -15.01K
Decreased by -0.32%
Mar 31, 25
7 American Century Companies Inc 3.84M (3.15%) 161.08K
Increased by +4.20%
Mar 31, 25
8 Morgan Stanley - Brokerage Accounts 3.24M (2.66%) -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 2.18M (1.79%) -68.64K
Decreased by -3.16%
Dec 31, 24
12 JPMorgan Chase & Co 1.60M (1.31%) 5.38K
Increased by +0.34%
Mar 31, 25
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 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 1.29M (1.06%) 261.64K
Increased by +20.34%
Dec 31, 24
18 Bank of New York Mellon Corp 1.05M (0.86%) -24.66K
Decreased by -2.35%
Mar 31, 25
19 Goldman Sachs Group Inc 1.04M (0.85%) 245.67K
Increased by +23.59%
Dec 31, 23
20 Charles Schwab Investment Management Inc 1.04M (0.85%) -14.86K
Decreased by -1.43%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 4.08M (3.35%) 107.07K
Increased by +2.63%
Apr 30, 25
2 iShares Core S&P Mid-Cap ETF 3.95M (3.24%) -12.75K
Decreased by -0.32%
Apr 30, 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 3.19M (2.62%) 20.45K
Increased by +0.64%
Apr 30, 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%) 6.56K
Increased by +0.32%
Apr 30, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.89M (1.56%) 13.12K
Increased by +0.69%
Apr 30, 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 1.40M (1.15%) 91.70K
Increased by +6.54%
Apr 30, 25
11 Calvert Small-Cap A 1.34M (1.10%) -23.57K
Decreased by -1.75%
Mar 31, 25
12 Calvert US Small-Cap Strategy 1.34M (1.10%) -23.57K
Decreased by -1.75%
Mar 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 964.00K (0.79%) -10.72K
Decreased by -1.11%
Apr 30, 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 717.57K (0.59%) 11.55K
Increased by +1.61%
Apr 30, 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