Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PAGG 6.79%
2 PYZ 5.27%
3 SOIL 5.17%
4 SMCF 4.98%
5 MOO 4.92%
6 TADS 4.81%
7 PWER 4.74%
8 SHRY 4.39%
9 FXZ 4.30%
10 BRNY 4.16%
11 UTRN 4.00%
12 RTM 3.85%
13 RSPM 3.82%
14 FTAG 3.80%
15 FTRI 3.71%
16 MDCP 3.63%
17 VEGI 3.48%
18 FCPI 3.41%
19 IVEG 3.18%
20 ZIG 3.09%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 19.56M (12.82%) -206.74K
Decreased by -1.06%
Dec 31, 25
2 BlackRock Inc 12.63M (8.28%) -144.45K
Decreased by -1.14%
Sep 30, 25
3 State Street Corporation 9.30M (6.10%) 22.12K
Increased by +0.24%
Mar 31, 24
4 State Street Corp 7.97M (5.22%) -12.95K
Decreased by -0.16%
Sep 30, 25
5 T. Rowe Price Associates, Inc. 6.96M (4.57%) -570.06K
Decreased by -8.19%
Sep 30, 25
6 Charles Schwab Investment Management Inc 6.21M (4.07%) -83.84K
Decreased by -1.35%
Dec 31, 25
7 Victory Capital Management Inc. 4.36M (2.86%) -654.55K
Decreased by -15.02%
Dec 31, 25
8 FMR Inc 4.35M (2.85%) -310.33K
Decreased by -7.13%
Dec 31, 25
9 Dimensional Fund Advisors, Inc. 4.31M (2.83%) 1.18M
Increased by +27.33%
Dec 31, 25
10 Geode Capital Management, LLC 4.29M (2.81%) -98.03K
Decreased by -2.29%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 3.66M (2.40%) 317.75K
Increased by +8.68%
Sep 30, 25
12 Capital World Investors 3.55M (2.33%) -951.55K
Decreased by -26.78%
Mar 31, 24
13 Boston Partners Global Investors, Inc 3.52M (2.31%) -65.22K
Decreased by -1.85%
Dec 31, 25
14 Ameriprise Financial Inc 3.35M (2.20%) 63.94K
Increased by +1.91%
Sep 30, 25
15 Amvescap Plc. 3.19M (2.09%) -720.42K
Decreased by -22.59%
Sep 30, 25
16 Goldman Sachs Group Inc 3.09M (2.03%) 2.18M
Increased by +70.38%
Dec 31, 23
17 Northern Trust Corp 2.98M (1.96%) 114.79K
Increased by +3.85%
Sep 30, 25
18 UBS Asset Mgmt Americas Inc 2.91M (1.91%) -222.43K
Decreased by -7.64%
Dec 31, 24
19 Allianz Asset Management AG 2.62M (1.72%) 431.87K
Increased by +16.45%
Dec 31, 25
20 Pacer Advisors, INC. 2.51M (1.64%) 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 (3.75%) -60.32K
Decreased by -1.05%
Sep 30, 24
2 Vanguard Institutional 500 Index Trust 4.95M (3.24%) 31.13K
Increased by +0.63%
May 31, 25
3 Vanguard Total Stock Mkt Idx Inv 4.87M (3.19%) -55.74K
Decreased by -1.14%
Mar 31, 26
4 Schwab US Dividend Equity ETF™ 4.82M (3.16%) 13.21K
Increased by +0.27%
Feb 28, 26
5 Vanguard 500 Index Investor 3.97M (2.60%) -41.73K
Decreased by -1.05%
Mar 31, 26
6 Vanguard Small Cap Index 3.55M (2.33%) 5.84K
Increased by +0.16%
Mar 31, 26
7 Sycamore Mid Cap Value Comp 2.80M (1.84%) 2.71M
Increased by +96.78%
Mar 31, 25
8 JHancock Disciplined Value Mid Cap I 2.58M (1.69%) 0.00
Increased by 0.00%
Feb 28, 26
9 SPDR® S&P 500 ETF Trust 2.30M (1.51%) -17.85K
Decreased by -0.77%
Mar 31, 24
10 Vanguard Small Cap Value Index Inv 2.26M (1.48%) -17.12K
Decreased by -0.76%
Mar 31, 26
11 Fidelity® 500 Index 2.25M (1.47%) 14.31K
Increased by +0.64%
Nov 30, 23
12 SPDR® S&P 500 ETF 2.17M (1.42%) -31.62K
Decreased by -1.46%
Mar 31, 25
13 T. Rowe Price US Lg-Cp Equity Inc Comp 2.15M (1.41%) -70.00K
Decreased by -3.25%
Dec 31, 25
14 SPDR® S&P 500® ETF Trust 2.11M (1.38%) -11.02K
Decreased by -0.52%
Mar 31, 25
15 T. Rowe Price Equity Income 2.05M (1.34%) -59.00K
Decreased by -2.88%
Mar 31, 26
16 iShares Core S&P 500 ETF 2.00M (1.31%) -1.09K
Decreased by -0.05%
Mar 31, 26
17 Fidelity 500 Index 1.98M (1.30%) 3.28K
Increased by +0.17%
Feb 28, 26
18 SPDR® S&P 500® ETF 1.96M (1.29%) 24.04K
Increased by +1.23%
Aug 31, 25
19 State Street® SPDR® S&P 500® ETF 1.81M (1.19%) -4.46K
Decreased by -0.25%
Mar 31, 26
20 Vanguard Mid Cap Index Institutional 1.81M (1.18%) 19.45K
Increased by +1.08%
Jul 31, 25