Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXE 4.69%
2 RYE 4.39%
3 RSPG 4.21%
4 TPMN 4.19%
5 UTRN 3.80%
6 FCG 3.67%
7 OCTA 3.34%
8 ERNZ 3.24%
9 FXN 3.01%
10 BOUT 2.62%
11 EQRR 2.55%
12 XOP 2.52%
13 FTDS 2.51%
14 KONG 2.43%
15 TUSA 2.05%
16 QDIV 1.80%
17 SPDV 1.80%
18 FTXN 1.80%
19 DRLL 1.77%
20 NDIV 1.73%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 88.52M (11.79%) -381.08K
Decreased by -0.43%
Dec 31, 24
2 Wellington Management Company LLP 72.53M (9.66%) 1.32M
Increased by +1.82%
Dec 31, 24
3 BlackRock Inc 55.09M (7.33%) 1.30M
Increased by +2.36%
Dec 31, 24
4 State Street Corporation 48.62M (6.47%) -297.19K
Decreased by -0.61%
Mar 31, 24
5 State Street Corp 47.52M (6.33%) -1.89M
Decreased by -3.98%
Dec 31, 24
6 Aristotle Capital Management LLC 34.42M (4.58%) -318.55K
Decreased by -0.93%
Dec 31, 24
7 Charles Schwab Investment Management Inc 23.47M (3.12%) 1.31M
Increased by +5.59%
Dec 31, 24
8 Geode Capital Management, LLC 19.10M (2.54%) 96.06K
Increased by +0.50%
Dec 31, 24
9 Victory Capital Management Inc. 17.81M (2.37%) 845.61K
Increased by +4.75%
Dec 31, 24
10 Capital World Investors 14.14M (1.88%) -1.03M
Decreased by -7.28%
Sep 30, 23
11 JPMorgan Chase & Co 14.02M (1.87%) -12.63M
Decreased by -90.09%
Dec 31, 24
12 Amvescap Plc. 12.23M (1.63%) 1.01M
Increased by +8.27%
Dec 31, 24
13 Schroder Investment Management Group 11.78M (1.57%) 1.81M
Increased by +15.37%
Dec 31, 24
14 T. Rowe Price Investment Management,Inc. 11.75M (1.56%) 97.44K
Increased by +0.83%
Jun 30, 24
15 Dimensional Fund Advisors, Inc. 10.36M (1.38%) -73.74K
Decreased by -0.71%
Dec 31, 24
16 Goldman Sachs Group Inc 10.16M (1.35%) 3.83M
Increased by +37.73%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 10.02M (1.33%) 844.89K
Increased by +8.44%
Dec 31, 24
18 State Farm Mutual Automobile Ins Co 9.71M (1.29%) 0.00
Increased by 0.00%
Dec 31, 24
19 Northern Trust Corp 8.78M (1.17%) 571.19K
Increased by +6.51%
Dec 31, 24
20 Pacer Advisors, INC. 8.35M (1.11%) -1.37M
Decreased by -16.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 23.94M (3.19%) -425.12K
Decreased by -1.78%
Mar 31, 25
2 Vanguard Total Stock Mkt Idx Inv 22.88M (3.05%) 827.23K
Increased by +3.61%
Mar 31, 25
3 Vanguard US Total Market Shares ETF 22.17M (2.95%) -203.04K
Decreased by -0.92%
Sep 30, 24
4 Schwab US Dividend Equity ETF™ 20.88M (2.78%) 3.63K
Increased by +0.02%
Apr 30, 25
5 Vanguard Institutional 500 Index Trust 20.46M (2.72%) 38.40K
Increased by +0.19%
Mar 31, 25
6 Energy Select Sector SPDR® ETF 18.15M (2.42%) -352.53K
Decreased by -1.94%
Apr 30, 24
7 Vanguard Mid Cap Index Institutional 15.64M (2.08%) 522.85K
Increased by +3.34%
Mar 31, 25
8 The Energy Select Sector SPDR® ETF 14.88M (1.98%) 152.34K
Increased by +1.02%
Apr 30, 25
9 Vanguard Wellesley® Income Inv 11.54M (1.54%) -619.19K
Decreased by -5.36%
Mar 31, 25
10 Sycamore Mid Cap Value Comp 10.77M (1.43%) 10.41M
Increased by +96.69%
Mar 31, 25
11 Victory Sycamore Established Value R 10.77M (1.43%) -480.00K
Decreased by -4.46%
Mar 31, 25
12 Hartford Dividend and Growth Y 9.38M (1.25%) 0.00
Increased by 0.00%
Mar 31, 25
13 Fidelity 500 Index 9.24M (1.23%) 13.85K
Increased by +0.15%
Mar 31, 25
14 SPDR® S&P 500 ETF 9.17M (1.22%) -134.23K
Decreased by -1.46%
Mar 31, 25
15 Vanguard Windsor™ II Inv 9.10M (1.21%) 0.00
Increased by 0.00%
Mar 31, 25
16 Pacer US Cash Cows 100 ETF 9.09M (1.21%) 19.84K
Increased by +0.22%
Apr 30, 24
17 SPDR® S&P 500® ETF 8.94M (1.19%) 7.36K
Increased by +0.08%
Apr 30, 25
18 SPDR® S&P 500® ETF Trust 8.92M (1.19%) -46.76K
Decreased by -0.52%
Mar 31, 25
19 SPDR® S&P 500 ETF Trust 8.89M (1.18%) 20.11K
Increased by +0.23%
Apr 30, 24
20 Fidelity® 500 Index 8.83M (1.18%) 56.17K
Increased by +0.64%
Nov 30, 23