Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 QINC 3.99%
2 UTRN 3.77%
3 NEWZ 3.32%
4 FCUS 2.64%
5 XMHQ 2.43%
6 XMMO 1.75%
7 KIE 1.64%
8 FTDS 1.63%
9 KONG 1.51%
10 KNG 1.37%
11 NOBL 1.36%
12 RSPF 1.28%
13 PFI 1.23%
14 DFND 1.12%
15 PXLG 1.07%
16 DDIV 1.06%
17 SPGP 1.05%
18 FSGS 1.04%
19 RNSC 1.04%
20 BOUT 1.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 PNC Financial Services Group Inc 4.91M (19.52%) -1.32K
Decreased by -0.03%
Mar 31, 26
2 Vanguard Group Inc 2.92M (11.62%) -24.66K
Decreased by -0.84%
Dec 31, 25
3 Cresset Asset Management, LLC 1.75M (6.96%) 4.00
Increased by +0.00%
Dec 31, 25
4 BlackRock Inc 1.56M (6.20%) -29.08K
Decreased by -1.86%
Dec 31, 25
5 State Street Corp 1.36M (5.42%) -11.10K
Decreased by -0.81%
Dec 31, 25
6 State Street Corporation 1.10M (4.36%) 382.62K
Increased by +34.91%
Mar 31, 24
7 Amvescap Plc. 996.55K (3.96%) 177.43K
Increased by +17.80%
Mar 31, 26
8 Geode Capital Management, LLC 810.42K (3.22%) 10.86K
Increased by +1.34%
Dec 31, 25
9 Mizuho Securities USA Inc 510.90K (2.03%) 510.90K
Increased by +100.00%
Sep 30, 24
10 ProShare Advisors LLC 498.47K (1.98%) 36.94K
Increased by +7.41%
Dec 31, 25
11 Morgan Stanley - Brokerage Accounts 399.08K (1.59%) 63.08K
Increased by +15.81%
Dec 31, 25
12 Bank of America Corp 364.39K (1.45%) 76.03K
Increased by +20.86%
Dec 31, 25
13 International Assets Investment Management, LLC 308.24K (1.23%) 308.24K
Increased by +100.00%
Sep 30, 24
14 JPMorgan Chase & Co 268.66K (1.07%) 147.18K
Increased by +54.78%
Sep 30, 25
15 The Goldman Sachs Group Inc 265.98K (1.06%) 66.15K
Increased by +24.87%
Dec 31, 25
16 FMR Inc 256.51K (1.02%) 219.63K
Increased by +85.62%
Mar 31, 25
17 Dimensional Fund Advisors, Inc. 225.99K (0.90%) 900.00
Increased by +0.40%
Mar 31, 26
18 Vest Financial 185.01K (0.74%) 32.17K
Increased by +17.39%
Mar 31, 26
19 Caisse De Depot Et Placement Du Quebec 182.31K (0.73%) 44.72K
Increased by +24.53%
Mar 31, 26
20 Charles Schwab Investment Management Inc 178.39K (0.71%) 3.59K
Increased by +2.01%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 809.43K (3.22%) 4.48K
Increased by +0.55%
Mar 31, 26
2 Vanguard US Total Market Shares ETF 805.42K (3.20%) 616.00
Increased by +0.08%
Sep 30, 24
3 iShares Core S&P Mid-Cap ETF 777.07K (3.09%) 1.27K
Increased by +0.16%
Jun 28, 24
4 Invesco S&P 500® Equal Weight ETF 695.32K (2.77%) -208.00
Decreased by -0.03%
Apr 30, 26
5 Vanguard 500 Index Investor 646.44K (2.57%) -6.84K
Decreased by -1.06%
Mar 31, 26
6 ProShares S&P 500 Dividend Aristocrats 591.58K (2.35%) 0.00
Increased by 0.00%
Apr 30, 26
7 Schwab US Dividend Equity ETF™ 586.70K (2.33%) 490.00
Increased by +0.08%
Apr 30, 26
8 Vanguard Small Cap Index 586.59K (2.33%) 9.63K
Increased by +1.64%
Mar 31, 26
9 Vanguard Institutional Extnd Mkt Idx Tr 381.71K (1.52%) 271.00
Increased by +0.07%
Aug 31, 24
10 Vanguard Small Cap Growth Index Inv 328.33K (1.31%) 8.14K
Increased by +2.48%
Mar 31, 26
11 iShares Core S&P 500 ETF 328.01K (1.30%) 975.00
Increased by +0.30%
Apr 30, 26
12 Fidelity 500 Index 324.43K (1.29%) 1.13K
Increased by +0.35%
Mar 31, 26
13 SPDR® S&P 500 ETF 311.52K (1.24%) -4.65K
Decreased by -1.49%
Mar 31, 25
14 SPDR® S&P 500® ETF Trust 303.11K (1.21%) -1.62K
Decreased by -0.53%
Mar 31, 25
15 SPDR® S&P 500® ETF 302.48K (1.20%) 3.79K
Increased by +1.25%
Aug 31, 25
16 State Street® SPDR® S&P 500® ETF 302.23K (1.20%) 1.00K
Increased by +0.33%
Apr 30, 26
17 State Street® SPDR® S&P® Dividend ETF 266.51K (1.06%) 182.00
Increased by +0.07%
Apr 30, 26
18 SPDR® S&P Dividend ETF 252.98K (1.01%) 0.00
Increased by 0.00%
Aug 31, 25
19 Invesco S&P MidCap Quality ETF 227.60K (0.91%) 1.41K
Increased by +0.62%
Jun 28, 24
20 SPDR® S&P MIDCAP 400 ETF Trust 200.28K (0.80%) -5.08K
Decreased by -2.54%
Jun 30, 24