Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 6.79%
2 SOIL 5.17%
3 SMCF 4.98%
4 SHRY 4.94%
5 TADS 4.81%
6 FXZ 4.80%
7 ZIG 4.39%
8 MOO 4.25%
9 RSPM 4.10%
10 RTM 4.10%
11 BRNY 4.08%
12 PWER 4.04%
13 UTRN 4.00%
14 MDCP 3.63%
15 LSAT 3.33%
16 FTRI 3.30%
17 FTAG 3.25%
18 FCPI 3.23%
19 IVEG 3.18%
20 VEGI 3.08%

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 12.77M (7.96%) -600.61K
Decreased by -4.70%
Jun 30, 25
3 State Street Corporation 9.30M (5.80%) 22.12K
Increased by +0.24%
Mar 31, 24
4 State Street Corp 7.98M (4.98%) 165.83K
Increased by +2.08%
Jun 30, 25
5 T. Rowe Price Associates, Inc. 7.53M (4.70%) -437.19K
Decreased by -5.80%
Jun 30, 25
6 Charles Schwab Investment Management Inc 5.79M (3.61%) -270.21K
Decreased by -4.67%
Jun 30, 25
7 FMR Inc 5.30M (3.30%) -3.16M
Decreased by -59.59%
Jun 30, 25
8 Victory Capital Management Inc. 4.53M (2.83%) 171.61K
Increased by +3.79%
Jun 30, 25
9 Geode Capital Management, LLC 4.39M (2.74%) -186.66K
Decreased by -4.25%
Jun 30, 25
10 Amvescap Plc. 3.91M (2.44%) -1.80M
Decreased by -46.04%
Jun 30, 25
11 Capital World Investors 3.55M (2.22%) -951.55K
Decreased by -26.78%
Mar 31, 24
12 Morgan Stanley - Brokerage Accounts 3.34M (2.08%) 1.06M
Increased by +31.61%
Jun 30, 25
13 Ameriprise Financial Inc 3.29M (2.05%) 11.79K
Increased by +0.36%
Jun 30, 25
14 Boston Partners Global Investors, Inc 3.11M (1.94%) -512.48K
Decreased by -16.47%
Jun 30, 25
15 Goldman Sachs Group Inc 3.09M (1.93%) 2.18M
Increased by +70.38%
Dec 31, 23
16 UBS Asset Mgmt Americas Inc 2.91M (1.81%) -222.43K
Decreased by -7.64%
Dec 31, 24
17 Northern Trust Corp 2.87M (1.79%) -238.71K
Decreased by -8.32%
Jun 30, 25
18 First Trust Advisors L.P. 2.86M (1.78%) -745.05K
Decreased by -26.04%
Jun 30, 25
19 Dimensional Fund Advisors, Inc. 2.56M (1.60%) -302.55K
Decreased by -11.80%
Jun 30, 25
20 Pacer Advisors, INC. 2.51M (1.56%) 1.05M
Increased by +42.08%
Jun 30, 25

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 5.09M (3.17%) -116.97K
Decreased by -2.30%
Jul 31, 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%) 968.00
Increased by +0.02%
Aug 30, 25
5 Vanguard 500 Index Investor 4.01M (2.50%) -587.45K
Decreased by -14.65%
Jul 31, 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 US Lg-Cp Equity Inc Comp 2.50M (1.56%) -255.00K
Decreased by -10.18%
Jun 30, 25
9 T. Rowe Price Equity Income 2.46M (1.54%) -40.83K
Decreased by -1.66%
Jul 31, 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%) 0.00
Increased by 0.00%
Jul 31, 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%) 878.00
Increased by +0.04%
Jul 31, 25
16 Vanguard Small Cap Index 1.97M (1.23%) -13.30K
Decreased by -0.68%
Jul 31, 25
17 SPDR® S&P 500® ETF 1.96M (1.22%) 24.04K
Increased by +1.23%
Aug 31, 25
18 iShares Core S&P 500 ETF 1.95M (1.22%) 0.00
Increased by 0.00%
Aug 31, 25
19 Vanguard Mid Cap Index Institutional 1.81M (1.13%) 19.45K
Increased by +1.08%
Jul 31, 25
20 First Trust Rising Dividend Achiev ETF 1.78M (1.11%) 2.48K
Increased by +0.14%
Aug 28, 25