Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 6.79%
2 SOIL 5.17%
3 SMCF 4.98%
4 TADS 4.81%
5 SHRY 4.66%
6 PWER 4.48%
7 ZIG 4.39%
8 FXZ 4.31%
9 BRNY 4.12%
10 UTRN 4.00%
11 MOO 3.64%
12 MDCP 3.63%
13 RTM 3.37%
14 RSPM 3.37%
15 FCPI 3.22%
16 FTRI 3.20%
17 IVEG 3.18%
18 HCOW 3.11%
19 COWS 3.10%
20 FTAG 3.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.82M (12.36%) -1.22M
Decreased by -6.14%
Jun 30, 25
2 BlackRock Inc 13.37M (8.34%) -2.29M
Decreased by -17.09%
Mar 31, 25
3 State Street Corporation 9.30M (5.80%) 22.12K
Increased by +0.24%
Mar 31, 24
4 FMR Inc 8.46M (5.27%) -370.56K
Decreased by -4.38%
Mar 31, 25
5 State Street Corp 7.82M (4.87%) 156.68K
Increased by +2.00%
Mar 31, 25
6 T. Rowe Price Associates, Inc. 7.53M (4.70%) -437.19K
Decreased by -5.80%
Jun 30, 25
7 Charles Schwab Investment Management Inc 5.79M (3.61%) -270.21K
Decreased by -4.67%
Jun 30, 25
8 Amvescap Plc. 5.71M (3.56%) 240.76K
Increased by +4.22%
Mar 31, 25
9 Geode Capital Management, LLC 4.58M (2.85%) 176.93K
Increased by +3.87%
Mar 31, 25
10 Victory Capital Management Inc. 4.36M (2.72%) -125.71K
Decreased by -2.88%
Mar 31, 25
11 Boston Partners Global Investors, Inc 3.62M (2.26%) 307.09K
Increased by +8.47%
Mar 31, 25
12 First Trust Advisors L.P. 3.61M (2.25%) -819.44K
Decreased by -22.72%
Mar 31, 25
13 Capital World Investors 3.55M (2.22%) -951.55K
Decreased by -26.78%
Mar 31, 24
14 Ameriprise Financial Inc 3.28M (2.04%) 470.75K
Increased by +14.37%
Mar 31, 25
15 Northern Trust Corp 3.11M (1.94%) 234.31K
Increased by +7.54%
Mar 31, 25
16 Goldman Sachs Group Inc 3.09M (1.93%) 2.18M
Increased by +70.38%
Dec 31, 23
17 Pacer Advisors, INC. 3.08M (1.92%) 204.54K
Increased by +6.64%
Dec 31, 23
18 UBS Asset Mgmt Americas Inc 2.91M (1.81%) -222.43K
Decreased by -7.64%
Dec 31, 24
19 Dimensional Fund Advisors, Inc. 2.56M (1.60%) -302.55K
Decreased by -11.80%
Jun 30, 25
20 William Blair Investment Management, LLC 2.35M (1.47%) -39.50K
Decreased by -1.68%
Dec 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 5.72M (3.57%) -60.32K
Decreased by -1.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.21M (3.25%) -233.97K
Decreased by -4.49%
Jun 30, 25
3 Vanguard Institutional 500 Index Trust 4.95M (3.08%) 31.13K
Increased by +0.63%
May 31, 25
4 Schwab US Dividend Equity ETF™ 4.60M (2.87%) -792.00
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 4.60M (2.87%) -350.11K
Decreased by -7.61%
Jun 30, 25
6 Victory Sycamore Established Value R 2.82M (1.76%) 23.00K
Increased by +0.81%
Jun 30, 25
7 Sycamore Mid Cap Value Comp 2.80M (1.75%) 2.71M
Increased by +96.78%
Mar 31, 25
8 T. Rowe Price Equity Income 2.50M (1.56%) -215.00K
Decreased by -8.58%
Jun 30, 25
9 T. Rowe Price US Lg-Cp Equity Inc Comp 2.50M (1.56%) -255.00K
Decreased by -10.18%
Jun 30, 25
10 SPDR® S&P 500 ETF Trust 2.30M (1.44%) -17.85K
Decreased by -0.77%
Mar 31, 24
11 Fidelity® 500 Index 2.25M (1.40%) 14.31K
Increased by +0.64%
Nov 30, 23
12 JHancock Disciplined Value Mid Cap I 2.24M (1.40%) -316.85K
Decreased by -14.16%
Jun 30, 25
13 SPDR® S&P 500 ETF 2.17M (1.35%) -31.62K
Decreased by -1.46%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 2.11M (1.31%) -11.02K
Decreased by -0.52%
Mar 31, 25
15 Fidelity 500 Index 2.05M (1.28%) -142.80K
Decreased by -6.96%
Jun 30, 25
16 SPDR® S&P 500® ETF 1.99M (1.24%) 8.46K
Increased by +0.43%
Jul 31, 25
17 Vanguard Small Cap Index 1.98M (1.23%) -158.71K
Decreased by -8.02%
Jun 30, 25
18 iShares Core S&P 500 ETF 1.94M (1.21%) 8.83K
Increased by +0.46%
Jul 31, 25
19 Vanguard Mid Cap Index Institutional 1.79M (1.11%) -73.19K
Decreased by -4.09%
Jun 30, 25
20 First Trust Rising Dividend Achiev ETF 1.73M (1.08%) 3.19K
Increased by +0.18%
Jul 31, 25