Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 6.79%
2 FXZ 5.78%
3 SOIL 5.17%
4 SMCF 4.98%
5 TADS 4.81%
6 PWER 4.77%
7 SHRY 4.55%
8 ZIG 4.39%
9 MOO 4.20%
10 UTRN 4.00%
11 RTM 3.93%
12 FCPI 3.90%
13 RSPM 3.82%
14 PYZ 3.79%
15 IVEG 3.72%
16 MDCP 3.63%
17 FTRI 3.53%
18 FTAG 3.41%
19 LSAT 3.26%
20 VEGI 3.17%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 21.04M (13.10%) 319.34K
Increased by +1.52%
Mar 31, 25
2 BlackRock Inc 13.37M (8.33%) -2.29M
Decreased by -17.09%
Mar 31, 25
3 State Street Corporation 9.30M (5.79%) 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 T. Rowe Price Associates, Inc. 7.97M (4.96%) -2.51M
Decreased by -31.54%
Mar 31, 25
6 State Street Corp 7.82M (4.87%) 156.68K
Increased by +2.00%
Mar 31, 25
7 Charles Schwab Investment Management Inc 6.06M (3.77%) 262.94K
Increased by +4.34%
Mar 31, 25
8 Amvescap Plc. 5.47M (3.40%) -96.29K
Decreased by -1.76%
Dec 31, 24
9 Geode Capital Management, LLC 4.58M (2.85%) 176.93K
Increased by +3.87%
Mar 31, 25
10 First Trust Advisors L.P. 4.43M (2.76%) 150.46K
Increased by +3.40%
Dec 31, 24
11 Victory Capital Management Inc. 4.36M (2.72%) -125.71K
Decreased by -2.88%
Mar 31, 25
12 Boston Partners Global Investors, Inc 3.62M (2.26%) 307.09K
Increased by +8.47%
Mar 31, 25
13 Capital World Investors 3.55M (2.21%) -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. 2.87M (1.79%) 66.08K
Increased by +2.30%
Mar 31, 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 (3.56%) -60.32K
Decreased by -1.05%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 5.44M (3.39%) 88.71K
Increased by +1.63%
Apr 30, 25
3 Schwab US Dividend Equity ETF™ 4.97M (3.10%) 3.42K
Increased by +0.07%
May 31, 25
4 Vanguard Institutional 500 Index Trust 4.92M (3.06%) 78.47K
Increased by +1.60%
Apr 30, 25
5 Pacer US Cash Cows 100 ETF 3.20M (1.99%) 8.27K
Increased by +0.26%
Jan 31, 24
6 Sycamore Mid Cap Value Comp 2.80M (1.74%) 2.71M
Increased by +96.78%
Mar 31, 25
7 Victory Sycamore Established Value R 2.80M (1.74%) -40.00K
Decreased by -1.43%
Mar 31, 25
8 T. Rowe Price Equity Income 2.76M (1.72%) -145.00K
Decreased by -5.25%
Mar 31, 25
9 T. Rowe Price US Lg-Cp Equity Inc Comp 2.76M (1.72%) -264.00K
Decreased by -9.57%
Mar 31, 25
10 JHancock Disciplined Value Mid Cap I 2.61M (1.62%) 0.00
Increased by 0.00%
Apr 30, 25
11 First Trust Rising Dividend Achiev ETF 2.49M (1.55%) 1.06K
Increased by +0.04%
May 29, 25
12 SPDR® S&P 500 ETF Trust 2.30M (1.43%) -17.85K
Decreased by -0.77%
Mar 31, 24
13 Fidelity® 500 Index 2.25M (1.40%) 14.31K
Increased by +0.64%
Nov 30, 23
14 Fidelity 500 Index 2.19M (1.36%) 2.70K
Increased by +0.12%
Apr 30, 25
15 SPDR® S&P 500 ETF 2.17M (1.35%) -31.62K
Decreased by -1.46%
Mar 31, 25
16 Vanguard Small Cap Index 2.13M (1.33%) 12.57K
Increased by +0.59%
Apr 30, 25
17 SPDR® S&P 500® ETF Trust 2.11M (1.31%) -11.02K
Decreased by -0.52%
Mar 31, 25
18 SPDR® S&P 500® ETF 2.08M (1.30%) -9.28K
Decreased by -0.45%
May 31, 25
19 iShares Core S&P 500 ETF 2.01M (1.25%) 0.00
Increased by 0.00%
May 31, 25
20 Vanguard Mid Cap Index Institutional 1.84M (1.15%) 17.34K
Increased by +0.94%
Apr 30, 25