Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 PXE 4.50%
2 RYE 4.39%
3 RSPG 4.37%
4 UTRN 3.80%
5 FCG 3.62%
6 IEO 3.41%
7 OCTA 3.34%
8 DUSA 2.98%
9 FXN 2.96%
10 TPMN 2.90%
11 XOP 2.78%
12 EQRR 2.66%
13 BOUT 2.62%
14 FTDS 2.51%
15 KONG 2.29%
16 LSEQ 2.18%
17 TUSA 2.05%
18 GUSH 1.95%
19 FTIF 1.88%
20 SPGP 1.83%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 95.21M (12.68%) 2.87M
Increased by +3.02%
Jun 30, 25
2 Wellington Management Company LLP 87.10M (11.60%) 3.47M
Increased by +3.98%
Jun 30, 25
3 BlackRock Inc 54.38M (7.24%) -709.58K
Decreased by -1.30%
Mar 31, 25
4 State Street Corporation 48.62M (6.47%) -297.19K
Decreased by -0.61%
Mar 31, 24
5 State Street Corp 45.20M (6.02%) -2.32M
Decreased by -5.12%
Mar 31, 25
6 Aristotle Capital Management LLC 33.14M (4.41%) -1.28M
Decreased by -3.87%
Mar 31, 25
7 Charles Schwab Investment Management Inc 26.80M (3.57%) 1.50M
Increased by +5.58%
Jun 30, 25
8 Geode Capital Management, LLC 19.73M (2.63%) 635.09K
Increased by +3.22%
Mar 31, 25
9 Victory Capital Management Inc. 18.83M (2.51%) 1.02M
Increased by +5.42%
Mar 31, 25
10 JPMorgan Chase & Co 15.35M (2.04%) 1.33M
Increased by +8.69%
Mar 31, 25
11 Capital World Investors 14.14M (1.88%) -1.03M
Decreased by -7.28%
Sep 30, 23
12 Schroder Investment Management Group 13.58M (1.81%) 141.83K
Increased by +1.04%
Jun 30, 25
13 Amvescap Plc. 12.38M (1.65%) 152.24K
Increased by +1.23%
Mar 31, 25
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. 10.50M (1.40%) 55.22K
Increased by +0.53%
Jun 30, 25
16 Goldman Sachs Group Inc 10.16M (1.35%) 3.83M
Increased by +37.73%
Dec 31, 23
17 Morgan Stanley - Brokerage Accounts 10.07M (1.34%) 54.54K
Increased by +0.54%
Mar 31, 25
18 State Farm Mutual Automobile Ins Co 9.71M (1.29%) 0.00
Increased by 0.00%
Jun 30, 25
19 Davis Selected Advisers 9.34M (1.24%) 9.34M
Increased by +100.00%
Jun 30, 25
20 Northern Trust Corp 8.76M (1.17%) -15.78K
Decreased by -0.18%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Equity-Income Inv 24.50M (3.26%) 561.09K
Increased by +2.29%
Jun 30, 25
2 Vanguard Total Stock Mkt Idx Inv 23.27M (3.10%) -50.35K
Decreased by -0.22%
Jun 30, 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™ 21.70M (2.89%) -3.73K
Decreased by -0.02%
Jul 31, 25
5 Vanguard 500 Index Investor 21.67M (2.88%) 724.21K
Increased by +3.34%
Jun 30, 25
6 Vanguard Institutional 500 Index Trust 20.94M (2.79%) 153.49K
Increased by +0.73%
May 31, 25
7 Energy Select Sector SPDR® ETF 18.15M (2.42%) -352.53K
Decreased by -1.94%
Apr 30, 24
8 Vanguard Mid Cap Index Institutional 16.00M (2.13%) 65.91K
Increased by +0.41%
Jun 30, 25
9 The Energy Select Sector SPDR® ETF 15.13M (2.01%) -31.52K
Decreased by -0.21%
Jul 31, 25
10 Vanguard Wellesley® Income Inv 11.54M (1.54%) -7.68K
Decreased by -0.07%
Jun 30, 25
11 Sycamore Mid Cap Value Comp 10.77M (1.43%) 10.41M
Increased by +96.69%
Mar 31, 25
12 Victory Sycamore Established Value R 10.70M (1.42%) -70.00K
Decreased by -0.65%
Jun 30, 25
13 Hartford Dividend and Growth Y 10.44M (1.39%) 0.00
Increased by 0.00%
Jun 30, 25
14 Fidelity 500 Index 9.67M (1.29%) 380.22K
Increased by +3.93%
Jun 30, 25
15 SPDR® S&P 500® ETF 9.36M (1.25%) 39.87K
Increased by +0.43%
Jul 31, 25
16 SPDR® S&P 500 ETF 9.17M (1.22%) -134.23K
Decreased by -1.46%
Mar 31, 25
17 iShares Core S&P 500 ETF 9.12M (1.21%) 41.40K
Increased by +0.45%
Jul 31, 25
18 Vanguard Windsor™ II Inv 9.10M (1.21%) 0.00
Increased by 0.00%
Jun 30, 25
19 Pacer US Cash Cows 100 ETF 9.09M (1.21%) 19.84K
Increased by +0.22%
Apr 30, 24
20 SPDR® S&P 500® ETF Trust 8.92M (1.19%) -46.76K
Decreased by -0.52%
Mar 31, 25