Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QABA 4.54%
2 KBWR 3.98%
3 FTDS 2.25%
4 TUSA 2.24%
5 SMCO 1.72%
6 IAT 1.62%
7 KRE 1.26%
8 KBE 1.15%
9 VSDA 1.11%
10 KRU 1.04%
11 XMLV 1.02%
12 FSCS 0.99%
13 RNMC 0.99%
14 SMIZ 0.94%
15 DPST 0.88%
16 XMMO 0.85%
17 FTXO 0.74%
18 JHSC 0.59%
19 CZA 0.51%
20 QDF 0.50%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 13.23M (10.81%) 13.25K
Increased by +0.10%
Dec 31, 24
2 BlackRock Inc 11.85M (9.69%) 430.78K
Increased by +3.64%
Dec 31, 24
3 Aristotle Capital Management LLC 8.57M (7.00%) -59.35K
Decreased by -0.69%
Dec 31, 24
4 State Street Corp 7.08M (5.78%) 712.17K
Increased by +10.06%
Dec 31, 24
5 State Street Corporation 6.52M (5.33%) -613.56K
Decreased by -9.42%
Mar 31, 24
6 Commerce Bank NA/MO 4.64M (3.80%) -2.66M
Decreased by -57.35%
Dec 31, 24
7 American Century Companies Inc 3.68M (3.00%) 599.19K
Increased by +16.30%
Dec 31, 24
8 Morgan Stanley - Brokerage Accounts 3.28M (2.68%) -1.37K
Decreased by -0.04%
Dec 31, 24
9 Geode Capital Management, LLC 2.48M (2.03%) -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 (1.30%) -1.37M
Decreased by -85.98%
Dec 31, 24
13 UBS Group AG 1.47M (1.20%) 1.23M
Increased by +83.73%
Dec 31, 24
14 BTIM Corp 1.47M (1.20%) 157.38K
Increased by +10.71%
Dec 31, 24
15 NORGES BANK 1.39M (1.13%) 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 (1.05%) 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 (0.86%) -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 iShares Core S&P Mid-Cap ETF 3.99M (3.26%) 6.96K
Increased by +0.17%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 3.80M (3.10%) 8.88K
Increased by +0.23%
Feb 28, 25
3 Vanguard US Total Market Shares ETF 3.68M (3.01%) 1.86K
Increased by +0.05%
Sep 30, 24
4 Vanguard Small Cap Index 3.09M (2.53%) 2.52K
Increased by +0.08%
Feb 28, 25
5 Vanguard Windsor™ II Inv 2.37M (1.94%) 0.00
Increased by 0.00%
Dec 31, 24
6 Vanguard Small Cap Value Index Inv 2.04M (1.67%) -6.75K
Decreased by -0.33%
Feb 28, 25
7 Vanguard Institutional Extnd Mkt Idx Tr 1.86M (1.52%) 5.72K
Increased by +0.31%
Feb 28, 25
8 American Century Mid Cap Value Inv 1.69M (1.38%) 573.51K
Increased by +33.88%
Dec 31, 24
9 American Century U.S. Mid Cap Value 1.69M (1.38%) 573.51K
Increased by +33.88%
Dec 31, 24
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 1.27M (1.04%) -3.87K
Decreased by -0.31%
Mar 31, 25
13 SPDR® S&P MIDCAP 400 ETF Trust 989.82K (0.81%) 9.41K
Increased by +0.95%
Feb 28, 25
14 Bridge Builder Large Cap Growth 867.35K (0.71%) -27.60K
Decreased by -3.18%
May 31, 24
15 State St Russell Sm/Mid Cp® Indx NL Cl C 749.22K (0.61%) 1.70K
Increased by +0.23%
Feb 28, 25
16 ProShares S&P MidCap 400 Dividend Arst 742.71K (0.61%) 61.84K
Increased by +8.33%
Jan 31, 24
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 Vanguard Dividend Appreciation ETF 676.56K (0.55%) 3.73K
Increased by +0.55%
Feb 28, 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